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Let's Know Things

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Gaza Conflict Update

This week we talk about Israel, the Palestinian Territories, and Hamas.We also discuss Egypt, the Rafah Crossing, and Netanyahu’s motivations.Recommended Book: Going Zero by Anthony McCartenTranscriptIsrael, as a country, was founded as a consequence of, and in the midst of, a fair bit of conflict and turmoil.It was formally established in mid-1948 after years of settlement in the area by Jewish people fleeing persecution elsewhere around the world and years of effort to set up a Jewish-majority country somewhere on the planet, that persecution having haunted them for generations in many different parts of the world, and in the wake of widespread revelation about the Holocaust carried out by the Nazis in parts of Europe they conquered and controlled.Israel finally happened, then, in part because Jewish people had been treated so horribly for so long, and there was finally government-scale support for this effort following that conflict, and the realization of just how monstrous that treatment had become.The area that was carved out for this new nation, though, was also occupied and claimed by other groups of people.The British and French controlled it for a while in the decades leading up to the creation of Israel, but before that it was ruled by the Ottomans as part of their Syria administrative region and, like the rest of their Empire, it was formerly a Muslim state.Thus, what serves as a hallowed day worthy of celebration for Israelis, May 14th, Israel's national day, commemorating their declaration of independence, for other people living in the region, that day is referred to as the Nakba, which translates roughly to "the catastrophe," marking a period in which, beginning that year, 1948, about half of Palestine's population of Arabs, something like 700,000-750,000 people either fled of their own volition, or were forced to flee by Jewish paramilitary groups who moved in to clear the locals leading up to the emergence of Israel, at first, and then by the newfound Israeli military, after the formation of the country.Hundreds of Palestinian villages were destroyed, people who didn't flee were massacred, and wells were poisoned to kill stragglers and keep people from returning.Ultimately, about 80% of the Arab Muslim population in what was formerly British-held Mandatory Palestine, and which was a Muslim region in a Muslim country before that were forced from their homes leading up to or just after Israel's Declaration of Independence.This, alongside the existing hatred toward Jewish people some regional leaders already had, mostly for religious reasons, sparked the 1948 Arab-Israeli War, which was just one of several and frequent full-scale military conflicts between Israel and its neighbors in the early days of its existence, the Israelis mostly on the defensive, and frequently targeted by surprise attacks by many or all of their neighbors simultaneously, even in the earliest days of their national founding.Israel, in part because of support from international allies, and in part because of its militarized society—that militarization reinforced as a consequence of these conflicts, as well—fairly handedly won every single war against, again, often all, of their Muslim neighbors, simultaneously, though often at great cost, and those victories led to a sequence of expansions of Israel's borders, and humiliations for their neighbors, which further inflamed those existing prejudices and fears.Israel has controlled the non-Israel territories of the West Bank, of East Jerusalem, which is part of the West Bank, and the Gaza Strip—all of them majority Muslim, and collectively referred to as the Palestinian Territories—since the aftermath of the Six Day war (which was one of those aforementioned, all of their neighbors attacking them all at once conflicts) in 1967.Israeli settlers have slowly established militarized toeholds in these areas, kicking out and in some cases killing the folks who live on the land they take, which is against international law, but generally allowed by the Israeli government.And though these areas were governed by the Palestinian Authority beginning in the mid-1990s, the PA lost control of Gaza in 2006, a more militant group called Hamas taking over practical control in the area at that time, ruling through violence and threats of violence, basically, despite the Palestinian Authority continuing to claim they run things there, too.On October 7, 2023, that more militant group that controls the Gaza Strip, Hamas, launched a sneak attack against Israel, hitting multiple areas along the Israeli border with the Strip, killing at least 1,139 Israelis and taking 252 people captive.Hamas said this attack was in response to Israel's abuses of Palestinian people, historically and contemporarily, while Israelis generally see this as an unprovoked attack on mostly civilians by a terrorist organization.What I'd like to talk about today is the conflict that's erupted since that attack in early-Octob

