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Javier E

Experts and Trump's advisers doubt White House's 240,000 coronavirus deaths estimate - ... - 0 views

  • Another key question is what time period the White House’s 100,000-to-240,000 projection covers. Imperial College’s worst-case scenario calculated the toll exacted by the virus over a couple of years. But if the White House’s projection covers only the next few months, like the IHME model does, the true death toll will almost certainly be larger because the United States will probably see additional waves of covid-19 until a vaccine is deployed.
  • IHME, however, took an entirely different approach. It is a statistical model that takes the trending curve of deaths from China, for example, and “fits” that curve to emerging death data from cities and counties to predict what might come next.
  • “It’s a valuable tool, providing updated state-by-state projections, but it is inherently optimistic because it assumes that all states respond as swiftly as China,”
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  • The U.S. government launched the effort when it became apparent that U.S. expertise in disease modeling was outstripped by England’s world-class experts, said Dylan George, a former Obama administration official at the White House Office of Science and Technology Policy who was involved in that effort.
  • what remains unclear and alarming to many modelers is whether the White House is using their data to create a coordinated, coherent long-term strategy.
  • Any numbers we see today — confirmed cases, hospitalizations and deaths — lag two to three weeks behind how the virus is spreading. So decisions made by authorities based on that present-day data are, almost by definition, reactive and potentially come too late.
  • Shaman doesn’t think the White House’s death projection is too low, nor does he think it’s too late to act decisively.“I think we can come in under 100,000 deaths. I do,” he said. “The jury is not yet in on this.”
johnsonel7

How Bernie Sanders Is Weaponizing Joe Biden's New Donors | Time - 0 views

  • After months of internal hand wringing, the Democratic Party’s biggest financial backers have flocked to former Vice President Joe Biden. And Bernie Sanders, the Vermont Senator running as the scourge of the elite, is trying to turn it against him.
  • As the Democratic presidential race shifts into a two-person contest, two campaigns with two very different funding models are now being put to the test: Biden’s bid backed by longtime Democratic donors and bundlers who have now united behind him, and the massive grassroots movement of small-dollar donations that has fueled Sanders. In a sense, the dueling models are a microcosm of the competing visions for the Democratic Party itself: whether it will continue operating under the status quo, or shift towards the grassroots-led model the progressive wing has been pushing for years. Whoever prevails will not just get the party’s nomination, but could possibly determine its future financial model.
  • “The folks who, for a long period of time would not give me money for the campaign because they did not think [Biden] was going to be the leading candidate turned — particularly turned when Pete [Buttigieg] and Amy [Klobuchar] came on board and since [Michael] Bloomberg dropped out,” says attorney Stephen Cozen, founder of the law firm Cozen O’Connor and a Philadelphia-based Biden donor who has been raising money since he entered the race. “I’ve had a tremendous influx of contributions to the campaign from people who have said ‘You were right all along.'”
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  • According to January’s filings with the Federal Election Commission, 53% of the $25 million Sanders received in campaign donations were unitemized, or under $200. Biden could say the same for about 35% of his campaign donations. In both fundraising emails and stump speeches, Sanders is using this discrepancy to bolster his claims that “the establishment” — a term loosely defined as longtime party stalwarts and fundraisers that he frequently invokes — is on a mission to undermine his progressive movement.
  • Sanders’ grassroots support has put him in the unique position of being able to rail against these fundraising practices as part of his platform. Nearly every candidate — including Biden — began the race eschewing super PACs, which cannot coordinate with the campaigns but can spend unlimited amounts. But that stance eventually collided with the reality that it is hard to raise money while competing in a crowded field that until recently included two self-funding billionaires. Even Massachusetts Senator Elizabeth Warren, who exited the race Thursday, reversed a campaign pledge and did not disavow a super PAC when one formed to support her as she struggled to gain traction.
martinelligi

Volvo Plans to Sell Only Electric Cars by 2030 - The New York Times - 0 views

  • Volvo Cars one-upped larger rivals like General Motors and added momentum to the movement toward electric vehicles on Tuesday by saying it would convert its entire lineup to battery power by 2030, no longer selling cars with internal combustion engines.
  • The declaration by the Swedish carmaker is the latest attempt by a traditional auto company to break with its fossil fuels past. It is also one of the most ambitious proposals and ratchets up the pressure on others to follow suit.
  • BMW, Audi and Mercedes-Benz, German carmakers that target the same affluent buyers as Volvo, have not yet set expiration dates for internal combustion models. They may be fearful of unsettling buyers of gasoline vehicles
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  • Volvo, owned by Geely Holding of China, has been ahead of larger rivals in converting to electric power. All the models it sells in Europe are either hybrids or run solely on batteries. But some of the Volvos are so-called mild hybrids, which have an electric motor that assists the gasoline engine but are not capable of running solely on battery power. Hybrids have better fuel economy than conventional vehicles, but they may not be much better for the climate or for urban air quality if drivers do not use the electric abilities
  • In another break from the practice of traditional carmakers, Volvo’s electric models will be sold exclusively online
  • The decision to go all electric is still a leap of faith for Volvo, which has only one battery-powered car on the market now, a version of its XC40 S.U.V.
aidenborst

Major snow storm shaping up for the Rockies, including Denver - CNN - 0 views

  • By now, we all realize that long-range weather forecasting -- models that forecast beyond the next 3 days -- can be as useful as a gas tank in a Tesla, but there is increasing confidence that a major snowstorm is taking shape over parts of Colorado, Wyoming, and Nebraska this coming weekend.
  • The models have been consistently showing for the last few days areas of snow accumulation over 40 inches in some places up and down the front range along Interstate 25.Early this week, forecast models were hinting at possibly even 5 feet of snow. The National Weather Service in Boulder was quick to point out it wasn't forecasting these totals. After a lengthy discussion on the possibilities in the forecast this morning "the messaging of 1 to 3 feet of snow for much of our forecast area is still on track," the NWS Boulder said.
  • Is it time to panic? No.Is it time to prepare for a possible 3-foot snowstorm? Yes.
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  • The snowstorm this weekend has a "moderate to high potential to surpass the March 23, 2016, heavy snow event," according to the National Weather Service in Boulder. That day it snowed 13.1 inches in Denver. NWS Boulder also gives a "low to medium potential to approach the March 2003 historical snowstorm." That storm dumped 2 to 4 feet of snow across the area.
  • One of the unknowns this weekend is a matter of moisture. There will be severe weather southeast of Colorado on Friday and Saturday. Suppose that severe weather converts all of the Gulf of Mexico humidity into flooding rainfall. In that case, the moisture source for the front range snowstorm will be cut off. The air approaching the Rockies will be dried out, and the snow potential will be cut in half, at least.
  • Being 3 to 4 days away from this storm, the current forecast has an extensive range of potential snowfall to account for all the factors that could impact the final forecast.
  • Meteorologists then consider the consistency of these model runs -- if they continue to show the same forecast or not -- along with local and historical context to develop a more accurate forecast.
  • By the time the snowfall ends on Monday, this high-impact storm will have paralyzed some cities, towns and interstate highways.
  • The worst part of the storm won't arrive until Saturday and many things can change by then. Forecast snow totals for specific areas will change, and maybe drastically, as the storm evolves.
  • As the snow's start time gets closer, the confidence for the track and amounts will get clearer. A two-day forecast is always more accurate than a four-day forecast just about anywhere in the world. Still, the 40-inch potential here should get your attention for now.
katherineharron

Joe Biden can't stop thinking about China and the future of American democracy - CNN Po... - 0 views

  • Sitting in the Oval Office, one of Biden’s economic advisers had just pointed out that China was dominating the battery market, launching the President into a riff about the need to make the necessary investments to counter China’s dominance in that industry.
  • “My job is to show people that government has a role and that this loss of public trust in government can be rebuilt,” Biden said, according to an aide in the room who was taking notes. “And this is a concrete way we do it.”
  • Senior White House aides said the concept is constantly on Biden’s mind – a “central organizing principle,” in the words of one senior official. It informs his approach to most major topics and the President regularly raises it in meetings, whether he is discussing foreign policy or electric bus batteries. And aides say Biden believes it is a key test by which historians will judge his presidency.
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  • He is concerned about the rise of autocrats around the world but pays special attention to China these days.
  • “He’s deadly earnest on becoming the most significant, consequential nation in the world,” Biden said of Chinese President Xi Jinping during his address to Congress on Wednesday, departing from his prepared remarks. “He and others – autocrats – think that democracy can’t compete in the 21st century with autocracies.”
  • A senior White House official, who requested anonymity to speak more candidly, said Biden’s perspective on the rise of autocracies and the threat to democracy was “magnified by seeing some of those same characteristics reflected in the American president (Trump) and the American government for the last four years.”
  • “Things are changing so rapidly in the world in science and technology and a whole range of other issues that – the question is: In a democracy that’s such a genius as ours, can you get the consensus in the timeframe that can compete with autocracy?” Biden told TV anchors on Wednesday ahead of his congressional address. “Xi does not believe we can. That’s what he’s betting on.” It’s one of the reasons why aides say Biden prioritized passing the safety net expansion included in the $1.9 trillion American Rescue Plan and tackling a sweeping infrastructure bill, rather than thornier progressive policies like immigration reform and gun control. And in turn, Biden has used this clarion call as a central part of his pitch for the sweeping set of government investments and programs topping his agenda, namely his $4 trillion, two-pronged package that contains proposed investments in infrastructure, manufacturing, education and child care.
  • “A big part of it is looking out at Xi Jinping’s China, Vladimir Putin’s Russia and the pitch that they are making more overtly now than ever before … that the autocratic model, the non-democratic model is a better model for actually solving problems,” Biden’s national security adviser Jake Sullivan told CNN. “And Joe Biden in his bones believes they are wrong.”
  • Sitting in the Oval Office in early February, surrounded by his foreign policy team, Biden was mulling what kind of message he wanted to deliver at his first Group of 7 summit, when he craned his neck and pointed up at the hulking portrait of President Franklin D. Roosevelt adorning the wall behind him.
  • Just as Roosevelt led the US through a pivotal decade in which democracy was threatened, Biden told his aides he believed the US was at a similar inflection point. With autocracies like China on the rise, the US – and by extension his presidency – would be judged, at least in part, on the ability to answer a fundamental question: Can the US demonstrate that democracy works?
  • On the domestic front, Biden’s views on that inflection point also informed decisions as he and his team of senior advisers began crafting his legislative priorities early in his presidency.
  • Still, even with language aimed at appealing to Republicans who have harped on the threat that China represents, Biden does not appear any closer to getting the 10 Republicans he would need to pass the infrastructure package he proposed without using the partisan budget reconciliation proces
  • For now, Biden’s main argument is his $1.9 trillion coronavirus relief bill and his handling of the pandemic, marked by a steady increase in vaccines and a return to a science-based approach. Officials said they hope those demonstrations of competence will reflect well on the US’s image abroad.
  • “The power of America’s example is a power to influence the choices of other countries, whether they’re going to be transparent, respect human rights and deliver good governance to their citizens or go the route of a China or Russia. That comes down in part to America showing the world that its model can effectively deliver for its citizens,” Sullivan said. “He believes a world in which there are more like-minded capable democracies is a world that is more hospitable to American interests and values.”
Javier E

Trump Administration Hardens Its Attack on Climate Science - The New York Times - 0 views

  • President Trump has rolled back environmental regulations, pulled the United States out of the Paris climate accord, brushed aside dire predictions about the effects of climate change, and turned the term “global warming” into a punch line rather than a prognosis.
  • Mr. Trump and his political appointees are launching a new assault.
  • In the next few months, the White House will complete the rollback of the most significant federal effort to curb greenhouse-gas emissions, initiated during the Obama administration. It will expand its efforts to impose Mr. Trump’s hard-line views on other nations, building on his retreat from the Paris accord and his recent refusal to sign a communiqué to protect the rapidly melting Arctic region unless it was stripped of any references to climate change.
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  • in what could be Mr. Trump’s most consequential action yet, his administration will seek to undermine the very science on which climate change policy rests.
  • As a result, parts of the federal government will no longer fulfill what scientists say is one of the most urgent jobs of climate science studies: reporting on the future effects of a rapidly warming planet and presenting a picture of what the earth could look like by the end of the century if the global economy continues to emit heat-trapping carbon dioxide pollution from burning fossil fuels.
  • also to question its conclusions by creating a new climate review panel. That effort is led by a 79-year-old physicist who had a respected career at Princeton but has become better known in recent years for attacking the science of man-made climate change and for defending the virtues of carbon dioxide — sometimes to an awkward degree.
  • Scientists say that would give a misleading picture because the biggest effects of current emissions will be felt after 2040. Models show that the planet will most likely warm at about the same rate through about 2050. From that point until the end of the century, however, the rate of warming differs significantly with an increase or decrease in carbon emissions.
  • The administration’s prime target has been the National Climate Assessment, produced by an interagency task force roughly every four years since 2000. Government scientists used computer-generated models in their most recent report to project that if fossil fuel emissions continue unchecked, the earth’s atmosphere could warm by as much as eight degrees Fahrenheit by the end of the century. That would lead to drastically higher sea levels, more devastating storms and droughts, crop failures, food losses and severe health consequences.
  • “What we have here is a pretty blatant attempt to politicize the science — to push the science in a direction that’s consistent with their politics,” said Philip B. Duffy, the president of the Woods Hole Research Center, who served on a National Academy of Sciences panel that reviewed the government’s most recent National Climate Assessment. “It reminds me of the Soviet Union.”
  • the White House-appointed director of the United States Geological Survey, James Reilly, a former astronaut and petroleum geologist, has ordered that scientific assessments produced by that office use only computer-generated climate models that project the impact of climate change through 2040, rather than through the end of the century, as had been done previously.
  • “The demonization of carbon dioxide is just like the demonization of the poor Jews under Hitler,” said the physicist
  • Mr. Happer and Mr. Bolton are both beneficiaries of Robert and Rebekah Mercer, the far-right billionaire and his daughter who have funded efforts to debunk climate science. The Mercers gave money to a super PAC affiliated with Mr. Bolton before he entered government and to an advocacy group headed by Mr. Happer.
  • For Mr. Trump, climate change is often the subject of mockery. “Wouldn’t be bad to have a little of that good old fashioned Global Warming right now!” he posted on Twitter in January when a snowstorm was freezing much of the country.
  • His views are influenced mainly by friends and donors like Carl Icahn, the New York investor who owns oil refineries, and the oil-and-gas billionaire Harold Hamm — both of whom pushed Mr. Trump to deregulate the energy industry.
  • The president’s advisers amplify his disregard. At the meeting of the eight-nation Arctic Council this month, Secretary of State Mike Pompeo dismayed fellow diplomats by describing the rapidly warming region as a land of “opportunity and abundance” because of its untapped reserves of oil, gas, uranium, gold, fish and rare-earth minerals. The melting sea ice, he said, was opening up new shipping routes.
  • At the National Security Council, under Mr. Bolton, officials said they had been instructed to strip references to global warming from speeches and other formal statements. But such political edicts pale in significance to the changes in the methodology of scientific reports.
  • A key change, he said, would be to emphasize historic temperatures rather than models of future atmospheric temperatures, and to eliminate the “worst-case scenarios” of the effect of increased carbon dioxide pollution — sometimes referred to as “business as usual” scenarios because they imply no efforts to curb emissions.
  • Scientists said that eliminating the worst-case scenario would give a falsely optimistic picture. “Nobody in the world does climate science like that,” said Michael Oppenheimer, a professor of geosciences and international affairs at Princeton. “It would be like designing cars without seatbelts or airbags.”
  • “It is very unfortunate and potentially even quite damaging that the Trump administration behaves this way,” said Johan Rockström, the director of the Potsdam Institute for Climate Impact Research in Germany. “There is this arrogance and disrespect for scientific advancement — this very demoralizing lack of respect for your own experts and agencies.”
Javier E

