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A calm, non-shouty, non-polemical, weekly news analysis podcast for folks of all stripes and leanings who want to know more about what's happening in the world around them. Hosted by analytic journalist Colin Wright since 2016. letsknowthings.substack.com

Newest episodes

2026 Blue Wave

17 min

This week we talk about the US midterm elections, the unusually broad Democratic victory, and what a change in congressional control means for the remainder of President Trump’s term. We also discuss the cost of living, the limits of a congressional majority, and what these results may, and may not, tell us about 2028. Recommended Book: 1873 by Liaquat Ahamed Transcript On November 3rd, 2026, Americans voted in an election that, under ordinary circumstances, would have been expected to make governing a little more difficult for the sitting president. The party in the White House often loses seats in midterm elections, as voters register their frustrations and the coalition that elected the president proves more difficult to assemble without the president, the party’s figurehead, on the ballot. This time, though, the losses were substantial enough to change who controls both chambers of Congress. Democrats won the House of Representatives, and they won the Senate, picking up seats in states that would have seemed like especially difficult targets, perhaps even borderline impossible to win, not that long ago. They also won several governorships, including in until recently unlikely-seeming places, like Texas, Iowa, Ohio, and Georgia. The precise size of those majorities are still in flux as of the day I’m recording this, as the last close races are still being counted and have yet to be called. But the basic result is settled: when the new Congress takes office in January, President Donald Trump will be working with a Democratic House and a Democratic Senate after two years of enjoying a Congress run by his party, in addition to his spot at the top of the executive branch, and a Supreme Court stacked with loyalists and ideological fellow travelers. What I’d like to talk about today is how that happened, what it allows the Democrats to potentially do after they’re seated, and what it might mean for the next presidential election. — As I mentioned, at the start of this...

Urban Fire Smoke

13 min

This week we talk about urban fires, wildland fires, and AQI. We also discuss PM2.5, chemicals, and plumes. Recommended Book: Biological War by Annie Jacobsen Transcript On January 7, 2025, a fire began in the hills above Altadena, California, and surged through a community of homes, businesses, vehicles, and everything inside them. To someone watching the plume from a distance, it was indistinguishable from any other wildfire smoke. As it turns out, though, the composition of that smoke was a lot more dangerous than the emissions of a typical fire. A study published in October 2026 found that, during the most intense period of structural burning, the smoke from the Eaton Fire carried far more lead and other hazardous material than smoke measured during a fire that burned mostly vegetation. The researchers estimate that roughly seven million people in the Los Angeles area were beneath air containing lead at more than eighty times its usual local concentration for a twenty-four-hour period. Which is a striking number; though importantly, that doesn’t mean seven million people developed lead poisoning, or that a fire produced eighty times some established threshold of danger. The study measured the air and modeled where it went, it didn’t measure how much of that air ended up inside of people, and what happened inside of body that inhaled some of that air. This finding does raise a practical question, though: when a wildfire moves into a city, do our standard ways of describing and responding to smoke give us enough information to make informed decisions about it, and the danger it potentially represents? What I’d like to talk about today is the difference between a burning forest and a burning neighborhood, and what we still need to learn about protecting people downwind from this sort of disaster. — Smoke is not just one thing, it’s a mixture of gases and tiny particles. And its nature is shaped by what’s burning, how hot the fire is, and what happens to the plume a...

2026 French Protests

17 min

This week we talk about schools, riots, and police violence. We also discuss Le Pen, Macron, and international reporting. Recommended Book: This Is for Everyone by Tim Berners-Lee Transcript On October 17, 2026, hundreds of thousands of people marched in cities across France. Many were protesting the price of fuel, groceries, and other necessities. Others were high-school students, parents, teachers, and union members demanding better schools and public services. Most of those marches were peaceful. But in several cities, there were clashes with police, shops broken into and looted, and public buildings attacked. The town hall in Limoges caught fire. In Paris, images of burning vehicles and smashed storefronts made headline news, often without clear context, explaining where the peaceful marches ended and the violence began. Those two realities, peaceful protests on one hand, violence and widespread theft and destruction on the other, have since competed to define this story. Many people who marched, and in some cases continue to march, are concerned that their demands will become inextricably associated with all that widely shared footage of rioting. For shopkeepers and residents whose neighborhoods were damaged, that footage represents a real event with real costs. And for politicians facing a presidential election next spring, the unrest has become a test of who can speak to both protestor grievances and concerns about public safety. What I’d like to talk about today is how these protests started, why a movement about schools became entangled with a cost-of-living crisis and, then, serious disorder, and what all of this might mean for French politics; especially for Marine Le Pen, the far-right politician who’s leading the race to succeed President Emmanuel Macron. — The current protest wave began in September, at a high school in Créteil, outside Paris, where students were angry about unfilled staff positions. Walkouts and blockades spread to other schools, then...

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The newest 50 of 544 episodes

2026 Blue Wave

17 min

This week we talk about the US midterm elections, the unusually broad Democratic victory, and what a change in congressional control means for the remainder of President Trump’s term. We also discuss the cost of living, the limits of a congressional majority, and what these results may, and may not, tell us about 2028. Recommended Book: 1873 by Liaquat Ahamed Transcript On November 3rd, 2026, Americans voted in an election that, under ordinary circumstances, would have been expected to make governing a little more difficult for the sitting president. The party in the White House often loses seats in midterm elections, as voters register their frustrations and the coalition that elected the president proves more difficult to assemble without the president, the party’s figurehead, on the ballot. This time, though, the losses were substantial enough to change who controls both chambers of Congress. Democrats won the House of Representatives, and they won the Senate, picking up seats in states that would have seemed like especially difficult targets, perhaps even borderline impossible to win, not that long ago. They also won several governorships, including in until recently unlikely-seeming places, like Texas, Iowa, Ohio, and Georgia. The precise size of those majorities are still in flux as of the day I’m recording this, as the last close races are still being counted and have yet to be called. But the basic result is settled: when the new Congress takes office in January, President Donald Trump will be working with a Democratic House and a Democratic Senate after two years of enjoying a Congress run by his party, in addition to his spot at the top of the executive branch, and a Supreme Court stacked with loyalists and ideological fellow travelers. What I’d like to talk about today is how that happened, what it allows the Democrats to potentially do after they’re seated, and what it might mean for the next presidential election. — As I mentioned, at the start of this...

Urban Fire Smoke

13 min

This week we talk about urban fires, wildland fires, and AQI. We also discuss PM2.5, chemicals, and plumes. Recommended Book: Biological War by Annie Jacobsen Transcript On January 7, 2025, a fire began in the hills above Altadena, California, and surged through a community of homes, businesses, vehicles, and everything inside them. To someone watching the plume from a distance, it was indistinguishable from any other wildfire smoke. As it turns out, though, the composition of that smoke was a lot more dangerous than the emissions of a typical fire. A study published in October 2026 found that, during the most intense period of structural burning, the smoke from the Eaton Fire carried far more lead and other hazardous material than smoke measured during a fire that burned mostly vegetation. The researchers estimate that roughly seven million people in the Los Angeles area were beneath air containing lead at more than eighty times its usual local concentration for a twenty-four-hour period. Which is a striking number; though importantly, that doesn’t mean seven million people developed lead poisoning, or that a fire produced eighty times some established threshold of danger. The study measured the air and modeled where it went, it didn’t measure how much of that air ended up inside of people, and what happened inside of body that inhaled some of that air. This finding does raise a practical question, though: when a wildfire moves into a city, do our standard ways of describing and responding to smoke give us enough information to make informed decisions about it, and the danger it potentially represents? What I’d like to talk about today is the difference between a burning forest and a burning neighborhood, and what we still need to learn about protecting people downwind from this sort of disaster. — Smoke is not just one thing, it’s a mixture of gases and tiny particles. And its nature is shaped by what’s burning, how hot the fire is, and what happens to the plume a...

2026 French Protests

17 min

This week we talk about schools, riots, and police violence. We also discuss Le Pen, Macron, and international reporting. Recommended Book: This Is for Everyone by Tim Berners-Lee Transcript On October 17, 2026, hundreds of thousands of people marched in cities across France. Many were protesting the price of fuel, groceries, and other necessities. Others were high-school students, parents, teachers, and union members demanding better schools and public services. Most of those marches were peaceful. But in several cities, there were clashes with police, shops broken into and looted, and public buildings attacked. The town hall in Limoges caught fire. In Paris, images of burning vehicles and smashed storefronts made headline news, often without clear context, explaining where the peaceful marches ended and the violence began. Those two realities, peaceful protests on one hand, violence and widespread theft and destruction on the other, have since competed to define this story. Many people who marched, and in some cases continue to march, are concerned that their demands will become inextricably associated with all that widely shared footage of rioting. For shopkeepers and residents whose neighborhoods were damaged, that footage represents a real event with real costs. And for politicians facing a presidential election next spring, the unrest has become a test of who can speak to both protestor grievances and concerns about public safety. What I’d like to talk about today is how these protests started, why a movement about schools became entangled with a cost-of-living crisis and, then, serious disorder, and what all of this might mean for French politics; especially for Marine Le Pen, the far-right politician who’s leading the race to succeed President Emmanuel Macron. — The current protest wave began in September, at a high school in Créteil, outside Paris, where students were angry about unfilled staff positions. Walkouts and blockades spread to other schools, then...

Software Clones

19 min

This week we talk about Adobe, Call of Duty, and Microsoft. We also discuss compilation, machine code, and AI agents. Recommended Book: The Reverse Centaur’s Guide to Life After AI by Cory Doctorow Transcript In October of 2026, a software developer named Brandon Thomas attracted a lot of attention by releasing a collection of free, open-source programs with names like PhotoCraft, FilmCraft, and VectorCraft. These apps are meant to replicate the functionality of digital tools like Adobe Photoshop, Premiere, and Illustrator. Within days, the same project also had a word processor, spreadsheet, and presentation app—alternatives to Microsoft Word, Excel, and PowerPoint. The coverage of these releases was borderline breathless. One person and a collection of AI coding tools had apparently cloned the key offerings of two of the most established software businesses in the world. The developer of these apps suggested that software, as we’ve always known it, might be over. Another story, also circulating this month, featured a team using AI tools to reconstruct the underlying code of the 2009 video game Call of Duty: Modern Warfare 2. This wasn’t a lookalike built by watching the game and imitating its menus, it was an attempt to work backward from the compiled program to something like the source code its developers might have originally written. Both projects fall under a loose umbrella of AI-assisted reverse engineering efforts. But they used different approaches and achieved different levels of fidelity, which have led to different likely legal and practical consequences. What I’d like to talk about today is how people are using AI to reproduce old games and current software, why this is suddenly feasible at a much greater scale than before, and what happens if copying the behaviors and features of a program becomes a lot cheaper than creating the original was. — To kick things off, let’s go through three things that are often called cloning in the world of software. On...