May 21, 202428 min

La Niña 2024

This week we talk about ENSO, El Niño, and attribution science.We also discuss climate change, natural disasters, and the trade winds.Recommended Book: Titanium Noir by Nick HarkawayTranscriptThe field of attribution science, sometimes referred to as "extreme event attribution," focuses on figuring out whether and to what degree a particular weather event—especially rare weather disasters—are attributable to climate change.Severe floods and tornadoes and hurricanes all happen from time to time, which is why such events are sometimes referred to as once in a decade or once in a century disasters: the right natural variables align in the right way, and you have a disaster that is rare to the point that it's only likely to happen once every 10 or 100 years, but such rare events still happen, and sometimes more frequently than those numbers would imply; they're not impossible. And they're not necessarily the result of climate change.Folks working in this space, which is a blend of meteorology and the rapidly evolving field of climate science, do their best to figure out what causes what, and how those odds might have been impacted by the shifts we're seeing in global average temperatures in particular, and the knock-on effects of that warming, like shifts in the global water cycle; both of which influence all sorts of other planetary variables.The most common means of achieving this end is to run simulations based on historical climate data and extrapolating those trend-lines forward, allowing for natural variation, but otherwise sticking with the range of normal fluctuations that would have been expected, had we not started to churn so much CO2 and other greenhouse gases into the atmosphere beginning with the industrial revolution.So if we hadn't done the Industrial Revolution the way we did it, what would our global climate and weather systems look like? They have a bunch of models with different assumptions baked into them that they have running, and they can simulate conditions, today, based on those models, and compare them with the reality of how things actually are in the real world, a world in which we did start to burn fossil fuels at a frantic rate, with all the pros and cons of that decision aggregating into our current climactic circumstances.This comparison, between a baseline, non-climate-change-impacted Earth, and what we see happening on real Earth, allows us to gauge the different in likelihoods for various weather systems and increasingly even specific weather events, like massive floods or hurricanes.It also allows us to ascertain what elements of a disaster or system are more or less likely, or the same, compared to that baseline Earth; so maybe we look at a regional heat wave and discover that it was a rare event made more likely by climate change, but that the intensity of the heat wasn't impacted—as was the case with a heat wave in Russia in 2010; climate change made the heat wave more likely, but had such a heat wave occurred, despite its low likelihood, in that non-industrial revolution scenario, the heat would have been roughly the same intensity as it was in real life.Both components of this system, attributing events and patterns to climate change, and confirming that they were not impacted, that they were just run of the mill bad luck, the consequence of natural systems, are arguably important, as while the former provides data for folks wanting to predict future climate change-related outcomes, and provides some degree of ammunition for the argument that climate change is making these sorts of things worse, which helps put a price tag on not moving faster to shift away from fossil fuels, it's also vital that we understand how climate and weather systems work, in general, and that we are able to set proper expectations as to what will change and how, as the atmosphere's composition continues to change, while also understanding what will remain the same, what various regions around the world need to be prepared for in a vacuum, leaving climate change out of it, and how our global weather systems work on a granular level, so that as outside influences like climate change, but not limited to climate change, act upon them, we can make better predictions about how that will adjust or overhaul the practical reality for people and ecosystems impacted by them.What I'd like to talk about today is a natural weather phenomenon that is expected to return soon, and how this phenomenon might change our latent, global weather patterns, for the better, for the worse, and for the neutral, and in turn how it might be changed by the climactic adjustments we're tracking using these simulations.—The El Niño-Southern Oscillation, or ENSO phenomenon, is the monicker we've given to a collection of sea surface temperature and wind variations in the Pacific Ocean that, largely unpredictably, tweak the patterns of these systems from time to time, influenced by and influencing a large number of other, micro- a