An Embattled Public Servant in a Fractured France - The New York Times - 0 views

  • rance is in theory a nondiscriminatory society where the state upholds strict religious neutrality and people are free to believe, or not, in any God they wish. It is a nation, in its self image, that through education dissolves differences of faith and ethnicity in a shared commitment to the rights and responsibilities of French citizenship.
  • This model, known as laïcité, often inadequately translated as secularism, is embraced by a majority of French people. They or their forebears became French in this way. No politician here would utter the words “In God we trust.” The Roman Catholic Church was removed more than a century ago from French public life. The country’s lay model supplants any deity.
  • Mr. Cadène, 39, runs the Laïcité Observatory as its “general rapporteur,” a weighty title for a young man
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  • At the Interior Ministry, where she works, anger has mounted at what is seen as Mr. Cadène’s “laïcité of appeasement,” one that is more concerned with the “struggle against stigmatization of Muslims” than with upholding the Republic against “militant Islamists,” the weekly magazine Le Point reported.
  • Among the disadvantaged “are a majority of French Muslims, even if the situation is evolving,” Mr. Cadène said. The result, as he sees it, is discrimination that is religious and social: the inferior schools in ghettoized neighborhoods on the outskirts of big cities mean Muslim children have fewer chances.
  • “As laïcité is a tool to allow us all to live together, whatever our condition, it’s also necessary that we be together,” he said. “That we live in the same places. That we interact. And this happens too rarely.” A lot of schools, neighborhoods and workplaces were very homogeneous, he noted. “This insufficient social mixing spurs fears because when you don’t know the other you are more afraid.”
  • “It would be very dangerous to turn laïcité into a political tool,” he said. “It is not an ideology. It is absolutely not anti-religious. It should be a means to bring people together.”
  • Hakim El Karoui, a Muslim business consultant and senior fellow at the Institut Montaigne, said the problem is that laïcité has many meanings. It can represent the law of 1905, freedom of conscience and the neutrality of the state.
  • Or it can be philosophical, a form of emancipation against religion, a battle for enlightenment against religious obscurantism, something close to atheism. Islam, with its vibrant appeal to young Muslims, then becomes the enemy
  • Mr. Cadène’s views seem broadly aligned with Mr. Macron’s. While condemning the extremist Islamism behind recent terrorist attacks, including the beheading of a schoolteacher, the president has acknowledged failings. In an October speech he said France suffered from “its own form of separatism” in neglecting the marginalization of some Muslims.
  • Draft legislation this month seeks to combat radical Islamism through measures to curb the funding and teachings of extremist groups. It was a necessary step, Mr. Cadène said, but not enough. “We also need a law of repair, to try to ensure everyone has an equal chance.”
  • A law, in other words, that would help forge a France of greater mingling through better distributed social housing, more socially mixed schools, a more variegated workplace. The government is preparing a “national consultation on discrimination” in January, evidence of the urgency Mr. Macron accords this question in the run-up to the 2022 presidential election.
  • In France, saying to someone, “Tell me your laïcité and I’ll tell you who you are,” is not a bad compass.
  • So, I asked Mr. Cadène about his. “It’s the equality before the state of everyone, whatever their conviction. It’s a public administration and public services that are impartial. And it’s fraternity because that is what allows us to work together in the respect of others’ convictions.”
  • He continued: “In theory it’s a wonderful model. But if the tool is not oiled it rusts and fails. And the problem today is that equality is not real, freedom is not real, and fraternity even less.”
  • or many decades the model made French citizens of millions of immigrants, and it remains for many French people of different backgrounds and beliefs and skin color, a noble idea, without which France would lose some essence of itself.
  • “I believe that our Republic is laïque’’ — secular — “and dedicated to social justice, and that laïcité can only survive on that basis.”
Javier E

Europe Said It Was Pandemic-Ready. Pride Was Its Downfall. - The New York Times - 0 views

  • From the Black Death of the 14th century to cholera in war-torn Yemen, it was a baleful history. But Professor Whitty, who had spent most of his career fighting infectious diseases in Africa, was reassuring. Britain, he said, had a special protection.
  • Wealth “massively hardens a society against epidemics,” he argued, and quality of life — food, housing, water and health care — was more effective than any medicine at stopping the diseases that ravaged the developing world.
  • Professor Whitty’s confidence was hardly unique. As recently as February, when European health ministers met in Brussels to discuss the novel coronavirus emerging in China, they commended their own health systems and promised to send aid to poor and developing countries.
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  • Officials once boastful about their preparedness were frantically trying to secure protective gear and materials for tests, as death rates soared in Britain, France, Spain, Italy and Belgium.
  • Many European leaders felt so secure after the last pandemic — the 2009 swine flu — that they scaled back stockpiles of equipment and faulted medical experts for overreacting.
  • But that confidence would prove their undoing. Their pandemic plans were built on a litany of miscalculations and false assumptions
  • European leaders boasted of the superiority of their world-class health systems but had weakened them with a decade of cutbacks. When Covid-19 arrived, those systems were unable to test widely enough to see the peak coming — or to guarantee the safety of health care workers after it hit.
  • Accountability mechanisms proved toothless. Thousands of pages of national pandemic planning turned out to be little more than exercises in bureaucratic busy work
  • Officials in some countries barely consulted their plans; in other countries, leaders ignored warnings about how quickly a virus could spread.
  • Mathematical models used to predict pandemic spreads — and to shape government policy — fed a false sense of security.
  • National stockpiles of medical supplies were revealed to exist mostly on paper, consisting in large part of “just in time” contracts with manufacturers in China. European planners overlooked the risk that a pandemic, by its global nature, could disrupt those supply chains
  • Now South Korea, with a death toll below 300, is a paragon of success against the pandemic. Many epidemiologists there are dumbfounded at the mess made by their mentors.
  • Europe is grappling with how a continent considered among the most advanced failed so miserably.
  • Dr. Whitty, 54, initially praised in British newspapers as the reassuring “geek-in-chief,” has declined to speak publicly about his role in those decisions. His friends say the government has set him up to take the blame.
  • Sir David King, a former British chief science officer, said, “The word ‘arrogance’ comes to mind, I am afraid.” He added: “What hubris.”
  • when swine flu emerged, British leaders again turned to Professor Ferguson and the large modeling department he had built at Imperial College. He projected that swine flu, in a reasonable worst case, could kill nearly 70,000.
  • But the modelers’ “reasonable worst case” was wildly off. Swine flu ended up killing fewer than 500 people in Britain, less than in a seasonal flu.
  • For Mr. Johnson, the swine flu episode reinforced instincts not to impose restrictions in the name of public health.
  • Some experts now say Europe learned the wrong lesson from the swine flu.
  • “It created some kind of complacency,” said Prof. Steven Van Gucht, a virologist involved in the Belgian response. “Oh, a pandemic again? We have a good health system. We can cope with this.”
  • It also coincided with Europe’s worst economic slump in decades. French legislators were furious at the cost of buying millions of doses of vaccines and faulted the government for needlessly stockpiling more than 1.7 billion protective masks.
  • The idea of a government warehousing medical supplies came to seem outdated,” said Francis Delattre, a French senator who raised alarms about dependence on China. “Our fate was put into the hands of a foreign dictatorship.”
  • “France has a superiority complex,” Mr. Delattre added, “especially when it comes to the health sector.”
  • “It’s pretty difficult to build a stockpile for something you’ve not seen before,” said Dr. Ben Killingley, an infectious disease expert who advises the government on what to stockpile. “It depends how much you want to spend on your insurance.”
  • National governments barred the European Centre for Disease Prevention and Control from setting benchmarks or pointing out deficiencies. So the agency’s public remarks were almost unfailingly positive
  • “We couldn’t say, ‘You should have this,’” said Arthur Bosman, a former agency trainer. “The advice and the assessment had to be phrased in an observation.”
  • the European Union in 2016 solicited bids to build a continent-wide repository. But the initiative fizzled because Britain, France and other large countries thought they had the situation covered
  • European and global health officials had thoroughly reviewed Belgium’s pandemic plan over the years. But when Covid-19 hit, Belgian officials did not even consult it.
  • “It has never been used,” said Dr. Emmanuel André, who was drafted to help lead the country’s coronavirus response
  • “I don’t understand why we were not prepared,” said Dr. Matthieu Lafaurie, of the Saint-Louis hospital in Paris. “It was very surprising that every country had to realize itself what was going on, as if they didn’t have the examples of other countries.
  • He insisted that he had warned privately in early March that Britain’s insufficient testing meant the scientists did not have enough information to track the epidemic.Across Europe, he said, more testing “would have been the single thing which would have made the biggest difference.”
  • there is another lesson to learn, said Dr. André, who spent years fighting epidemics in Africa before advising Belgium on the coronavirus.“They keep on telling countries what they should do, very clearly. But all these experts, when it happens in your own countries? There’s nothing,” he said.“One lesson to learn is humility.”
Javier E