Measles Resurgence

21 min

This week we talk about polio, malaria, and smallpox. We also discuss vaccines, the CDC, and the HHS. Recommended Book: Remnant Population by Elizabeth Moon Transcript In 2000, the United States declared measles eliminated. That didn’t mean nobody in the country would ever catch it again, it meant the virus was no longer freely spreading within the US. New cases generally arrived with someone who had been infected elsewhere, and public health workers were able to stop those cases from turning into long-running chains of transmission via the systems, tools, and infrastructure they created. In early October of 2026, Pennsylvania reported more than a thousand new measles cases this year, most of them part of an outbreak that began in April. As of October 7, the state had confirmed 1,078 cases across 41 counties, 207 hospitalizations, and five measles-associated deaths. Nationally, the Centers for Disease Control and Prevention, the CDC, had counted nearly 3,900 cases through the beginning of the month, making this the worst year for measles in the US in decades. Pennsylvania’s latest update included 74 newly confirmed cases, though the state was careful to say that more than 40 of those people had become sick over two weeks earlier. So these were newly *reported* cases, not necessarily newly *infected* people—a distinction that matters when we’re trying to figure out whether an outbreak is speeding up or slowing down. There’s a similar distinction being made with the death figures. Pennsylvania calls its five deaths *measles-associated*, using a definition that considers timing, a confirmed infection, medical evidence, and whether an unrelated cause might explain the death. The CDC’s national death count has not always matched the state’s, in part because the agencies publish on different schedules and review and tally deaths differently; so reporting on these sorts of things can sometimes be unintentionally fuzzy due to varying definitions and numbers. What I’d like t...

Ethiopia’s Fraying Peace

19 min

This week we talk about Egypt, Eritrea, and Sudan. We also discuss the Grand Ethiopian Renaissance Dam, ports, and journalism. Recommended Book: The Infinity Machine by Sebastian Mallaby Transcript In 2018, Ethiopia reopened its embassy in Eritrea. The two countries had fought a border war in the late 1990s and had spent nearly two decades in a tense state that was not quite war, not quite peace. The reopening was part of a striking reconciliation between Ethiopian Prime Minister Abiy Ahmed and Eritrean President Isaias Afwerki. Abiy received the Nobel Peace Prize the following year, in large part for his efforts to end that conflict. At the beginning of October, though, Ethiopia announced that it was re-closing that embassy. It ordered ten Eritrean diplomats to leave Addis Ababa, saying they had engaged in activities that threatened Ethiopian security. Eritrea called the decision astonishing and said it was severing diplomatic ties with Ethiopia in response. Ethiopia also expelled an Egyptian diplomat, and Egypt responded by expelling an Ethiopian one. The African Union urged all three countries to exercise restraint and preserve channels of communication, but all of this was happening as fighting was picking back up in northern Ethiopia, and as explosions were heard in the capital, Addis Ababa. A source connected to an armed opposition alliance told Reuters that the group had launched drone strikes there. But as of early October, there had been no independent confirmation of what caused those explosions. Witnesses and officials confirmed hearing blasts; whether they were an attack, and who might have carried it out, are still open questions. What I’d like to talk about today is how a peace that once seemed to transform this part of Africa fell apart, how Ethiopia’s internal war became entangled with its disputes with its neighbors, and why it’s important to distinguish what’s actually happening from what each side in this simmering conflict says is happening. — Le...

Canada and Europe

14 min

This week we talk about EU membership, trade deals, and association. We also discuss Australia, Ursula von der Leyen, and Brussels. Recommended Book: Being You by Anil Seth Transcript Just off the coast of Newfoundland, there’s a small group of islands that belongs to France. Saint-Pierre and Miquelon are close enough to Canada that, at their nearest point, the two countries are separated by only a few kilometers of water. In September, Canadian Prime Minister Mark Carney met French President Emmanuel Macron on these islands. The two leaders could stand on French territory and talk about a partnership with the European Union, while Canada was visible across the water. A few days earlier, European Commission President Ursula von der Leyen had made a similar, but possibly more significant proposal. Speaking before the European Parliament, with Carney in the room, she said she wanted to open the door for Canada to become the EU’s first “associate member.” Depending on which headline you read about the statement, this may have sounded like Canada might be joining the EU, joining it partway, or joining an entirely new version of it. Soon after, Australia’s trade minister said his country was “on the same page” as Canada regarding closer ties, and the European Parliament’s president then suggested Australia and New Zealand might follow Canada’s lead. Now, despite all those headlines and interpretations, there’s one problem with all these stated ambitions: the European Union does not have an established category called associate member. No one has agreed on what rights or obligations an associate member country would have, and figuring that out—and getting some kind of resolution passed—would be necessary for anyone, including Canada and Australia, to get closer in that way with the EU. What I’d like to talk about today is why this proposal was made, what it could mean if it eventually becomes more concrete, and whatever happens, what these statements tell us about the way...

Clean Energy Super PAC

19 min

This week we talk about lobbying, renewables, and the NRA. We also discuss implied threats, midterm elections, and political action committees. Recommended Book: Sunward by William Alexander Transcript For much of the late 20th century and the first few decades of the 21st, one of the most feared interest groups in US politics was the National Rifle Association, the NRA. Its power came from a large and politically engaged membership, a mailing list, a grading system that reduced complicated voting records to a letter, and a reputation for ending political careers over specific votes. Once it attained that reputation, the NRA didn’t have to defeat every politician it disagreed with. Members of Congress only had to believe it could defeat them, and that belief shaped races in which the group spent nothing; politicians went out of their way not to anger the NRA. Money can buy an advertisement or a meeting. What tends to change a vote is the expectation that one choice will be rewarded and another will carry consequences. The NRA’s influence has declined following internal scandals, financial trouble, and the growth of well-funded gun-control groups. But its model remains potent: pick a few visible fights, and allow your reputation to do a lot of the work for you, in the future. In 2010, the Supreme Court’s Citizens United decision, alongside a related appeals-court ruling later that year, helped create the modern super PAC: a political committee that can raise and spend unlimited sums advocating for or against candidates, so long as it does not coordinate that spending with their campaigns. This did not eliminate the effort and resources required to build influence, but it meant a few wealthy donors, a competent team, and some carefully selected races could establish a reputation in months rather than decades. In 2026, solar, wind, and batteries are projected to account for about 93% of new utility-scale electrical generating capacity added in the United States. That d...

AI Cyber Insurance

21 min

This week we talk about AI agents, cyberattacks, and insurance claims. We also discuss OpenAI, Hugging Face, and policy language. Recommended Book: The Stars My Destination by Alfred Bester Transcript Two broad categories of cyberattack have become especially visible this year, and only one of them requires a human attacker in the loop to choose the target. In March, hackers linked by the US government to Iranian intelligence broke into the medical-device manufacturer Stryker and remotely wiped tens of thousands of employee devices. The attack disrupted the company for days, affected its first-quarter earnings, and represented a shift from somewhat more subtle espionage toward more overt and deliberate destruction. Elsewhere, the market-research company Klue sat at the center of a breach affecting close to 200 customers. Attackers used an old credential to gain access to keys for customers’ cloud services. These incidents had people with recognizable motives behind them, and that sort of hack has become increasingly rare over the past decade or so: Black Kite counted 7,551 publicly disclosed ransomware victims over its latest twelve-month reporting period, alone, about 25 percent more than the year before. Then, over the course of about five weeks this summer, OpenAI, Anthropic, and Meta each disclosed incidents in which their AI models gained access to real computer systems they were not supposed to touch. The incidents were not identical, and describing all of them as escapes wouldn’t capture the important nuance of the situation. Anthropic and Meta said their models reached the internet because a third-party evaluation environment had been misconfigured. The models had been told they were operating inside a simulation, and their internal dialogues indicate they interpreted the real systems they encountered when they left that environment as simulated components of that exercise. OpenAI’s incident, however, was a bit different. Its models were being tested using E...

US Treasury Twist

19 min

This week we talk about money policies, yield curves, and government bonds. We also discuss the Fed, the Treasury Department, and a WWII accord between them. Recommended Book: Paved Paradise by Henry Grabar Transcript In April of 1942, a few months after the United States entered World War 2, the US Treasury Department asked the Federal Reserve to help it borrow a truly staggering amount of money, and as cheaply as possible. The Fed agreed, committing itself to holding short-term Treasury bill rates at three-eighths of 1%, while also capping the yield on long-term government bonds at 2.5%. This was a type of yield curve control. Rather than allowing the market to decide how much interest the government would pay, the Fed decided that price and promised to enforce it. That helped finance the war, because the Treasury knew its borrowing costs wouldn’t spiral out of control at a moment when it needed to spend unprecedented sums on ships, planes, weapons, soldiers, and all the other machinery of an ongoing global conflict. The downside was that the Fed lost control of an important monetary policy lever. Bond prices and yields move in opposite directions, so keeping yields below a certain level meant the Fed had to stand ready to buy bonds whenever their prices dropped. It couldn’t decide in advance how many it would buy, or how much money it would create in the process. The market would thus forth decide that, instead. Consequently, the Fed became, in some ways, an extension of the Treasury’s debt-management operation, its inflation-related responsibilities made secondary to the government’s need for cheap financing. That arrangement persisted after the war ended, despite the return of inflation, and President Harry Truman’s administration pushed to maintain it during the Korean War, as well. Fed officials resisted, though, with inflation running at more than 8%, and after a very public, very contentious standoff, on March 4, 1951, the Treasury and the Fed announced tha...

