2026-03-04 03:25:39
I trust private companies with strong AI more than I trust the government, regardless of which administration is in power. Yet if the federal government feels it has no say or no control, it will lunge and take over the whole thing. We thus want sustainble methods of perpetual interference that a) are actually somewhat useful from a safety perspective, and b) give governments some control, and the feeling of control, but not too much control.
You should judge AI-related events within this framework.
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2026-03-04 00:52:34
1. Legal basis for the Pentagon’s designation?
3. “But what is true is that this should not be much of a surprise considering the constant rhetoric over the past few years has been that AI is a power like no other. It’s like nukes, but times a thousand. We need regulation. And when an industry repeatedly calls out for oversight, asking for someone to make the rules on how it should be used, you cannot be surprised when the Defense department take that seriously. You cannot be surprised when they make up their own interpretations of what ought to be done, because you were insufficiently prescriptive. They will listen to your articulation of any red lines and wonder, what do you mean you want to tell me how to use the mega-nuke-crazy-power that you yourself are saying you don’t know how to control?” Rohit.
4. There are too many types of shower controls.
5. The Anthropic valuation seems pretty stable. Plus other matters of interest from SSC, including an idea for how to improve prediction markets by inducing the sports betting to subsidize participation in other contracts.
6. You can now bet on German train delays.
7. Rohit: “OpenAI now is also the only case I know of a defense department vendor contract being negotiated in public iteratively. With plenty of object lessons on why nobody does it.” People, there is nothing weird going on here. It is fine to dislike various aspects of the U.S. military, after all part of their business is to kill people. But any blame you wish to levy goes toward “the system,” do not overly spin the narrative here.
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2026-03-03 20:18:13
California cannot permit the construction of a smartphone factory, an electric car plant, or a Navy destroyer shipyard. Not won’t — can’t. The regulatory environment makes it effectively impossible to build new semiconductor fabs, automotive paint shops, battery gigafactories, or steel foundries.
Tesla didn’t put its Gigafactory in Nevada out of affection for Reno. General Dynamics NASSCO in San Diego can build destroyers only because it’s been grandfathered in since 1960. If it closed tomorrow, it could not be rebuilt.
I get tired at all the discussion of tariffs and industrial policy and manufacturing. All of it is BS in comparison to the basics. We have the met the enemy and the enemy is us. Our future is in our hands. Is that optimistic or pessimistic? Either way complaining about China won’t fix our problems.
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2026-03-03 15:24:21
I thought this was one of the five or six best movies of the millennium so far, comparable in quality to say Uncle Boonmee or Winter Sleep. The soundtrack is one of the very best, ever. The production is joint Spanish and French. The story starts with a Spanish father looking for his lost (grown) daughter at a rave in Morocco. He then meets up with some other parties and a story ensues. I do not consider it a spoiler to report that I consider this a movie about the end of the world, so to speak. Here is the trailer for the film.
It has been playing in NYC and LA for a while, and this Friday it opens for a week in many more cities. The big screen is essential, so see it while you can.
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2026-03-03 13:32:02
We use long-run annual cross-country data for 10 macroeconomic variables to evaluate the long-horizon forecast distributions of six forecasting models. The variables we use range from ones having little serial correlation to ones having persistence consistent with unit roots. Our forecasting models include simple time series models and frequency domain models developed in Müller and Watson (2016). For plausibly stationary variables, an AR(1) model and a frequency domain model that does not require the user to take a stand on the order of integration appear reasonably well calibrated for forecast horizons of 10 and 25 years. For plausibly non-stationary variables, a random walk model appears reasonably well calibrated for forecast horizons of 10 and 25 years.
That is from a new NBER working paper by Kurt G. Lunsford and Kenneth D. West. If you do not know macro, here is a GPT translation in plainspeak. And this new paper suggests macro shocks do not matter that much.
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2026-03-03 04:21:53
2. Just say no to the monopsony model.
3. Your dose of John Cochrane.
4. More on the recent climate change estimate. It seems the paper should not have been published?
5. “During their lives, centenarians rarely get sick.“
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