What the War on Terror Cost America | Foreign Affairs - 0 views

  • At a joint session of Congress on September 20, 2001, U.S. President George W. Bush announced a new type of war, a “war on terror.” He laid out its terms: “We will direct every resource at our command—every means of diplomacy, every tool of intelligence, every instrument of law enforcement, every financial influence, and every necessary weapon of war—to the disruption and to the defeat of the global terror network.” Then he described what that defeat might look like: “We will starve terrorists of funding, turn them one against another, drive them from place to place until there is no refuge or no rest.”
  • If Bush’s words outlined the essential objectives of the global war on terror, 20 years later, the United States has largely achieved them. Osama bin Laden is dead. The surviving core members of al Qaeda are dispersed and weak. Bin Laden’s successor, Ayman al-Zawahiri, communicates only through rare propaganda releases, and al Qaeda’s most powerful offshoot, the Islamic State (or ISIS), has seen its territorial holdings dwindle to insignificance in Iraq and Syria.
  • Most important, however, is the United States’ success in securing its homeland.
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  • Since 9/11, the United States has suffered, on average, six deaths per year due to jihadi terrorism. (To put this in perspective, in 2019, an average of 39 Americans died every day from overdoses involving prescription opioids.) If the goal of the global war on terror was to prevent significant acts of terrorism, particularly in the United States, then the war has succeeded.
  • But at what cost?
  • Every war the United States has fought, beginning with the American Revolution, has required an economic model to sustain it with sufficient bodies and cash.
  • Like its predecessors, the war on terror came with its own model: the war was fought by an all-volunteer military and paid for largely through deficit spending.
  • It should be no surprise that this model, which by design anesthetized a majority of Americans to the costs of conflict, delivered them their longest war; in his September 20, 2001, speech, when describing how Americans might support the war effort, Bush said, “I ask you to live your lives and hug your children.”
  • This model has also had a profound effect on American democracy, one that is only being fully understood 20 years later.
  • Funding the war through deficit spending allowed it to fester through successive administrations with hardly a single politician ever mentioning the idea of a war tax. Meanwhile, other forms of spending—from financial bailouts to health care and, most recently, a pandemic recovery stimulus package—generate breathless debate.
  • , technological and social changes have numbed them to its human cost. The use of drone aircraft and other platforms has facilitated the growing automation of combat, which allows the U.S. military to kill remotely. This development has further distanced Americans from the grim costs of war
  • the absence of a draft has allowed the U.S. government to outsource its wars to a military caste, an increasingly self-segregated portion of society, opening up a yawning civil-military divide as profound as any that American society has ever known.
  • For now, the military remains one of the most trusted institutions in the United States and one of the few that the public sees as having no overt political bias. How long will this trust last under existing political conditions? As partisanship taints every facet of American life, it would seem to be only a matter of time before that infection spreads to the U.S. military.
  • From Caesar’s Rome to Napoleon’s France, history shows that when a republic couples a large standing military with dysfunctional domestic politics, democracy doesn’t last long. The United States today meets both conditions.
  • Historically, this has invited the type of political crisis that leads to military involvement (or even intervention) in domestic politics.
  • How imminent is the threat from these states? When it comes to legacy military platforms—aircraft carriers, tanks, fighter planes—the United States continues to enjoy a healthy technological dominance over its near-peer competitors. But its preferred platforms might not be the right ones. Long-range land-based cruise missiles could render large aircraft carriers obsolete. Advances in cyberoffense could make tech-reliant fighter aircraft too vulnerable to fly
  • It is not difficult to imagine a more limited counterterrorism campaign in Afghanistan that might have brought bin Laden to justice or a strategy to contain Saddam Hussein’s Iraq that would not have involved a full-scale U.S. invasion. The long, costly counterinsurgency campaigns that followed in each country were wars of choice.
  • Both proved to be major missteps when it came to achieving the twin goals of bringing the perpetrators of 9/11 to justice and securing the homeland. In fact, at several moments over the past two decades, the wars set back those objectives
  • Few years proved to be more significant in the war on terror than 2011. Aside from being the year bin Laden was killed, it also was the year the Arab Spring took off and the year U.S. troops fully withdrew from Iraq. If the great strategic blunder of the Bush administration was to put troops into Iraq, then the great strategic blunder of the Obama administration was to pull all of them out. Both missteps created power vacuums. The first saw the flourishing of al Qaeda in Iraq; the second gave birth to that group’s successor, ISIS.
  • But what makes the war on terror different from other wars is that victory has never been based on achieving a positive outcome; the goal has been to prevent a negative one.
  • How, then, do you declare victory? How do you prove a negative?
  • The wars in Afghanistan and Iraq represented a familiar type of war, with an invasion to topple a government and liberate a people, followed by a long occupation and counterinsurgency campaigns.
  • In addition to blood and treasure, there is another metric by which the war on terror can be judged: opportunity cost
  • For the past two decades, while Washington was repurposing the U.S. military to engage in massive counterinsurgency campaigns and precision counterterrorism operations, Beijing was busy building a military to fight and defeat a peer-level competitor.
  • Today, the Chinese navy is the largest in the world. It boasts 350 commissioned warships to the U.S. Navy’s roughly 290.
  • it now seems inevitable that the two countries’ militaries will one day reach parity. China has spent 20 years building a chain of artificial islands throughout the South China Sea that can effectively serve as a defensive line of unsinkable aircraft carriers.
  • Culturally, China has become more militaristic, producing hypernationalist content such as the Wolf Warrior action movies.
  • After the century opened with 9/11, conventional wisdom had it that nonstate actors would prove to be the greatest threat to U.S. national security
  • Nonstate actors have compromised national security not by attacking the United States but by diverting its attention away from state actors. It is these classic antagonists—China, Iran, North Korea, and Russia—that have expanded their capabilities and antipathies in the face of a distracted United States.
  • it may seem odd to separate the wars in Afghanistan and Iraq from the war on terror,
  • The greatest minds in the U.S. military have now, finally, turned their attention to these concerns, with the U.S. Marine Corps, for example, shifting its entire strategic focus to a potential conflict with China. But it may be too late.
  • Americans’ fatigue—and rival countries’ recognition of it—has limited the United States’ strategic options. As a result, presidents have adopted policies of inaction, and American credibility has eroded.
  • When Obama went to legislators to gain support for a military strike against the Assad regime, he encountered bipartisan war fatigue that mirrored the fatigue of voters, and he called off the attack. The United States’ redline had been crossed, without incident or reprisal.
  • Fatigue may seem like a “soft” cost of the war on terror, but it is a glaring strategic liability.
  • This proved to be true during the Cold War when, at the height of the Vietnam War, in 1968, the Soviets invaded Czechoslovakia, and when, in the war’s aftermath, in 1979, the Soviets invaded Afghanistan. Because it was embroiled in a war in the first case and reeling from it in the second, the United States could not credibly deter Soviet military aggression
  • It is no coincidence that China, for instance, has felt empowered to infringe on Hong Kong’s autonomy and commit brazen human rights abuses against its minority Uyghur population. When American power recedes, other states fill the vacuum.
  • U.S. adversaries have also learned to obfuscate their aggression. The cyberwar currently being waged from Russia is one example, with the Russian government claiming no knowledge of the spate of ransomware attacks emanating from within its borders. With Taiwan, likewise, Chinese aggression probably wouldn’t manifest in conventional military ways. Beijing is more likely to take over the island through gradual annexation, akin to what it has done with Hong Kong, than stage an outright invasion.
  • From time to time, people have asked in what ways the war changed me. I have never known how to answer this question because ultimately the war didn’t change me; the war made me
  • Today, I have a hard time remembering what the United States used to be like. I forget what it was like to be able to arrive at the airport just 20 minutes before a flight. What it was like to walk through a train station without armed police meandering around the platforms. Or what it was like to believe—particularly in those heady years right after the Cold War—that the United States’ version of democracy would remain ascendant for all time and that the world had reached “the end of history.”
  • Today, the United States is different; it is skeptical of its role in the world, more clear-eyed about the costs of war despite having experienced those costs only in predominantly tangential ways. Americans’ appetite to export their ideals abroad is also diminished, particularly as they struggle to uphold those ideals at home, whether in violence around the 2020 presidential election, the summer of 2020’s civil unrest, or even the way the war on terror compromised the country through scandals from Abu Ghraib prison to Edward Snowden’s leaks. A United States in which Band of Brothers has near-universal appeal is a distant memory.
  • When I told him that even though we might have lost the war in Afghanistan, our generation could still claim to have won the war on terror, he was skeptical. We debated the issue but soon let it drop. The next day, I received an email from him. A southerner and a lover of literature, he had sent me the following, from The Sound and the Fury:
  • No battle is ever won. . . . They are not even fought. The field only reveals to man his own folly and despair, and victory is an illusion of philosophers and fools.
Javier E

