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Javier E

See How Real AI-Generated Images Have Become - The New York Times - 0 views

  • The rapid advent of artificial intelligence has set off alarms that the technology used to trick people is advancing far faster than the technology that can identify the tricks. Tech companies, researchers, photo agencies and news organizations are scrambling to catch up, trying to establish standards for content provenance and ownership.
  • The advancements are already fueling disinformation and being used to stoke political divisions
  • Last month, some people fell for images showing Pope Francis donning a puffy Balenciaga jacket and an earthquake devastating the Pacific Northwest, even though neither of those events had occurred. The images had been created using Midjourney, a popular image generator.
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  • Authoritarian governments have created seemingly realistic news broadcasters to advance their political goals
  • Getty’s lawsuit reflects concerns raised by many individual artists — that A.I. companies are becoming a competitive threat by copying content they do not have permission to use.
  • “The tools are going to get better, they’re going to get cheaper, and there will come a day when nothing you see on the internet can be believed,” said Wasim Khaled, chief executive of Blackbird.AI, a company that helps clients fight disinformation.
  • Artificial intelligence allows virtually anyone to create complex artworks, like those now on exhibit at the Gagosian art gallery in New York, or lifelike images that blur the line between what is real and what is fiction. Plug in a text description, and the technology can produce a related image — no special skills required.
  • Midjourney’s images, he said, were able to pass muster in facial-recognition programs that Bellingcat uses to verify identities, typically of Russians who have committed crimes or other abuses. It’s not hard to imagine governments or other nefarious actors manufacturing images to harass or discredit their enemies.
  • In February, Getty accused Stability AI of illegally copying more than 12 million Getty photos, along with captions and metadata, to train the software behind its Stable Diffusion tool. In its lawsuit, Getty argued that Stable Diffusion diluted the value of the Getty watermark by incorporating it into images that ranged “from the bizarre to the grotesque.”
  • Experts fear the technology could hasten an erosion of trust in media, in government and in society. If any image can be manufactured — and manipulated — how can we believe anything we see?
  • Trademark violations have also become a concern: Artificially generated images have replicated NBC’s peacock logo, though with unintelligible letters, and shown Coca-Cola’s familiar curvy logo with extra O’s looped into the name.
  • The threat to photographers is fast outpacing the development of legal protections, said Mickey H. Osterreicher, general counsel for the National Press Photographers Association
  • Newsrooms will increasingly struggle to authenticate conten
  • Social media users are ignoring labels that clearly identify images as artificially generated, choosing to believe they are real photographs, he said.
  • The video explained that the deepfake had been created, with Ms. Schick’s consent, by the Dutch company Revel.ai and Truepic, a California company that is exploring broader digital content verification
  • The companies described their video, which features a stamp identifying it as computer-generated, as the “first digitally transparent deepfake.” The data is cryptographically sealed into the file; tampering with the image breaks the digital signature and prevents the credentials from appearing when using trusted software.
  • The companies hope the badge, which will come with a fee for commercial clients, will be adopted by other content creators to help create a standard of trust involving A.I. images.
  • “The scale of this problem is going to accelerate so rapidly that it’s going to drive consumer education very quickly,” said Jeff McGregor, chief executive of Truepic
  • Adobe unveiled its own image-generating product, Firefly, which will be trained using only images that were licensed or from its own stock or no longer under copyright. Dana Rao, the company’s chief trust officer, said on its website that the tool would automatically add content credentials — “like a nutrition label for imaging” — that identified how an image had been made. Adobe said it also planned to compensate contributors.
Javier E

Opinion | Let's Imagine We Knew Exactly How the Pandemic Started - The New York Times - 0 views

  • To some, it all sounds like noise. “Whether Covid came accidentally from a lab in Wuhan or a seafood market is almost beside the point,” Edward Luce wrote in The Financial Times last month,
  • This has always struck me as an exceedingly strange perspective. Perhaps it is a truism to say that the events that brought about the deaths of perhaps 20 million people around the world and the jagged disruption of many billions of other lives are of enormous consequence and that dismissing the matter of its cause as simply a “blame game” is a form of not just historical but moral incuriosity.
  • It is consequential as long as it remains unresolved, as well. That’s because our collective uncertainty about the origin of the pandemic has itself shaped the way we’ve come to think about what we’ve all just lived through, the way we responded in the first place and the way the pandemic has played out, often weaponized, in geopolitics.
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  • Three years since its start we are still more likely to see the pandemic in partisan rather than world-historical terms. And the grandly tragic story of the pandemic takes on a profoundly different shape and color depending on the nature of its first act.
  • In a world where a natural origin was confirmed beyond all doubt, we might look back and narrate the pandemic as one particular kind of story: a morality tale showcasing the incomplete triumph of modern civilization and the enduring threats from nature, and highlighting the way that, whatever we might have told ourselves in 2019 or 2009 about the fortress of the wealthy world, pandemic disease remained a humbling civilization-scale challenge no nation had very good answers for.
  • in a world where a lab-leak origin had been confirmed instead, we would probably find ourselves telling a very different set of stories — primarily about humanity’s Icarian hubris, or perhaps about scientists’ Faustian indifference to the downside risks of new research, or the way in which very human impulses to cover up mistakes and wrongdoing might have compounded those mistakes to disastrous global effect.
  • It would have been, “We brought this on ourselves.” Or perhaps, if we were feeling xenophobic rather than humbly human, “They brought this on us,”
  • the pandemic would probably have joined nuclear weapons as a conventional illustration of the dark side of human knowledge, perhaps even surpassed them — 20 million dead is nothing to trifle with, after all, though it remains less than the overall death toll of World War II or even the Great Leap Forward.
  • the horror would also offer a silver lining: If human action was responsible for this pandemic, then in theory, human action could prevent the next one as well.
  • if the figures are even mostly reliable, they reflect a remarkable indifference on the part of the country to the source of a once-in-a-century disease disaster
  • It is as though we’ve decided both that the pandemic was “man-made” and that its emergence was a kind of inevitability we can’t do much about.
  • a definitive confirmation of a lab origin probably would not mean that responsibility lay in any simplistic way with China. But that isn’t to say the case wouldn’t have been made, probably in a variety of forms — calls for “reparations,” demands for global provision of free vaccines — that would only have contributed additional antagonism and resentment to the world stage, further polarizing the great-power landscape.
  • It would be as though following a catastrophic earthquake, we didn’t bother to sort out whether it had been caused by local fracking but instead argued endlessly about the imperfections of disaster response
  • as we piece together a working history of the past few years, you might hope we’d grow more focused on nailing the story down.
  • it seems likely to me that in the very earliest days of 2020, with cases exploding in China but not yet elsewhere, knowing that the disease was a result of gain-of-function research and had escaped from a lab probably would have produced an even more significant wave of global fear
  • n a world where neither narrative has been confirmed, and where pandemic origins are governed by an epistemological fog, I worry we have begun to collate the two stories in a somewhat paradoxical and self-defeating way
  • presumably, many fewer people contemplating the initial news would’ve assumed that the outbreak would be largely limited to Asia, as previous outbreaks had been; public health messengers in places like the United States probably would not have so casually reassuring; and even more dramatic circuit-breaking responses like a monthlong international travel ban might’ve been instituted quite quickly
  • As the pandemic wore on, I suspect that effect would have lingered beyond the initial panic. At first, it might’ve been harder to decide that the virus was just something to live with if we knew simultaneously that it was something introduced to the world in error.
  • And later, when the vaccines arrived, I suspect there might have been considerably less resistance to them, particularly on the American right, where anxiety and xenophobia might have trumped public-health skepticism and legacy anti-vaccine sentiment
  • the opposite counterfactual is just as illuminating
  • The question and its unresolvability have mattered enormously for geopolitics,
  • it is hard to think “superbug” and not panic.
  • The disease and global response may well have accelerated our “new Cold War,” as Luce writes, but it is hard to imagine an alternate history where a known lab-leak origin didn’t move the world there much faster.
  • On the other hand, the natural logic of a confirmed zoonotic origin would probably have been to push nations of the world closer together into networks of collaboration and cooperation
  • the direction of change would have most likely been toward more integration rather than less. After all, this is to some degree what happened in the wake of the initial outbreaks of SARS and MERS and the Ebola outbreaks of the past decade.
  • Instead, the geopolitics remain unsteady, which is to say, a bit jagged
  • The United States can weaponize a narrative about lab origin — as China hawks in both the Trump and Biden administrations have repeatedly done — without worrying too much about providing real proof or suffering concrete backlash.
  • And China can stonewall origin investigations by citing sovereignty rights and a smoke screen story about the disease originating in frozen food shipped in from abroad without paying much of an international price for the intransigence or bad-faith argumentation, either.
  • each has carried forward a gripe that needn’t be substantiated in order to be deployed.
  • ambiguity also offers plausible deniability, which means that without considerably more Chinese transparency and cooperation, those pushing both stories will find themselves still making only probabilistic cases. We’re probably going to be living with that uncertainty, in a political and social world shaped by it, for the foreseeable future
Javier E

India Is Passing China in Population. Can Its Economy Ever Do the Same? - The New York ... - 0 views