Virtual Power Plants

18 min

This week we talk about peaker plants, blackouts, and at-home battery backups. We also discuss energy resiliency, solar panels, and hydro. Recommended Book: The Tainted Cup by Robert Jackson Bennett Transcript Peaking power plants, often just called peaker plants, are power plants that are turned on only during periods of high energy demand. That’s in contrast to a baseload power plant, which operates more or less 24/7 to ensure there’s a steady amount of electricity available on the local power grid. The need for peak-load energy varies depending on the time of year and which part of the world you’re looking at. In general, though, energy demand tends to increase in the morning and evening because of temperature fluctuations and lifestyle rhythms. People are at home in the morning and return from work in the evening, at which point they turn on their ACs or heaters, TVs, lights, electric kettles, and video game consoles. That leads to an irregular surge in demand compared with the steady office and factory demand met throughout the day by the baseload power plant. When energy demand peaks, approaching or exceeding what the baseload plant can reliably provide, the peaker plant is spun up and more energy is added to the grid. This helps avoid brownouts and blackouts, situations in which people lose access to power because there isn’t enough to go around. This also helps stabilize energy prices. In most countries, pricing is used to manage scarce energy resources, so as a grid approaches the point where it’s running out of available electricity, prices rise to incentivize less energy use. Peaker plants keep those prices from going sky-high by increasing the supply, preventing demand from pushing prices into absolutely ridiculous territory. Some peaker plants operate for a handful of hours basically every day. This is especially true in places with extreme temperature fluctuations, or in areas where the population or manufacturing activity has increased rapidly and the...

US-Canada Tariffs

16 min

This week we talk about borders, trade wars, and belligerence. We also discuss Trump’s tariffs, inflation, and nationalism. Recommended Book: Vulture Capitalism by Grace Blakeley Transcript The US and Canada share the longest international border in the world, totaling more than 5,500 miles, or nearly 8,900 km. The specific details of this border have changed over the decades, but the current delineation was largely in place following the San Juan Islands water arbitration of 1872, which brought a 12-year joint military standoff between the US and Great Britain, known as the Pig War, to an end, and fed into a 1908 legal framework that relied on modern mapping of the entire frontier, which led to the precise cartography of the current international border between the US and Canada. Since then, after some issues with gold rush-era land rights were figured out in Alaska, and some treaties were signed regarding the disarmament of the Great Lakes, things have been pretty calm along this massive border. Trade hasn’t always been the most efficient and free—the early 20th century in particular was pretty fraught in this regard, as Anti-Americanism raged through Canada. That led to a dismissal of a proposed lowering of trade barriers by the Canadian Liberal government in 1911, anti-American sentiment flogged by the Conservatives, who rode their slogan, “No truck or trade with the Yankees,” to a Canadian nationalism-powered victory. After the US entered WWI and the Allies tallied a victory, though, the US and Canada exchanged their first ambassadors, Warren Harding became the first US President to make an official visit the confederated Canada, visiting Vancouver in 1923, and things between these two countries were looking pretty good until 1930, when the US passed the Smoot-Hawley Tariff Act, which was a protectionist trade act that, among other things, raised tariffs on incoming Canadian goods in order to protect competing American business interests; making the local offer...

English Hepatitis C Progress

16 min

This week we talk about the liver, viral infections, and the NHS. We also discuss blood scandals, needle usage, and Nobel Prizes. Recommended Book: A World Appears by Michael Pollan Transcript The term “hepatitis” refers to the inflammation of the liver, which can result from all kinds of things, including environmental toxins, the consumption of alcohol, or autoimmune diseases. It can also result from viral infections, and the most prominent liver-inflaming viruses are called viral hepatitis. There are five types of viral hepatitis, A, B, C, D, and E, and each of these viruses are distinct, not part of the same viral family, they’re just similarly named because they impact the same organ. Hepatitis A and E are primarily spread through contaminated food and water, and generally resolve on their own, untreated, and cause relatively mild symptoms. Hepatitis B and C are spread through blood and other bodily fluids, and can linger in a host’s body for decades before even showing symptoms. Hepatitis D is a parasite of Hepatitis B, and thus only infects people who carry Hepatitis B. Now again, these are all different conditions that just happen to inflame the liver, so impact and treatment also vary quite a lot. As I mentioned, A and E generally present with mild symptoms and tend to go away on their own, while B and C can stick around a long time. There’s a vaccine for B, but no cure; you can treat it, but that treatment involves suppressing it, and keeping it suppressed, forever. Hep C, in contrast, is curable, and has been since 2014 using what are called direct-acting antiviral pills, but these pills, which are taken for 8 to 12 weeks, are expensive—ranging from $22-95k without insurance, though that price is often reduced substantially for those with insurance, down to as low as $5. This category of drug coverage is often rejected by insurance companies, though, in part because they’re so expensive, that expense the result of little competition in this space; few com...

AI-Designed Viruses

14 min

This week we talk about Evo 2, bacteriophages, and antibiotics. We also discuss AI models, medical innovations, and the Red Army. Recommended Book: The Design of Everyday Things by Donald A. Norman Transcript A bacteriophage, sometimes just called a phage, is a type of virus that only infects bacteria. “Phage” means to devour, and that’s what bacteriophages do—they infect and replicate within bacteria that they target, injecting their own genome into that target’s cytoplasm, which are all the materials contained within the bacteria’s cell membrane. Phages are super-abundant, by some measures more abundant than every living organism, including bacteria, on earth, combined. And they’re interesting in that they range from incredibly simple to quite complex, and have at times been used as alternatives to antibiotics, because they attack and feed on bacteria. The use of phages to counter bacterial infections was all but abandoned in the mid-20th century when antibiotics were discovered and commercialized, their production industrialized and the substances themselves proving a lot easier to mass-produce, and a lot more predictable in their utility than phages. Phages were kinda sorta almost understood, but we didn’t really get what they were doing or why, so their application often felt more like folk remedies than real-deal science, despite the actual science underlying the practice. Also, phages were primarily used as antibiotic treatments by the Red Army, the Soviet Union’s military. So throughout the West, which was rapidly scaling its production of antibiotic treatments, the use of bacteriophages was associated with Stalinist communism, and so the Red-scare, the demonization of anything associated with the Soviet Union, was partially responsible for the shelving of this approach and this realm of research, at least for a while. Much of that existing research was also done in the Soviet Union, and the published documents were thus published in Russian or Georgian lang...

Ceuta Migrant Wave

16 min

This week we talk about Melilla, hybrid warfare, and migration. We also discuss Morocco, civil conflict, and immigration politics. Recommended Book: Playground by Richard Powers Transcript Ceuta is a Spanish-owned territory located in northwestern Africa, along the top of Morocco. It’s small—about seven square miles—and is unusual because it is a city owned by a European Union member state that isn’t located on the European continent; it’s bordered by Morocco and the Mediterranean, and is located at the entrance of the Strait of Gibraltar, which is the strait that separates the Mediterranean Sea from the Atlantic Ocean. Ceuta is one of two territories that Spain still holds in Africa, the other being a smaller, just 4.7 square mile city called Melilla, which is located further west but still along the Mediterranean coast, bordered by the sea on one side, and by Morocco on the other. Spain has held both of these territories for hundreds of years: Ceuta since 1580 and Melilla since 1497, so it’s actually held them far longer than Morocco has been an independent state, in 1956. The populations of these territories, just over 85,000 people in each, also heavily identify as Spanish, despite many residents having Moroccan ancestry, so theres a cultural component here, too. That said, Morocco officially claims both areas as their own, considering them to be occupied territories, a bit like the Crimean peninsula has been militarily held by Russia since 2014, but it’s still claimed by Ukraine as an occupied territory. So the Moroccan government isn’t thrilled about having these small chunks of land, autonomous cities that are technically part of Spain, right there in the midst of their own territory. But these cities have been part of Spain for so long, and the residents are all Spanish citizens, with the same rights and sense of culture as the rest of Spain and Europe, that simply handing them over to Morocco has never seemed terribly feasible or desirable to the Spanish go...

Hugging Face Hack

14 min

This week we talk about Fable, sandboxes, and the Jacobian conjecture. We also discuss counterexamples, X, and ChatGPT. Recommended Book: After the Fall by Edward Ashton Transcript In mathematics, a conjecture is a proposition, something like a guess by someone who knows what they’re talking about, about something believed to be true, but not yet proven in a formal sense. The goal is to then eventually come up with a formal proof for that informed guess, at which point the conjecture becomes a theorem. If even a single exception is found to the proposition, however, that exception called a counterexample, the conjecture is considered disproven, and it can then never become a theorem. The Jacobian conjecture—and this is a radical simplification of a very complex concept—but it basically says that if a formula-based map of coordinates stretches or moves without experiencing any local crushing or folding along its surface (which in more formal language would mean the Jacobian determinant is always a constant number that isn’t zero), if that’s true, that map can always be completely reversed, and that will return all the points to their original positions. This conjecture has been posited and tested since the late 19th century, and it’s generally been considered very compelling by mathematicians, many of whom have proposed proofs which were, ultimately, found to have subtle errors, keeping them from becoming theorems. No one was able to find a counterexample, either, which would definitively prove the conjecture was wrong. No one, that is, until a mathematician named Levent Alpöge, who works as a researcher at Anthropic, decided to task the company’s currently most capable, publicly available model, Fable, to find a counterexample. He posted the counterexample—and again, this is a formal mathematical finding that disproves a conjecture, keeping it from ever becoming a theorem, something that would typically be presented in a far more formal setting, and to much fanfare—...

Cyclosporiasis

17 min

This week we talk about cyclospora, FoodNet, and Taylor Farms. We also discuss iceberg lettuce, Taco Bell, and foodborne pathogens. Recommended Book: Babel by R.F. Kuang Transcript Foodborne pathogens cause about 48 million illnesses and around 3000 deaths in the US alone each year. The Centers for Disease Control and Prevention is the main agency tasked with keeping those numbers as low as possible, and the CDC’s Foodborne Diseases Active Surveillance Network, or FoodNet, is one way that they’ve tackled this pernicious, persistent problem since 1995, in partnership with the Food and Drug Administration, the US Department of Agriculture, and 10 state health departments: those of California, Colorado, Connecticut, Georgia, Maryland, Minnesota, New Mexico, New York, Oregon, and Tennessee. Collectively, this FoodNet network covers about 16% of the US population, which seems like a small number, and in some ways it is, but that grid of laboratories and surveillance sites has typically been capable of detecting foodborne problems before they’ve scaled-up into something more significant, growing from a localized issue into a nationwide outbreak. They’re generally not capable of preventing them outright, but they can keep them relatively small and regionalized. FoodNet was created in response to a series of huge, deadly E. coli outbreaks in 1992 and 1993, and in contrast to other common methods of detection, which are usually passive and thus a little slow to respond to potential outbreak indicators, this program was built around active surveillance methods, which means proactively gathering data from medical treatment records, hospitalizations, and even individual patient outcomes (including their travel history)—anything they can pair with diagnostic samples to better understand the context surrounding the products that contain dangerous pathogens—and this was intended to help them move faster to identify issues, triangulate the source of those issues, and then implement...