Transcript: Ezra Klein Interviews Robinson Meyer - The New York Times - 0 views

  • Implementation matters, but it’s harder to cover because it’s happening in all parts of the country simultaneously. There isn’t a huge Republican-Democratic fight over it, so there isn’t the conflict that draws the attention to it
  • we sort of implicitly treat policy like it’s this binary one-zero condition. One, you pass a bill, and the thing is going to happen. Zero, you didn’t, and it won’t.
  • ROBINSON MEYER: You can almost divide the law up into different kind of sectors, right? You have the renewable build-out. You have EVs. You have carbon capture. You have all these other decarbonizing technologies the law is trying to encourage
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  • that’s particularly true on the I.R.A., which has to build all these things in the real world.
  • we’re trying to do industrial physical transformation at a speed and scale unheralded in American history. This is bigger than anything we have done at this speed ever.
  • The money is beginning to move out the door now, but we’re on a clock. Climate change is not like some other issues where if you don’t solve it this year, it is exactly the same to solve it next year. This is an issue where every year you don’t solve it, the amount of greenhouse gases in the atmosphere builds, warming builds, the effects compound
  • Solve, frankly, isn’t the right word there because all we can do is abate, a lot of the problems now baked in. So how is it going, and who can actually walk us through that?
  • Robinson Meyer is the founding executive editor of heatmap.news
  • why do all these numbers differ so much? How big is this thing?
  • in electric vehicles and in the effort, kind of this dual effort in the law, to both encourage Americans to buy and use electric vehicles and then also to build a domestic manufacturing base for electric vehicles.
  • on both counts, the data’s really good on electric vehicles. And that’s where we’re getting the fastest response from industry and the clearest response from industry to the law.
  • ROBINSON MEYER: Factories are getting planned. Steel’s going in the ground. The financing for those factories is locked down. It seems like they’re definitely going to happen. They’re permitted. Companies are excited about them. Large Fortune 500 automakers are confidently and with certainty planning for an electric vehicle future, and they’re building the factories to do that in the United States. They’re also building the factories to do that not just in blue states. And so to some degree, we can see the political certainty for electric vehicles going forward.
  • in other parts of the law, partially due to just vagaries of how the law is being implemented, tax credits where the fine print hasn’t worked out yet, it’s too early to say whether the law is working and how it’s going and whether it’s going to accomplish its goal
  • EZRA KLEIN: I always find this very funny in a way. The Congressional Budget Office scored it. They thought it would make about $380 billion in climate investments over a decade. So then you have all these other analyses coming out.
  • But there’s actually this huge range of outcomes in between where the thing passes, and maybe what you wanted to have happen happens. Maybe it doesn’t. Implementation is where all this rubber meets the road
  • the Rhodium Group, which is a consulting firm, they think it could be as high as $522 billion, which is a big difference. Then there’s this Goldman Sachs estimate, which the administration loves, where they say they’re projecting $1.2 trillion in incentives —
  • ROBINSON MEYER: All the numbers differ because most of the important incentives, most of the important tax credits and subsidies in the I.R.A., are uncapped. There’s no limit to how much the government might spend on them. All that matters is that some private citizen or firm or organization come to the government and is like, hey, we did this. You said you’d give us money for it. Give us the money.
  • because of that, different banks have their own energy system models, their own models of the economy. Different research groups have their own models.
  • we know it’s going to be wrong because the Congressional Budget Office is actually quite constrained in how it can predict how these tax credits are taken up. And it’s constrained by the technology that’s out there in the country right now.
  • The C.B.O. can only look at the number of electrolyzers, kind of the existing hydrogen infrastructure in the country, and be like, well, they’re probably all going to use these tax credits. And so I think they said that there would be about $5 billion of take up for the hydrogen tax credits.
  • But sometimes money gets allocated, and then costs overrun, and there delays, and you can’t get the permits, and so on, and the thing never gets built
  • the fact that the estimates are going up is to them early evidence that this is going well. There is a lot of applications. People want the tax credits. They want to build these new factories, et cetera.
  • a huge fallacy that we make in policy all the time is assuming that once money is allocated for something, you get the thing you’re allocating the money for. Noah Smith, the economics writer, likes to call this checkism, that money equals stuff.
  • EZRA KLEIN: They do not want that, and not wanting that and putting every application through a level of scrutiny high enough to try and make sure you don’t have another one
  • I don’t think people think a lot about who is cutting these checks, but a lot of it is happening in this very obscure office of the Department of Energy, the Loan Program Office, which has gone from having $40 billion in lending authority, which is already a big boost over it not existing a couple decades ago, to $400 billion in loan authority,
  • the Loan Program Office as one of the best places we have data on how this is going right now and one of the offices that’s responded fastest to the I.R.A.
  • the Loan Program Office is basically the Department of Energy’s in-house bank, and it’s kind of the closest thing we have in the US to what exists in other countries, like Germany, which is a State development bank that funds projects that are eventually going to be profitable.
  • It has existed for some time. I mean, at first, it kind of was first to play after the Recovery Act of 2009. And in fact, early in its life, it gave a very important loan to Tesla. It gave this almost bridge loan to Tesla that helped Tesla build up manufacturing capacity, and it got Tesla to where it is today.
  • EZRA KLEIN: It’s because one of the questions I have about that office and that you see in some of the coverage of them is they’re very afraid of having another Solyndra.
  • Now, depending on other numbers, including the D.O.E., it’s potentially as high as $100 billion, but that’s because the whole thing about the I.R.A. is it’s meant to encourage the build-out of this hydrogen infrastructure.
  • EZRA KLEIN: I’m never that excited when I see a government loans program turning a profit because I think that tends to mean they’re not making risky enough loans. The point of the government should be to bear quite a bit of risk —
  • And to some degree, Ford now has to compete, and US automakers are trying to catch up with Chinese EV automakers. And its firms have EV battery technology especially, but just have kind of comprehensive understanding of the EV supply chain that no other countries’ companies have
  • ROBINSON MEYER: You’re absolutely right that this is the key question. They gave this $9.2 billion loan to Ford to build these EV battery plants in Kentucky and Tennessee. It’s the largest loan in the office’s history. It actually means that the investment in these factories is going to be entirely covered by the government, which is great for Ford and great for our build-out of EVs
  • And to some degree, I should say, one of the roles of L.P.O. and one of the roles of any kind of State development bank, right, is to loan to these big factory projects that, yes, may eventually be profitable, may, in fact, assuredly be profitable, but just aren’t there yet or need financing that the private market can’t provide. That being said, they have moved very slowly, I think.
  • And they feel like they’re moving quickly. They just got out new guidelines that are supposed to streamline a lot of this. Their core programs, they just redefined and streamlined in the name of speeding them up
  • However, so far, L.P.O. has been quite slow in getting out new loans
  • I want to say that the pressure they’re under is very real. Solyndra was a disaster for the Department of Energy. Whether that was fair or not fair, there’s a real fear that if you make a couple bad loans that go bad in a big way, you will destroy the political support for this program, and the money will be clawed back, a future Republican administration will wreck the office, whatever it might be. So this is not an easy call.
  • when you tell me they just made the biggest loan in their history to Ford, I’m not saying you shouldn’t lend any money to Ford, but when I think of what is the kind of company that cannot raise money on the capital markets, the one that comes to mind is not Ford
  • They have made loans to a number of more risky companies than Ford, but in addition to speed, do you think they are taking bets on the kinds of companies that need bets? It’s a little bit hard for me to believe that it would have been impossible for Ford to figure out how to finance factorie
  • ROBINSON MEYER: Now, I guess what I would say about that is that Ford is — let’s go back to why Solyndra failed, right? Solyndra failed because Chinese solar deluged the market. Now, why did Chinese solar deluge the market? Because there’s such support of Chinese financing from the state for massive solar factories and massive scale.
  • EZRA KLEIN: — the private market can’t. So that’s the meta question I’m asking here. In your view, because you’re tracking this much closer than I am, are they too much under the shadow of Solyndra? Are they being too cautious? Are they getting money out fast enough?
  • ROBINSON MEYER: I think that’s right; that basically, if we think the US should stay competitive and stay as close as it can and not even stay competitive, but catch up with Chinese companies, it is going to require large-scale state support of manufacturing.
  • EZRA KLEIN: OK, that’s fair. I will say, in general, there’s a constant thing you find reporting on government that people in government feel like they are moving very quickly
  • EZRA KLEIN: — given the procedural work they have to go through. And they often are moving very quickly compared to what has been done in that respect before, compared to what they have to get over. They are working weekends, they are working nights, and they are still not actually moving that quickly compared to what a VC firm can do or an investment bank or someone else who doesn’t have the weight of congressional oversight committees potentially calling you in and government procurement rules and all the rest of it.
  • ROBINSON MEYER: I think that’s a theme across the government’s implementation of the I.R.A. right now, is that generally the government feels like it’s moving as fast as it can. And if you look at the Department of Treasury, they feel like we are publishing — basically, the way that most of the I.R.A. subsidies work is that they will eventually be administered by the I.R.S., but first the Department of the Treasury has to write the guidebook for all these subsidies, right?
  • the law says there’s a very general kind of “here’s thousands of dollars for EVs under this circumstance.” Someone still has to go in and write all the fine print. The Department of Treasury is doing that right now for each tax credit, and they have to do that before anyone can claim that tax credit to the I.R.S. Treasury feels like it’s moving extremely quickly. It basically feels like it’s completely at capacity with these, and it’s sequenced these so it feels like it’s getting out the most important tax credits first.
  • Private industry feels like we need certainty. It’s almost a year since the law passed, and you haven’t gotten us the domestic content bonus. You haven’t gotten us the community solar bonus. You haven’t gotten us all these things yet.
  • a theme across the government right now is that the I.R.A. passed. Agencies have to write the regulations for all these tax credits. They feel like they’re moving very quickly, and yet companies feel like they’re not moving fast enough.
  • that’s how we get to this point where we’re 311 days out from the I.R.A. passing, and you’re like, well, has it made a big difference? And I’m like, well, frankly, wind and solar developers broadly don’t feel like they have the full understanding of all the subsidies they need yet to begin making the massive investments
  • I think it’s fair to say maybe the biggest bet on that is green hydrogen, if you’re looking in the bill.
  • We think it’s going to be an important tool in industry. It may be an important tool for storing energy in the power grid. It may be an important tool for anything that needs combustion.
  • ROBINSON MEYER: Yeah, absolutely. So green hydrogen — and let’s just actually talk about hydrogen broadly as this potential tool in the decarbonization tool kit.
  • It’s a molecule. It is a very light element, and you can burn it, but it’s not a fossil fuel. And a lot of the importance of hydrogen kind of comes back to that attribute of it.
  • So when we look at sectors of the economy that are going to be quite hard to decarbonize — and that’s because there is something about fossil fuels chemically that is essential to how that sector works either because they provide combustion heat and steelmaking or because fossil fuels are actually a chemical feedstock where the molecules in the fossil fuel are going into the product or because fossil fuels are so energy dense that you can carry a lot of energy while actually not carrying that much mass — any of those places, that’s where we look at hydrogen as going.
  • green hydrogen is something new, and the size of the bet is huge. So can you talk about first just what is green hydrogen? Because my understanding of it is spotty.
  • The I.R.A. is extremely generous — like extremely, extremely generous — in its hydrogen subsidies
  • The first is for what’s called blue hydrogen, which is hydrogen made from natural gas, where we then capture the carbon dioxide that was released from that process and pump it back into the ground. That’s one thing that’s subsidized. It’s basically subsidized as part of this broader set of packages targeted at carbon capture
  • green hydrogen, which is where we take water, use electrolyzers on it, basically zap it apart, take the hydrogen from the water, and then use that as a fue
  • The I.R.A. subsidies for green hydrogen specifically, which is the one with water and electricity, are so generous that relatively immediately, it’s going to have a negative cost to make green hydrogen. It will cost less than $0 to make green hydrogen. The government’s going to fully cover the cost of producing it.
  • That is intentional because what needs to happen now is that green hydrogen moves into places where we’re using natural gas, other places in the industrial economy, and it needs to be price competitive with those things, with natural gas, for instance. And so as it kind of is transported, it’s going to cost money
  • As you make the investment to replace the technology, it’s going to cost money. And so as the hydrogen moves through the system, it’s going to wind up being price competitive with natural gas, but the subsidies in the bill are so generous that hydrogen will cost less than $0 to make a kilogram of it
  • There seems to be a sense that hydrogen, green hydrogen, is something we sort of know how to make, but we don’t know how to make it cost competitive yet. We don’t know how to infuse it into all the processes that we need to be infused into. And so a place where the I.R.A. is trying to create a reality that does not yet exist is a reality where green hydrogen is widely used, we have to know how to use it, et cetera.
  • And they just seem to think we don’t. And so you need all these factories. You need all this innovation. Like, they have to create a whole innovation and supply chain almost from scratch. Is that right?
  • ROBINSON MEYER: That’s exactly right. There’s a great Department of Energy report that I would actually recommend anyone interested in this read called “The Liftoff Report for Clean Hydrogen.” They made it for a few other technologies. It’s a hundred-page book that’s basically how the D.O.E. believes we’re going to build out a clean hydrogen economy.
  • And, of course, that is policy in its own right because the D.O.E. is saying, here is the years we’re going to invest to have certain infrastructure come online. Here’s what we think we need. That’s kind of a signal to industry that everyone should plan around those years as well.
  • It’s a great book. It’s like the best piece of industrial policy I’ve actually seen from the government at all. But one of the points it makes is that you’re going to make green hydrogen. You’re then going to need to move it. You’re going to need to move it in a pipeline or maybe a truck or maybe in storage tanks that you then cart around.
  • Once it gets to a facility that uses green hydrogen, you’re going to need to store some green hydrogen there in storage tanks on site because you basically need kind of a backup supply in case your main supply fails. All of those things are going to add cost to hydrogen. And not only are they going to add cost, we don’t really know how to do them. We have very few pipelines that are hydrogen ready.
  • All of that investment needs to happen as a result to make the green hydrogen economy come alive. And why it’s so lavishly subsidized is to kind of fund all that downstream investment that’s eventually going to make the economy come true.
  • But a lot of what has to happen here, including once the money is given out, is that things we do know how to build get built, and they get built really fast, and they get built at this crazy scale.
  • So I’ve been reading this paper on what they call “The Greens’ Dilemma” by J.B. Ruhl and James Salzman, who also wrote this paper called “Old Green Laws, New Green Deal,” or something like that. And I think they get at the scale problem here really well.
  • “The largest solar facility currently online in the US is capable of generating 585 megawatts. To meet even a middle-road renewable energy scenario would require bringing online two new 400-megawatt solar power facilities, each taking up at least 2,000 acres of land every week for the next 30 years.”
  • And that’s just solar. We’re not talking wind there. We’re not talking any of the other stuff we’ve discussed here, transmission lines. Can we do that? Do we have that capacity?
  • ROBINSON MEYER: No, we do not. We absolutely do not. I think we’re going to build a ton of wind and solar. We do not right now have the system set up to use that much land to build that much new solar and wind by the time that we need to build it. I think it is partially because of permitting laws, and I think it’s also partially because right now there is no master plan
  • There’s no overarching strategic entity in the government that’s saying, how do we get from all these subsidies in the I.R.A. to net zero? What is our actual plan to get from where we are right now to where we’re emitting zero carbon as an economy? And without that function, no project is essential. No activity that we do absolutely needs to happen, and so therefore everything just kind of proceeds along at a convenient pace.
  • given the scale of what’s being attempted here, you might think that something the I.R.A. does is to have some entity in the government, as you’re saying, say, OK, we need this many solar farms. This is where we think we should put them. Let’s find some people to build them, or let’s build them ourselves.
  • what it actually does is there’s an office somewhere waiting for private companies to send in an application for a tax credit for solar that they say they’re going to build, and then we hope they build it
  • it’s an almost entirely passive process on the part of the government. Entirely would be going too far because I do think they talk to people, and they’re having conversations
  • the builder applies, not the government plans. Is that accurate?
  • ROBINSON MEYER: That’s correct. Yes.
  • ROBINSON MEYER: I think here’s what I would say, and this gets back to what do we want the I.R.A. to do and what are our expectations for the I.R.A
  • If the I.R.A. exists to build out a ton of green capacity and shift the political economy of the country toward being less dominated by fossil fuels and more dominated by the clean energy industry, frankly, then it is working
  • If the I.R.A. is meant to get us all the way to net zero, then it is not capable of that.
  • in 2022, right, we had no way to see how we were going to reduce emissions. We did not know if we were going to get a climate bill at all. Now, we have this really aggressive climate bill, and we’re like, oh, is this going to get us to net zero?
  • But getting to net zero was not even a possibility in 2022.
  • The issue is that the I.R.A. requires, ultimately, private actors to come forward and do these things. And as more and more renewables get onto the grid, almost mechanically, there’s going to be less interest in bringing the final pieces of decarbonized electricity infrastructure onto the grid as well.
  • EZRA KLEIN: Because the first things that get applied for are the ones that are more obviously profitable
  • The issue is when you talk to solar developers, they don’t see it like, “Am I going to make a ton of money, yes or no?” They see it like they have a capital stack, and they have certain incentives and certain ways to make money based off certain things they can do. And as more and more solar gets on the grid, building solar at all becomes less profitable
  • also, just generally, there’s less people willing to buy the solar.
  • as we get closer to a zero-carbon grid, there is this risk that basically less and less gets built because it will become less and less profitable
  • EZRA KLEIN: Let’s call that the last 20 percent risk
  • EZRA KLEIN: — or the last 40 percent. I mean, you can probably attach different numbers to that
  • ROBINSON MEYER: Permitting is the primary thing that is going to hold back any construction basically, especially out West,
  • right now permitting fights, the process under the National Environmental Policy Act just at the federal level, can take 4.5 years
  • let’s say every single project we need to do was applied for today, which is not true — those projects have not yet been applied for — they would be approved under the current permitting schedule in 2027.
  • ROBINSON MEYER: That’s before they get built.
  • Basically nobody on the left talked about permitting five years ago. I don’t want to say literally nobody, but you weren’t hearing it, including in the climate discussion.
  • people have moved to saying we do not have the laws, right, the permitting laws, the procurement laws to do this at the speed we’re promising, and we need to fix that. And then what you’re seeing them propose is kind of tweak oriented,
  • Permitting reform could mean a lot of different things, and Democrats and Republicans have different ideas about what it could mean. Environmental groups, within themselves, have different ideas about what it could mean.
  • for many environmental groups, the permitting process is their main tool. It is how they do the good that they see themselves doing in the world. They use the permitting process to slow down fossil fuel projects, to slow down projects that they see as harming local communities or the local environment.
  • ROBINSON MEYER: So we talk about the National Environmental Policy Act or NEPA. Let’s just start calling it NEPA. We talk about the NEPA process