  • The two nations share several historical parallels. The last time they traded places in population, in the 18th century or earlier, the Mughals ruled India and the Qing dynasty was expanding the borders of China; between them they were perhaps the richest empires that had ever existed
  • But as European powers went on to colonize most of the planet and then industrialized at home, the people of India and China became among the world’s poorest.
  • As recently as 1990, the two countries were still on essentially the same footing, with a roughly equal economic output per capita. Since then, China has shaken the world by creating more wealth than any other country in history. While India, too, has picked itself back up in the three decades since it liberalized its economy, it remains well behind in many of the most basic scales.
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  • Today, China’s economy is roughly five times the size of India’s. The average citizen of China has an economic output of almost $13,000 a year, while the average Indian’s is less than $2,500
  • In human-development indicators, the contrast is even sharper, with infant mortality rates much higher in India, life expectancy lower and access to sanitation less prevalent.
  • The divergence, analysts say, comes down largely to China’s central consolidation of policy power, an earlier start in opening up its economy to market forces starting in the late 1970s, and its single-minded focus on export-led growth.
  • China took the first-mover advantage and then compounded its dominance as it pursued its plans relentlessly.
  • India started opening its quasi-socialist economy nearly a decade later. Its approach remained piecemeal, constrained by tricky coalition politics and the competing interests of industrialists, unions, farmers and factions across its social spectrum.
  • “There is that element where China is a natural role model — not for its politics, but for the sheer efficiency,”
  • The world now has a radically different power structure than it did in 1990. China has already made itself the world’s factory, all but closing off any path India could take to competitive dominance in export-driven manufacturing.
  • A “Make in India” campaign, inaugurated by Mr. Modi in 2014, has been stuttering ever since. Wage costs are lower in India than in China, but much of the work force is poorly educated, and the country has struggled to attract private investment with its restrictive labor laws and other impediments to business, including lingering protectionism.
  • service-sector growth can go only so far in reaping India’s promise of a demographic dividend, or blunt the peril of an unemployment crisis. Hundreds of millions of people can’t find jobs or are underemployed in work that pays too little.
  • the employment entrance exams at government agencies. These jobs are still coveted as private sector work remains limited and less stable.
  • 650,000 students will apply for just 600 or 700 jobs in the national civil service this year.
  • The civil service is a tiny part of the work force, but it is prestigious — in part because it comes with job security for life. Most applicants spend years, and a big chunk of their family’s savings, and still fail to make the cut.
  • “Here there is no enterprise, no companies,” Mr. Kumar said. For any young person, “the question comes, ‘What next? What can I do?’”
  • The lessons Mr. Modi is taking from China are most apparent in his push for infrastructure development, investing heavily in highways, railways and airports to improve supply chains and connectivity.
  • India has quintupled its annual spending on roads and railways during Mr. Modi’s nine years in power
  • As Mr. Modi has boxed in opponents, cowed the press and overwhelmed independent elements of civil society, his government has lashed out at expressions of concern from abroad as evidence of a colonial plot to undermine India or a lack of understanding of India’s “civilizational” approach — both elements that diplomats had long heard in China’s own defensiveness.
  • All the while, the increasing militancy of his Hindu nationalist supporters, as arms of the state hang back and give perpetrators a free pass, exacerbates India’s religious fault lines and clashes that threaten to disrupt India’s rise.
  • Even as India tries to align its growing technological and economic capacity to capitalize on the Western tensions with China, it is determined to stick to its neutrality and maintain a balancing act between the United States and Russia. There is also the question of whether the West’s shift from China, the linchpin of the global economy, is a temporary recalibration or a more fundamental one.
  • “China took advantage of a favorable geopolitical moment to really transform itself by having access to technology, to capital, to markets led by the United States. It took advantage of that to build itself up,” Mr. Saran said. “This could be that moment for India.”
Javier E

Knocking on the Wrong House or Door Can Be Deadly In a Nation Armed With Guns - The New... - 0 views

  • Each of them accidentally went to the wrong address or opened the wrong door — and each was shot. They had made innocent mistakes that became examples of the kind of deadly errors that can occur in a country bristling with guns, anger and paranoia, and where most states have empowered gun owners with new self-defense laws.
  • The maintenance man in North Carolina had just arrived to fix damage from a leak. The teenager in Georgia was only looking for his girlfriend’s apartment. The cheerleader in Texas simply wanted to find her car in a dark parking lot after practice.
  • many other cases have attracted far less attention. In July 2021, a Tennessee man was charged with brandishing a handgun and firing it after two cable-company workers mistakenly crossed onto his land. Last June, a Virginia man was arrested after the authorities say he shot at three lost teenage siblings who had accidentally pulled onto his property.
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  • “It’s shoot first, ask questions later,”
  • Each one of these incidents resulted from unique events. But activists and researchers say they stem from a convergence of bigger factors — increased fear of crime and an attendant surge in gun ownership, increasingly extreme political messaging on firearms, fearmongering in the media and marketing campaigns by the gun industry that portray the suburban front door as a fortified barrier against a violent world.
  • “The gun lobby markets firearms as something you need to defend yourself — hammers in search of nails,”
  • The perception that crime, especially violent gun crime, has increased is not a manufactured myth. National murder rates have climbed by about a third since 2019, according to government data, even accounting for modest declines in fatal shootings over the past 18 months.
  • Gun purchases rose during the pandemic and the unrest and racial-justice protests after the murder of George Floyd. Nearly 20 percent of American households bought a gun from March 2020 to March 2022, and about 5 percent of Americans bought a gun for the first time,
  • More than 30 states also have “stand your ground” laws. Some have recently strengthened their “castle doctrine” laws, making it more difficult to prosecute homeowners who claim self-defense in a shooting.
  • “People become paranoid and over-worried — and then comes an unannounced knock on their door,”
  • But several large-scale studies have suggested that the laws have few benefits, increase the likelihood of gun violence and might discriminate against minority groups, especially Black people.
  • The effect of self-defense laws protecting homeowners and gun owners is fiercely debated, with proponents arguing that their mere presence deters criminal behavior or civil disorder
  • shootings in which white people shot Black people were nearly three times as likely to be found “justified” compared with cases where white people shot other white people.
  • A 2023 analysis of recent academic research by the nonpartisan RAND Corporation found no evidence that such laws had the deterrent effect that their sponsors claimed, and there was some indication, while not conclusive, that the laws might account for some increases in gun violence.
  • weapons were actually more likely to be used in suicides, discharged accidentally, stolen or brandished in domestic disputes, than used to fend off an external attack.
  • The National Rifle Association and other gun-rights groups have long disputed such assessments, citing surveys that show far greater use of weapons for legitimate self-defense.
  • About a third of the roughly 16,700 gun owners surveyed in a study led by William English, a Georgetown University business school professor, said they had used their guns for self-defense, prompting Mr. English to estimate that as many as 1.6 million people in the country had defended themselves with a weapon that year.
Javier E

Review: 'The Free World' by Louis Menand - The Atlantic - 0 views

  • ouis Menand’s big new book on art, literature, music, and thought from 1945 to 1965 instills the conviction that the 20th century is well and truly over
  • For those of us who lived through any portion of this period and its immediate aftermath, the book is a rather amazing compendium of the scholarly research, revision, and demythologizing that have been accomplished in recent decades.
  • Interweaving post-1945 art history, literary history, and intellectual history, Menand provides a familiar outline; the picture he presents is one of cultural triumph backed by American wealth and aggressive foreign policy.
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  • guided by a fascination with the wayward paths to fame, he half-unwittingly sows doubt about the justice of the American rise to artistic leadership in the postwar era. In his erudite account, artistic success owes little to vision and purpose, more to self-promotion, but most to unanticipated adoption by bigger systems with other aims, principally oriented toward money, political advantage, or commercial churn
  • For the greatness and inevitability of artistic consecration, Menand substitutes the arbitrary confluences of forces at any given moment.
  • The curriculum runs chapter by chapter through George Kennan, George Orwell, Jean-Paul Sartre, Hannah Arendt, Jackson Pollock, Lionel Trilling, Allen Ginsberg, Claude Lévi-Strauss, Robert Rauschenberg and John Cage, Elvis and the Beatles, Isaiah Berlin, James Baldwin, Jack Kerouac, Andy Warhol, Susan Sontag, and Pauline Kael. Each biography opens a door to a school or trend of work
  • Menand’s is not a “great man” view of history, because no one seems particularly great. One gets a feeling for Sartre as a person, a limited knowledge of how Sartre made Being and Nothingness, and a vivid sense of how the book made Sartre a celebrity. Then one learns how a troupe of others came along and rode his success like a sled.
  • Menand zooms in and out between individual egomaniacs and the milieus that facilitated their ascent and profited from their publicity.
  • group biographies, in miniature, of the existentialists, the Beats, the action painters, the Black Mountain School, the British Invasion, the pop artists, and many coteries more—are enchanting singly but demoralizing as they pile up
  • All of these enterprises look like hives of social insects, not selfless quests for truth or beauty. Menand is a world-class entomologist: He can name every indistinguishable drone, knows who had an oversize mandible, who lost a leg, who carried the best crumbs.
  • From this vantage, the monuments really are just anthills.
  • Menand is truly one of the great explainers. He quotes approvingly a lesson taken by Lionel Trilling from his editor Elliot Cohen: “No idea was so difficult and complex but that it could be expressed in a way that would make it understood by anyone to whom it might conceivably be of interest.”
  • Menand’s account of each is an abbreviated tour de force. His explanations work at all levels: interpretation for scholars, review for general readers, introductions for neophytes. Where another writer would take 20 pages to tell us why someone or something mattered historically, Menand does it in two.
  • He is accurate, he is insightful, and he is not a dumber-downer
  • The underlying theory of the book rests on a picture of what makes for “cultural winners,” works and ideas that Menand defines as
  • Menand’s recountings are less concerned with the changing meanings of individual works than with their successive adoptions and co-optations, in defiance of depth and meaning. It is a process of “winning” often based on cults of personality, indifference to complex origins, and the fortune or misfortune of timing
  • goods or styles that maintain market share through “generational” taste shifts—that is, through all the “the king is dead; long live the king” moments that mark the phases of cultural history for people living through it.
  • Menand is notably excellent on how commercial, regulatory, and technological changes determined which kinds of artwork made it to the public. His analysis helps demystify trends in commercial forms like film and pop music, especially when they otherwise seemed to run against the grain of pure profit
  • Often Menand’s point seems to be that the culture’s reigning talkers and salespeople and debaters need to conjure figures to venerate and attack (in ceaseless alternation) for short-range purposes of attention and competition. Any given work—1984, say, or Bonnie and Clyde—isn’t much of anything until it becomes a counter in other people’s games.
  • The central question of this period in culture might be whether U.S. artists lived up to expectations
  • In 1945, Europe was in ruins. America was rich and productive and dictated the terms of the postwar economic and political order. Certainly the U.S. had the power to pretend to cultural glory, too. But was it a pretense, or did Americans really continue and exceed the prewar triumphs of European modernism?
  • Most histories of the arts after 1945 assume that the greatest American successes deserved their fame.
  • The thrust of many of Menand’s retellings is that “in the business of cultural exchange, misprision is often the key to transmission.” Fame comes through misreadings, fantasies, unintended resonances, charisma, and publicity.
  • Menand’s book bequeaths the sense that the last laugh may truly have been on the self-seriousness of a whole historical period, one that treated its most publicized and successful arts figures far too generously, giving them too much credit for depth and vision, while missing the cynical forces by which they’d been buoyed up and marketed
  • Where did rock ’n’ roll come from?” Menand wonders. He answers that it was “the by-product of a number of unrelated developments in the American music business” that redirected sales to teenagers, and also the result of new radio-station competition, the partial racial desegregation of the music charts, and the arrival of 200-disc jukeboxes
  • The idea of a “culture industry”
  • is used unironically by Menand to name the vastly scaled-up production and consumption of all artistic experience. “The culture industries, as they expanded, absorbed and commercialized independent and offbeat culture-makers, and the university, as it expanded, swallowed up the worlds of creative writing and dissident political opinion.”
  • With his eye on this process, we miss out on artists and thinkers who dug deep and stayed home, who produced as hermits or eccentrics or introverted students of their art
  • “Foreign film” in America in the ’50s and ’60s—when independent art cinemas emerged, showing imports such as work by Ingmar Bergman and the French New Wave—proves to have been energized by a successful federal-government antitrust action against the monopolistic Hollywood studios
  • I can imagine The Free World leaving my hypothetical college senior, denizen of the bleak attention economy of the 21st century, feeling liberated to discover that culture was no better—no more committed to a quest for what is true, noble, lasting, and beautiful—in the world of the Baby Boomers and beaming grandparents.
  • The book is so masterful, and exhibits such brilliant writing and exhaustive research, that I wonder whether Menand could truly have intended where his history of the postwar era landed me. I learned so much, and ended up caring so much les
Javier E