NATO Summit 2026

15 min

This week we talk about Russia, Ukraine, and the Warsaw Pact. We also discuss Patriot interceptors, Hungary, and Article 5. Recommended Book: The Alternative by Nick Romeo Transcript The North Atlantic Treaty Organization, or NATO, was founded in the wake of WWII, in 1949, in order to affirm unity between non-Soviet European nations, Atlantic nations like Greenland and Iceland, and the US and Canada, over in North America. The main purpose of this unity was to establish a sort of firewall around the western perimeter of the Soviet Union, which at the time was the only global superpower other than the US, because much of the world, but especially Europe, was struggling to recover from the destruction wrought during the second world war, and the Soviets had made pretty clear that they intended to take over everything: they’d already gobbled up most of their neighbors, creating an increasingly expansive buffer zone of Soviet states around their central, Russian territory, and most of the conflicts still playing out, or threatening to play out, globally at this point were either overt or slightly concealed proxy fights between the capitalist democratic forces of the West and the authoritarian, Stalinist forces of the Eastern Soviet bloc. NATO was thus a wall of nations that said, hey, if you attack any of us, that will mean you’re attacking all of us. And that ‘all of us’ included the United States, which was the only individual force capable of standing up to the Soviets at this point, due to its massive conventional military force, and the threat posed by its huge, and still growing, nuclear weapons arsenal. The Soviet counter to NATO was called the Warsaw Pact, which formed in 1955, and these rival alliances carved up Europe during the latter half of the 20th century, until the Soviet Union collapsed in 1991. As military alliances go, NATO has been fairly successful—Article 5, the portion of the agreement that triggers if a NATO member is attacked, calling the other...

Digital Gaming

18 min

This week we talk about Sony, Nintendo, and the Playstation. We also discuss Grand Theft Auto, the 3DO, and digital dark ages. Recommended Book: 3 Days, 9 Months, 27 Years by John Scalzi Transcript The earliest video game consoles that were made to be used in the home, as opposed to being set up in an arcade, were hardwired like their arcade kin. That means rather than being able to play a bunch of different games, they were basically just single-game boxes: you would buy a machine that allowed you to play Pong, for instance, and if you wanted to play another game, even by the same maker, Atari, you would have to buy another whole console with its own screen, controls, etc, to do so. That was the state of the art in the early to mid 1970s. By the late-70s, the concept of swappable games became reality with the introduction of what are called ROM cartridges. ROM stands for read-only memory and is a type of storage common in computers and other devices, which allows whatever you store on it to persist, which is a contrast to RAM, which is the type of memory that determines how much you can do on a device at any given moment, and which disappears when the device is turned off. So these ROM cartridges were kind of like the portion of the hard drive that’s used to boot up your computer, storing the bare-basics of the system so it can be initialized and understand how to run all the other software that builds upon that baseline. And that memory was stored in durable, plastic cases that made them usable by ordinary, non-techy people. You could buy a game and handle the cartridge, popping it into your game console hardware and removing it, to make way for another game, over and over and over again, and that use would be unlikely to damage the ROM chip. This same general format was flexible enough that it lasted through the mid-90s, the capacity of the ROM chip continuing to grow as the associated tech improved, and the capabilities of the central console hardware that used...

2026 European Heat Wave

17 min

This week we talk about air conditioners, pressure systems, and heat stress. We also discuss weather memes, climate change, and dirty grids. Recommended Book: Battle of the Linguist Mages by Scotto Moore Transcript An air conditioner, or AC, or maybe air con if you’re in the UK, is a device that moves heat from one location to another. In doing so, it usually dehumidifies the air, as well, so it can rapidly cool a room or entire building by shifting both heat and humidity from that room or building, elsewhere—usually outside. This is basically the same technology used in refrigerators, a process called vapor compression allowing the device to circulate a substance called refrigerant using a compressor, a condenser, an evaporator, and an expansion valve, which—and this is a very superficial explanation of what’s happening—but these components take advantage of forced circulation and a phase-change between gas and liquid to transfer heat from the room you want to cool, or the inside of the refrigerator, and move that heat outside your building, or to the back and/or bottom of the fridge. This is a far more active mode of air conditioning, of cooling and dehumidifying the air, than has been used throughout history. Most early methods relied on passive approaches, including but not limited to architectural elements, the use of plants and optimization of air flow, or creating basement areas for things that needed to stay cool. Researchers have dabbled with more active methods of conditioning air for centuries, though, and several 19th century inventions served as precursors for the first iteration of modern ACs, some of which were used to create ice, which was useful unto itself, but could also be used to cool a room, if far less effectively and efficiently than an actual, holistic AC unit. In 1894, industrial-grade ammonia compressors, powered by electricity, made this category of device suitable for urban environments; previously they just were far too bulky and diffic...

Balcony Solar

14 min

This week we talk about plug-in power, renewables, and Germany. We also discuss inverters, solar arrays, and microgrids. Recommended Book: Consider This by Chuck Palahnuik Transcript Most climate scientists and knowledgable folks in adjacent fields will tell you that, as a species, we’re way behind where we need to be if we’re going to avoid a whole lot of negative consequences caused by global climate change. We’ve blazed past a bunch of tipping points already, and while the worst-case scenarios we were worried about a decade ago are no longer likely because of the energy-generation and related changes we’ve made globally, since then, the damage caused up to this point is already doing some pretty bad things to our water cycle and other temperature-regulating systems, and that’s looking like it will get even worse over the next several decades—even if worse no longer means cataclysmic in the sense of ending all life on the planet. That said, even noting that progress has been a lot slower than most experts would prefer, progress is happening in regards to the deployment of renewable energy sources, and in the replacement and retirement of dirty, carbon- and methane-spewing sources, like coal, petroleum, and gas. As of 2026, the global share of total electricity generation, so all electricity produced by all sources for all purposes, is about 33.8% for renewables, marking the first time renewables have been used to produce more than a third of the total electricity produced, globally; that also means renewables have surpassed coal for electricity generation for the first time. While hydro and wind continue to contribute to the growth of renewables deployment and electricity generation, solar power is by far the biggest growth area for renewables right now, and solar, alone, covers 75% of total electricity demand growth in 2025—which means as countries around the world deploy more electricity generation assets to account for electricity demand growth, three-quarters...

Cholesterol Therapies

13 min

This week we talk about LDL, HDL, and cardiovascular issues. We also discuss one-time therapies, statins, and pharmaceutical economics. Recommended Book: Blood by Dr. Jen Gunter Transcript Cholesterol is the most common type of what’s called a sterol, which is a type of steroid, but also structurally technically an alcohol. But functionally, and classified by scientists, cholesterol is a lipid, which in this case is similar to a fat in all but how the body uses it. Cholesterol is the type of sterol most commonly found in animals—other types are found in plants and fungi—and its function, and this is where it varies from fats, which are used to store energy, is to basically help hold the cell membrane together, and it also serves as an intracellular messenger. Cholesterol is especially prevalent in the brain and spinal cord of animals, but it’s found throughout their bodily tissues, as well, and again, it’s vital for holding everything together and helping things communicate, in addition to being a precursor for vitamin D, steroid hormones, and bile. You want to have cholesterol, then, as without it you would be dead. Too much cholesterol in the blood, however, can also make you dead, especially when it’s bound to what’s called low-density lipoprotein, or LDL, as that contributes to cardiovascular disease like heart attacks and aneurysms, which can massively impact one’s overall wellness and quality of life, and at extremes lead to the whole system shutting down as a consequence of heart attack, stroke, and the like. A lot of things can contribute to the development of cardiovascular disease, including habits like smoking, genetic predisposition, and the enthusiastic consumption of alcohol and unhealthy foods. But high blood cholesterol, of the LDL variety, is one of the top contributors, as these low-density clusters of lipoprotein can clog the pathways that blood takes throughout our bodies. Other, denser types of lipoproteins, HDLs, can clear it, like a heavier, d...

SpaceX IPO

18 min

This week we talk about initial public offerings, Anthropic, and investment flywheels. We also discuss AI, financial entanglements, and backstops. Recommended Book: Superconvergence by Jamie Metzl Transcript An initial public offering, or IPO, is what happens when a private company goes public and starts selling shares of itself, occasionally to just institutional investors like banks and sovereign wealth funds, but usually also to retail investors, which means normal people who buy stocks as part of their investment strategy. Often private companies go this route, go public, because it’s one of the primary ways of gleaning new, oftentimes large inflows of money, and that money can then be used for investments in assets for the company, but it also allows employees who have shares in the company as part of their compensation to cash out, to get paid possibly a huge bonus for all their efforts, and it’s often a means by which executives garner huge paydays for themselves, because they can now sell their accumulated shares, or borrow against them, or because they have something in their contract that says they get x amount of bonus money or new shares if they take the company public, or achieve a certain valuation goal—and going public is a good way to do that. This is also one of the primary ways investors in a company, whether that’s a bunch of smaller seed investors or big-name venture capitalists, to get their money back; the 10 or 100x-ing of their investment, getting ten or 100-times the money they put into the company, generally happens through an IPO, because it can balloon the valuation of that company, and it gives them a more conventional and reliable way of getting money back for their shares: they can just sell those shares on the open market. So an IPO allows a private company to make shares of itself available to others, on scale. And the ‘initial’ part of initial public offering points at the early days of the process, during which the baseline price o...

Jones Act Waiver

20 min

This week we talk about the Merchant Marine Act, trade routes, and incentives. We also discuss Wesley Jones, foreign competition, and artificial monopolies. Recommended Book: The Quantum Thief by Hannu Rajaniemi Transcript In 1920, the then-Senator for the state of Washington, Wesley Jones, who was also the chairman of the Senate Commerce Committee, introduced the Merchant Marine Act as a method by which the American merchant marine could be sustained and remain competitive in the face of external competition, and in the wake of the destruction of a bunch of ship during WWI. The US Merchant Marine is all the commercial water-going vessels that are US flagged, and the crews of these vessels. During peacetime, these boats and ships conduct trade and other services along the United States’ coasts and throughout its internal waterways, its rivers and lakes. During wartime, these vessels and their crews are tapped to help move troops and weapons and supplies for offensive or defensive military efforts. The theory of this proposed Act, then, was to ensure that the US Merchant Marine would remain well-funded and well-taken-care-of, because lacking some kind of government support, there was a good chance it would either slowly degrade, not having enough business to pay for itself, or—and this has been a persistent concern for similar pseudo-fleets of merchant vessels around the world for the past few hundred years—it would fall into disrepair because it would be outcompeted by vessels and crew coming in from elsewhere that would charge lower prices, creating unsustainable economics for the locals and thus slowly degrading this economic and military asset. When this Act was proposed, in 1920, the preservation of this asset was on the mind of many US politicians, as the world had just emerged from World War I, and in that and previous conflicts, the US Merchant Marine had been pretty vital to ensuring the US eventually came out on the right side of things. It was also fundame...