May 14, 202417 min

GPS Jamming

This week we talk about APT28, spoofing, and hybrid warfare.We also discuss the Baltics, Tartu airport, and hacking.Recommended Book: The Middle Passage by James HollisTranscriptIn early May of 2024, the German government formally blamed a Russian hacking group called APT28 for hacking members of the governing German Social Democratic Party in 2023, and warned of unnamed consequences.Those consequences may apply just to APT28, which is also sometimes called "Fancy Bear," or they may apply to the Russian government, as like many Russia-based hacking groups, APT28 often operates hand-in-glove with the Russian military intelligence service, which allows the Russian government to deny involvement in all sorts of attacks on all sorts of targets, while covertly funding and directing the actions of these groups.APT28 reportedly also launched attacks against German defense, aerospace, and information technology companies, alongside other business entities and agencies involved, even tangentially, with Ukraine and its defense measures against Russia's invasion.This hacking effort allegedly began in early 2022, shortly after Russia began its full-scale invasion of Ukraine, and the head of the Russian embassy in Germany has been summoned to account for these accusations—though based on prior attacks and allegations related to them by Russia's intelligence agencies, and the hacking groups it uses as proxies, that summoning is unlikely to result in anything beyond a demonstration of anger on the part of the German government, formally registered with Russia's representative in Berlin.For its part, Russia's government has said that it was in no way involved in any incidents of the kind the German government describes, though Germany's government seems pretty confident in their assessment on this, at this point, having waited a fair while to make this accusation, and utilizing its partnerships with the US, UK, Canada, and New Zealand to confirm attribution.This accusation has been leveled amidst of wave of similar attacks, also allegedly by Russia and its proxies, against other targets in the EU and NATO—including but not limited to the Czech Republic, Lithuania, Poland, Slovakia, and Sweden.Many of these attacks have apparently made use of an at-the-time unknown security flaw in Microsoft software that gave them access to compromised email accounts for long periods of time, allowing them to, among other things, scoop up intelligence reports from folks in the know in these countries, sifting their messages for data that would help Russia's forces in Ukraine.This group, and other Russia GRU, their intelligence service, proxies, have reportedly targeted government and critical infrastructure targets in at least 10 NATO countries since the fourth quarter of 2023, alone, according to analysis by Palo Alto Networks, and experts in this space have said they're concerned these sorts of attacks, while often oriented toward intelligence-gleaning and at times embarrassing their targets, may also be part of a larger effort to weaken and even hobble intelligence, military, and critical infrastructure networks in regional nations, which could, over time, reduce stability in these countries, increase extremism, and possibly prevent them from defending themselves and their neighbors in the event of a more formal attack by Russian forces.What I'd like to talk about today is another sort of attack, allegedly also launched by Russia against their neighbors in this part of the world, but this one a little less well-reported-upon, at this point, despite it potentially being even more broadly impactful.—The Global Positioning System, or GPS, was originally developed in 1973 by the US Department of Defense. Its first satellite was launched in 1978, and its initial, complete constellation of 24 satellites were in orbit and functional in 1993.This satellite network's full functionality was only available to the US military until 2000, when then-President Bill Clinton announced that it would be opened up for civilian use, as well.This allowed aviation and similar industries to start using it on the vehicles and other assets, and normal, everyday people were thenceforth able to buy devices that tapped this network to help them figure out where they were in the world, and get to and from wherever they wanted to go.A high-level explanation of how GPS works is that all of these satellites contain atomic clocks that are incredibly stable and which remain synchronized with each other, all showing the exact same, very precise time. These satellites broadcast signals that indicate what time their clocks currently read.GPS devices, as long as they can connect to the signals broadcast by a few of these satellites, can figure out where they're located by noting the tiny differences in the time between these broadcasts: signals from satellites that are further away will take longer to arrive, and that time difference will be noted by a given device, which th

May 7, 202418 min

TikTok Ban

This week we talk about Huawei, DJI, and ByteDance.We also discuss 5G infrastructure, black-box algorithms, and Congressional bundles.Recommended Book: The Spare Man by Mary Robinette KowalNote: my new book, How To Turn 39, is now available as an ebook, audiobook, and paperback wherever you get your books :)TranscriptIn January of 2024, Chinese tech giant Huawei brought an end to its years-long US lobbying effort, meant to help mend fences with western politicians.In mid-2019, then US President Trump had blacklisted the company using an executive order that, in practice, prevented Chinese telecommunications companies from selling specialized equipment in the US, as part of a larger effort to clamp-down on the sale of Chinese 5g and similar infrastructure throughout the US.Around the same time, a Huawei executive was jailed in Canada for allegedly violating sanctions on Iran, and several other western nations were making noises about their own bans, worrying—as Trump's administration said they were worried—that Huawei and similar Chinese tech companies would sell their goods at a loss or at cost, significantly undercutting their foreign competition, and as a consequence would both lock down the burgeoning 5g market, including all the infrastructure that was in the process of being invested in and deployed, while also giving the Chinese government a tool that could allow them to tap all the communications running through this hardware, and potentially even allow them to shut it all down, if they wanted, at some point in the future—if China invaded Taiwan and wanted to keep the West from getting involved, for instance.So while part of this ban on Huawei—for which the President made use of the International Emergency Economic Powers Act and declared a national emergency—was undoubtedly political (part of the trade war Trump started as part of the "China is the enemy" platform he was running on leading up to the 2020 election), there were also real-deal concern about China insinuating itself into the world's infrastructure, beginning with the rollout of the next phase of communications technologies; making themselves indispensable, disallowing foreign competition, and yes, possibly even creating a bunch of backdoors they could use at some point in the future to tip the scales in their favor during a conflict.This ban also ensured that Huawei's then quite popular line of smartphones wouldn't be available in the US, or many other Western countries. The company sold off its Honor brand of phones in a scramble to try to protect that line of products from these new blocks on its offerings, which among other things disallowed them from accessing the chips necessary to make competitive smartphone products, but the legislation just kept coming after that initial salvo, the US Federal Communications Commission banning the sale or import of anything made by Huawei in late-2022, and a bunch of fundamental US allies, especially those with which the US collaborates on military and intelligence matters, have likewise banned Huawei products on their shelves and in their communications networks; the idea being that even one Huawei transmitter or modem could tap into the whole of these networks—at least in theory—which is considered a big enough security concern to justify that blanket ban.Huawei has managed to survive, though it didn't scale the way its owners seemed to think it would back before all these bans.Now it exists as a primarily regional outfit, still making billions in revenue each year, though down to about half the revenue it was earning before 2019.Another popular Chinese tech company, DJI, is now scrambling to deploy its lobbyists and circle the wagons, as there's word that it's on a shortlist of potential Chinese security threats, in this case because the company makes very popular consumer and professional grade drones, which have successfully outcompeted many western brands of the same, and which have thus started to dominate aspects of the drone market.These drones tend to be of the six or eight mini-propeller variety, the kind that people fly for fun, or use to shoot aerial photos, but the success of drones, even of this kind of drone, in Ukraine, reworked to spy on enemy fortifications or to carry explosives, has had the US Defense Department thinking it might not be the best idea to allow a Chinese company to own a substantial chunk of the US and international drone market—for many of the same reasons that Huawei was considered to be a threat; because that would allow China to continue to take out international rivals, allegedly by stealing their competitor's tech back in the day, and by continuing to back their companies with government support and funding, which makes fair and level competition a bit of an impossibility.These companies are doing well for many reasons, then, and some of those reasons are not replicable outside the tight relationship the Chinese government has with its corporate entities.