Ozempic or Bust - The Atlantic - 0 views

  • June 2024 Issue
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  • it is impossible to know, in the first few years of any novel intervention, whether its success will last.
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  • The ordinary fixes—the kind that draw on people’s will, and require eating less and moving more—rarely have a large or lasting effect. Indeed, America itself has suffered through a long, maddening history of failed attempts to change its habits on a national scale: a yo-yo diet of well-intentioned treatments, policies, and other social interventions that only ever lead us back to where we started
  • Through it all, obesity rates keep going up; the diabetes epidemic keeps worsening.
  • The most recent miracle, for Barb as well as for the nation, has come in the form of injectable drugs. In early 2021, the Danish pharmaceutical company Novo Nordisk published a clinical trial showing remarkable results for semaglutide, now sold under the trade names Wegovy and Ozempic.
  • Patients in the study who’d had injections of the drug lost, on average, close to 15 percent of their body weight—more than had ever been achieved with any other drug in a study of that size. Wadden knew immediately that this would be “an incredible revolution in the treatment of obesity.”
  • Many more drugs are now racing through development: survodutide, pemvidutide, retatrutide. (Among specialists, that last one has produced the most excitement: An early trial found an average weight loss of 24 percent in one group of participants.
  • In the United States, an estimated 189 million adults are classified as having obesity or being overweight
  • The drugs don’t work for everyone. Their major side effects—nausea, vomiting, and diarrhea—can be too intense for many patients. Others don’t end up losing any weight
  • For the time being, just 25 percent of private insurers offer the relevant coverage, and the cost of treatment—about $1,000 a month—has been prohibitive for many Americans.
  • The drugs have already been approved not just for people with diabetes or obesity, but for anyone who has a BMI of more than 27 and an associated health condition, such as high blood pressure or cholesterol. By those criteria, more than 140 million American adults already qualify
  • if this story goes the way it’s gone for other “risk factor” drugs such as statins and antihypertensives, then the threshold for prescriptions will be lowered over time, inching further toward the weight range we now describe as “normal.”
  • How you view that prospect will depend on your attitudes about obesity, and your tolerance for risk
  • The first GLP-1 drug to receive FDA approval, exenatide, has been used as a diabetes treatment for more than 20 years. No long-term harms have been identified—but then again, that drug’s long-term effects have been studied carefully only across a span of seven years
  • the data so far look very good. “These are now being used, literally, in hundreds of thousands of people across the world,” she told me, and although some studies have suggested that GLP-1 drugs may cause inflammation of the pancreas, or even tumor growth, these concerns have not borne out.
  • adolescents are injecting newer versions of these drugs, and may continue to do so every week for 50 years or more. What might happen over all that time?
  • “All of us, in the back of our minds, always wonder, Will something show up?  ” Although no serious problems have yet emerged, she said, “you wonder, and you worry.”
  • in light of what we’ve been through, it’s hard to see what other choices still remain. For 40 years, we’ve tried to curb the spread of obesity and its related ailments, and for 40 years, we’ve failed. We don’t know how to fix the problem. We don’t even understand what’s really causing it. Now, again, we have a new approach. This time around, the fix had better work.
  • The fen-phen revolution arrived at a crucial turning point for Wadden’s field, and indeed for his career. By then he’d spent almost 15 years at the leading edge of research into dietary interventions, seeing how much weight a person might lose through careful cutting of their calories.
  • But that sort of diet science—and the diet culture that it helped support—had lately come into a state of ruin. Americans were fatter than they’d ever been, and they were giving up on losing weight. According to one industry group, the total number of dieters in the country declined by more than 25 percent from 1986 to 1991.
  • Rejecting diet culture became something of a feminist cause. “A growing number of women are joining in an anti-diet movement,” The New York Times reported in 1992. “They are forming support groups and ceasing to diet with a resolve similar to that of secretaries who 20 years ago stopped getting coffee for their bosses.
  • Now Wadden and other obesity researchers were reaching a consensus that behavioral interventions might produce in the very best scenario an average lasting weight loss of just 5 to 10 percent
  • National surveys completed in 1994 showed that the adult obesity rate had surged by more than half since 1980, while the proportion of children classified as overweight had doubled. The need for weight control in America had never seemed so great, even as the chances of achieving it were never perceived to be so small.
  • Wadden wasn’t terribly concerned, because no one in his study had reported any heart symptoms. But ultrasounds revealed that nearly one-third of them had some degree of leakage in their heart valves. His “cure for obesity” was in fact a source of harm.
  • In December 1994, the Times ran an editorial on what was understood to be a pivotal discovery: A genetic basis for obesity had finally been found. Researchers at Rockefeller University were investigating a molecule, later named leptin, that gets secreted from fat cells and travels to the brain, and that causes feelings of satiety. Lab mice with mutations in the leptin gene—importantly, a gene also found in humans—overeat until they’re three times the size of other mice. “The finding holds out the dazzling hope,”
  • In April 1996, the doctors recommended yes: Dexfenfluramine was approved—and became an instant blockbuster. Patients received prescriptions by the hundreds of thousands every month. Sketchy wellness clinics—call toll-free, 1-888-4FEN-FEN—helped meet demand. Then, as now, experts voiced concerns about access. Then, as now, they worried that people who didn’t really need the drugs were lining up to take them. By the end of the year, sales of “fen” alone had surpassed $300 million.
  • It was nothing less than an awakening, for doctors and their patients alike. Now a patient could be treated for excess weight in the same way they might be treated for diabetes or hypertension—with a drug they’d have to take for the rest of their life.
  • the article heralded a “new understanding of obesity as a chronic disease rather than a failure of willpower.”
  • News had just come out that, at the Mayo Clinic in Minnesota, two dozen women taking fen-phen—including six who were, like Barb, in their 30s—had developed cardiac conditions. A few had needed surgery, and on the operating table, doctors discovered that their heart valves were covered with a waxy plaque.
  • Americans had been prescribed regular fenfluramine since 1973, and the newer drug, dexfenfluramine, had been available in France since 1985. Experts took comfort in this history. Using language that is familiar from today’s assurances regarding semaglutide and other GLP-1 drugs, they pointed out that millions were already on the medication. “It is highly unlikely that there is anything significant in toxicity to the drug that hasn’t been picked up with this kind of experience,” an FDA official named James Bilstad would later say in a Time cover story headlined “The Hot New Diet Pill.
  • “I know I can’t get any more,” she told Williams. “I have to use up what I have. And then I don’t know what I’m going to do after that. That’s the problem—and that is what scares me to death.” Telling people to lose weight the “natural way,” she told another guest, who was suggesting that people with obesity need only go on low-carb diets, is like “asking a person with a thyroid condition to just stop their medication.”
  • She’d gone off the fen-phen and had rapidly regained weight. “The voices returned and came back in a furor I’d never heard before,” Barb later wrote on her blog. “It was as if they were so angry at being silenced for so long, they were going to tell me 19 months’ worth of what they wanted me to hear. I was forced to listen. And I ate. And I ate. And ate.”
  • For Barb, rapid weight loss has brought on a different metaphysical confusion. When she looks in the mirror, she sometimes sees her shape as it was two years ago. In certain corners of the internet, this is known as “phantom fat syndrome,” but Barb dislikes that term. She thinks it should be called “body integration syndrome,” stemming from a disconnect between your “larger-body memory” and “smaller-body reality.
  • In 2003, the U.S. surgeon general declared obesity “the terror within, a threat that is every bit as real to America as the weapons of mass destruction”; a few months later, Eric Finkelstein, an economist who studies the social costs of obesity, put out an influential paper finding that excess weight was associated with up to $79 billion in health-care spending in 1998, of which roughly half was paid by Medicare and Medicaid. (Later he’d conclude that the number had nearly doubled in a decade.
  • In 2004, Finkelstein attended an Action on Obesity summit hosted by the Mayo Clinic, at which numerous social interventions were proposed, including calorie labeling in workplace cafeterias and mandatory gym class for children of all grades.
  • he message at their core, that soda was a form of poison like tobacco, spread. In San Francisco and New York, public-service campaigns showed images of soda bottles pouring out a stream of glistening, blood-streaked fat. Michelle Obama led an effort to depict water—plain old water—as something “cool” to drink.
  • Soon, the federal government took up many of the ideas that Brownell had helped popularize. Barack Obama had promised while campaigning for president that if America’s obesity trends could be reversed, the Medicare system alone would save “a trillion dollars.” By fighting fat, he implied, his ambitious plan for health-care reform would pay for itself. Once he was in office, his administration pulled every policy lever it could.
  • Michelle Obama helped guide these efforts, working with marketing experts to develop ways of nudging kids toward better diets and pledging to eliminate “food deserts,” or neighborhoods that lacked convenient access to healthy, affordable food. She was relentless in her public messaging; she planted an organic garden at the White House and promoted her signature “Let’s Move!” campaign around the country.
  • An all-out war on soda would come to stand in for these broad efforts. Nutrition studies found that half of all Americans were drinking sugar-sweetened beverages every day, and that consumption of these accounted for one-third of the added sugar in adults’ diets. Studies turned up links between people’s soft-drink consumption and their risks for type 2 diabetes and obesity. A new strand of research hinted that “liquid calories” in particular were dangerous to health.
  • when their field lost faith in low-calorie diets as a source of lasting weight loss, the two friends went in opposite directions. Wadden looked for ways to fix a person’s chemistry, so he turned to pharmaceuticals. Brownell had come to see obesity as a product of our toxic food environment: He meant to fix the world to which a person’s chemistry responded, so he started getting into policy.
  • The social engineering worked. Slowly but surely, Americans’ lamented lifestyle began to shift. From 2001 to 2018, added-sugar intake dropped by about one-fifth among children, teens, and young adults. From the late 1970s through the early 2000s, the obesity rate among American children had roughly tripled; then, suddenly, it flattened out.
  • although the obesity rate among adults was still increasing, its climb seemed slower than before. Americans’ long-standing tendency to eat ever-bigger portions also seemed to be abating.
  • sugary drinks—liquid candy, pretty much—were always going to be a soft target for the nanny state. Fixing the food environment in deeper ways proved much harder. “The tobacco playbook pretty much only works for soda, because that’s the closest analogy we have as a food item,
  • that tobacco playbook doesn’t work to increase consumption of fruits and vegetables, he said. It doesn’t work to increase consumption of beans. It doesn’t work to make people eat more nuts or seeds or extra-virgin olive oil.
  • Careful research in the past decade has shown that many of the Obama-era social fixes did little to alter behavior or improve our health. Putting calorie labels on menus seemed to prompt at most a small decline in the amount of food people ate. Employer-based wellness programs (which are still offered by 80 percent of large companies) were shown to have zero tangible effects. Health-care spending, in general, kept going up.
  • From the mid-1990s to the mid-2000s, the proportion of adults who said they’d experienced discrimination on account of their height or weight increased by two-thirds, going up to 12 percent. Puhl and others started citing evidence that this form of discrimination wasn’t merely a source of psychic harm, but also of obesity itself. Studies found that the experience of weight discrimination is associated with overeating, and with the risk of weight gain over time.
  • obesity rates resumed their ascent. Today, 20 percent of American children have obesity. For all the policy nudges and the sensible revisions to nutrition standards, food companies remain as unfettered as they were in the 1990s, Kelly Brownell told me. “Is there anything the industry can’t do now that it was doing then?” he asked. “The answer really is no. And so we have a very predictable set of outcomes.”
  • she started to rebound. The openings into her gastric pouch—the section of her stomach that wasn’t bypassed—stretched back to something like their former size. And Barb found ways to “eat around” the surgery, as doctors say, by taking food throughout the day in smaller portions
  • Bariatric surgeries can be highly effective for some people and nearly useless for others. Long-term studies have found that 30 percent of those who receive the same procedure Barb did regain at least one-quarter of what they lost within two years of reaching their weight nadir; more than half regain that much within five years.
  • if the effects of Barb’s surgery were quickly wearing off, its side effects were not: She now had iron, calcium, and B12 deficiencies resulting from the changes to her gut. She looked into getting a revision of the surgery—a redo, more or less—but insurance wouldn’t cover it
  • She found that every health concern she brought to doctors might be taken as a referendum, in some way, on her body size. “If I stubbed my toe or whatever, they’d just say ‘Lose weight.’ ” She began to notice all the times she’d be in a waiting room and find that every chair had arms. She realized that if she was having a surgical procedure, she’d need to buy herself a plus-size gown—or else submit to being covered with a bedsheet when the nurses realized that nothing else would fit.
  • Barb grew angrier and more direct about her needs—You’ll have to find me a different chair, she started saying to receptionists. Many others shared her rage. Activists had long decried the cruel treatment of people with obesity: The National Association to Advance Fat Acceptance had existed, for example, in one form or another, since 1969; the Council on Size & Weight Discrimination had been incorporated in 1991. But in the early 2000s, the ideas behind this movement began to wend their way deeper into academia, and they soon gained some purchase with the public.
  • “Our public-health efforts to address obesity have failed,” Eric Finkelstein, the economist, told me.
  • Others attacked the very premise of a “healthy weight”: People do not have any fundamental need, they argued, morally or medically, to strive for smaller bodies as an end in itself. They called for resistance to the ideology of anti-fatness, with its profit-making arms in health care and consumer goods. The Association for Size Diversity and Health formed in 2003; a year later, dozens of scholars working on weight-related topics joined together to create the academic field of fat studies.
  • As the size-diversity movement grew, its values were taken up—or co-opted—by Big Business. Dove had recently launched its “Campaign for Real Beauty,” which included plus-size women. (Ad Age later named it the best ad campaign of the 21st century.) People started talking about “fat shaming” as something to avoid
  • By 2001, Bacon, who uses they/them pronouns, had received their Ph.D. and finished a rough draft of a book, Health at Every Size, which drew inspiration from a broader movement by that name among health-care practitioners
  • But something shifted in the ensuing years. In 2007, Bacon got a different response, and the book was published. Health at Every Size became a point of entry for a generation of young activists and, for a time, helped shape Americans’ understanding of obesity.
  • Some experts were rethinking their advice on food and diet. At UC Davis, a physiologist named Lindo Bacon who had struggled to overcome an eating disorder had been studying the effects of “intuitive eating,” which aims to promote healthy, sustainable behavior without fixating on what you weigh or how you look
  • The heightened sensitivity started showing up in survey data, too. In 2010, fewer than half of U.S. adults expressed support for giving people with obesity the same legal protections from discrimination offered to people with disabilities. In 2015, that rate had risen to three-quarters.
  • In Bacon’s view, the 2000s and 2010s were glory years. “People came together and they realized that they’re not alone, and they can start to be critical of the ideas that they’ve been taught,” Bacon told me. “We were on this marvelous path of gaining more credibility for the whole Health at Every Size movement, and more awareness.”
  • that sense of unity proved short-lived; the movement soon began to splinter. Black women have the highest rates of obesity, and disproportionately high rates of associated health conditions. Yet according to Fatima Cody Stanford, an obesity-medicine physician at Harvard Medical School, Black patients with obesity get lower-quality care than white patients with obesity.
  • That system was exactly what Bacon and the Health at Every Size movement had set out to reform. The problem, as they saw it, was not so much that Black people lacked access to obesity medicine, but that, as Bacon and the Black sociologist Sabrina Strings argued in a 2020 article, Black women have been “specifically targeted” for weight loss, which Bacon and Strings saw as a form of racism
  • But members of the fat-acceptance movement pointed out that their own most visible leaders, including Bacon, were overwhelmingly white. “White female dietitians have helped steal and monetize the body positive movement,” Marquisele Mercedes, a Black activist and public-health Ph.D. student, wrote in September 2020. “And I’m sick of it.”
  • Tensions over who had the standing to speak, and on which topics, boiled over. In 2022, following allegations that Bacon had been exploitative and condescending toward Black colleagues, the Association for Size Diversity and Health expelled them from its ranks and barred them from attending its events.
  • As the movement succumbed to in-fighting, its momentum with the public stalled. If attitudes about fatness among the general public had changed during the 2000s and 2010s, it was only to a point. The idea that some people can indeed be “fit but fat,” though backed up by research, has always been a tough sell.
  • Although Americans had become less inclined to say they valued thinness, measures of their implicit attitudes seemed fairly stable. Outside of a few cities such as San Francisco and Madison, Wisconsin, new body-size-discrimination laws were never passed.
  • In the meantime, thinness was coming back into fashion
  • In the spring of 2022, Kim Kardashian—whose “curvy” physique has been a media and popular obsession—boasted about crash-dieting in advance of the Met Gala. A year later, the model and influencer Felicity Hayward warned Vogue Business that “plus-size representation has gone backwards.” In March of this year, the singer Lizzo, whose body pride has long been central to her public persona, told The New York Times that she’s been trying to lose weight. “I’m not going to lie and say I love my body every day,” she said.
  • Among the many other dramatic effects of the GLP-1 drugs, they may well have released a store of pent-up social pressure to lose weight.
  • If ever there was a time to debate that impulse, and to question its origins and effects, it would be now. But Puhl told me that no one can even agree on which words are inoffensive. The medical field still uses obesity, as a description of a diagnosable disease. But many activists despise that phrase—some spell it with an asterisk in place of the e—and propose instead to reclaim fat.
  • Everyone seems to agree on the most important, central fact: that we should be doing everything we can to limit weight stigma. But that hasn’t been enough to stop the arguing.
  • Things feel surreal these days to just about anyone who has spent years thinking about obesity. At 71, after more than four decades in the field, Thomas Wadden now works part-time, seeing patients just a few days a week. But the arrival of the GLP-1 drugs has kept him hanging on for a few more years, he said. “It’s too much of an exciting period to leave obesity research right now.”
  • When everyone is on semaglutide or tirzepatide, will the soft-drink companies—Brownell’s nemeses for so many years—feel as if a burden has been lifted? “My guess is the food industry is probably really happy to see these drugs come along,” he said. They’ll find a way to reach the people who are taking GLP‑1s, with foods and beverages in smaller portions, maybe. At the same time, the pressures to cut back on where and how they sell their products will abate.
  • the triumph in obesity treatment only highlights the abiding mystery of why Americans are still getting fatter, even now
  • Perhaps one can lay the blame on “ultraprocessed” foods, he said. Maybe it’s a related problem with our microbiomes. Or it could be that obesity, once it takes hold within a population, tends to reproduce itself through interactions between a mother and a fetus. Others have pointed to increasing screen time, how much sleep we get, which chemicals are in the products that we use, and which pills we happen to take for our many other maladies.
  • “The GLP-1s are just a perfect example of how poorly we understand obesity,” Mozaffarian told me. “Any explanation of why they cause weight loss is all post-hoc hand-waving now, because we have no idea. We have no idea why they really work and people are losing weight.”
  • The new drugs—and the “new understanding of obesity” that they have supposedly occasioned—could end up changing people’s attitudes toward body size. But in what ways
  • When the American Medical Association declared obesity a disease in 2013, Rebecca Puhl told me, some thought “it might reduce stigma, because it was putting more emphasis on the uncontrollable factors that contribute to obesity.” Others guessed that it would do the opposite, because no one likes to be “diseased.”
  • why wasn’t there another kind of nagging voice that wouldn’t stop—a sense of worry over what the future holds? And if she wasn’t worried for herself, then what about for Meghann or for Tristan, who are barely in their 40s? Wouldn’t they be on these drugs for another 40 years, or even longer? But Barb said she wasn’t worried—not at all. “The technology is so much better now.” If any problems come up, the scientists will find solutions.
Javier E