2026 DRC Ebola Outbreak

15 min

This week we talk about the Democratic Republic of the Congo, malaria, and healthcare infrastructure. We also discuss militants, Uganda, and the Bundibugyo virus. Recommended Book: We Should Get Together by Kat Vellos Transcript Ebola, which is more formally called Ebola Virus Disease or Ebola Hemorrhagic Fever, is caused by an infection by a type of RNA virus called an orthoebolavirus. There are six known species of orthoebolavirus, and four of them have at some point infected and caused illness in humans. Those four are the ebola virus, sometimes called the Zaire ebolavirus, which historically has been the strain responsible for the biggest, most devastating outbreaks of this disease, the Sudan virus, the Taï Forest virus, and the Bundibugyo virus, the latter three each causing a variant of the disease that carries the same name. The other two orthoebolavirus species that we know of, the Reston virus and the Bombali virus, have been known to infect animals, but have not, at this point at least, been known to make the jump to human hosts. Ebola symptoms vary a bit between specific viruses and between hosts and infection conditions, but in general those who are afflicted by ebola begin to experience symptoms between a few days and a few weeks after infection, and they’ll start by experiencing cold and flu-like symptoms, like fever, sore throat, headaches, and general muscle pain. Soon after that, though, they’ll start experiencing diarrhea and rashes, they’ll begin vomiting, and they’ll begin to experience liver and kidney dysfunction, and around that same time, they’ll start to bleed internally and externally. Once infected, a person has between a 25 and 90% chance of dying, depending on the strain of ebola, and if they die, usually due to what’s called hypovolemic shock—a severe and sudden loss of bodily fluids, including blood—they usually die between 6 and 16 days after those first symptoms are reported. What I’d like to talk about today is a new outbreak of ebo...

Super El Niño

14 min

This week we talk about oceanic surface temperatures, trade winds, and global climate change. We also discuss the Polar Jet Stream, hurricanes, and climate models. Recommended Book: Kleptopia by Tom Burgis Transcript Under normal circumstances, the Pacific Ocean’s average surface temperature, the distribution of heat across its vast expanse, is moderated by trade winds that blow east to west along the equator, which help move warm water from South America over toward Asia. Those winds are called trade winds because, back during the European age of Exploration, they helped ships from Europe head west toward Asia and the Americas. And these winds form in part because of the Earth’s rotation, the Coriolis effect funneling air toward the equator, where it is then more concentrated and thus potent, which is useful if you’re trying to move a ship with sails, but also serves the purpose of moving warm water from one part of the ocean to another part of the ocean. As those warmer surface waters are shifted from the Americas to Asia, water is pulled up to the surface from lower down in the ocean as part of a process called upwelling. This process results in cooler temperatures on the surface, because lower down, oceanic water is colder, and that lower-down water is also more rich in nutrients, which has the knock-on effect of stimulating more biological activity along these cooling surface waters. That’s the normal state of things in the Pacific Ocean. There are sometimes deviations in this norm, however, that result in very different outcomes; these deviations are broadly called the El Niño Southern Oscillation Cycle, and that cycle consists of opposite El Niño and La Niña climate patterns. During La Niña patterns, trade winds are more powerful than usual and they shove a lot more of that warm surface water to Asia than is typical, and that has the net impact of moving more deep-down cold, nutrient-rich, ocean water to the surface. This, in turn, nudges the Polar Jet Stream...

2026 UK Local Elections

14 min

This week we talk about Keir Starmer, Labour, and the Reform UK party. We also discuss Tories, the Lib Dems, and two-party systems. Recommended Book: Peak by K. Anders Ericsson and Robert Pool Transcript For more than 100 years, the British political system has been dominated by two parties: Labour and the Conservative Party, often called the Tories. In practice, that means these two parties, which are center-left and center-right in their leanings, respectively, have tended to shape the direction of British politics and the Overton Window of thinkable proposals—things that might actually happen because they get the requisite support from politicians and the public. These two parties have usually had to work with other, smaller parties in order to get anything done, because the UK has a parliamentary system that often leaves the party with the most representatives lacking enough support to run a functioning government, solo. As a consequence, the Liberal Democrats, which is a fairly centrist party, the Green Party, which focuses on environmentalism and more left-wing concerns, Plaid Cymru (plied KUM-ree), which is the Welsh nationalist party, and the Scottish National Party, which is exactly what it sounds like, have long influenced Labour and the Tories, aligning their votes with whomever gives them a seat at the table. This has given some influence to smaller groups that might otherwise lack representation, though that influence has typically been moderate to meager, at best—the folks in Labour and the Conservative party have run things in the UK, and that’s been the case for generations. Things started to shake up a bit in the 20-teens, however, when anti-immigration and EU-skepticism in Britain led to the creation of the far-right Brexit Party, which was co-founded by politician Nigel Farage, who was the leader of the UK Independence Party in the early 2000s and 20-teens, and who was previously a Tory, and Catherine Blaiklock, a politician and hotelier who stepp...

Child Mortality

14 min

This week we talk about industrialization, antibiotics, and child mortality rates. We also discuss corruption, instability, and progress. Recommended Book: Empire of Silence by Christopher Ruocchio Transcript Demographic transition is a social sciences theory that posits, based on all sorts of modern historical data, that societies tend to change, demographically, as they transition from a largely agrarian, low-industrial society, to that of a less-agrarian, high-industrial society. Most modern, post-hunter-gatherer societies have started out plowing the vast majority of their labor into bare subsistence, human beings spending their days, throughout their whole lives, working the land in order to produce enough food to live. All sorts of social and economic systems arose around this base-level fact, including those that tied laborers to the land, allowing for the rise of a leadership or ruling class, regional militaries, and other sorts of specialists. But until relatively recent history, the majority of people in a given society labored to produce raw essentials, and that was just the shape of things. This began to change with the dawn of the industrial revolution, and in some areas a bit before that, as precursor technologies allowed societies to produce more food and other essentials with less manual labor and using fewer foundational resources, like land. These technologies, as they became more widely distributed, more effective and efficient, and cheaper to deploy and operate, allowed more people to do more sorts of things, leading to a ballooning of industry and commerce in industrializing regions, and that allowed said regions to invest in other things, including medical knowledge, education, and so on. Life wasn’t exactly a cakewalk in these industrializing areas, and all sorts of new abuses and issues, including long hours at factories and problems related to pollution, arose and became common. But because these sorts of societies required professionals wit...

Iran War Costs

12 min

This week we talk about the Strait of Hormuz, oil, and Russia. We also discuss Patriot missiles, expensive weapons, and peer rivals. Recommended Book: Tiny Experiments by Anne-Laure Le Cunff Transcript During 2025 and early 2026, about 20 million barrels of crude oil and other petroleum products was shipped through the Strait of Hormuz every day. That’s about a quarter of the world’s total seaborne oil, and essentially all of that oil, and gas, and those other energy products that pass through this strait are from Middle Eastern suppliers like Saudi Arabia, Iraq, Qatar, Kuwait, the UAE, and Iran. Beginning at the tail-end of February 2026, however, the Iranian military has shut down the Strait by threatening to take out or capture any vessels that attempt to pass through it. This has had the practical effect of initially reducing tanker traffic through the Strait by about 70%, but in recent weeks traffic has dropped to nearly zero. As of April 2026, about 2,000 ships are stranded in the area as a result of this closure. As a result of this shutdown, though, other energy product suppliers have seen demand for their oil and gas and the like increase, and that’s led to higher prices for these products. Russia, for instance, which doesn’t rely on the Strait to get its oil and gas out to its customers, has seen its oil tax revenue double in April, and the price of one grade of oil that it sells increased by 73% from February, alone. That’s a big windfall for Russia, which has had trouble selling its oil and gas at a significant profit, due in part to heavy sanctions that have resulted from its invasion of Ukraine. It’s continued to sell to countries like China and India, but those customers have been able to pay lower prices due to the lessened demand for what Russia is selling. This increased demand has thus goosed profits for Russia at a moment in which it could really use those sorts of profits—its economy is not doing terribly well, again because of its invasion of U...

2026 Hungarian Election

16 min

This week we talk about Orbán, Hungary, and reformers. We also discuss Fidesz, Tisza, and illiberalism. Recommended Book: I’m Starting to Worry About This Black Box of Doom by Jason Pargin Transcript Hungary is a Central European country that was formed in the aftermath of WWI as part of the Treaty of Trianon, which—due to it having fought on the losing side of that conflict—resulted in the loss of more than 70% of its former territory, most of its economy, nearly 60% of its population, and about 32% of ethnic Hungarians who were left scattered across land that was given to neighboring countries when what was then Austria-Hungary was broken apart, initially by Hungary declaring independence from Austria, and then by those neighbors carving it up, grabbing land at the end of and just after the war, all of them pretty pissed at Hungary for being part of the Central Powers, quadruple alliance of Germany, Austria-Hungary, the Ottoman Empire, and the Kingdom of Bulgaria. Today, Hungary is surrounded on all sides by other nations, including those who gobbled up some of their territory, back in the day. They’ve got Slovakia to their north, Ukraine to their northeast, Romania is to the east, and Serbia is to the south. Croatia and Slovenia are to their southwest, and Austria, which used to be part of the same nation as Hungary, is to their west. In 2026, Hungary has a population of a little over 9.5 million people, and the vast majority of those people, around 97.7%, are ethnic Hungarians, the next-largest ethnic group is Romani, weighing in at just 2.4%. During WWII, Hungary was on the Axis side of the conflict, once again ending up on the losing side of a world war, and was eventually occupied by the Soviet Union, which converted the nation into a satellite state called the Hungarian People’s Republic. Hungarians tried to revolt their way out of the Soviet Union’s grip in 1956, but it didn’t work. In 1989, though, during the wave of other regional revolutions that tore th...