Apr 30, 202425 min

Section 702

This week we talk about STELLARWIND, 9/11, and the NSA.We also discuss warrantless surveillance, intelligence agencies, and FISA.Recommended Book: Period: The Real Story of Menstruation by Kate ClancyTranscriptImmediately after the terrorist attacks in the US on September 11, 2001, then President George W. Bush gave his approval for the National Security Agency, the NSA, to run a portfolio of significant and ever-evolving cross-agency efforts aimed at preventing future attacks of that kind, scale, and scope.The thinking behind this collection of authorizations to various US intelligence agencies, which would operate in tandem with the NSA, was that we somehow didn't see this well-orchestrated, complex plan coming, and though revelations in later years suggested we kind of did, we just didn't act on the intelligence we had, in those early, post-attack days, everyone at the top was scrambling to reassure the country that things would be okay, while also worrying that more attacks from someone, somewhere, might be impending.So the President signed a bunch of go-aheads that typically wouldn't have been signed, and the government gave a lot of power to the NSA to amalgamate the resulting intelligence data in ways that also wouldn't have previously been okay'd, but that, in those unusual circumstances, were considered to be not just acceptable, but desirable and necessary.This jumble of intelligence service activities, approved by the president and delegated to the NSA, became known as the President's Surveillance Program, and they were kept secret, in part because of how unprecedented they were, and in part because those in charge didn't want to risk their opposition—those they knew about, like Al Qaeda, but also those that might be waiting in the wings to attack the US while it was perceptually weakened and vulnerable—they didn't want to risk those entities knowing what they were doing, what they knew about, how they were collecting data, and so on.The info that was gleaned via these programs was compiled and stored in an SCI, which stands for Sensitive Compartment Information, and which refers to a type of document control system, a bit like Top Secret or Classified, in that it allows those running it to set what level of access people must have to view, process, use, or even discuss its contents, and this particular SCI was codenamed STELLARWIND.Among other activities, the programs feeding data into the Stellarwind SCI mined huge databases of email and phone communications, alongside web-browsing and financial activities; all sorts of tracking information that's collected by various components of intelligence, law enforcement, and other government and government-adjacent services were tapped and harvested.All of this data was then funneled into this one program, and though the degree to which this much information is useful up for debate, because having a slew of data doesn't mean that data is organized in useful ways, in 2004 the US Justice Department discovered that the NSA was not just collecting this sort of data when it was connected to foreign entities or entities that have been connected to terrorism, it was also collecting it from sources and people, including just average everyday Americans and small businesses that were doing no terrorism at all, and which had no links to terrorism, and it was doing so on American soil.After this discovery, then-President Bush said, well, the NSA is allowed to do that, that's fine, but they can only look at collected metadata related to terrorism—so they can collect whatever they want, sweep up gobs of information, file-away whatever drifts into their expansive and undifferentiating nets, but they're not allowed to look at and use anything not related to terrorism; and with that clarification to keep the Justice Department from doing anything that might hinder the program, the president reauthorized it that same year, 2004.There was disagreement within the government about the legality of all this, some entities saying that warrantless wiretapping of American citizens was illegal, even if the collected data was supposedly unusable unless some kind of terrorism connection could be ginned up to justify it. But those in charge ultimately decided that it would be irresponsible not to use these wiretapping powers the NSA wielded to protect American lives, and even said that Congress had no power to stop them from doing so, because it fell within their wheelhouse, that of defense against potential future foreign attack.All of the President's Surveillance Programs officially expired on February 1 of 2007, but new legislation that same year, and more in 2008, extended some of these activities, all with the justification of protecting the US from future terrorist attacks, and in 2009, a report published by the Inspectors General of the country's intelligence agencies found, in essence, that the now-retired President's Surveillance Program went way beyond what was allowed, in