Opinion | How Covid Changed America in 2020 - The New York Times - 0 views

  • It’s only now becoming clear how little we understood what the United States experienced during that unforgettable year and how deeply it shaped us
  • I’ve come to think of our current condition as a kind of long Covid, a social disease that intensified a range of chronic problems and instilled the belief that the institutions we’d been taught to rely on are unworthy of our trust
  • On a wide range of outcomes, including many that were less visible at the time, this country fared much worse during the Covid pandemic than comparable nations did. Distrust, division and disorganized leadership contributed to the scale of our negative health outcomes.
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  • As for our continuing distress, the standard explanation is a uniquely American loneliness. The surgeon general, Vivek Murthy, declared it an epidemic in its own right.
  • The truth, however, is there’s no good evidence that Americans are lonelier than ever
  • a major recent poll shows that older Americans are now significantly less lonely than they were three years ago; a recent peer-reviewed study reports that middle-aged Americans describe themselves as less lonely than they were 20 years ag
  • Loneliness is more pervasive among younger Americans, but there too, the rates have also plummeted since 2020
  • Logically, we should be feeling better. Why can’t we shake this thing?
  • loneliness was never the core problem. It was, rather, the sense among so many different people that they’d been left to navigate the crisis on their own. How do you balance all the competing demands of health, money, sanity?
  • The answer was always the same: Figure it out.
  • while other countries built trust and solidarity, America — both during and after 2020 — left millions to fend for themselves.
  • For millions of Americans, distrust feels like the most rational state.
  • The very different people I spoke with that year all had one thing in common: a feeling that in the wake of Covid, all the larger institutions they had been taught to trust had failed them. At the most precarious times in their lives, they found there was no system in place to help.
  • four years later, the situation is, if anything, worse.
  • Nursing homes across the country, where poor labor conditions were linked to higher Covid mortality levels, remain understaffed, leaving old, frail residents more vulnerable than they should be. Hunger and food insecurity remain wrenching emergencies.
  • Students haven’t fully returned to school. Congress passed the Child Poverty Reduction Act of 2021, one of the most effective antipoverty measures in decades. Then a year later, Congress ended it, pushing some five million young people back down into extreme financial need.
  • When everything was uncertain and everyone’s future was on the line, we walked right up to the precipice of a moral breakthrough, and then we turned back.
  • Look at the way we all accustomed ourselves to the term “essential worker,” an ostensible term of respect that instead condemned people to work in manifestly dangerous conditions. The adoption of that term made visible something we now cannot unsee: In the United States the people we rely on most to keep our world functioning are the people we treated as disposable.
  • we might call the bigger problem structural isolation: abandoned by employers, deprived of shared purpose, denied care. The combined effect sent a strong message that individual lives weren’t worth as much anymore.
  • People treated one another accordingly. We all remember the viral videos of people screaming at one another in supermarkets and on public transportation. Violent crime spiked. Even reckless driving surged — but it happened only in the United States.
  • The reasons for that American exceptionalism become only more urgent in an election year, when, as in a public health crisis, presidents can try to bring people together or try to turn them against one another.
Javier E