Mythos

16 min

This week we talk about Project Glasswing, Anthropic, and Q Day. We also discuss exploit markets, vulnerabilities, and zero days. Recommended Book: The Culture Map by Erin Meyer Transcript In the world of computer security, a zero-day vulnerability is an issue that exists within a system at launch—hence, zero-day, it’s there at day zero of the system being available—that is also unknown to those who developed said system. Thus, if Microsoft released a new version of Windows that had a security hole that they didn’t know about, but someone else, a hacking group maybe, discovered before it was released, they might use that vulnerability in Windows or Word or whatever else to hack the end-users of that software. While large companies like Microsoft do a pretty good job, considering the scope and scale of their product library, of identifying and fixing the worst of the security holes that might leave their customers prone to such attacks, that same scope and scale also means it’s nearly impossible to fill every single possible gap: a truism within the cybersecurity world is that defenders need to get it right every single time, and attackers only need to get it right once, and the same is true here. There’s never been a perfect piece of software, and as these things expand in capability and complexity, the opportunity to miss something also increases, and thus, so does the range of possible errors and exploitable imperfections. Because of how damaging zero-days can be for both users of software and the companies that make that software, there are thriving marketplaces, similar to those that deal in other illicit goods, where those who discover such vulnerabilities can sell them, usually for cryptocurrencies or funds derived from stolen credit cards. Software companies have countered the increasing sophistication of these exploit black markets with white and grey market efforts, the former being direct payouts to hackers, basically saying hey, thanks for finding this bu...

US Router Ban

12 min

This week we talk about modems, WiFi, and kinda sorta bribes. We also discuss Huawei, government subsidies, and the FCC. Recommended Book: Replaceable You by Mary Roach Transcript Many homes, those with WiFi connections to the internet, have two different devices they use to make that connectivity happen. The first is a modem, which is what connects directly to your internet service provider, often via an ethernet jack in the wall that connects to a series of cables webbed throughout your city. The second is a router, which plugs into the modem and then spreads that signal, derived from that network of city-wide cables around your home, either by splitting that single ethernet jack into multiple ethernet jacks, allowing multiple devices to plug into that network, or by creating a wireless signal, WiFi, that multiple devices can connect to wirelessly in the same way. Many routers will have both options, though in most homes and for most modern devices, WiFi tends to be the more common access point because of its convenience, these days. That WiFi signal, and the connection provided via those additional ethernet ports on the router, create what’s called a Local Area Network of devices, or LAN. This local area network allow these devices—your phone and your laptop, for instance—to connect to each other directly, but its primary role for most people is using that connection to the modem to grant these devices access the wider internet. In addition to providing that internet access and creating the Local Area Network, connecting devices on that network to each other, routers also usually provide a layer of security to those devices. This can be done via firewalls and with encryption, which is important as unprotected networks can leave the devices plugged into them vulnerable to outside attack. That means if the router is breached or in some other way exploited, a whole company’s worth of computers, or all your local devices at home, could be made part of a botnet, could...

Ukraine and Iran

12 min

This week we talk about cheap drones, energy resources, and Russia’s invasion of Ukraine. We also discuss the Strait of Hormuz, the war in Iran, and economic asymmetry. Recommended Book: The Age of Extraction by Tim Wu Transcript Russia’s invasion of Ukraine has been pretty universally bad for everyone involved, very much including Russia, which going into the fifth year of this conflict, which it started by massing troops on its neighbor’s border and invading, unprovoked, following years of funding asymmetric military incursions in Ukraine’s southeast. Following their full invasion though, Russia has reportedly suffered around 1.25 million casualties, with more than 400,000 of those casualties suffered in 2025, alone. It’s estimated that Russia has also suffered at least 325,000 deaths, and Ukrainian officials reported confirmed kills of more than 30,000 Russian soldiers just in January 2026. As of early 2026, Russian controlled about 20% of Ukraine, down from the height of its occupation, back in March of 2022, when it controlled 26% of the country. And due to a combination of military spending, intense and expansive international sanctions, and damage inflicted by Ukraine, it’s estimated that Russia has incurred about $1 trillion in damages, about a fifth of that being direct operational expenses, and around a fourth the result of reduced growth and lost assets stemming from all those sanctions. There’s a good chance that all of these numbers, aside from the land controlled, are undercounts, too, as some estimates rely on official figures, and those figures are generally assumed to be partially fabricated to allow Russia to keep face in what is already a pretty humiliating situation—a war they started and which they thought would be a walk in the park, lasting maybe a week, but which has instead gone on to reshape their entire country and present one of the biggest threats to Putin’s control over the Kremlin since he took office. That in mind, a report from last...

Cuban Oil Blockade

14 min

This week we talk about the Cold War, the Cuban Missile Crisis, and decapitation attacks. We also discuss Venezuela, Iran, and the Platt Amendment. Recommended Book: The Will of the Many by James Islington Transcript Cuba is a large island nation, about the same size as the US state of Tennessee, which formally gained its independence from Spain in late 1898, following three wars of independence, the last of which brought the US, Puerto Rico, and the Philippines into play against the Spanish when the Spanish military sunk the USS Maine in Havana Harbor, triggering the Spanish-American War. That conflict, which Spain lost, led to the US’s acquisition of Puerto Rico, Guam, and the Philippines, and it led to a piece of US legislation called the Platt Amendment, which redefined the relationship between the US and Cuba, following the war, making Cuba a protectorate of the United States, the US promising to leave, withdrawing its troops from Cuban soil, only if seven conditions were met, and an additional provision that Cuba sign a treaty indicating they would continue to adhere to these conditions moving forward—making them permanent. Most of these conditions relate to Cuba’s ability to enter into relationships with other nations, but provision three also says the US can intervene if doing so will preserve Cuban independence, and that Cuba will sell or lease to the US the land it needs to base its naval vessels in the area, so that it can intervene, militarily if necessary, to keep Cuba independent. The other provisions are largely related to ensuring Cuba stays financially solvent and clean, the former meant to help maintain that independence, so Cuba doesn’t make deals with other nations, perhaps US enemies, in order to bail itself out when financially in trouble, and the latter meant to help prevent the bubbling up of diseases in a not well-maintained Cuba, that might then spread to the US. These concerns were concerns for the US government because Cuba is very, very...

Better Batteries

15 min

This week we talk about BYD, Tesla, and the Blade Battery 2.0. We also discuss EVs, internal-combustion engines, and autonomous vehicles. Recommended Book: Blank Space by W. David Marx Transcript Petroleum-powered vehicles, cars and trucks and SUVs of the kind that have become the standard since the mid-20th century, work by mixing fuel that you put in the tank when you fill up at the gas station with air, in the engine, and then creating a controlled explosion—in modern vehicles using what’s called a four-stroke combustion cycle of intake, compression, combustion, then exhaust—in order to move pistons which, in turn generate mechanical power by transferring that movement to the vehicle’s wheels. An electric vehicle, in contrast, functions by using electricity from a battery pack to power an electric motor. So rather than needing fuel to combust, which then moves pistons which then moves the wheels, EVs are a straighter-shot with less conversion of energy necessary, electricity powering the motor which powers the wheels. That simpler setup comes with many advantages, and that difference in the conversion of energy is a big one. Because most of the energy injected into the EV’s system is converted into mechanical movement for the wheels, this type of vehicle only loses about 11% of the energy you put into it to that conversion of electricity to mechanical energy process—around 31-35% is initially lost while charging, converting electricity to motion, and so on, but about 22% is recaptured by the vehicle’s brakes during operation, leading to that 11% average loss. A gas-powered vehicle, in contrast, because of the inefficiencies inherent in converting fuel to combustion to movement, loses somewhere between 75-84% of the energy you put into it at the gas station, much of that loss in the form of heat that is emitted as a result of that conversion process; this is an inevitable consequence of the thermodynamics of burning fuel to create motion, and one that means operat...

2026 Iran War

16 min

This week we talk about Khamenei, Trump, and Netanyahu. We also discuss Venezuela, Cuba, and cartels. Recommended Book: Plagues upon the Earth by Kyle Harper Transcript Ali Hosseini Khamenei was an opposition politician in the lead-up to the Iranian Revolution that, in 1979, resulted in the overthrow of the Shah—the country’s generally Western government-approved royal leader—and installed the Islamic Republic, an extremely conservative Shia government that took the reins of Iran following the Shah’s toppling. Khamenei was Iran’s third president, post-Shah, and he was president during the Iran-Iraq War from 1981-1989, during which the Supreme Leader of Iran, the head of the country, Ruhollah Khomeini sought the overthrow of then Iraqi leader Saddam Hussein. Khomeini died the same year the war ended, 1989, and Khamenei was elected to the role of Supreme Leader by the country’s Assembly of Experts, which is responsible for determining such roles. The new Supreme Leader Khamenei was reportedly initially concerned that he wasn’t suitable for the role, as his predecessor was a Grand Ayatollah of the faith, while he was just a mid-rank cleric, but the constitution of Iran was amended so that higher religious office was no longer required in a Supreme Leader, and in short order Khamenei moved to expound upon Iran’s non-military nuclear program, to expand the use and reach of the Islamic Revolutionary Guard Corps, in-country and throughout the region, and he doubled-down on supporting regional proxies like Hezbollah in Lebanon, the Houthis in Yemen, and Hamas in Gaza, incorporating them into the so-called Axis of Resistance that stands against Western interests in the region—the specifics of which have varied over the decades, but which currently includes the aforementioned Hezbollah and Houthis, alongside smaller groups in neighboring countries, like Shiite militias in Bahrain, and forces that operate in other regional spheres of influence, like North Korea, Venezuela, and...