Apr 23, 202417 min

Presidential Immunity

This week we talk about diplomatic immunity, Trump’s court cases, and the Supreme Court.We also discuss Nixon, Clinton, and the US Constitution.Recommended Book: My upcoming book, How To Turn 39 (https://books2read.com/htt39), which is available for pre-order today :)TranscriptThere's a concept in international law—diplomatic immunity—that says, in essence, certain government officials should be immune from the laws of foreign countries, including those within which they're operating.This is a very old concept, based on similar rights that were granted to envoys and messengers back in the oldest documented periods of human civilizations.The idea is that if different cultures, whether organized into tribes or kingdoms or nation states, are going to be able to deal with each other, they need to maintain open and reliable means of communication. Thus, the folks tasked with carrying messages between leaders of these different groups would need to be fairly confident that they wouldn't be hassled or attacked or prosecuted by the people they were bringing those messages to, and whose messages they were bringing back to their own leaders.Such representatives have at times been imprisoned or killed by their hosts, but this is relatively rare, because any governing body that treated ambassadors from other cultures in this way would have trouble dealing with anyone outside their current legal sway, and that would in turn mean less trade, less reliable peace, and less opportunity to generally cross-pollinate with cultures they might benefit from cross-pollinating with.As a general rule, at least in the modern iteration of diplomatic immunity, folks operating under the auspices of this policy can still be punished for their misdeeds, it's just that they'll generally be declared persona non grata, expelled from the country where they did something wrong, rather than punished under that country's laws.In some rare instances a country hosting a misbehaving or criminal ambassador or other diplomat might ask that person's home country to waive their immunity, basically saying, look, this person killed someone or got drunk and drove recklessly through our capitol city's downtown, we'd like to try them in our courts, and it may be that the government running that misbehaving person's home country says, okay, yeah, that's messed up, you go ahead; but usually—even if that person has done something truly reprehensible—they'll instead say, no, sorry, we'll pull them back and they won't be allowed to return to your country or serve as an ambassador anywhere else, because they've shown themselves to be unreliable, and we might even try them in a court here, in their home country, but we can't allow our people, no matter what they do, to fall under the legal jurisdiction of some other nation, because that would set a bad precedent, and it may make people wary of working for us in this capacity in the future—surely you understand.There are tiers of diplomatic immunity, depending on the seniority of the diplomat or other representative in question, and the Congress of Vienna of the early 1800s charted out the basis for how these things work, in much detail, formalizing a lot of what was already in the ether back then, and creating an outline that was then further formalized in 1961's Vienna Convention on Diplomatic Relations, which has been almost universally ratified and respected, though of course there's been a lot of grey area in terms of what harassment of a representative, which is a no-no according to this convention, entails, and to what degree it can be proven, and thus punished, if violated.We saw a lot of grey area utility during the height of the Cold War in particular, in part because many diplomats were moonlighting as spies, which is still true today, though it was even more overt and worrisome to their host countries, back then, so harassment, kidnappings, even assassinations of diplomats were more common then, than today, though they were still almost universally done covertly so that no one seemed to be violating these nearly universally accepted terms.What I'd like to talk about today is another type of legal immunity—in this case, Presidential Immunity in the US—and why this type of immunity is at the center of former US President Trump's ongoing legal cases.—In the United States, many politicians and high-level appointees enjoy some of the immunity-related privileges in their own country that diplomats of various stripes have traditionally enjoyed elsewhere.Most of these figures are only protected by this immunity under very specific circumstances, though, not universally.Judges, while doing court-related, judge-work, for instance, have absolute civil immunity—so a judge who falls afoul of the law in the course of their duty as a judge, doing judge-things, will tend to get away with whatever it is they did wrong, though this won't generally apply to non-judge things they do during that same periodSo a judge would