Germany Is Being Served Up on a Platter to the Far Right - 0 views

  • According to data we’ve analyzed from ENTSO-E, the official European body of electricity generation entities, net electricity generation for the public power supply in Germany fell in 2023 by 11.5%. Generation is now down 19% since its peak in 2017. Bragging about falling emissions when you’re in an electricity generation freefall is a little like bragging that you’ve lost weight after an amputation.
  • To put it into context, the 103 TWh in electricity generation Germany lost between 2017 and 2023 is more than all the electricity generated last year by Bangladesh, a country of 171 million people. And 75% of that lost generation is down to one decision: Since 2017 Germany shut down eight perfectly good, safe, reliable, job-creating nuclear power plants.
  • the speed of take-up of wind and solar just hasn’t been able to keep up with demand. Yes, high-carbon power generation continues to fall, but renewable generation stopped growing after the pandemic:
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  • The result is that less energy is being produced overall, and Germany is loath to buy it from France—where power is much cleaner, because it’s mostly nuclear.
  • So who absorbed the adjustment? Easy: industry, the old backbone of the German manufacturing state, which has been closing production facilities in significant numbers.
  • This does not, of course, reduce the overall atmospheric pollution generated in the world, as the old clients of German firms turn to alternatives in other locations that are, almost always, fueled with high carbon sources. The Indonesian, Brazilian, Indian and Chinese companies that will now manufacture the products that German workers used to make are largely run on fossil fuels.
  • Part of the problem is that there are inherent technical limitations to how high a country can drive wind and solar in its energy mix. State of the art lithium-ion batteries can only store energy in the range of megawatts, up to the low gigawatts. In order to store electricity to survive a German winter with next to no sunlight and long low-wind periods, the country would need to increase its storage capacity by orders of magnitude.
  • There are only three presently known energy sources that can be used at scale to balance a natural grid: hydroelectricity, nuclear and fossil fuels
  • hey decided to simply make do with less power: economic degrowth in action. Of course, people depended on those power sources for jobs: good, well-paid, stable union jobs that guys without university degrees could get. The government closed down the factories—can they really be surprised some of these people now want to vote for the far right?
  • Germany didn’t adopt degrowth by choice, but through a series of blunders. The comic edge of its misfortunes is that so many of them occurred because of miscalculation or just sheer bloody-mindedness on the part of the Greens and Social Democrats. First, a few months before becoming a Russian energy lobbyist in 2005, then-Chancellor Gerhard Schröder insisted on putting Russian natural gas at the core of Germany’s energy grid, continuing a Social Democratic tradition of entwining Germany’s future with Russia’s. Then, a Green Party with its roots in 1970s anti-nuclear weapons activism carried this atavistic policy into the 21st century when it entered government, insisting that Germany decommission the backbone of its zero-emission energy matrix. Then the war in Ukraine happened, and the pipelines were cut. Oooops. Guess who’s digging for coal now?
Javier E

German living standards plummeted after Russia invaded Ukraine, say economists | German... - 0 views

  • The energy shock caused by Russia’s invasion of Ukraine has led to the biggest collapse in German living standards since the second world war and a downturn in economic output comparable to the 2008 financial crisis, a stark assessment has found.
  • real wages in the country slumped further in 2022 than in any year since 1950.
  • A failure to protect German industry from the energy price spike may turn the 2020s into “a lost decade for Germany” and further fuel the rise of the populist far-right Alternative für De
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  • “In an age of conflict, climate and geopolitical crisis the rise of the AfD is a wake-up call. The collapse in living standards experienced by Germans is unprecedented since world war two. While it is true that the factors that fuelled the rise of the AfD go beyond economics, it is also impossible to ignore how this unprecedented slump in German living went hand-in-hand with the rising popularity of the far right.”
  • Europe’s largest economy is still reeling from the February 2022 full-scale invasion of Ukraine. The International Monetary Fund forecast for German growth in 2024 and 2025 is that it will be lower than any comparable advanced economy save Argentina.
  • Weber and Krebs highlighted that two distinct surges in support for the AfD in the summers of 2022 and 2023 coincide with periods of uncertainty in the German government about how to address the impact of energy price shocks on living standards.
  • Once the damage to output caused by the Covid crisis is included, actual output at the end of 2023 was about 7% below the pre-crisis trend. Real wages were 10% below their pre-crisis trend in 2023.
Javier E

Led by Its Youth, U.S. Sinks in World Happiness Report - The New York Times - 0 views

  • Each year, it’s no surprise that Finland tops the annual World Happiness Report. And this year was no different, marking the country’s seventh consecutive year doing so
  • Americans — particularly those under 30 — have become drastically less happy in recent years
  • the latest data point in what some researchers have described as a crisis among America’s youth.
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  • For the first time since the first World Happiness Report was published in 2012, the United States fell out of the Top 20 and dropped to 23rd, pushed down by cratering attitudes of Americans under 30.
  • Americans have long been an unhappy bunch. They have never ranked in the Top 10 of the World Happiness Report, which is based on how respondents in different countries rate their own happiness.
  • cited the disruptions to life brought about by the coronavirus pandemic as a chief cause of mental health challenges among younger Americans.
  • The happiest young people are in Lithuania, while the unhappiest are in Afghanistan.
  • “I have never seen such an extreme change,” John Helliwell, an economist and a co-author of the report, said in an interview, referring to the drop in happiness among younger people. “This has all happened in the last 10 years, and it’s mainly in the English-language countries. There isn’t this drop in the world as a whole.”
  • Respondents were asked — among other prompts — to think of their life as a ladder and to rate it on a scale of one to 10, with 10 being the best possible life.
  • this was the first time that the consortium separated results by age, finding disparities in the views of younger and older Americans. Among the 143 countries surveyed, the United States ranked 10th for people 60 and older, but 62nd for people under 30.
  • Jade Song, a 27-year-old novelist, counted herself among those who had become increasingly unhappy in recent years.
  • “Many of the things that would have normally taken place for people, particularly high school young adults, did not take place,” he added. “And that is still occurring.”
  • “It’s mostly because as an adult you suddenly become aware of all the world news and you pay attention more to what you can control, and you realize that there is so little you can control,” Ms. Song, who was not part of the study, said in an interview. “Even if you’re going to protests or paying your rent and bills all on time, it’s so difficult, especially now, to break free from how you’re living your life when you realize how little impact your actions actually have on a broader level.”
  • There is a silver lining, though
  • In 2022, a Harvard University study showed that well-being among young adults in the United States had declined in the previous 20 years. Young people — those between the ages of 18 and 25 — reported the lowest levels of happiness compared with other age groups, as well as the poorest mental and physical health, sense of purpose, character, virtue, close social relationships and financial stability
  • Similar findings have emerged in Britain and Canada.
  • “One factor, which we’re all thinking about, is social media,” said Dr. Robert Waldinger, the director of the Harvard Study of Adult Development
  • “Because there’s been some research that shows that depending on how we use social media, it lowers well-being, it increases rates of depression and anxiety, particularly among young girls and women, teenage girls.”
  • In addition, Dr. Waldinger said, the negative feedback loop from news consumption has become a contributing factor.
  • “There’s also a lot of anxiety about the state of the world,” he said. “About climate change. About all of the polarization that we’re seeing.”
  • in some other countries, such as Croatia, Switzerland and Austria, the World Happiness Report shows that young people are becoming happier.
  • “Part of the problem is that we have this huge expectation of happiness in America,” said Eric Weiner, the author of “The Geography of Bliss,” and so we suffer partly from the unhappiness of not being happy and the expectation that we should be happy. And not every country in the world has that.”
  • “There’s an assumption that if you’re American, you’re wealthy and you’re high tech and you’re successful; you should be happy,” he said. “There’s a lot of data that shows that the greater your expectations, the less you’re happy.”
  • The expectations for young people like Ms. Song, the novelist, said have shifted.
  • “We have less to look forward to,” she said. “Because in the future, there’s going to be climate change that will affect the way we live. I think there’s less of a clear-cut trajectory for our life paths, because for so long, it was so easy just to know that you could go get married and have your 2.5 kids, and then pay for your house. But now that path is a lot more closed.”
  • “The literature is clear in practice — the effect that this had on socialization, pro-social behavior, if you will, and the ability for people to feel connected and have a community,”
  • “A, this angst is very local and, B, it’s very recent, which means, C, it’s not fundamental and going to last forever,” he said. “If it has been created that quickly, it could be removed that quickly.”
Javier E

More Wall Street Firms Are Flip-Flopping on Climate. Here's Why. - The New York Times - 0 views