  • NEPA requires the government basically study any environmental impact from a project or from a decision or from a big rule that could occur.
  • Any giant project in the United States goes through this NEPA process. The federal government studies what the environmental impact of the project will be. Then it makes a decision about whether to approve the project. That decision has nothing to do with the study. Now, notionally, the study is supposed to inform the project.
  • the decision the federal government makes, the actual “can you build this, yes or no,” legally has no connection to the study. But it must conduct the study in order to make that decision.
  • that permitting reform is so tough for the Democratic coalition specifically is that this process of forcing the government to amend its studies of the environmental impact of various decisions is the main tool that environmental litigation groups like Earthjustice use to slow down fossil fuel projects and use to slow down large-scale chemical or industrial projects that they don’t think should happen.
  • when we talk about making this program faster, and when we talk about making it more immune to litigation, they see it as we’re going to take away their main tools to fight fossil fuel infrastructure
  • why there’s this gap between rhetoric and what’s actually being proposed is that the same tool that is slowing down the green build-out is also what’s slowing down the fossil fuel build-out
  • ROBINSON MEYER: They’re the classic conflict here between the environmental movement classic, let’s call it, which was “think globally, act locally,” which said “we’re going to do everything we can to preserve the local environment,” and what the environmental movement and the climate movement, let’s say, needs to do today, which is think globally, act with an eye to what we need globally as well, which is, in some cases, maybe welcome projects that may slightly reduce local environmental quality or may seem to reduce local environmental quality in the name of a decarbonized world.
  • Because if we fill the atmosphere with carbon, nobody’s going to get a good environment.
  • Michael Gerrard, who is professor at Columbia Law School. He’s a founder of the Sabin Center for Climate Change Law there. It’s called “A Time for Triage,” and he has this sort of interesting argument that the environmental movement in general, in his view, is engaged in something he calls trade-off denial.
  • his view and the view of some people is that, look, the climate crisis is so bad that we just have to make those choices. We have to do things we would not have wanted to do to preserve something like the climate in which not just human civilization, but this sort of animal ecosystem, has emerged. But that’s hard, and who gets to decide which trade-offs to make?
  • what you’re not really seeing — not really, I would say, from the administration, even though they have some principles now; not really from California, though Gavin Newsom has a set of early things — is “this is what we think we need to make the I.R.A. happen on time, and this is how we’re going to decide what is a kind of project that gets this speedway through,” w
  • there’s a failure on the part of, let’s say, the environmental coalition writ large to have the courage to have this conversation and to sit down at a table and be like, “OK, we know that certain projects aren’t happening fast enough. We know that we need to build out faster. What could we actually do to the laws to be able to construct things faster and to meet our net-zero targets and to let the I.R.A. kind achieve what it could achieve?”
  • part of the issue is that we’re in this environment where Democrats control the Senate, Republicans control the House, and it feels very unlikely that you could just get “we are going to accelerate projects, but only those that are good for climate change,” into the law given that Republicans control the House.
  • part of the progressive fear here is that the right solutions must recognize climate change. Progressives are very skeptical that there are reforms that are neutral on the existence of climate change and whether we need to build faster to meet those demands that can pass through a Republican-controlled House.
  • one of the implications of that piece was it was maybe a huge mistake for progressives not to have figured out what they wanted here and could accept here, back when the negotiating partner was Joe Manchin.
  • Manchin’s bill is basically a set of moderate NEPA reforms and transmission reforms. Democrats, progressives refuse to move on it. Now, I do want to be fair here because I think Democrats absolutely should have seized on that opportunity, because it was the only moment when — we could tell already that Democrats — I mean, Democrats actually, by that moment, had lost the House.
  • I do want to be fair here that Manchin’s own account of what happened with this bill is that Senate Republicans killed it and that once McConnell failed to negotiate on the bill in December, Manchin’s bill was dead.
  • EZRA KLEIN: It died in both places.ROBINSON MEYER: It died in both places. I think that’s right.
  • Republicans already knew they were going to get the House, too, so they had less incentive to play along. Probably the time for this was October.
  • EZRA KLEIN: But it wasn’t like Democrats were trying to get this one done.
  • EZRA KLEIN: To your point about this was all coming down to the wire, Manchin could have let the I.R.A. pass many months before this, and they would have had more time to negotiate together, right? The fact that it was associated with Manchin in the way it was was also what made it toxic to progressives, who didn’t want to be held up by him anymore.
  • What becomes clear by the winter of this year, February, March of this year, is that as Democrats and Republicans begin to talk through this debt-ceiling process where, again, permitting was not the main focus. It was the federal budget. It was an entirely separate political process, basically.
  • EZRA KLEIN: I would say the core weirdness of the debt-ceiling fight was there was no main focus to it.
  • EZRA KLEIN: It wasn’t like past ones where it was about the debt. Republicans did some stuff to cut spending. They also wanted to cut spending on the I.R.S., which would increase the debt, right? It was a total mishmash of stuff happening in there.
  • That alchemy goes into the final debt-ceiling negotiations, which are between principals in Congress and the White House, and what we get is a set of basically the NEPA reforms in Joe Manchin’s bill from last year and the Mountain Valley pipeline, the thing that environmentalists were focused on blocking, and effectively no transmission reforms.
  • the set of NEPA reforms that were just enacted, that are now in the law, include — basically, the word reasonable has been inserted many times into NEPA. [LAUGHS] So the law, instead of saying the government has to study all environmental impacts, now it has to study reasonable environmental impacts.
  • this is a kind of climate win — has to study the environmental impacts that could result from not doing a project. The kind of average NEPA environmental impact study today is 500 pages and takes 4.5 years to produce. Under the law now, the government is supposed to hit a page limit of 150 to 300 pages.
  • there’s a study that’s very well cited by progressives from three professors in Utah who basically say, well, when you look at the National Forest Service, and you look at this 40,000 NEPA decisions, what mostly holds up these NEPA decisions is not like, oh, there’s too many requirements or they had to study too many things that don’t matter. It’s just there wasn’t enough staff and that staffing is primarily the big impediment. And so on the one hand, I think that’s probably accurate in that these are, in some cases — the beast has been starved, and these are very poorly staffed departments
  • The main progressive demand was just “we must staff it better.”
  • But if it’s taking you this much staffing and that much time to say something doesn’t apply to you, maybe you have a process problem —ROBINSON MEYER: Yes.EZRA KLEIN: — and you shouldn’t just throw endless resources at a broken process, which brings me — because, again, you can fall into this and never get out — I think, to the bigger critique her
  • these bills are almost symbolic because there’s so much else happening, and it’s really the way all this interlocks and the number of possible choke points, that if you touch one of them or even you streamline one of them, it doesn’t necessarily get you that f
  • “All told, over 60 federal permitting programs operate in the infrastructure approval regime, and that is just the federal system. State and local approvals and impact assessments could also apply to any project.”
  • their view is that under this system, it’s simply not possible to build the amount of decarbonization infrastructure we need at the pace we need it; that no amount of streamlining NEPA or streamlining, in California, CEQA will get you there; that we basically have been operating under what they call an environmental grand bargain dating back to the ’70s, where we built all of these processes to slow things down and to clean up the air and clean up the water.
  • we accepted this trade-off of slower building, quite a bit slower building, for a cleaner environment. And that was a good trade. It was addressing the problems of that era
  • now we have the problems of this era, which is we need to unbelievably, rapidly build out decarbonization infrastructure to keep the climate from warming more than we can handle and that we just don’t have a legal regime or anything.
  • You would need to do a whole new grand bargain for this era. And I’ve not seen that many people say that, but it seems true to me
  • the role that America had played in the global economy in the ’50s and ’60s where we had a ton of manufacturing, where we were kind of the factory to a world rebuilding from World War II, was no longer tenable and that, also, we wanted to focus on more of these kind of high-wage, what we would now call knowledge economy jobs.That was a large economic transition happening in the ’70s and ’80s, and it dovetailed really nicely with the environmental grand bargain.
  • At some point, the I.R.A. recognizes that that environmental grand bargain is no longer operative, right, because it says, we’re going to build all this big fiscal fixed infrastructure in the United States, we’re going to become a manufacturing giant again, but there has not been a recognition among either party of what exactly that will mean and what will be required to have it take hold.
  • It must require a form of on-the-ground, inside-the-fenceline, “at the site of the power plant” pollution control technology. The only way to do that, really, is by requiring carbon capture and requiring the large construction of major industrial infrastructure at many, many coal plants and natural gas plants around the country in order to capture carbon so it doesn’t enter the atmosphere, and so we don’t contribute to climate change. That is what the Supreme Court has ruled. Until that body changes, that is going to be the law.
  • So the E.P.A. has now, last month, proposed a new rule under the Clean Air Act that is going to require coal plants and some natural gas plants to install carbon capture technology to do basically what the Supreme Court has all but kind of required the E.P.A. to do
  • the E.P.A. has to demonstrate, in order to kind of make this rule the law and in order to make this rule pass muster with the Supreme Court, that this is tenable, that this is the best available and technologically feasible option
  • that means you actually have to allow carbon capture facilities to get built and you have to create a legal process that will allow carbon capture facilities to get built. And that means you need to be able to tell a power plant operator that if they capture carbon, there’s a way they can inject it back into the ground, the thing that they’re supposed to do with it.
  • Well, E.P.A. simultaneously has only approved the kind of well that you need to inject carbon that you’ve captured from a coal factory or a natural gas line back into the ground. It’s called a Class 6 well. The E.P.A. has only ever approved two Class 6 wells. It takes years for the E.P.A. to approve a Class 6 well.
  • And environmental justice groups really, really oppose these Class 6 wells because they see any carbon capture as an effort to extend the life of the fossil fuel infrastructure
  • The issue here is that it seems like C.C.S., carbon capture, is going to be essential to how the U.S. decarbonizes. Legally, we have no other choice because of the constraints the Supreme Court has placed on the E.P.A.. At the same time, environmental justice groups, and big green groups to some extent, oppose building out any C.C.S.
  • to be fair to them, right, they would say there are other ways to decarbonize. That may not be the way we’ve chosen because the politics weren’t there for it, but there are a lot of these groups that believe you could have 100 percent renewables, do not use all that much carbon capture, right? They would have liked to see a different decarbonization path taken too. I’m not sure that path is realistic.
  • what you do see are environmental groups opposing making it possible to build C.C.S. anywhere in the country at all.
  • EZRA KLEIN: The only point I’m making here is I think this is where you see a compromise a lot of them didn’t want to make —ROBINSON MEYER: Exactly, yeah.EZRA KLEIN: — which is a decarbonization strategy that actually does extend the life cycle of a lot of fossil fuel infrastructure using carbon capture. And because they never bought onto it, they’re still using the pathway they have to try to block it. The problem is that’s part of the path that’s now been chosen. So if you block it, you just don’t decarbonize. It’s not like you get the 100 percent renewable strategy.
  • ROBINSON MEYER: Exactly. The bargain that will emerge from that set of actions and that set of coalitional trade-offs is we will simply keep running this, and we will not cap it.
  • What could be possible is that progressives and Democrats and the E.P.A. turns around and says, “Oh, that’s fine. You can do C.C.S. You just have to cap every single stationary source in the country.” Like, “You want to do C.C.S.? We totally agree. Essential. You must put CSS infrastructure on every power plant, on every factory that burns fossil fuels, on everything.”
  • If progressives were to do that and were to get it into the law — and there’s nothing the Supreme Court has said, by the way, that would limit progressives from doing that — the upshot would be we shut down a ton more stationary sources and a ton more petrochemical refineries and these bad facilities that groups don’t want than we would under the current plan.
  • what is effectively going to happen is that way more factories and power plants stay open and uncapped than would be otherwise.
  • EZRA KLEIN: So Republican-controlled states are just on track to get a lot more of it. So the Rocky Mountain Institute estimates that red states will get $623 billion in investments by 2030 compared to $354 billion for blue states.
  • why are red states getting so much more of this money?
  • ROBINSON MEYER: I think there’s two reasons. I think, first of all, red states have been more enthusiastic about getting the money. They’re the ones giving away the tax credits. They have a business-friendly environment. And ultimately, the way many, many of these red-state governors see it is that these are just businesses.
  • I think the other thing is that these states, many of them, are right-to-work states. And so they might pay their workers less. They certainly face much less risk financially from a unionization campaign in their state.
  • regardless of the I.R.A., that’s where manufacturing and industrial investment goes in the first place. And that’s where it’s been going for 20 years because of the set of business-friendly and local subsidies and right-to-work policies.
  • I think the administration would say, we want this to be a big union-led effort. We want it to go to the Great Lakes states that are our political firewall.
  • and it would go to red states, because that’s where private industry has been locating since the ’70s and ’80s, and it would go to the Southeast, right, and the Sunbelt, and that that wouldn’t be so bad because then you would get a dynamic where red-state senators, red-state representatives, red-state governors would want to support the transition further and would certainly not support the repeal of the I.R.A. provisions and the repeal of climate provisions, and that you’d get this kind of nice vortex of the investment goes to red states, red states feel less antagonistic toward climate policies, more investment goes to red states. Red-state governors might even begin to support environmental regulation because that basically locks in benefits and advantages to the companies located in their states already.
  • I think what you see is that Republicans are increasingly warming to EV investment, and it’s actually building out renewables and actually building out clean electricity generation, where you see them fighting harder.
  • The other way that permitting matters — and this gets into the broader reason why private investment was generally going to red states and generally going to the Sunbelt — is that the Sunbelt states — Georgia, Texas — it’s easier to be there as a company because housing costs are lower and because the cost of living is lower in those states.
  • it’s also partially because the Sunbelt and the Southeast, it was like the last part of the country to develop, frankly, and there’s just a ton more land around all the cities, and so you can get away with the sprawling suburban growth model in those citie
  • It’s just cheaper to keep building suburbs there.
  • EZRA KLEIN: So how are you seeing the fights over these rare-earth metals and the effort to build a safe and, if not domestic, kind of friend-shored supply chain there?
  • Are we going to be able to source some of these minerals from the U.S.? That process seems to be proceeding but going slowly. There are some minerals we’re not going to be able to get from the United States at all and are going to have to get from our allies and partners across the world.
  • The kind of open question there is what exactly is the bargain we’re going to strike with countries that have these critical minerals, and will it be fair to those countries?
  • it isn’t to say that I think the I.R.A. on net is going to be bad for other countries. I just think we haven’t really figured out what deal and even what mechanisms we can use across the government to strike deals with other countries to mine the minerals in those countries while being fair and just and creating the kind of economic arrangement that those countries want.
  • , let’s say we get the minerals. Let’s say we learn how to refine them. There is many parts of the battery and many parts of EVs and many, many subcomponents in these green systems that there’s not as strong incentive to produce in the U.S.
  • at the same time, there’s a ton of technology. One answer to that might be to say, OK, well, what the federal government should do is just make it illegal for any of these battery makers or any of these EV companies to work with Chinese companies, so then we’ll definitely establish this parallel supply chain. We’ll learn how to make cathodes and anodes. We’ll figure it out
  • The issue is that there’s technology on the frontier that only Chinese companies have, and U.S. automakers need to work with those companies in order to be able to compete with them eventually.
  • EZRA KLEIN: How much easier would it be to achieve the I.R.A.’s goals if America’s relationship with China was more like its relationship with Germany?
  • ROBINSON MEYER: It would be significantly easier, and I think we’d view this entire challenge very differently, because China, as you said, not only is a leader in renewable energy. It actually made a lot of the important technological gains over the past 15 years to reducing the cost of solar and wind. It really did play a huge role on the supply side of reducing the cost of these technologies.
  • If we could approach that, if China were like Germany, if China were like Japan, and we could say, “Oh, this is great. China’s just going to make all these things. Our friend, China, is just going to make all these technologies, and we’re going to import them.
  • So it refines 75 percent of the polysilicon that you need for solar, but the machines that do the refining, 99 percent of them are made in China. I think it would be reckless for the U.S. to kind of rely on a single country and for the world to rely on a single country to produce the technologies that we need for decarbonization and unwise, regardless of our relationship with that country.
  • We want to geographically diversify the supply chain more, but it would be significantly easier if we did not have to also factor into this the possibility that the US is going to need to have an entirely separate supply chain to make use of for EVs, solar panels, wind turbines, batteries potentially in the near-term future.
  • , what are three other books they should read?
  • The first book is called “The End of the World” by Peter Brannen. It’s a book that’s a history of mass extinctions, the Earth’s five mass extinctions, and, actually, why he doesn’t think we’re currently in a mass extinction or why, at least, things would need to go just as bad as they are right now for thousands and thousands of years for us to be in basically the sixth extinction.
  • The book’s amazing for two reasons. The first is that it is the first that really got me to understand deep time.
  • he explains how one kind of triggered the next one. It is also an amazing book for understanding the centrality of carbon to Earth’s geological history going as far back as, basically, we can track.
  • “Climate Shock” by Gernot Wagner and Marty Weitzman. It’s about the economics of climate change
  • Marty Weitzman, who I think, until recently, was kind of the also-ran important economist of climate change. Nordhaus was the famous economist. He was the one who got all attention. He’s the one who won the Nobel.
  • He focuses on risk and that climate change is specifically bad because it will damage the environment, because it will make our lives worse, but it’s really specifically bad because we don’t know how bad it will be
  • it imposes all these huge, high end-tail risks and that blocking those tail risks is actually the main thing we want to do with climate policy.
  • That is I think, in some ways, what has become the U.S. approach to climate change and, to some degree, to the underlying economic thinking that drives even the I.R.A., where we want to just cut off these high-end mega warming scenarios. And this is a fantastic explanation of that particular way of thinking and of how to apply that way of thinking to climate change and also to geoengineerin
  • The third book, a little controversial, is called “Shorting the Grid” by Meredith Angwin
  • her argument is basically that electricity markets are not the right structure to organize our electricity system, and because we have chosen markets as a structured, organized electricity system in many states, we’re giving preferential treatment to natural gas and renewables, two fuels that I think climate activists may feel very different ways about, instead of coal, which she does think we should phase out, and, really, nuclear
  • By making it easier for renewables and natural gas to kind of accept these side payments, we made them much more profitable and therefore encouraged people to build more of them and therefore underinvested in the forms of generation, such as nuclear, that actually make most of their money by selling electrons to the grid, where they go to people’s homes.
Javier E