Killer Robots and Mass Surveillance

16 min

This week we talk about Anthropic, the Department of Defense, and OpenAI. We also discuss red lines, contracts, and lethal autonomous systems. Recommended Book: Empire of AI by Karen Hao Transcript Lethal autonomous weapons, often called lethal autonomous systems, autonomous weapons systems, or just ‘killer robots,’ are military hardware that can operate independent of human control, searching for and engaging with targets based on their programming and thus not needing a human being to point it at things or pull the trigger. The specific nature and capabilities of these devices vary substantially from context to content, and even between scholars writing on the subject, but in general these are systems—be they aerial drones, heavy gun emplacements, some kind of mobile rocket launcher, or a human- or dog-shaped robot—that are capable of carrying out tasks and achieving goals without needing constant attention from a human operator. That’s a stark contrast with drones that require either a human controlled or what’s called a human-in-the-loop in order to make decisions. Some drones and other robots and weapons require full hands-on control, with a human steering them, pointing their weapons, and pulling the trigger, while others are semi-autonomous in that they can be told to patrol a given area and look for specific things, but then they reach out to a human-in-the-loop to make final decisions about whatever they want to do, including and especially weapon-related things; a human has to be the one to drop the bomb or fire the gun in most cases, today. Fully autonomous weapon systems, without a human in the loop, are far less common at this point, in part because it’s difficult to create a system so capable that it doesn’t require human intervention at times, but also because it’s truly dangerous to create such a device. Modern artificial intelligence systems are incredibly powerful, but they still make mistakes, and just as an LLM-based chatbot might muddle its word...

Tariff Ruling

13 min

This week we talk about Trump’s tariffs, the Supreme Court, and negotiating leverage. We also discuss trade wars, Greenland, and the IEEPA. Recommended Book: Smoke and Ashes by Amitav Ghosh Transcript I’ve spoken on this show before about tariffs and about US President Trump’s enthusiasm for tariffs as an underpinning of his trade policy. Last October, back in 2025 I did an episode on tariff leverage and why the concept of an ongoing trade war is so appealing to Trump—it basically gives him a large whammy on anyone he enters negotiations with, because the US market is massive and everyone wants access to it, and tariffs allow him to bring the hammer down on anyone he doesn’t like, or who doesn’t kowtow in what he deems to be an appropriate manner. So he can slap a large tariff on steel or pharmaceuticals or cars from whichever country he likes just before he enters negotiations with that country, and then those negotiations open with him in an advantageous spot: they have to give him things just to get those tariffs to go away—they have to negotiate just to get things back to square one. That’s how it’s supposed to work, anyway. What we talked about a bit back in October is TACO theory, TACO standing for Trump Always Chickens Out—the idea is that other world leaders had gotten wise to Trump’s strategy, which hasn’t changed since his first administration, and he has mostly been a doubling-down on that one, primary approach, to the point that they can step into these negotiations, come up with something to give him that allows him to claim that he’s won, to make it look like he negotiated well, and then they get things back down to a more reasonable level; maybe not square one, but not anything world-ending, and not anything they weren’t prepared and happy to give up. In some cases, though, instead of kowtowing in this way so that Trump can claim a victory, whether or not a victory was actually tallied, some countries and industries and the businesses that make up tho...

Ring and Flock

16 min

This week we talk about mass surveillance, smart doorbells, and the Patriot Stack. We also discuss Amazon, Alexa, and the Super Bowl. Recommended Book: Red Moon by Benjamin Percy Transcript In 2002, in the wake of the September 11, 2001 terrorist attacks on the World Trade Center, the US government created a new agency—the United States Immigration and Customs Enforcement, or ICE, operating under the auspices of the US Department of Homeland Security, which was also formed that year for the same general reason, to defend against 9/11-style attacks in the future. As with a whole lot of what was done in the years following the 9/11 attacks, a lot of what this agency, and its larger department did could be construed as a sort of overcompensation by a government and a people who were reeling from the first real, large-scale attack within their borders from a foreign entity in a very long time. It was a horrific event, everyone felt very vulnerable and scared, and consequently the US government could do a lot of things that typically would not have had the public’s support, like rewiring how airports and flying works in the country, creating all sorts of new hurdles and imposing layers of what’s often called security theater, to make people feel safe. While the TSA was meant to handle things on the front-lines of air transportation, though, X-raying and patting-down and creating a significant new friction for everyone wanting to get on a plane, ICE was meant to address another purported issue: that of people coming into the US from elsewhere, illegally, and then sticking around long enough to cause trouble. More specifically, ICE was meant to help improve public safety by strictly enforcing at times lax immigration laws, by tracking down and expelling illegal immigrants from the country; the theory being that some would-be terrorists may have snuck into the US and might be getting ready to kill US citizens from within our own borders. There’s not a lot of evidence to sup...

Grok's Scandals

16 min

This week we talk about OpenAI, nudify apps, and CSAM. We also discuss Elon Musk, SpaceX, and humanistic technology. Recommended Book: Who’s Afraid of Gender? by Judith Butler Transcript xAI is an American corporation that was founded in mid-2023 by Elon Musk, ostensibly in response to several things happening in the world and in the technology industry in particular. According to Musk, a “politically correct” artificial intelligence, especially a truly powerful, even generally intelligent one, which would be human or super-human-scale capable, would be dangerous, leading to systems like HAL 9000 from 2001: A Space Odyssey. He intended, in contrast, to create what he called a “maximally truth-seeking” AI that would be better at everything, including math and reasoning, than existing, competing models from the likes of OpenAI, Google, and Anthropic. The development of xAI was also seemingly a response to the direction of OpenAI in particular, as OpenAI was originally founded in 2015 as a non-profit by many of the people who now run OpenAI and competing models by competing companies, and current OpenAI CEO Sam Altman and Elon Musk were the co-chairs of the non-profit. Back then, Musk and Altman both said that their AI priorities revolved around the many safety issues associated with artificial general intelligence, including potentially existential ones. They wanted the development of AI to take a humanistic trajectory, and were keen to ensure that these systems aren’t hoarded by just a few elites and don’t make the continued development and existence of human civilization impossible. Many of those highfalutin ambitions seemed to either be backburnered or removed from OpenAI’s guiding tenets wholesale when the company experienced surprising success from its first publicly deployed ChatGPT model back in late-2022. That was the moment that most people first experienced large-language model-based AI tools, and it completely upended the tech industry in relatively short o...

Mother of All Deals

14 min

This week we talk about the European Union, India, and tariffs. We also discuss trade barriers, free trade, and dumping. Recommended Book: The Kill Chain by Christian Brose Transcript A free trade agreement, sometimes called a free trade treaty, is a law that reduces the cost and regulatory burden of trading between two or more states. There are many theories as to the ideal way to do international trade, with some economists and politicians positing that complete free and open trade is the way to go, because it allows goods and services to cross borders completely unencumbered, which in turn allows businesses in different countries to really lean into whatever they’re good at, selling their cars to countries that are less good at making cars, while that recipient country produces soy beans or computer chips or whatever they’re good at making, and sending those in the other direction, likewise unburdened by stiff tariffs or regulatory hurdles. Each country can thus produce the best product cheapest and sell it to the market where their products are in high-demand, while they, in turn, benefit from the same when it comes to other products and services. This theory leans on the idea that everyone is better off when everyone does what they’re best at, rather than trying to do everything—specialization. But those who oppose this conception of international trade argue that this creates and reinforces asymmetries between different nations and businesses: a country that’s really good at producing soybeans may be at a substantial disadvantage if the country that makes cars ever decides to go to war, because they won’t have the existing infrastructure to build tanks or drones or whatever else, while the country that specializes in computer chips might hold all the cards when it comes to generating economic pressure against its enemies or would-be enemies, because such chips are in everything these days, from military hardware to kitchen appliances. This also creates potenti...

TikTok Deal

13 min

This week we talk about social networks, propaganda, and Oracle. We also discuss foreign adversaries, ByteDance, and X. Recommended Book: Rewiring Democracy by Bruce Schneier and Nathan E. Sanders Transcript In 2021, TikTok, a short-form video platform that’s ostensibly also a social network, though which leans heavily toward consuming content over socializing, was ranked the most popular website by internet services company Cloudflare, beating out all the other big tech players, including search engine juggernaut, Google. It was a neck and neck sort of thing, with Google taking the lead some days that year, but 2021 was definitely TikTok’s time to shine, as it was already popular with young people and was starting to become popular with the general public, of all ages and across a huge swathe of the planet. It even beat Facebook as the most popular social media website that year, despite, again, being mostly about consuming content rather than interacting—that was actually a prime motivator for Meta, which owns Facebook and Instagram, to redirect its own apps in a similar direction, shifting its focus from communication and interaction between users toward the creation of binge-able content, and feeding users more of that content in a feed optimized for time-losing levels of consumption. 2021 was also the first full year that TikTok was coming under scrutiny from the US government. In the preceding year, 2020, then first-term president Donald Trump said he was considering banning the app because it was becoming so popular, with young people in particular, and because it was owned by a Chinese company, ByteDance it represented a potential national security threat. So the idea was that because Chinese companies are forced, by their very nature, to do what the Chinese government tells them—that’s just how things work over there—and to do so on the down-low if that’s what the governments demands, and to lie about having to do what the government tells them to do, if th...

Iranian Protests

15 min

This week we talk about war, inflation, and currency devaluation. We also discuss tyrants, police violence, and social media threats. Recommended Book: Post-Growth Living by Kate Soper Transcript Back in mid-June of 2025, a shooting war erupted between Iran and Israel, with Israeli military forces launching attacks against multiple Iranian military sites, alongside sites associated with its nuclear program and against individual Iranian military leaders. Iran responded to these strikes, which left a lot of infrastructural damage and several military leaders assassinated, with large waves of missiles and drones against both Israeli and allied military targets, and soon after, later the same month, both sides agreed on a ceasefire and that was that. Following that blip of a war, though, Iran’s economy suffered greatly. It already wasn’t doing well, in part due to the crippling sanctions enforced by the US government for years, but also because of persistent mismanagement by Iran’s ruling regime, and the resultant deterioration of local infrastructure, both physical and bureaucratic. Millions of people fled Iranian urban centers during the war with Israel, and while most of them returned when the ceasefire was brokered, the pace of life and other fundaments of these cities never got back up to where they were, before, as there have been fairly consistent blackouts that have kept people from being able to function as normal, and these outages have also kept businesses from getting back on their feet. That, in turn, has resulted in closures and firings and an overall reduction in economic activity. The general hamhandedness of the government has amplified these issues, and the countless other issues of trying to exist within a country that is being so persistently targeted—both in the sense of those crushing sanctions from the US, but also in the sense of being periodically struck by Israel—has dramatically increased uncertainty throughout Iran these past several years....