  • In recent days, giants of the financial world including JPMorgan, State Street and Pimco all pulled out of a group called Climate Action 100+, an international coalition of money managers that was pushing big companies to address climate issues.
  • Wall Street’s retreat from earlier environmental pledges has been on a slow, steady glide path for months, particularly as Republicans began withering political attacks, saying the investment firms were engaging in “woke capitalism.”
  • But in the past few weeks, things accelerated significantly. BlackRock, the world’s largest asset manager, scaled back its involvement in the group. Bank of America reneged on a commitment to stop financing new coal mines, coal-burning power plants and Arctic drilling projects
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  • Republican politicians, sensing momentum, called on other firms to follow suit.
  • “This was always cosmetic,” said Shivaram Rajgopal, a professor at Columbia Business School. “If signing a piece of paper was getting these companies into trouble, it’s no surprise they’re getting the hell out.
  • American asset managers have a fiduciary duty to act in the best interest of their clients, and the financial firms were worried that a new strategy by Climate Action 100+ could expose them to legal risks.
  • Since its founding in 2017, the group focused on getting publicly traded companies to increase how much information they shared about their emissions and identify climate-related risks to their businesses.
  • In addition to the risk that some clients might disapprove, and potentially sue, there were other concerns. Among them: that acting in concert to shape the behaviors of other companies could fall afoul of antitrust regulations.
  • The new plan called on asset-management firms to begin pressuring companies like Exxon Mobil and Walmart to adopt policies that could entail, for example, using fewer fossil fuels
  • last year, Climate Action 100+ said it would shift its focus toward getting companies to reduce emissions with what it called phase two of its strategy
  • BlackRock also said that one of its subsidiaries, BlackRock International, would continue to participate in the group — a tacit acknowledgment of the different regulatory environment in Europe. BlackRock also said it was initiating new features that would let clients choose if they wanted to pressure companies to reduce their emissions.
  • Pimco, another big asset manager, followed suit. “We have concluded that our Climate Action 100+ participation is no longer aligned with PIMCO’s approach to sustainability,” a firm spokesman said in a statement.
  • JPMorgan said it was pulling out of the group in recognition of the fact that, over the past few years, the firm had developed its own framework for engaging on climate risk
  • The fracturing of Climate Action 100+ was a victory for Representative Jim Jordan, Republican of Ohio, who has led a campaign against companies pursuing E.S.G. goals, shorthand for environmental, social and governance factors.
  • Embracing E.S.G. principles and speaking up on climate issues has become commonplace across corporate America in recent years. Chief executives warned about the dangers of climate change. Banks and asset managers formed alliances to phase out fossil fuels. Trillions of dollars were allocated for sustainable investing.
  • “Phase two is not that different,” she said. “It’s basically investors working with companies and saying: ‘OK, you’ve disclosed the risk. We just want to know how you’re going to address it.’ Because that’s what the investors want. How are you dealing with risk?”
  • Mindy Lubber, the chief executive of Ceres and a member of the steering committee of Climate Action 100+, disputed the notion that the new strategy represented a change from the focus on enhanced disclosure.
  • “The political cost has heightened, the legal risk has heightened,” he said. “That said, these corporations are not doing U-turns,” he added. “They continue to consider climate. That’s not going away. It’s adapting to the current environment.”
  • Aron Cramer, chief executive for BSR, a sustainable-business consultancy, said the Wall Street firms were responding to political pressure, but not abandoning their climate commitments altogether.
  • Several of the firms that backed out of Climate Action 100+ said they remained committed to the issue. JPMorgan said that it had a team of 40 people working on sustainable investing and that it believed “climate change continues to present material economic risks and opportunities to our clients.”
Javier E

Mistral, the 9-Month-Old AI Startup Challenging Silicon Valley's Giants - WSJ - 0 views

  • Mensch, who started in academia, has spent much of his life figuring out how to make AI and machine-learning systems more efficient. Early last year, he joined forces with co-founders Timothée Lacroix, 32, and Guillaume Lample, 33, who were then at Meta Platforms’ artificial-intelligence lab in Paris. 
  • hey are betting that their small team can outmaneuver Silicon Valley titans by finding more efficient ways to build and deploy AI systems. And they want to do it in part by giving away many of their AI systems as open-source software.
  • “We want to be the most capital-efficient company in the world of AI,” Mensch said. “That’s the reason we exist.” 
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  • Mensch said his new model cost less than €20 million, the equivalent of roughly $22 million, to train. By contrast OpenAI Chief Executive Sam Altman said last year after the release of GPT-4 that training his company’s biggest models cost “much more than” $50 million to $100 million.
  • Brave Software made a free, open-source model from Mistral the default to power its web-browser chatbot, said Brian Bondy, Brave’s co-founder and chief technology officer. He said that the company finds the quality comparable with proprietary models, and Mistral’s open-source approach also lets Brave control the model locally.
  • Eric Boyd, corporate vice president of Microsoft’s AI platform, said Mistral presents an intriguing test of how far clever engineering can push AI systems. “So where else can you go?” he asked. “That remains to be seen.”
  • Mensch joined the Google AI unit then called DeepMind in late 2020, where he worked on the team building so-called large language models, the type of AI system that would later power ChatGPT. By 2022, he was one of the lead authors of a paper about a new AI model called Chinchilla, which changed the field’s understanding of the relationship among the size of an AI model, how much data is used to build it and how well it performs, known as AI scaling laws.
  • Mensch took a role lobbying French policymakers, including French President Emmanuel Macron, against certain elements of the European Union’s new AI Act, which Mensch warned could slow down companies and would, in his view, do nothing to make AI safer. After changes to the text in Brussels, it will be a manageable burden for Mistral, Mensch says, even if he thinks the law should have remained focused on how AI is used rather than also regulating the underlying technology.  
  • For Mensch and his co-founders, releasing their initial AI systems as open source that anyone could use or adapt free of charge was an important principle. It was also a way to get noticed by developers and potential clients eager for more control over the AI they use
  • Mistral’s most advanced models, including the one unveiled Monday, aren’t available open source. 
Javier E

How We Can Control AI - WSJ - 0 views

  • What’s still difficult is to encode human values
  • That currently requires an extra step known as Reinforcement Learning from Human Feedback, in which programmers use their own responses to train the model to be helpful and accurate. Meanwhile, so-called “red teams” provoke the program in order to uncover any possible harmful outputs
  • This combination of human adjustments and guardrails is designed to ensure alignment of AI with human values and overall safety. So far, this seems to have worked reasonably well.
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  • At some point they will be able to, for example, suggest recipes for novel cyberattacks or biological attacks—all based on publicly available knowledge.
  • But as models become more sophisticated, this approach may prove insufficient. Some models are beginning to exhibit polymathic behavior: They appear to know more than just what is in their training data and can link concepts across fields, languages, and geographies.
  • We need to adopt new approaches to AI safety that track the complexity and innovation speed of the core models themselves.
  • What’s much harder to test for is what’s known as “capability overhang”—meaning not just the model’s current knowledge, but the derived knowledge it could potentially generate on its own.
  • Red teams have so far shown some promise in predicting models’ capabilities, but upcoming technologies could break our current approach to safety in AI. For one, “recursive self-improvement” is a feature that allows AI systems to collect data and get feedback on their own and incorporate it to update their own parameters, thus enabling the models to train themselves
  • This could result in, say, an AI that can build complex system applications (e.g., a simple search engine or a new game) from scratch. But, the full scope of the potential new capabilities that could be enabled by recursive self-improvement is not known.
  • Another example would be “multi-agent systems,” where multiple independent AI systems are able to coordinate with each other to build something new.
  • This so-called “combinatorial innovation,” where systems are merged to build something new, will be a threat simply because the number of combinations will quickly exceed the capacity of human oversight.
  • Short of pulling the plug on the computers doing this work, it will likely be very difficult to monitor such technologies once these breakthroughs occur
  • Current regulatory approaches are based on individual model size and training effort, and are based on passing increasingly rigorous tests, but these techniques will break down as the systems become orders of magnitude more powerful and potentially elusive
  • AI regulatory approaches will need to evolve to identify and govern the new emergent capabilities and the scaling of those capabilities.
  • But the AI Act has already fallen behind the frontier of innovation, as open-source AI models—which are largely exempt from the legislation—expand in scope and number
  • Europe has so far attempted the most ambitious regulatory regime with its AI Act,
  • both Biden’s order and Europe’s AI Act lack intrinsic mechanisms to rapidly adapt to an AI landscape that will continue to change quickly and often.
  • a gathering in Palo Alto organized by the Rand Corp. and the Carnegie Endowment for International Peace, where key technical leaders in AI converged on an idea: The best way to solve these problems is to create a new set of testing companies that will be incentivized to out-innovate each other—in short, a robust economy of testing
  • To check the most powerful AI systems, their testers will also themselves have to be powerful AI systems, precisely trained and refined to excel at the single task of identifying safety concerns and problem areas in the world’s most advanced models.
  • To be trustworthy and yet agile, these testing companies should be checked and certified by government regulators but developed and funded in the private market, with possible support by philanthropy organizations
  • The field is moving too quickly and the stakes are too high for exclusive reliance on typical government processes and timeframes.
  • One way this can unfold is for government regulators to require AI models exceeding a certain level of capability to be evaluated by government-certified private testing companies (from startups to university labs to nonprofit research organizations), with model builders paying for this testing and certification so as to meet safety requirements.
  • As AI models proliferate, growing demand for testing would create a big enough market. Testing companies could specialize in certifying submitted models across different safety regimes, such as the ability to self-proliferate, create new bio or cyber weapons, or manipulate or deceive their human creators
  • Much ink has been spilled over presumed threats of AI. Advanced AI systems could end up misaligned with human values and interests, able to cause chaos and catastrophe either deliberately or (often) despite efforts to make them safe. And as they advance, the threats we face today will only expand as new systems learn to self-improve, collaborate and potentially resist human oversight.
  • If we can bring about an ecosystem of nimble, sophisticated, independent testing companies who continuously develop and improve their skill evaluating AI testing, we can help bring about a future in which society benefits from the incredible power of AI tools while maintaining meaningful safeguards against destructive outcomes.
Javier E

Opinion | What George Orwell Can Teach Us About Power and Language Today - The New York... - 0 views

  • “The word Fascism,” he writes, “has now no meaning except insofar as it signifies ‘something not desirable.’”
  • He adds other exhausted words, including democracy, freedom and patriotic — convenient terms for establishing righteousness, easily melting into self-righteousness.
  • The writer is George Orwell, in his celebrated 1946 essay “Politics and the English Language.” Orwell contended that language had become corrupt and debased in his time, but the survival of his examples into the present contradicts him, suggesting that not only the problem but the very examples may be timeless.
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  • I showed that passage to an intelligent, well-educated person much younger than I am. He understood Orwell’s intention, but he confessed that he found the parody, with its colorless polysyllables, easier to understand — he might have said “more accessible” — than the plain words of the original. It felt better to him than the original.
  • Dilution of meaning is familiar in a way that can make us feel comfortable, or even worse, comfortably righteous
  • The reliably available terms of disapproval and approval, genocide and patriotism, antisemitism and democracy, convey large scale and importance, but sometimes while avoiding the heavy cost of paying actual attention.
  • The more important the word, the more its meaning may be a matter of degree, from not much to quite a lot. The attainment of meaning requires work. The more important the meaning, the harder the work.
Javier E

How the "hell camp" of Ohrdruf changed Eisenhower's view of the Second World War - and ... - 0 views