Apr 16, 202420 min

XZ Utils Hack

This week we talk about Linux, backdoors, and the Open Source community.We also discuss CPU usage, state-backed hackers, and SSH.Recommended Book: The Underworld by Susan CaseyTranscriptIn the world of computers, a "backdoor" is a means of accessing a device or piece of software via an alternative entry point that allows one to bypass typical security measures and often, though not always, to do so in a subtle, undetected and maybe even undetectable manner.While backdoors can be built into hardware and software systems by the companies that make those devices and apps and bits of internet architecture, and while some governments and agencies, including the Chinese government, and allegedly folks at the NSA, have at times installed backdoors in relevant hardware and software for surveillance purposes, backdoors are generally the domain of tech-oriented criminals of various stripes, most of whom make use of vulnerabilities that are baked into their targets in order to gain access, and then while inside the administration components of a system, they write some code or find some kind of management lever meant to give the company or other entity behind the target access for non-criminal, repair and security purposes, and that then allows them to continue to gain access in the future; like using a rock to prop open a door.Concerns over a backdoor being installed in vital systems is fundamental to why the US and European governments have been so hesitant to allow Chinese-made 5G hardware into their wireless communication systems: there's a chance that, with the aid, or perhaps just at the prodding of the Chinese government, such hardware, or the software it utilizes, could contain a Trojan or other packet of code, hidden from view and hardcoded into the devices in some covert manner; these devices could also harbor even smaller devices, indistinguishable from hardware that's meat to be there, that would allow them to do the same via more tangible means.Though there were almost certainly other economic and technology-dominance reasons for the clampdown on products made by Chinese tech company Huawei beginning in earnest in 2012, and escalating rapidly during the US Trump administration, that process was at least ostensibly tied to worries that a Chinese company, prone to spying and stealing foreign tech, already, might incorporate itself into fundamental global communication infrastructure.It was underpricing everybody else, offering whizbang new high-end 5G technology at a discount, and supposedly, if the accusations are true, at least, doing so as part of a bigger plan to tap into all sorts of vital aspects of these systems, giving them unparalleled access to all communications, basically, but also giving them the ability, supposedly, to shut down those systems with the press of a button in the event that China wants or needs to do so at some point, if they ever decide to invade Taiwan, for instance, and want to distract the Western world until that invasion is complete, or just make rallying a defense a lot more difficult.Other, confirmed and successfully deployed backdoors have been found in all sorts of products, ranging from counterfeit Cisco network products, like routers and modems, some of which were installed in military and government facilities back in 2008 before they were recognized for what they were, to Microsoft software, Wordpress plugins, and a brand of terminals that manage the data sent along fiber-optic cables, mostly for high-speed internet purposes.Again, in some cases, the entities making these products sometimes do install what are literally or essentially backdoors in their hardware and software because it allows them to, for instance, help their customers retrieve lost passwords, fix issues, install security updates, and so on.But backdoors of any shape or size are considered to be major security vulnerabilities, as stealing a password or getting access to a vital terminal could then grant someone with bad intentions access to absolutely everything, giving them god-like control over all aspects of a customer's information and operations, or maybe all of the company's customer's information and operations, and that creates a single point of failure that most companies want to avoid, because at a certain point there's no real way to prevent a truly determined and well-funded foe if they know the payout for investing in accessing that terminal or getting that password would be that substantial.What I'd like to talk about today is a long-term effort to do exactly that, the target, in this case, being small, but the potential payoff of backdooring it being pretty much as big as you can imagine.—XZ Utils is the name of an Open Source data compression utility, which means that it squishes data in such a way that no information is lost, but so that big files and other packets of information become smaller, and that makes it faster and easier and cheaper to send that data from place to place.XZ