Quantum Computing Advance Begins New Era, IBM Says - The New York Times - 0 views

  • While researchers at Google in 2019 claimed that they had achieved “quantum supremacy” — a task performed much more quickly on a quantum computer than a conventional one — IBM’s researchers say they have achieved something new and more useful, albeit more modestly named.
  • “We’re entering this phase of quantum computing that I call utility,” said Jay Gambetta, a vice president of IBM Quantum. “The era of utility.”
  • Present-day computers are called digital, or classical, because they deal with bits of information that are either 1 or 0, on or off. A quantum computer performs calculations on quantum bits, or qubits, that capture a more complex state of information. Just as a thought experiment by the physicist Erwin Schrödinger postulated that a cat could be in a quantum state that is both dead and alive, a qubit can be both 1 and 0 simultaneously.
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  • That allows quantum computers to make many calculations in one pass, while digital ones have to perform each calculation separately. By speeding up computation, quantum computers could potentially solve big, complex problems in fields like chemistry and materials science that are out of reach today.
  • When Google researchers made their supremacy claim in 2019, they said their quantum computer performed a calculation in 3 minutes 20 seconds that would take about 10,000 years on a state-of-the-art conventional supercomputer.
  • On the quantum computer, the calculation took less than a thousandth of a second to complete. Each quantum calculation was unreliable — fluctuations of quantum noise inevitably intrude and induce errors — but each calculation was quick, so it could be performed repeatedly.
  • This problem is too complex for a precise answer to be calculated even on the largest, fastest supercomputers.
  • The IBM researchers in the new study performed a different task, one that interests physicists. They used a quantum processor with 127 qubits to simulate the behavior of 127 atom-scale bar magnets — tiny enough to be governed by the spooky rules of quantum mechanics — in a magnetic field. That is a simple system known as the Ising model, which is often used to study magnetism.
  • Indeed, for many of the calculations, additional noise was deliberately added, making the answers even more unreliable. But by varying the amount of noise, the researchers could tease out the specific characteristics of the noise and its effects at each step of the calculation.“We can amplify the noise very precisely, and then we can rerun that same circuit,” said Abhinav Kandala, the manager of quantum capabilities and demonstrations at IBM Quantum and an author of the Nature paper. “And once we have results of these different noise levels, we can extrapolate back to what the result would have been in the absence of noise.”In essence, the researchers were able to subtract the effects of noise from the unreliable quantum calculations, a process they call error mitigation.
  • In the long run, quantum scientists expect that a different approach, error correction, will be able to detect and correct calculation mistakes, and that will open the door for quantum computers to speed ahead for many uses.
  • Although an Ising model with 127 bar magnets is too big, with far too many possible configurations, to fit in a conventional computer, classical algorithms can produce approximate answers, a technique similar to how compression in JPEG images throws away less crucial data to reduce the size of the file while preserving most of the image’s details
  • Certain configurations of the Ising model can be solved exactly, and both the classical and quantum algorithms agreed on the simpler examples. For more complex but solvable instances, the quantum and classical algorithms produced different answers, and it was the quantum one that was correct.
  • Thus, for other cases where the quantum and classical calculations diverged and no exact solutions are known, “there is reason to believe that the quantum result is more accurate,”
  • Mr. Anand is currently trying to add a version of error mitigation for the classical algorithm, and it is possible that could match or surpass the performance of the quantum calculations.
  • Altogether, the computer performed the calculation 600,000 times, converging on an answer for the overall magnetization produced by the 127 bar magnets.
  • Error correction is already used in conventional computers and data transmission to fix garbles. But for quantum computers, error correction is likely years away, requiring better processors able to process many more qubits
  • “This is one of the simplest natural science problems that exists,” Dr. Gambetta said. “So it’s a good one to start with. But now the question is, how do you generalize it and go to more interesting natural science problems?”
  • Those might include figuring out the properties of exotic materials, accelerating drug discovery and modeling fusion reactions.
Javier E

Amazon Has Escaped America's Retail Malaise - Bloomberg - 0 views

  • The company’s growing emphasis on third-party selling, a very different business model than the big-box stores’, has helped lift the tech giant while competitors are forced to offer big discounts.
  • While Amazon does sell some items directly, the company is predominantly an online marketplace like EBay Inc., meaning it collects commissions and fees when shoppers purchase things on the site without having to actually buy that inventory. In the three months ended June 30, 57% of all things sold on Amazon came from independent merchants who bear all the inventory risk—the highest that number has ever been.
  • when a merchant selling goods on Amazon cuts prices, Amazon still gets paid—even if that means the company takes a smaller commission on the sales, and even if the merchant loses money. 
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  • Amazon’s revenue from third-party seller services—a category that includes commissions and fees for things like warehousing, packaging and delivery—increased 9% in the second quarter to $27.38 billion.
  • The marketplace model also helps Amazon shift more quickly to things people want to buy. Its hundreds of thousands of merchants scour search engine trends in real time to know which products they should be selling and when
  • Unlike store shelves that have to be physically rearranged, the online marketplace’s search engine surfaces what you want when you want it from a deep inventory of hundreds of millions of products. Meanwhile a big-box store can only carry approximately 100,000 different goods.
  • Another positive note was that subscription services revenue, which is mostly Prime memberships, grew 14% in the quarter, reversing three consecutive quarters of slowing growth—meaning shoppers still see value in the membership, despite a $20 price hike in February to $139 a year.
Javier E

How OnlyFans top earner Bryce Adams makes millions selling a sex fantasy - Washington Post - 0 views

  • In the American creator economy, no platform is quite as direct or effective as OnlyFans. Since launching in 2016, the subscription site known primarily for its explicit videos has become one of the most methodical, cash-rich and least known layers of the online-influencer industry, touching every social platform and, for some creators, unlocking a once-unimaginable level of wealth.
  • More than 3 million creators now post around the world on OnlyFans, which has 230 million subscribing “fans” — a global audience two-thirds the size of the United States itself
  • fans’ total payouts to creators soared last year to $5.5 billion — more than every online influencer in the United States earned from advertisers that year,
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  • If OnlyFans’s creator earnings were taken as a whole, the company would rank around No. 90 on Forbes’s list of the biggest private companies in America by revenue, ahead of Twitter (now called X), Neiman Marcus Group, New Balance, Hard Rock International and Hallmark Cards.
  • Many creators now operate like independent media companies, with support staffs, growth strategies and promotional budgets, and work to apply the cold quantification and data analytics of online marketing to the creation of a fantasy life.
  • The subscription site has often been laughed off as a tabloid punchline, a bawdy corner of the internet where young, underpaid women (teachers, nurses, cops) sell nude photos, get found out and lose their jobs.
  • pressures to perform for a global audience; an internet that never forgets. “There is simply no room for naivety,” one said in a guide posted to Reddit’s r/CreatorsAdvice.
  • America’s social media giants for years have held up online virality as the ultimate goal, doling out measurements of followers, reactions and hearts with an unspoken promise: that internet love can translate into sponsorships and endorsement deals
  • But OnlyFans represents the creator economy at its most blatantly transactional — a place where viewers pay upfront for creators’ labor, and intimacy is just another unit of content to monetize.
  • The fast ascent of OnlyFans further spotlights how the internet has helped foster a new style of modern gig work that creators see as safe, remote and self-directed,
  • Creators’ nonchalance about the digital sex trade has fueled a broader debate about whether the site’s promotion of feminist autonomy is a facade: just a new class of techno-capitalism, selling the same patriarchal dream.
  • But OnlyFans increasingly has become the model for how a new generation of online creators gets paid. Influencers popular on mainstream sites use it to capitalize on the audiences they’ve spent years building. And OnlyFans creators have turned going viral on the big social networks into a marketing strategy, using Facebook, Twitter and TikTok as sales funnels for getting new viewers to subscribe.
  • many creators, she added, still find it uniquely alluring — a rational choice in an often-irrational environment for gender, work and power. “Why would I spend my day doing dirty, degrading, minimum-wage labor when I can do something that brings more money in and that I have a lot more control over?”
  • it is targeting major “growth regions” in Latin America, Europe and Australia. (The Mexican diver Diego Balleza said he is using his $15-a-month account to save up for next year’s Paris Olympics.)
  • “Does an accountant always enjoy their work? No. All work has pleasure and pain, and a lot of it is boring and annoying. Does that mean they’re being exploited?”
  • Adams’s operation is registered in state business records as a limited liability company and offers quarterly employee performance reviews and catered lunch. It also runs with factory-like efficiency, thanks largely to a system designed in-house to track millions of data points on customers and content and ensure every video is rigorously planned and optimized.
  • Since sending her first photo in 2021, Adams’s OnlyFans accounts have earned $16.5 million in sales, more than 1.4 million fans and more than 11 million “likes.” She now makes about $30,000 a day — more than most American small businesses — from subscriptions, video sales, messages and tips, half of which is pure profit
  • Adams’s team sees its business as one of harmless, destigmatized gratification, in which both sides get what they want. The buyers are swiped over in dating apps, widowed, divorced or bored, eager to pay for the illusion of intimacy with an otherwise unattainable match. And the sellers see themselves as not all that different from the influencers they watched growing up on YouTube, charging for parts of their lives they’d otherwise share for free.
  • “This is normal for my generation, you know?
  • “I can go on TikTok right now and see ten girls wearing the bare minimum of clothing just to get people to join their page. Why not go the extra step to make money off it?”
  • the job can be financially precarious and mentally taxing, demanding not just the technical labor of recording, editing, managing and marketing but also the physical and emotional labor of adopting a persona to keep clients feeling special and eager to spend.
  • enix International Limited, is based, the company said its sales grew from $238 million in 2019 to more than $5.5 billion last year.
  • Its international army of creators has also grown from 348,000 in 2019 to more than 3 million today — a tenfold increase.
  • The company paid its owner, the Ukrainian American venture capitalist Leonid Radvinsky, $338 million in dividends last year.)
  • portion of its creator base and 70 percent of its annual revenue
  • When Tim Stokely, a London-based operator of live-cam sex sites, founded OnlyFans with his brother in 2016, he framed it as a simple way to monetize the creators who were becoming the world’s new celebrities — the same online influencers, just with a payment button. In 2019, Stokely told Wired magazine that his site was like “a bolt-on to your existing social media,” in the same way “Uber is a bolt-on to your car.”
  • Before OnlyFans, pornography on the internet had been largely a top-down enterprise, with agents, producers, studios and other middlemen hoarding the profits of performers’ work. OnlyFans democratized that business model, letting the workers run the show: recording their own content, deciding their prices, selling it however they’d like and reaping the full reward.
  • The platform bans real-world prostitution, as well as extreme or illegal content, and requires everyone who shows up on camera to verify they’re 18 or older by sending in a video selfie showing them holding a government-issued ID.
  • OnlyFans operates as a neutral marketplace, with no ads, trending topics or recommendation algorithms, placing few limitations on what creators can sell but also making it necessary for them to market themselves or fade away.
  • After sending other creators’ agents their money over PayPal, Adams’s ad workers send suggestions over the messaging app Telegram on how Bryce should be marketed, depending on the clientele. OnlyFans models whose fans tend to prefer the “girlfriend experience,” for instance, are told to talk up her authenticity: “Bryce is a real, fit girl who wants to get to know you
  • Like most platforms, OnlyFans suffers from a problem of incredible pay inequality, with the bulk of the profits concentrated in the bank accounts of the lucky few.
  • the top 1 percent of accounts made 33 percent of the money, and that most accounts took home less than $145 a month
  • Watching their partner have sex with someone else sometimes sparked what they called “classic little jealousy issues,” which Adams said they resolved with “more communication, more growing up.” The money was just too good. And over time, they adopted a self-affirming ideology that framed everything as just business. Things that were tough to do but got easier with practice, like shooting a sex scene, they called, in gym terms, “reps.” Things one may not want to do at first, but require some mental work to approach, became “self-limiting beliefs.”
  • They started hiring workers through friends and family, and what was once just Adams became a team effort, in which everyone was expected to workshop caption and video ideas. The group evaluated content under what Brian, who is 31, called a “triangulation method” that factored their comfort level with a piece of content alongside its engagement potential and “brand match.” Bryce the person gave way to Bryce the brand, a commercialized persona drafted by committee and refined for maximum marketability.
  • One of the operation’s most subtly critical components is a piece of software known as “the Tool,” which they developed and maintain in-house. The Tool scrapes and compiles every “like” and view on all of Adams’s social network accounts, every OnlyFans “fan action” and transaction, and every text, sext and chat message — more than 20 million lines of text so far.
  • It houses reams of customer data and a library of preset messages that Adams and her chatters can send to fans, helping to automate their reactions and flirtations — “an 80 percent template for a personalized response,” she said.
  • And it’s linked to a searchable database, in which hundreds of sex scenes are described in detail — by price, total sales, participants and general theme — and given a unique “stock keeping unit,” or SKU, much like the scannable codes on a grocery store shelf. If a fan says they like a certain sexual scenario, a team member can instantly surface any relevant scenes for an easy upsell. “Classic inventory chain,” Adams said.
  • The systemized database is especially handy for the young women of Adams’s chat team, known as the “girlfriends,” who work at a bench of laptops in the gym’s upper loft. The Tool helped “supercharge her messaging, which ended up, like, 3X-ing her output,” Brian said, meaning it tripled.
  • Keeping men talking is especially important because the chat window is where Adams’s team sends out their mass-message sales promotions, and the girlfriends never really know what to expect. One girlfriend said she’s had as many as four different sexting sessions going at once.
  • Adams employs a small team that helps her pay other OnlyFans creators to give away codes fans can use for free short-term trials. The team tracks redemption rates and promotional effectiveness in a voluminous spreadsheet, looking for guys who double up on discount codes, known as “stackers,” as well as bad bets and outright fraud.
  • Many OnlyFans creators don’t offer anything explicit, and the site has pushed to spotlight its stable of chefs, comedians and mountain bikers on a streaming channel, OFTV. But erotic content on the platform is inescapable; even some outwardly conventional creators shed their clothes behind the paywall
  • Creators with a more hardcore fan base, meanwhile, are told to cut to the chase: “300+ sex tapes & counting”; “Bryce doesn’t say no, she’s the most wild, authentic girl you will ever find.”
  • The $18 an hour she makes on the ad team, however, is increasingly dwarfed by the money Leigh makes from her personal OnlyFans account, where she sells sex scenes with her boyfriend for $10 a month. Leigh made $92,000 in gross sales in July, thanks largely to revenue from new fans who found her through Adams or the bikini videos Leigh posts to her 170,000-follower TikTok account
  • “This is a real job. You dedicate your time to it every single day. You’re always learning, you’re always doing new things,” she said. “I’d never thought I’d be good at business, but learning all these business tactics really empowers you. I have my own LLC; I don’t know any other 20-year-old right now that has their own LLC.”
  • The team is meeting all traffic goals, per their internal dashboard, which showed that through the day on a recent Thursday they’d gained 2,221,835 video plays, 19,707 landing-page clicks, 6,372 new OnlyFans subscribers and 9,024 new social-network followers. And to keep in shape, Adams and her boyfriend are abiding by a rigorous daily diet and workout plan
  • They eat the same Chick-fil-A salad at every lunch, track every calorie and pay a gym assistant to record data on every rep and weight of their exercise.
  • But the OnlyFans business is competitive, and it does not always feel to the couple like they’ve done enough. Their new personal challenge, they said, is to go viral on the other platforms as often as possible, largely through jokey TikTok clips and bikini videos that don’t give away too much.
  • the host told creators this sales-funnel technique was key to helping build the “cult of you”: “Someone’s fascination will become infatuation, which will make you a lot of money.”
  • Adams’s company has worked to reverse engineer the often-inscrutable art of virality, and Brian now estimates Adams makes about $5,000 in revenue for every million short-form video views she gets on TikTok.
  • Her team has begun ranking each platform by the amount of money they expect they can get from each viewer there, a metric they call “fan lifetime value.” (Subscribers who click through to her from Facebook tend to spend the most, the data show. Facebook declined to comment.)
  • The younger workers said they see the couple as mentors, and the two are constantly reminding them that the job of a creator is not a “lottery ticket” and requires a persistent grind. Whenever one complains about their lack of engagement, Brian said he responds, “When’s the last time you posted 60 different videos, 60 days in a row, on your Instagram Reels?”
  • But some have taken to it quite naturally. Rayna Rose, 19, was working last year at a hair salon, sweeping floors for $12 an hour, when an old high school classmate who worked with Adams asked whether she wanted to try OnlyFans and make $500 a video.
  • Rose started making videos and working as a chatter for $18 an hour but recently renegotiated her contract with Adams to focus more on her personal OnlyFans account, where she has nearly 30,000 fans, many of whom pay $10 a month.
  • One recent evening this summer, Adams was in the farm’s gym when her boyfriend told her he was headed to their guest room to record a collab with Rose, who was wearing a blue bikini top and braided pigtails.
  • “Go have fun,” Adams told them as they walked away. “Make good content.” The 15-minute video has so far sold more than 1,400 copies and accounted for more than $30,000 in sales.
  • Rose said she has lost friends due to her “lifestyle,” with one messaging her recently, “Can you imagine how successful you would be if you studied regularly and spent your time wisely?”
  • The message stung but, in Rose’s eyes, they didn’t understand her at all. She feels, for the first time, like she has a sense of purpose: She wants to be a full-time influencer. She expects to clear $200,000 in earnings this year and is now planning to move out of her parents’ house.
  • “I had no idea what I wanted to do with my life. And now I know,” she said. “I want to be big. I want to be, like, mainstream.”
Javier E