Operation Absolute Resolve

13 min

This week we talk about Venezuela, Maduro, and international law. We also discuss sour crude, extrajudicial killings, and Greenland. Recommended Book: The Keep by F. Paul Wilson Transcript Back in mid-November of 2025, I did an episode on extrajudicial killings, focusing on the targeting of speedboats, mostly from Venezuela headed toward the United States, by the US military. These boats were allegedly carrying drugs meant for the US market, and the US government justified these strikes by saying, basically, we have a right to protect ourselves, protect our citizens from the harm caused by these illegal substances, and if we have to keep taking out these boats and killing these people to do that, we will. There’s been a lot of back-and-forthing about the legitimacy of this approach, both in the sense that not all of these boats have been shown to be carrying drugs, some just seemed to be fishing boats in the wrong place at the wrong time, and in the sense that launching strikes without the go-ahead of Congress in the US is a legally dubious business. There was also the matter of some alleged follow-up strikes, which seemed to be intended to kill people who survived the initial taking-out of the boats, which is a big international human rights no no, to the point of potentially being a war crime. All of this happened within the context of a war of words between US President Trump’s second administration and the increasingly authoritarian regime of Venezuelan President Nicolás Maduro, who followed the previous president Hugo Chávez as his hand-picked successor, and has more or less completed the authoritarian process of dissolving, coopting, or diminishing all aspects of the Venezuelan government that might ever check his power, which allowed him, in 2024, to bar the very popular, now Nobel Peace Prize winning candidate María Corina Machado from running, and her sub-in candidate, like previous Maduro opponent Juan Guaido, seems to have won the election by a fair bit,...

Sports Betting

15 min

This week we talk about prediction markets, incentives, and gambling addiction. We also discuss insider trading, spot-fixing, and Gatorade. Recommended Book: The Kingdom, the Power, and the Glory by Tim Alberta Transcript Prediction markets are hundreds of years old, and have historically been used to determine the likelihood of something happening. In 1503, for instance, there was a market to determine who would become the next pope, and from the earliest days of commercial markets, there were associated prediction markets that were used to gauge how folks thought a given business would do during an upcoming economic quarter. The theory here is that while you can just ask people how well they think a political candidate will fare in an election or who they think will become the next pope, often their guesses, their assumptions, or their analysis will be swayed by things like political affiliation or maybe even what they think they’re meant to say—the popular papal candidate, for instance, or the non-obvious, asymmetric position on a big commercial enterprise that might help an analyst reinforce their brand as a contrarian. If you introduce money into the equation, though, forcing people to put down real currency on their suspicions and predictions, and give them the chance to earn money if they get things right, that will sometimes nudge these markets away from those other incentives, making the markets commercial enterprises of their own. It can shift the bias away from posturing and toward monetization, and that in turn, in theory at least, should make prediction markets more accurate because people will try to align themselves with the actual, real-deal outcome, rather than the popular—with their social tribe, at least—or compellingly unpopular view. This is the theory that underpins entities like Polymarket, Kalshi, Manifold Markets, and many other online prediction markets that have arisen over the past handful of years as regulations on these types of busines...

Data Center Politics

16 min

This week we talk about energy consumption, pollution, and bipartisan issues. We also discuss local politics, data center costs, and the Magnificent 7 tech companies. Recommended Book: Against the Machine by Paul Kingsnorth Transcript In 2024, the International Energy Agency estimated that data centers consumed about 1.5% of all electricity generated, globally, that year. It went on to project that energy consumption by data centers could double by 2030, though other estimates are higher, due to the ballooning of investment in AI-focused data centers by some of the world’s largest tech companies. There are all sorts of data centers that serve all kinds of purposes, and they’ve been around since the mid-20th century, since the development of general purposes digital computers, like the 1945 Electronic Numerical Integrator and Computer, or ENIAC, which was programmable and reprogrammable, and used to study, among other things, the feasibility of thermonuclear weapons. ENIAC was built on the campus of the University of Pennsylvania and cost just shy of $500,000, which in today’s money would be around $7 million. It was able to do calculators about a thousand times faster than other, electro-mechanical calculators that were available at the time, and was thus considered to be a pretty big deal, making some types of calculation that were previously not feasible, not only feasible, but casually accomplishable. This general model of building big-old computers at a center location was the way of things, on a practical level, until the dawn of personal computers in the 1980s. The mainframe-terminal setup that dominated until then necessitated that the huge, cumbersome computing hardware was all located in a big room somewhere, and then the terminal devices were points of access that allowed people to tap into those centralized resources. Microcomputers of the sort of a person might have in their home changed that dynamic, but the dawn of the internet reintroduced something s...

Chip Exports

13 min

This week we talk about NVIDIA, AI companies, and the US economy. We also discuss the US-China chip-gap, mixed-use technologies, and export bans. Recommended Book: Enshittification by Cory Doctorow Transcript I’ve spoken about this a few times in recent months, but it’s worth rehashing real quick because this collection of stories and entities are so central to what’s happening across a lot of the global economy, and is also fundamental, in a very load-bearing way, to the US economy right now. As of November of 2025, around the same time that Nvidia, the maker of the world’s best AI-optimized chips at the moment became the world’s first company to achieve a $5 trillion market cap, the top seven highest-valued tech companies, including Nvidia, accounted for about 32% of the total value of the US stock market. That’s an absolutely astonishing figure, as while Nvidia, Apple, Microsoft, Alphabet, Amazon, Broadcom, and Meta all have a fairly diverse footprint even beyond their AI efforts, a lot of that value for all of them is predicated on expected future income; which is to say, their market caps, their value according to that measure, is determined not by their current assets and revenue, but by what investors think or hope they’ll pull in and be worth in the future. That’s important to note because historically the sorts of companies that have market caps that are many multiples of their current, more concrete values are startups; companies in their hatchling phase that have a good idea and some kind of big potential, a big moat around what they’re offering or a blue ocean sub-industry with little competition in which they can flourish, and investment is thus expected to help them grow fast. These top seven tech companies, in contrast, are all very mature, have been around for a while and have a lot of infrastructure, employees, expenses, and all the other things we typically associated with mature businesses, not flashy startups with their best days hopefully ahead...

Digital Asset Markets

13 min

This week we talk about in-game skins, investment portfolios, and Counter-Strike 2. We also discuss ebooks, Steam, and digital licenses. Recommended Book: Apple in China by Patrick McGee Transcript Almost always, if you buy an ebook or game or movie or music album online, you’re not buying that ebook, or that game, or whatever else—you’re buying a license that allows you access it, often on a specified device or in a specified way, and almost always in a non-transferrable, non-permanent manner. This distinction doesn’t matter much to most of us most of the time. If I buy an ebook, chances are I just want to read that ebook on the device I used to buy it, or the kindle attached to my Amazon or other digital book service account. So I buy the book, read it on my ebook reader or phone, and that’s that; same general experience I would have with a paperback or hardback book. This difference becomes more evident when you think about what happens to the book after you read it, though. If I own a hard-copy, physical book, I can resell it. I can donate it. I can put it in a Little Free Library somewhere in my neighborhood, or give it to a friend who I think will enjoy it. I can pick it up off my shelf later and read the exact same book I read years before. Via whichever mechanism I choose, I’m either holding onto that exact book for later, or I’m transferring ownership of that book, that artifact that contains words and/or images that can now be used, read, whatever by that second owner. And they can go on to do the same: handing it off to a friend, selling it on ebay, or putting it on a shelf for later reference. Often the convenience and immediacy of electronic books makes this distinction a non-issue for those who enjoy them. I can buy an ebook from Amazon or Bookshop.org and that thing is on my device within seconds, giving me access to the story or information that’s the main, valuable component of a book for most of us, without any delay, without having to drive to a b...

Climate Risk

16 min

This week we talk about floods, wildfires, and reinsurance companies. We also discuss the COP meetings, government capture, and air pollution. Recommended Book: If Anyone Builds It, Everyone Dies by Eliezer Yudkowsky and Nate Soares Transcript The urban area that contains India’s capital city, New Delhi, called the National Capital Territory of Delhi, has a population of around 34.7 million people. That makes it the most populous city in the country, and one of the most populous cities in the world. Despite the many leaps India has made over the past few decades, in terms of economic growth and overall quality of life for residents, New Delhi continues to have absolutely abysmal air quality—experts at India’s top research hospital have called New Delhi’s air “severe and life-threatening,” and the level of toxic pollutants in the air, from cars and factories and from the crop-waste burning conducted by nearby farmers, can reach 20-times the recommended level for safe breathing. In mid-November 2025, the problem became so bad that the government told half its workers to work from home, because of the dangers represented by the air, and in the hope that doing so would remove some of the cars on the road and, thus, some of the pollution being generated in the area. Trucks spraying mist, using what are called anti-smog guns, along busy roads and pedestrian centers help—the mist keeping some of the pollution from cars from billowing into the air and becoming part of the regional problem, rather than an ultra-localized one, and pushing the pollutants that would otherwise get into people’s lungs down to the ground—though the use of these mist-sprayers has been controversial, as there are accusations that they’re primarily deployed near air-quality monitoring stations, and that those in charge put them there to make it seem like the overall air-quality is lower than it is, manipulating the stats so that their failure to improve practical air-quality isn’t as evident. And in...

Thorium Reactors

12 min

This week we talk about radioactive waste, neutrons, and burn while breeding cycles. We also discuss dry casks, radioactive decay, and uranium. Recommended Book: Breakneck by Dan Wang Transcript Radioactive waste, often called nuclear waste, typically falls into one of three categories: low-level waste, which contains a small amount of radioactivity that will last a very short time—this includes things like clothes, tools, or rags that have been contaminated; intermediate-level waste, which has been contaminated enough that it requires shielding; and high-level waste, which is very radioactive and creates a great deal of heat because of radioactive decay, so it requires both shielding and cooling. Some types of radioactive waste, particularly spent fuel of the kind used in nuclear power plants, can be reprocessed. This means separating it into other useful products, including another type of mixed nuclear fuel that can be used in lieu of uranium, though this is generally not economical unless uranium supplies are low. About a third of all spent nuclear fuel has already been reprocessed in some way. About 4% of even the recyclable material, though, doesn’t have that kind of second-life purpose. That material, combined with the medium- and long-lived waste that is dangerous to have sitting around, has to be stored somehow, shielded and perhaps cooled, in some cases for a very long time. Some especially long-lived fission products have half-lives that stretch into the hundreds of thousands or millions of years, which means they will remain radioactive deep into the future, many times longer than humans have existed as a species. According to the International Atomic Energy Agency, something like 490,000 metric tons of radioactive spent fuel is currently being stored on a temporary basis at hundreds of specialized sites around the world. The majority of this waste is stored in pools of water near the nuclear reactors where it originated. Other waste has been relocated i...

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