Apr 9, 202419 min

Cocoa Shortage

This week we talk about cacao, plantations, and bean-to-bar chocolate.We also discuss black pod disease, swollen shoot virus, and seed pod currency.Recommended Book: The City & The City by China MiévilleTranscriptThe cocoa bean, also called "cacao," is a seed derived from the cocoa tree, which is native to the Amazon Rainforest in South America.More than 5,000 years ago, near present day Ecuador, the Mayo-Chinchipe culture domesticated and cultivated this tree, which then found its way north into Mesoamerica—so parts of Central America, and modern day Mexico—and that's where we actually thought it came from until a handful of years ago, when new research pushed the initial domestication date back by about 1,500 years, tracking its path down into Ecuador by identifying cocoa residue on pottery from that time period down in that region.But way back then, it's thought that the pulp of this seed was used primarily to create an alcoholic beverage that was fermented to about the same alcohol percentage as a consumer-grade, modern day beer—just over 5%—and because of that utility in making this popular beverage, it was used as a currency in some parts of South and Central America.It's worth noting, too, that this tree and its seed would have originally been called kakawa, which was then turned into an Aztec derivative word much later, cacauatl, which then became cacao, when the Spanish colonized the region, and cacao then became cocoa when introduced to English-speaking parts of the world—and that variation of the word took over in the age of post-WWII globalization, due in large part to the popularization of chocolate products from English-speaking countries like the US and the UK, cacao only recently being reintroduced on that scale to differentiate more expensive cocoa products from those that have become mainstream.Also worth noting is that in addition to being used to produce a popular alcoholic beverage way back in the day, the cocoa bean was also turned into a kind of frothy spiced drink by Aztec royalty and other higher-ups in this part of the world, and that drink was enjoyed by high-born members of society for several thousand years, the beverage used in all sorts of rituals.And to make it, cocoa was whipped together with vanilla and other spices and sweeteners to produce something akin to a sort of hot chocolate the modern person would recognize, though leaning a lot more into those spices than most modern chocolates, rather than sugars and fats.This wasn't a widely available thing in most areas, and it probably wasn't the main end-product for most cocoa beans for most of history, as that alcoholic drink and its many derivatives were a lot more broadly available and widely disseminated.That said, different groups, across this region and across time, including the Maya and the Olmecs, had their own variations of this hot cocoa-like drink, and there's even an Aztec story that Quetzalcoatl was outcast by the other gods in their pantheon for sharing chocolate with humans, and some regional experts have speculated that the ritual of extracting the hearts from human sacrifices in the Aztec empire might be connected to the process of extracting the cocoa pulp from the cocoa bean seed pod when producing this beverage; though that's pretty speculative.The Aztecs came later than a lot of the other cultures in this region that partook in chocolate-related rituals and made cocoa-related goods, so that's likely part of why their rituals surrounding this drink were more elaborate than those of their neighbors, contemporary and forebear, but it's likely that the nature of the bean itself, which only grows in a finite region, about 20 degrees north and south of the equator, also had something to do with it.Because of that limited range, the Aztecs couldn't grow cocoa in their territory, and that meant it was always a luxury import for them, which meant—like many luxuries, even today—only the richest members of society could afford it, and that helped them differentiate themselves from the chocolate-less plebeians.This changed somewhat following the arrival of the Europeans in the Americas, when the Spaniards, who were maybe originally introduced to the drink by Montezuma or one of his underlings, brought the drink back home with them, eventually creating a new market for producers, though Europeans were not initially a fan of it, and mostly seemed to indulge because it seemed exotic, but early on they realized that because this bean already served as a unit of currency in many of the areas they were exploring and exploiting, it allowed them to deal with locals in a familiar way: this many cocoa beans for one thing, this many for another—it made negotiations and payment a lot cleaner and clearer, and cocoa beans could be easily transported for trade while also being useful, in a pinch, as a stable source of food while in transit, which compared favorably to other food goods they were bringing back home from their explor

Apr 2, 202424 min

DRC Conflict

This week we talk about the Rwandan genocide, the First and Second Congo Wars, and M23.We also discuss civil wars, proxy conflicts, and resource curses.Recommended Book: Everyday Utopia by Kristen R. GhodseeTranscriptThe Democratic Republic of the Congo, or DRC, was previously known as Zaïre, a name derived from a Portuguese mistranscription of the regional word for "river."It wore that monicker from 1971 until 1997, and this region had a rich history of redesignations before that, having been owned by various local kingdoms, then having been colonized by Europeans, sold to the King of Belgium in 1885, who owned it personally, not as a part of Belgium, which was unusual, until 1908, renaming it for that period the Congo Free State, which was kind of a branding exercise to convince all the Europeans who held territory thereabouts that he was doing philanthropic work, though while he did go to war with local and Arab slavers in the region, he also caused an estimated millions of deaths due to all that conflict, due to starvation and disease and punishments levied against people who failed to produce sufficient volumes of rubber from plantations he built in the region.So all that effort and rebranding also almost bankrupted him, the King of Belgium, because of the difficulties operating in this area, even when you step into it with vast wealth, overwhelming technological and military advantages, and the full backing of a powerful, if distant, nation.After the King's deadly little adventure, the region he held was ceded to the nation of Belgium as a colony, which renamed it the Belgium Congo, and it eventually gained independence from Belgium, alongside many other European colonies around the world, post-WWII, in mid-1960.Almost immediately there was conflict, a bunch of secessionist movements turning into civil wars, and those civil wars were amplified by the meddling of the United States and the Soviet Union, which supported different sides, funding and arming them as they tended to do in proxy conflicts around the world during this portion of the Cold War.This period, which lasted for about 5 years after independence, became known as the Congo Crisis, because government leaders kept being assassinated, different groups kept rising up, being armed, killing off other groups, and then settling in to keep the government from unifying or operating with any sense of security or normalcy.Eventually a man named Mobutu Sese Seko, usually just called Mobutu, launched a real deal coup that succeeded, and he imposed a hardcore military dictatorship on the country—his second coup, actually, but the previous one didn't grant him power, so he tried again a few years later, in 1965, and that one worked—and though he claimed, as many coup-launching military dictators do, that he would stabilize things over the next five years, restoring democracy to the country in the process, that never happened, though claiming he would did earn him the support of the US and other Western governments for the duration, even as he wiped out any government structure that could oppose him, including the position of Prime Minister in 1966, and the institution of Parliament in 1967.In 1971, as I mentioned, he renamed the country Zaïre, nationalized all remaining foreign owned assets in the country, and it took another war, which is now called the First Congo War, to finally unseat him. And this conflict, which began in late-1996, spilled over into neighboring countries, including Sudan and Uganda, and a slew of other nations were involved, including but not limited to Chad, the Central African Republic, Rwanda, Burundi, Angola, Eritrea, South Africa, Zambia, Zimbabwe, Ethiopia, and Tanzania, alongside foreign assistance granted to various sides by France, China, Israel, and covertly, the United States.The conflict kicked off when Rwanda invaded Zaïre, more neighboring states joined in, all of them intending to take out a bunch of rebel groups that the Mobutu government was no longer keeping in line: Mobutu himself having long since fallen ill, and thus lacking the control he once had, but still profiting mightily from outside influences that kept him as a friendly toehold in the region.So these other nations sent military forces into Zaïre to handle these groups, which were causing untold troubles throughout the region, and the long and short of this conflict is that it only lasted a few months, from October 1996 to May 1997, but the destruction and carnage was vast, everyone on both sides partnering up to take out rebels, or in the case of those rebels, to join up against these government militaries, and all of them using the opportunity to also engage in violence against ethnic enemies with whom they had long-simmering beefs.This led to the collapse of Mobutu's government, the country was renamed the Democratic Republic of the Congo when a new government was installed, but very little changed in terms of the reality of how that government func