OpenAI 'was working on advanced model so powerful it alarmed staff' | Technology sector... - 0 views

  • OpenAI was reportedly working on an advanced system before Sam Altman’s sacking that was so powerful it caused safety concerns among staff at the company.
  • The artificial intelligence model triggered such alarm with some OpenAI researchers that they wrote to the board of directors before Altman’s dismissal warning it could threaten humanity, Reuters reported.
  • The model, called Q* – and pronounced as “Q-Star” – was able to solve basic maths problems it had not seen before, according to the tech news site the Information, which added that the pace of development behind the system had alarmed some safety researchers. The ability to solve maths problems would be viewed as a significant development in AI.
Javier E

News Publishers See Google's AI Search Tool as a Traffic-Destroying Nightmare - WSJ - 0 views

  • A task force at the Atlantic modeled what could happen if Google integrated AI into search. It found that 75% of the time, the AI-powered search would likely provide a full answer to a user’s query and the Atlantic’s site would miss out on traffic it otherwise would have gotten. 
  • What was once a hypothetical threat is now a very real one. Since May, Google has been testing an AI product dubbed “Search Generative Experience” on a group of roughly 10 million users, and has been vocal about its intention to bring it into the heart of its core search engine. 
  • Google’s embrace of AI in search threatens to throw off that delicate equilibrium, publishing executives say, by dramatically increasing the risk that users’ searches won’t result in them clicking on links that take them to publishers’ sites
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  • Google’s generative-AI-powered search is the true nightmare for publishers. Across the media world, Google generates nearly 40% of publishers’ traffic, accounting for the largest share of their “referrals,” according to a Wall Street Journal analysis of data from measurement firm SimilarWeb. 
  • “AI and large language models have the potential to destroy journalism and media brands as we know them,” said Mathias Döpfner, chairman and CEO of Axel Springer,
  • His company, one of Europe’s largest publishers and the owner of U.S. publications Politico and Business Insider, this week announced a deal to license its content to generative-AI specialist OpenAI.
  • publishers have seen enough to estimate that they will lose between 20% and 40% of their Google-generated traffic if anything resembling recent iterations rolls out widely. Google has said it is giving priority to sending traffic to publishers.
  • The rise of AI is the latest and most anxiety-inducing chapter in the long, uneasy marriage between Google and publishers, which have been bound to each other through a basic transaction: Google helps publishers be found by readers, and publishers give Google information—millions of pages of web content—to make its search engine useful.
  • Already, publishers are reeling from a major decline in traffic sourced from social-media sites, as both Meta and X, the former Twitter, have pulled away from distributing news.
  • , Google’s AI search was trained, in part, on their content and other material from across the web—without payment. 
  • Google’s view is that anything available on the open internet is fair game for training AI models. The company cites a legal doctrine that allows portions of a copyrighted work to be used without permission for cases such as criticism, news reporting or research.
  • The changes risk damaging website owners that produce the written material vital to both Google’s search engine and its powerful AI models.
  • “If Google kills too many publishers, it can’t build the LLM,”
  • Barry Diller, chairman of IAC and Expedia, said all major AI companies, including Google and rivals like OpenAI, have promised that they would continue to send traffic to publishers’ sites. “How they do it, they’ve been very clear to us and others, they don’t really know,” he said.
  • All of this has led Google and publishers to carry out an increasingly complex dialogue. In some meetings, Google is pitching the potential benefits of the other AI tools it is building, including one that would help with the writing and publishing of news articles
  • At the same time, publishers are seeking reassurances from Google that it will protect their businesses from an AI-powered search tool that will likely shrink their traffic, and they are making clear they expect to be paid for content used in AI training.
  • “Any attempts to estimate the traffic impact of our SGE experiment are entirely speculative at this stage as we continue to rapidly evolve the user experience and design, including how links are displayed, and we closely monitor internal data from our tests,” Reid said.
  • Many of IAC’s properties, like Brides, Investopedia and the Spruce, get more than 80% of their traffic from Google
  • Google began rolling out the AI search tool in May by letting users opt into testing. Using a chat interface that can understand longer queries in natural language, it aims to deliver what it calls “snapshots”—or summaries—of the answer, instead of the more link-heavy responses it has traditionally served up in search results. 
  • Google at first didn’t include links within the responses, instead placing them in boxes to the right of the passage. It later added in-line links following feedback from early users. Some more recent versions require users to click a button to expand the summary before getting links. Google doesn’t describe the links as source material but rather as corroboration of its summaries.
  • During Chinese President Xi Jinping’s recent visit to San Francisco, the Google AI search bot responded to the question “What did President Xi say?” with two quotes from his opening remarks. Users had to click on a little red arrow to expand the response and see a link to the CNBC story that the remarks were taken from. The CNBC story also sat over on the far right-hand side of the screen in an image box.
  • The same query in Google’s regular search engine turned up a different quote from Xi’s remarks, but a link to the NBC News article it came from was beneath the paragraph, atop a long list of news stories from other sources like CNN and PBS.
  • Google’s Reid said AI is the future of search and expects its new tool to result in more queries.
  • “The number of information needs in the world is not a fixed number,” she said. “It actually grows as information becomes more accessible, becomes easier, becomes more powerful in understanding it.”
  • Testing has suggested that AI isn’t the right tool for answering every query, she said.
  • Many publishers are opting to insert code in their websites to block AI tools from “crawling” them for content. But blocking Google is thorny, because publishers must allow their sites to be crawled in order to be indexed by its search engine—and therefore visible to users searching for their content.To some in the publishing world there was an implicit threat in Google’s policy: Let us train on your content or you’ll be hard to find on the internet.
Javier E

Excuse me, but the industries AI is disrupting are not lucrative - 0 views

  • Google’s Gemini. The demo video earlier this week was nothing short of amazing, as Gemini appeared to fluidly interact with a questioner going through various tasks and drawings, always giving succinct and correct answers.
  • another huge new AI model revealed.
  • that’s. . . not what’s going on. Rather, they pre-recorded it and sent individual frames of the video to Gemini to respond to, as well as more informative prompts than shown, in addition to editing the replies from Gemini to be shorter and thus, presumably, more relevant. Factor all that in, Gemini doesn’t look that different from GPT-4,
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  • Continued hype is necessary for the industry, because so much money flowing in essentially allows the big players, like OpenAI, to operate free of economic worry and considerations
  • The money involved is staggering—Anthropic announced they would compete with OpenAI and raised 2 billion dollars to train their next-gen model, a European counterpart just raised 500 million, etc. Venture capitalists are eager to throw as much money as humanely possible into AI, as it looks so revolutionary, so manifesto-worthy, so lucrative.
  • While I have no idea what the downloads are going to be for the GPT Store next year, my suspicion is it does not live up to the hyped Apple-esque expectation.
  • given their test scores, I’m willing to say GPT-4 or Gemini is smarter along many dimensions than a lot of actual humans, at least in the breadth of their abstract knowledge—all while noting even leading models still have around a 3% hallucination rate, which stacks up in a complex task.
  • A more interesting “bear case” for AI is that, if you look at the list of industries that leading AIs like GPT-4 are capable of disrupting—and therefore making money off of—the list is lackluster from a return-on-investment perspective, because the industries themselves are not very lucrative.
  • What are AIs of the GPT-4 generation best at? It’s things like:writing essays or short fictionsdigital artchattingprogramming assistance
  • While I personally wouldn’t go so far as to describe current LLMs as “a solution in search of a problem” like cryptocurrency has famously been described as, I do think the description rings true in an overall economic/business sense so fa
  • The issue is that taking the job of a human illustrator just. . . doesn’t make you much money. Because human illustrators don’t make much money
  • While you can easily use Dall-E to make art for a blog, or a comic book, or a fantasy portrait to play an RPG, the market for those things is vanishingly small, almost nonexistent
  • As of this writing, the compute cost to create an image using a large image model is roughly $.001 and it takes around 1 second. Doing a similar task with a designer or a photographer would cost hundreds of dollars (minimum) and many hours or days (accounting for work time, as well as schedules). Even if, for simplicity’s sake, we underestimate the cost to be $100 and the time to be 1 hour, generative AI is 100,000 times cheaper and 3,600 times faster than the human alternative.
  • Like, wow, an AI that can write a Reddit comment! Well, there are millions of Reddit comments, which is precisely why we now have AIs good at writing them. Wow, an AI that can generate music! Well, there are millions of songs, which is precisely why we now have AIs good at creating them.
  • Search is the most obvious large market for AI companies, but Bing has had effectively GPT-4-level AI on offer now for almost a year, and there’s been no huge steal from Google’s market share.
  • What about programming? It’s actually a great expression of the issue, because AI isn’t replacing programming—it’s replacing Stack Overflow, a programming advice website (after all, you can’t just hire GPT-4 to code something for you, you have to hire a programmer who uses GPT-4
  • Even if OpenAI drove Stack Overflow out of business entirely and cornered the market on “helping with programming” they would gain, what? Stack Overflow is worth about 1.8 billion, according to its last sale in 2022. OpenAI already dwarfs it in valuation by an order of magnitude.
  • The more one thinks about this, one notices a tension in the very pitch itself: don’t worry, AI isn’t going to take all our jobs, just make us better at them, but at the same time, the upside of AI as an industry is the total combined worth of the industries its replacing, er, disrupting, and this justifies the massive investments and endless economic optimism.
  • It makes me worried about the worst of all possible worlds: generative AI manages to pollute the internet with cheap synthetic data, manages to make being a human artist / creator harder, manages to provide the basis of agential AIs that still pose some sort of existential risk if they get intelligent enough—all without ushering in some massive GDP boost that takes us into utopia
  • If the AI industry ever goes through an economic bust sometime in the next decade I think it’ll be because there are fewer ways than first thought to squeeze substantial profits out of tasks that are relatively commonplace already
  • We can just look around for equivalencies. The payment for humans working as “mechanical turks” on Amazon are shockingly low. If a human pretending to be an AI (which is essentially what a mechanical turk worker is doing) only makes a buck an hour, how much will an AI make doing the same thing?
  • , is it just a quirk of the current state of technology, or something more general?
  • What’s written on the internet is a huge “high quality” training set (at least in that it is all legible and collectable and easy to parse) so AIs are very good at writing the kind of things you read on the internet
  • But data with a high supply usually means its production is easy or commonplace, which, ceteris paribus, means it’s cheap to sell in turn. The result is a highly-intelligent AI merely adding to an already-massive supply of the stuff it’s trained on.
  • Was there really a great crying need for new ways to cheat on academic essays? Probably not. Will chatting with the History Buff AI app (it was is in the background of Sam Altman’s presentation) be significantly different than chatting with posters on /r/history on Reddit? Probably not
  • Call it the supply paradox of AI: the easier it is to train an AI to do something, the less economically valuable that thing is. After all, the huge supply of the thing is how the AI got so good in the first place.
  • AI might end up incredibly smart, but mostly at things that aren’t economically valuable.
Javier E