  • The key difference between the liberation of Auschwitz and Ohrdruf lies not in the reactions of the first liberators on the scenes but in what came after. The accounts of Red Army soldiers and American GIs are actually remarkably similar: they both speak of survivors as “walking skeletons;” they both describe the squalor the camp’s inmates lived in; they both mention the smell of death that lingered in the air and permeated far beyond the confines of the camp—which led to similar observations when locals living near the camps claimed to know nothing of what happened there to be deemed as nothing less than lies or willful ignorance
  • This impression was reinforced when the mayor of Gotha, the nearest town to Ohrdruf, wrote in his suicide note following his forced visit of the camp: “We did not know, but we knew.”
  • The difference was that Eisenhower was determined that the world should never forget what he saw. His Red Army counterparts were also quick to document what they found, but their leader Joseph Stalin was uninterested in the Holocaust as a reality. In the hierarchy of Nazi victims that Stalin created, no other group could surpass the suffering of the Soviet Union.
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  • Meanwhile Western media outlets were unsure as to what to make of the revelations of the scale of the murderous camp system.
  • ut Eisenhower had no doubt about what he saw at Ohrdruf. This “hell camp” was a site of acts so barbarous that he struggled to comprehend that they had been conducted by a civilized, modern society such as Germany’s. The only way to make sense of it, he decided, was to let people know about what occurred there.
  • Eisenhower unleashed an unprecedented press offensive topublicise and document the Holocaust. Not only did he order the soldiers under his command to visit Ohrdruf and then the other camps that were being liberated, but he also ordered the preservation of camp records and that interviews be conducted with survivors, so that no one in the future could claim what he saw was “propaganda.”
  • He also requested and then facilitated delegations of politicians, policy makers, journalists, and others to visit the camps for themselves. Seeing Ohrdruf changed how Eisenhower saw the war. Nazis became more than opponents to be defeated: they were perpetuating an evil that needed to be destroyed. Eisenhower had born witness to the crime of the century. He now became one of the first to say such events should “never again” occur.
Javier E

Jake Sullivan's Revolution - POLITICO - 0 views

  • Sullivan first had to dismantle establishment orthodoxies within himself — the same orthodoxies he now sought to undo at Brookings: That globalization and free trade were an unalloyed good, growing economies and improving people’s lives in the process. What was good for the stock market, in effect, was great for everybody. Given enough time, swelling wallets would produce a steady middle class, one that demands its political and human rights from its government. Even the most repressive regimes, the thinking went, would eventually crumble under the weight of inflowing capital. Consistent pressure via greenbacks did the most good for the most people.
  • “Those were the heady days when the mainstream foreign policy consensus was that globalization was a force for good,” Sullivan recalled in a 2017 interview. There was, of course, reason to think this. Capitalism helped keep the Soviet Union at bay, China still wasn’t a major power and building the economies of enemies turned them into friends. Globalization, per its champions, had the benefit of making many people rich while making the world safer in general and U.S. foreign policy less costly.
  • “After the Second World War, the United States led a fragmented world to build a new international economic order. It lifted hundreds of millions of people out of poverty. It sustained thrilling technological revolutions. And it helped the United States and many other nations around the world achieve new levels of prosperity. But the last few decades revealed cracks in those foundations,”
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  • In other words, the Marshall Plan and the tech boom during the 1990s were products of their time and place. They wouldn’t necessarily have the desired effects in a modern context.
  • “A shifting global economy left many working Americans and their communities behind. A financial crisis shook the middle class. A pandemic exposed the fragility of our supply chains. A changing climate threatened lives and livelihoods. Russia’s invasion of Ukraine underscored the risks of overdependence.”
  • What was the solution? Instead of rampant globalization, Sullivan’s pitch was that a reenergized American economy made the country stronger. It was time to remake the Rust Belt into a Cobalt Corridor, to establish industries that led not only to blue-collar work but to azure-collared careers. If that was done right, a strengthened America could act more capably around the globe.
  • “This moment demands that we forge a new consensus. That’s why the United States, under President Biden, is pursuing a modern industrial and innovation strategy — both at home and with partners around the world,
  • Implicitly, Sullivan said the main assumptions undergirding America’s foreign and economic policy had been wrong for decades. China, and the Washington belief that liberalized markets would eventually lead to democracy within the halls of power in Beijing, was the most glaring example.
  • “By the time President Biden came into office, we had to contend with the reality that a large non-market economy had been integrated into the international economic order in a way that posed considerable challenges,” he said, citing China’s large-scale subsidization of multiple sectors that crushed America’s competitiveness across industries. Making matters worse, Sullivan continued, “economic integration didn’t stop China from expanding its military ambitions.” It also didn’t stop countries like Russia from invading their neighbors.
  • Standing in front of the esteemed audience, Sullivan was telling them he didn’t want to be caught flat-footed as the global economy reshaped around them. The U.S. government would be proactive, prepared and proud in search of an industrial strategy to undergird American power. Without saying the words, he was offering a plan to make America great again.
  • A self-proclaimed “A-Team” came together to move beyond the Trump era, but in some ways they embraced elements of it. Not the nativist demagoguery, but the need to return to fundamentals: a healthy middle class powered by a humming industrial base, a humility about what the U.S. military alone can accomplish, a solid cadre of allies, attention to the most existential threats and a refresh of the tenets that sustain American democracy.
  • “This strategy will take resolve — it will take a dedicated commitment to overcoming the barriers that have kept this country and our partners from building rapidly, efficiently, and fairly as we were able to do in the past,”
Javier E

Toxic Political Culture Has Even Some Slovaks Calling Country 'a Black Hole.' - The New... - 0 views

  • Of all the countries in Central and Eastern Europe that shook off communist rule in 1989, Slovakia has the highest proportion of citizens who view liberal democracy as a threat to their identity and values — 43 percent compared with 15 percent in the neighboring Czech Republic
  • Support for Russia has declined sharply since the start of the full-scale invasion of Ukraine in 2022, but 27 percent of Slovaks see it as key strategic partner, the highest level in the region.
  • many of its people — particularly those living outside big cities — feel left behind and resentful, Mr. Meseznikov said, and are “more vulnerable than elsewhere to conspiracy theories and narratives that liberal democracy is a menace.”
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  • The picture is much the same in many other formerly communist countrie
  • Slovakia’s politics are particularly poisonous, swamped by wild conspiracy theories and bile.
  • The foundations of this were laid in the 1990s when Mr. Meciar formed what is still one of the country’s two main political blocs: an alliance of right-wing nationalists, business cronies and anti-establishment leftists. All thrived on denouncing their centrist and liberal opponents as enemies willing to sell out the country’s interests to the West
  • “Meciar was a pioneer,” he said. “He was a typical representative of national populism with an authoritarian approach, and so is Fico.”
  • On the day Mr. Fico was shot, Parliament was meeting to endorse an overhaul of public television to purge what his governing party views as unfair bias in favor of political opponents, a reprise of efforts in the 1990s by Mr. Meciar to mute media critics.
  • The legislation was part of a raft of measures that the European Commission in February said risked doing “irreparable damage” to the rule of law. These include measures to limit corruption investigations and impose what critics denounced as Russian-style restrictions on nongovernmental organizations. The government opposes military aid to Ukraine and L.G.B.T.Q. rights, is often at odds with the European Union and, like Mr. Orban, favors friendly relations with Vladimir V. Putin’s Russia.
  • In the run-up to the election last September that returned Mr. Fico, a fixture of Slovak politics for more than two decades, to power, he and his allies took an increasingly hostile stance toward the United States and Ukraine, combined with sympathetic words for Russia.
  • Their statements often recalled a remark by Mr. Meciar, who, resisting demands in the 1990s that he must change his ways if Slovakia wanted to join the European Union, held up Russia as an alternative haven: “if they don’t want us in the West, we’ll go East.”
  • But, he added, “the frames that the society and its elites use to interpret the conflict remain the same: a choice between a Western path and being something of a bridge between the East and the West, as well as a choice between liberal democracy and illiberal, authoritarian government.”
  • Andrej Danko, the leader of the party, which is now part of the new coalition government formed by Mr. Fico after the September election, said that the attempt to assassinate Mr. Fico represented the “start of a political war” between the country’s two opposing camps.
  • Iveta Radicova, a sociologist opposed to Mr. Fico who is a former prime minister, said Slovakia’s woes were part of a wider crisis with roots that extend far beyond its early stumbles under Mr. Meciar.
  • “Many democracies are headed toward the black hole,” as countries from Hungary in the East to the Netherlands in the West succumb to the appeal of national populism, she said. “This shift is happening everywhere.”
Javier E

(3) Chartbook 285: Cal-Tex - How Bidenomics is shaping America's multi-speed energy tra... - 0 views

  • If the Texas solar boom, the biggest in the USA, has little to do with Bidenomics, are we exaggerating the impact of Bidenomics? Rather than the shiny new tax incentives is it more general factors such as the plunging cost of PVs driving the renewable surge in the USA. Or, if policy is indeed the key, are state-level measures in Texas making the difference? Or, is this unfair to the IRA? Are its main effects still to come? Will it pile-on a boom that is already underway?
  • What did I learn?
  • First, when we compare the US renewable energy trajectory with the global picture, there is little reason to believe that Bidenomics has, so far, produced an exceptional US trajectory.
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  • Everywhere, new investment in green energy generation is being propelled by general concern for the climate, shifting corporate and household demand, the plunging prices for solar and batteries triggered by Chinese policy, and a combination of national and regional interventions
  • How different would we expect this data to look without the IRA?
  • The most useful overview of these modeling efforts that I have been able to find is by Bistline et al “Power sector impacts of the Inflation Reduction Act of 2022” in Environmental Research Letters November 2023. If anyone has a better source, please let me know.
  • The top panel shows the historical trajectory of US generating capacity from 1980 to 2021. The second half of the graphic shows how 11 different models predict that the US electricity system might be expected to develop up to 2035, with and without IRA.
  • all the models expect the trends of the 2010s to continue through to the 2030s which means that solar, wind and battery storage dominate America’s energy future. Even without the IRA, the low carbon share of electricity generation will likely rise to 50-55% by 2035. Bidenomics bumps that to 70-80 percent.
  • The question is: “How does the renewable surge of 2022-2024, compare to the model-based expectations, with and without the IRA?”
  • The answer is either, “so so”, or, more charitably, it is “too early to tell”. In broad terms the current rate of expansion is slightly above the rate the models predict without the provision of additional Bidenomics incentives. But what is also clear is that the current rate of expansion, is far short of the long-run pace that should be expected from the IRA
  • At this point, defenders of the IRA interject that the IRA has only just come into effect. Cash from the IRA is only beginning to flow. And in an environment of higher costs for renewable energy equipment and higher interest rates, cash matters.
  • So, to judge the impact of the IRA to date, the real question is not what has been built in 2022 and 2023, but what is in the pipeline.
  • As Yakov Feygin put it: “Maybe the pithiest way to put it is that there are pre-IRA trends and outside IRA trends, but IRA has served to rapidly compress the timeframes for installation in a lot of technologies. So five years has turned into two, for example.”
  • Advised by JP Morgan, sophisticated global players like Ørsted are optimizing their use of both the production and investment tax credits offered by the IRA to launch large new renewable schemes. Of course, correlation is not the same as causation
  • Where the IRA is perhaps doing its most important work may be in incentivizing the middle bracket of projects where green momentum is less certain.
  • According to Utility Drive: “The 10 largest U.S. developers plan to build 110,364 MW of new wind and solar projects over the next five years, according to S&P Global Market Intelligence, but the majority of these projects remain in early stages of development. Just 15% of planned wind and solar projects are under construction, and 13% are considered to be in advanced stages of development, … ”
  • So there is a lot to get excited about, at, what we are learning to call, the “meso”-level of the economy (more on this in a future post).
  • Along with Texas, the pipelines for the PJM, MISO and Southeast regions (which includes Florida) look particularly healthy.
  • The relatively modest California numbers should not be a surprise. As Yakov Feygin and others pointed out, what is needed in California is not more raw generating capacity, but more battery storage. And that is what we are seeing in the data.
  • The numbers would be even larger if it were not for the truly surreal logjam in California’s system for authorizing interconnections. According to Hamilton/Brookings data the volume of hybrid solar and batter capacity in the queue for approval is 6.5 times the capacity currently operating in the state. In other words there is an entire energy transition waiting to happen when the overloaded managerial processes of the system catch up
  • Texas’s less bureaucratic system seems to be one of its key advantages in the extremely rapid roll-out of solar.
  • though it may be true that globally speaking the United States as a whole is a laggard in renewable energy development,
  • If California (with an economy roughly comparable to that of Germany at current exchange rates) and Texas (with an economy roughly the size of Italy’s) were countries, they would be #3 and #5 in the world in solar capacity per capita.
  • the obvious question is, which are the laggards in the US energy system.
  • The states that I have highlighted in red stand out either for their unusually low existing level of renewable power capacity or their lack of current momentum.
  • What the state-level data reveal is that there are a significant number of large states in the USA where solar and wind energy have barely made any impact. Pennsylvania, for instance
  • The relative levels of sunshine between US states is irrelevant. As the global solar atlas shows, the entire United States has far better solar potential than North West Europe. If you can grow corn and tobbaco, you can do utility-scale solar. The fact that Arizona is not a solar giant is mind boggling.
  • Texas is both big and truly remarkable. California already is a world leader in renewable energy. Meanwhile, the majority of the US electricity system presents a very different picture. There is a huge distance to be traveled and the pace of solar build-out is unremarkable.
  • This is where national level incentives like the IRA must prove themselves
  • And these local battles in America matter. Given the extremely high per capita energy consumption in the USA, greening state-level energy systems is significant at the global level. It does not compare to the super-sized levels of emissions in China, but it matters.
  • Indonesia’s total installed electricity generating capacity is rated at 81 GW. As far as immediate impact on the global carbon balance is concerned, cleaning up the power systems of Pennsylvania and Illinois would make an even bigger impact.
  • A key test of Biden-era climate and industrial policy will be whether it can untie the local political economy of fossil fuels, which, across many regions of the United States still stands in the way of a green energy transition that now has all the force of economics and technological advantage on its side.
Javier E

Silicon Valley's Trillion-Dollar Leap of Faith - The Atlantic - 0 views

  • Tech companies like to make two grand pronouncements about the future of artificial intelligence. First, the technology is going to usher in a revolution akin to the advent of fire, nuclear weapons, and the internet.
  • And second, it is going to cost almost unfathomable sums of money.
  • Silicon Valley has already triggered tens or even hundreds of billions of dollars of spending on AI, and companies only want to spend more.
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  • Their reasoning is straightforward: These companies have decided that the best way to make generative AI better is to build bigger AI models. And that is really, really expensive, requiring resources on the scale of moon missions and the interstate-highway system to fund the data centers and related infrastructure that generative AI depends on
  • “If we’re going to justify a trillion or more dollars of investment, [AI] needs to solve complex problems and enable us to do things we haven’t been able to do before.” Today’s flagship AI models, he said, largely cannot.
  • Now a number of voices in the finance world are beginning to ask whether all of this investment can pay off. OpenAI, for its part, may lose up to $5 billion this year, almost 10 times more than what the company lost in 2022,
  • Over the past few weeks, analysts and investors at some of the world’s most influential financial institutions—including Goldman Sachs, Sequoia Capital, Moody’s, and Barclays—have issued reports that raise doubts about whether the enormous investments in generative AI will be profitable.
  • Dario Amodei, the CEO of the rival start-up Anthropic, has predicted that a single AI model (such as, say, GPT-6) could cost $100 billion to train by 2027. The global data-center buildup over the next few years could require trillions of dollars from tech companies, utilities, and other industries, according to a July report from Moody’s Ratings.
  • generative AI has already done extraordinary things, of course—advancing drug development, solving challenging math problems, generating stunning video clips. But exactly what uses of the technology can actually make money remains unclear
  • At present, AI is generally good at doing existing tasks—writing blog posts, coding, translating—faster and cheaper than humans can. But efficiency gains can provide only so much value, boosting the current economy but not creating a new one.
  • Right now, Silicon Valley might just functionally be replacing some jobs, such as customer service and form-processing work, with historically expensive software, which is not a recipe for widespread economic transformation.
  • McKinsey has estimated that generative AI could eventually add almost $8 trillion to the global economy every year
  • “Here, we can manufacture intelligence.”
  • Tony Kim, the head of technology investment at BlackRock, the world’s largest money manager, told me he believes that AI will trigger one of the most significant technological upheavals ever. “Prior industrial revolutions were never about intelligence,”
  • this future is not guaranteed. Many of the productivity gains expected from AI could be both greatly overestimated and very premature, Daron Acemoglu, an economist at MIT, has found
  • AI products’ key flaws, such as a tendency to invent false information, could make them unusable, or deployable only under strict human oversight, in certain settings—courts, hospitals, government agencies, schools
  • AI as a truly epoch-shifting technology, it may well be more akin to blockchain, a very expensive tool destined to fall short of promises to fundamentally transform society and the economy.
  • Researchers at Barclays recently calculated that tech companies are collectively paying for enough AI-computing infrastructure to eventually power 12,000 different ChatGPTs. Silicon Valley could very well produce a whole host of hit generative-AI products like ChatGPT, “but probably not 12,000 of them,
  • even if it did, there would be nowhere enough demand to use all those apps and actually turn a profit.
  • Some of the largest tech companies’ current spending on AI data centers will require roughly $600 billion of annual revenue to break even, of which they are currently about $500 billion short.
  • Tech proponents have responded to the criticism that the industry is spending too much, too fast, with something like religious dogma. “I don’t care” how much we spend, Altman has said. “I genuinely don’t.
  • the industry is asking the world to engage in something like a trillion-dollar tautology: AI’s world-transformative potential justifies spending any amount of resources, because its evangelists will spend any amount to make AI transform the world.
  • in the AI era in particular, a lack of clear evidence for a healthy return on investment may not even matter. Unlike the companies that went bust in the dot-com bubble in the early 2000s, Big Tech can spend exorbitant sums of money and be largely fine
  • perhaps even more important in Silicon Valley than a messianic belief in AI is a terrible fear of missing out. “In the tech industry, what drives part of this is nobody wants to be left behind. Nobody wants to be seen as lagging,
  • Go all in on AI, the thinking goes, or someone else will. Their actions evince “a sense of desperation,” Cahn writes. “If you do not move now, you will never get another chance.” Enormous sums of money are likely to continue flowing into AI for the foreseeable future, driven by a mix of unshakable confidence and all-consuming fear.
Javier E

China Rules Solar Energy, but Its Industry at Home Is in Trouble - The New York Times - 0 views

  • Over the past 15 years, China has come to dominate the global market for solar energy. Nearly every solar panel on the planet is made by a Chinese company. Even the equipment to manufacture solar panels is made almost entirely in China. The country’s solar panel exports, measured by how much power they can produce, jumped another 10 percent in May over last year.
  • But China’s solar panel domestic industry is in upheaval.
  • Wholesale prices plummeted by almost half last year and have fallen another 25 percent this year. Chinese manufacturers are competing for customers by cutting prices far below their costs, and still keep building more factories.
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  • Stock prices of its five biggest makers of panels and other equipment have halved in the past 12 months. Since late June, at least seven large Chinese manufacturers have warned that they will announce heavy losses for the first half of this year.
  • The turmoil in the solar energy sector amid enormous factory capacity and booming exports highlights how China’s industrial policymaking works. The government decided 15 years ago to put extensive support behind solar power, and then let the companies claw it out. Beijing has shown a high tolerance for letting firms stumble and even fail in large numbers.
  • Something similar is happening in the automotive sector. Annual car sales in China are around 25 million a year, more than any other country but barely half the country’s ability to make vehicles. So automakers in China are now following the solar industry’s lead in cutting prices sharply and ramping up exports.
  • China’s approach can lead to big financial losses for local governments, state investment funds and state-supported banks, all of which bankroll companies in favored industries.
  • Sunzone’s rivals, including Tongwei and Longi Green Energy Technology, gained formidable economies from large-scale production. They have plowed part of their extra revenue into developing solar panels that are increasingly efficient at converting sunlight into electricity.
  • The rise and fall of Hunan Sunzone Optoelectronics in Changsha, the capital of Hunan Province in south-central China, is a case study of how China’s policies work.
  • “It’s a very expensive development model, but it produces national champions quite reliably,” said David R. Hoffman, a senior adviser on China for the Conference Board, a global business group.
  • Despite the financial help, Sunzone’s factory now sits empty. A large “Sunzone” sign on the second floor rusts in the swampy heat of Changsha. The only person still working at the site on a recent afternoon, a security guard, said that manufacturing equipment was removed in January and the factory was set to be demolished and turned into office buildings.
  • Sunzone epitomizes how lavish lending from state-owned banks and generous local subsidies have produced manufacturing overcapacity. Solar companies cut costs and prices sharply to maintain market share. That led to a few low-cost survivors while many other competitors were driven out of business in China and around the world.
  • China’s banks, acting at Beijing’s direction, have lent so much money to the sector for factory construction that the country’s solar factory capacity is roughly double the entire world’s demand.
  • Started in 2008, the solar panel manufacturer benefited early on from practically every possible subsidy. It got 22 acres of prime downtown land in the heart of the city almost for free. One of China’s biggest state-owned banks arranged a loan at a low interest rate. The Hunan provincial government then agreed to pay most of the interest.
  • Many other factories, like Sunzone’s, quickly become obsolete.
  • “Enterprises continue to put advanced production capacity into operation to maintain competitiveness” said Zhang Jianhua, director of China’s National Energy Administration, at a news conference last month. “At the same time, the outdated production capacity is still extensive and needs to be gradually phased out.”
  • Compounding the problems facing China’s solar energy companies is the rapid disappearance of local subsidies. Local governments are running out of money as a housing crisis makes it hard for them to sell long-term leases on state land to real estate developers — previously their biggest source of cash.
  • Partly because of worries about Chinese subsidies, President Biden last month allowed steep tariffs that had expired to go back into force on solar products imported from Southeast Asia that use lots of Chinese components. And the Department of Commerce has begun trade cases against imported solar panels that could lead to further tariffs.
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