(2) The Problems of Plenty - by Lawrence Freedman - 0 views

  • with all these diverse issues, whether it's International monetary relations, alliance relations, concerns about the German question, nuclear strategy, and troop withdrawals, you'll have an expert in charge of each. But it's only at the top that these issues are all tied together.
  • President Kennedy, day after day after day, in 61 and 62 through 63, might have eight meetings. One might involve tax cuts, another the crisis with US steel, and the Test Ban Treaty, Berlin, and the balance of payments. Then different people would be in different meetings. So Carl Kaysen would deal with his portfolio and he would come in for one or maybe two of those meetings. Only at the top was some consideration given to all these issues. So in a president or prime minister's mind, the German question would be related to the balance of payments, which would be related to tax cuts, which would be related to Berlin, in a way that a mid-level person might not see.
  • It's sort of the reverse of the bureaucratic politics model. I started seeing that these issues got tied together in a way that many mid-level people would not see, but was understood at the top where grand strategy was made.  
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  • LF: You made an interesting point about political scientists. They do have a problem in that once you start expanding from your narrow area to take in other areas there are just too many variables. There are too many things to track
  • Do you think this gives historians an advantage over political scientists because while they may not be scientifically robust they can explain things better?
  • And, to my mind, doing great violence both to this history, which is far more complex, and to the current set of circumstances which may or may not be relevant to whatever that past tells us
  • But. and I'm being just a tiny bit flip here, 90 percent of IR theory comes down to three historical questions: What caused the First World War? Was Hitler unique? And how did nuclear weapons affect international politics? Those are all historical questions.
  • I had the great fortune of being trained by Mark Trachtenberg. You can use some of the advantages that IR theory and political science provide, which is a certain level of precision.
  • But, taking a historical perspective, you see not just these horizontal connections but also complexity, contingency, chance, circumstances. You become very suspicious of importing historical lessons from the past in total to the present, which you see these days with what people believe to be lessons from the Cold War, the 1930s or Wilhelmine Germany.
  • I kind of grew up with IR theory. It's an enormously powerful lens to help make sense of the world. It exposes underlying assumptions about research, design, causality and agency.
  • Yet global public health was the low hanging fruit of international political cooperation. We knew this was coming. We knew what to do and we failed miserably.
  • That problem looked similar to others that we will see coming down the road, be it new emerging technology, the climate crisis, anything involving the ‘Global Commons.’ I was struck that this was a wake-up call
  • Russia's behaviour demonstrates that there are other factors involved that drive states to conflict that have not gone away. It's just that a very particular form of war, of unlimited imperial expansion, makes no sense now for states to pursue
  • Yet, once it eased, our governments and our friends who study these questions went back to normal.
  • I was disturbed by the fact that the ease with which people began to look at the world through an old lens. With Russia's horrendous invasion of Ukraine there was almost a sense of, well, we know what this is. It looks like World War Two. We have the models to deal with this. This gives us a focus because we have no idea how to deal with these other sets of global problems. The return of great power politics seemed to excuse serious study of these other challenges, which to me were sort of catastrophic.
  • as a historian I was struck that we use established models to understand international politics without accounting for the profound changes we've gone through, including the doubling of life expectancy. 
  • That got me into studying and thinking about these issues and inspired me to dive into looking into how a world of scarcity had changed to one of plenty, and how that might change perspectives on how international relations works.
  • The difference between the world we live in today and the past is that scarcity was an actual physical limit. In the 19th century there was nothing you could do necessarily to produce more food, more fuel, more clean water, more housing. Whereas today we have it completely within our means to solve these scarcity issues.
  • When those scarcity issues exist it's often the consequence either of some political issue or of us not doing more to alleviate these issues of scarcity. So scarcity today is the result of political circumstances, not a hard physical limit as it was in the past.
  • In the past, human beings could not get access to the basic resources they need in a consistent way that was predictable. That problem theoretically is now gone. It is not applied universally
  • If you look at life expectancy curves, the increases pretty much everywhere are extraordinary. In China, which was unimaginably poor, life expectancy has actually surpassed the United States.
  • European and global politics from the late 19th century to, say, the middle of the 20th century reflected very particular historical circumstances. These drove Imperial conquest. During that period, there was a need for territory to feed populations that were seen as growing geometrically. Those wars of imperial conquest generated many of the disasters both on the European continent and globally
  • These circumstances were changing underneath in ways that were not recognised. Taming scarcity involved unbelievable increases in agricultural and economic productivity. At the same time there was an unexpected demographic compression where people just stopped having as many kids as expected. This was combined with a variety of other forces including improved governance and massive increases in information about the world. This meant that the historical forces that drove imperial plunder make literally no sense today
  • The COVID-19 global crisis killed upwards of 20 million people, which is the equivalent of a World War, and was a failure of international cooperation and national domestic responses. Liberal democratic states did poorly; authoritarian states did poorly.
  • Its hard to imagine now that a geopolitical empire could pull that off. China is actually facing a declining population. People live in cities. They don't need more land.
  • FG: Even though the problems of plenty were created by developed Western states they hit hard most on states trying to make the transition. So climate change, public health, and inequality affects these states more
  • The states that have this wealth need people who are drawn in through migration or the efforts to migrate. This is the most divisive political issue globally right now in developed states. The rise of populism in the US and Europe is bound up with the politics of migration, which is a problem of plenty because that generates the magnet that attracts people
  • In the end, are individual states going to have to work out how to handle these issues in their own ways, or do we need new forms of multilateralism?
  • FG: I would say it's both. It's a manifesto and I’ve tried to think of some specific policy consequences.
  • I did a piece for Foreign Policy in which the model I used was of an alien who comes down to Earth every 50 years to assess the situation
  • Secondly, the problems of plenty, the climate and pandemics, represent the only truly existential threat
  • The alien would say, why is everyone so sad? I don't have a full explanation but we have deeply bitter, angry politics and some of this has been caused by plenty.
  • what I say in the essay is that China does terrible things - repression, the Uyghurs, the crackdown on Hong Kong, coercive threats in the South China Sea and Taiwan, its economic policies. It is not a good actor. But what I say is:
  • First, there's one specific threat that can cause World War Three, which is this very difficult challenge of Taiwan. This leads to the question whether China wants Taiwan as an irredentist objective, or is it the beginning of some 1930s like bid for geopolitical hegemony?
  • if Taiwan were suddenly to be taken over by China, it would not be an existential threat to the United States. It's a very challenging problem, but they need to ask, is this an irredentist problem, that is similar to what happens whenever you have divided two states, whether its the Korean Peninsula, the Middle East, or Kashmi
  • in 2024 I'm looking at the numbers, and you live longer. You have this great technology. All the information in the world can be accessed by anyone in this tiny little device for free. On the one hand, under the lingering shadow of our Marxist training, we've done really well. We have great wealth, but we could distribute it better. We've got great technology, but people are miserable. People feel this deep sense of enmity and of anger. That needs to be studied and understood.
  • We know another pandemic will come and imagine one with more lethality. And don't we have an obligation - both China and the United States - to find some way to work together on these issues even while the other competition persists.
  • During the Cold War the Soviet Union and the United States were engaged in a far deeper, more bitter ideological and geopolitical political battle that almost ended with a thermonuclear exchange. Yet they worked together to solve two of the greatest problems that plagued humanity. First, the Nuclear Non-proliferation Treaty, where they came together in 1968 with the UK to limit the spread of nuclear weapons, as a shared responsibility.
  • At the same time, they worked together at lower levels to eliminate smallpox, a disease that had killed twice as many people as all the wars combined in the 20s century
  • if these two powers, whose geopolitical and ideological competition was an order of magnitude worse than anything that exists between the United States and China today, could figure out a way to work together why not these two powers now?
  • If somehow the United States figures out a cure for cancer and at the same time China figures out a cure to the climate crisis would we really not want them to share this with each other and Europe and everyone else?
  • There's only one existential crisis, which is the climate crisis
  • And as terrible and tragic as the war in Ukraine is and as threatening and terrifying as Cross Strait relations are between the United States and China, so that they demand attention, neither is existential unless we let them become so.
Javier E

All Signs Point to Higgs Boson, but Still Waiting for Scientific Certainty - NYTimes.com - 1 views

  • physicists admit that it will take more work and analysis before they will have the cold numbers that clinch the case that the new particle announced on July 4 last year is in fact the exact boson first predicted by Peter Higgs and others in 1964 to be the arbiter of mass and cosmic diversity
  • What happened in the first instant of the Big Bang? What happens at the middle of a black hole where matter and time blink in or out of existence? What is the dark matter whose gravitational influence, astronomers say, shapes the structures of galaxies, or the dark energy that is forcing the universe apart? Why is the universe full of matter but not antimatter? And what, finally, is the fate of the universe? These are all questions that the Standard Model, the vanilla-sounding set of equations that ruled physics for the last half century, does not answer
  • Some of them could be answered by the unproven theory called supersymmetry, which among other things is needed to explain why whatever mass the Higgs has is low enough to be discovered in the first place and not almost infinite. It predicts a whole new population of elementary particles — called superpartners to the particles physicists already know about — one of which could be the dark matter that pervades the universe. If such particles exist, they would affect the rate at which Higgs bosons decay into other particles, but the CERN teams have yet to record what they consider a convincing deviation from the Standard Model predictions for those decays. Supersymmetry is still at best a beautiful idea.
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  • One thing that has hampered progress is that physicists still do not agree on how much the new particle weighs.
  • What does it matter how much a Higgs boson weighs? It could determine the fate of the universe.
  • his colleagues ran the numbers and concluded that the universe was in a precarious condition and could be prone to collapse in the far, far future. The reason lies in the Higgs field, the medium of which the Higgs boson is the messenger and which determines the structure of empty space, i.e., the vacuum.
  • It works like this. The Higgs field, like everything else in nature, is lazy, and, like water running downhill, always seeks to be in the state of lowest energy. Physicists assume that the Higgs field today is in the lowest state possible, but Dr. Giudice found that was not the case. What counts as rock bottom in today’s universe could turn out to be just a plateau. Our universe is like a rock perched precariously on a mountaintop, he explained, in what physicists call a metastable state. The Higgs field could drop to a lower value by a process known as quantum tunneling, although it is not imminent.
  • If that should happen — tomorrow or billions of years from now — a bubble would sweep out through the universe at the speed of light, obliterating the laws of nature as we know them.
  • The calculations assume that the Standard Model is the final word in physics, good for all times and places and energies — something that no physicist really believes. Theories like supersymmetry or string theory could intercede at higher energies and change the outcome.
  • The calculations also depend crucially on the mass of the top quark, the heaviest known elementary particle, as well as the Higgs, neither of which have been weighed precisely enough yet to determine the fate of the universe. If the top quark were just a little lighter or the Higgs a little heavier, 130 billion electron volts, Dr. Giudice said, the vacuum would in fact be stable.
  • , “Why do we happen to live at the edge of collapse?” He went on, “In my view, the message about near-criticality of the universe is the most important thing we have learned from the discovery of the Higgs boson so far.” Guido Tonelli of CERN and the University of Pisa, said, “If true, it is somehow magic.” We wouldn’t be having this discussion, he said, if there hadn’t been enough time already for this universe to produce galaxies, stars, planets and “human beings who are attempting to produce a vision of the world,” he said.
  • “So, in some sense, we are here, because we have been lucky, because for this particular universe the lottery produced a certain set of numbers, which allow the universe to have an evolution, which is very long.”
Javier E

Japan the Model - NYTimes.com - 0 views

  • the really remarkable thing about “Abenomics” — the sharp turn toward monetary and fiscal stimulus adopted by the government of Prime Minster Shinzo Abe — is that nobody else in the advanced world is trying anything similar. In fact, the Western world seems overtaken by economic defeatism.
  • In America, for example, there are still more than four times as many long-term unemployed workers as there were before the economic crisis, but Republicans only seem to want to talk about fake scandals. And, to be fair, it has also been a long time since President Obama said anything forceful publicly about job creation.
  • It would be easy for Japanese officials to make the same excuses for inaction that we hear all around the North Atlantic:
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  • The truth, however — a truth that the Abe government apparently gets — is that all of these problems are made worse by economic stagnation.
  • at this point the Western world has seemingly succumbed to a severe case of economic defeatism; we’re not even trying to solve our problems. That needs to change — and maybe, just maybe, Japan can be the instrument of that change
Javier E

Streaming Shakes Up Music Industry's Model for Royalties - NYTimes.com - 0 views

  • Even for an under-the-radar artist like Ms. Keating, who describes her style as “avant cello,” the numbers painted a stark picture of what it is like to be a working musician these days. After her songs had been played more than 1.5 million times on Pandora over six months, she earned $1,652.74. On Spotify, 131,000 plays last year netted just $547.71, or an average of 0.42 cent a play. “In certain types of music, like classical or jazz, we are condemning them to poverty if this is going to be the only way people consume music,” Ms. Keating said
  • Spotify, Pandora and others like them pay fractions of a cent to record companies and publishers each time a song is played, some portion of which goes to performers and songwriters as royalties. Unlike the royalties from a sale, these payments accrue every time a listener clicks on a song, year after year.
  • “No artist will be able to survive to be professionals except those who have a significant live business, and that’s very few,”
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  • Spotify has 20 million users in 17 countries, with five million of them paying $5 to $10 a month to eliminate the ads seen by freeloaders.
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