Mar 26, 202422 min

Bigger Oil

This week we talk about mergers, acquisitions, and the Shale Oil Revolution.We also discuss liquid natural gas, energy diplomacy, and political hypocrisy.Recommended Book: Eversion by Alastair ReynoldsTranscriptFor the sixth year in a row, the United States is the largest oil producer in the world.As of March 2024, it's producing an average of 12.93 million barrels of oil per day, according to the US Energy Information Administration, and it periodically pops above that average for stretches of time, like in December of last year when it managed to average just over 13.3 million barrels per day.That's an absolutely astonishing volume of oil.For context, while Saudi Arabia remains the holder of the world's most substantial spare oil capacity and was the largest oil exporter in 2023, they set aside plans to increase output to 12 million barrels a day back in January, which leaves them about a million barrels a day shy of the expansion target they set in 2020.In 2023, the US produced about 28% more oil than Russia and about 33% more than Saudi Arabia, on average.The US is becoming a huge player in oil exports, too, but it really shines if you look at not just crude oil, but also natural gas liquids and refined petroleum products. In aggregate, in 2023, the United States exported nearly the same volume of these products that both Saudi Arabia and Russia produced, not exported, which is pretty wild.As is the fact that in December of 2023, the US exported about 400 billion more cubic feet of natural gas than it imported; and it imports a lot, and it only started exporting natural gas a few years ago, so that's the figure for an industry that didn't even exist until 2016, and didn't really grow until the 2020s.The US hasn't always been this kind of force in the global oil market. It's long been a consumer of huge quantities of the stuff, but while it produced a decent amount until the late-90s, competing with Russia and trailing Saudi Arabia, though not by much, US production levels dropped substantially beginning in the early 90s, the US becoming a huge importer of fossil fuels, its production levels dipping down to something closer to those of Iran by the mid-2000s; when 9/11 happened in 2001, one of the big concerns was that the US's fundamental reliance on Middle Eastern oil would complicate its military options and hamstring its economy.That all changed, though, with what became known as the Shale Revolution, when the widespread investment in and deployment of hydraulic fracturing, or "fracking" technologies, combined with developments that allowed for horizontal drilling, opened up huge swathes of new oil-rich territories in the US and Canada, making what were previously usable, but incredibly expensive to exploit fossil fuel resources less expensive and easier to tap, and southern US states in particular saw a wave of new and expanded drilling, leading to a surge in the US's production output, and ultimately allowing the US to become the top producer in the world beginning in 2018.The degree to which this has changed things, geopolitically, cannot be overstated, in the US and globally.Stateside, petroleum prices became less tethered to the whims and political motivations of mostly Middle Eastern nations and Russia, which, working together via the OPEC+ oil cartel, were long able to threaten and coerce the US government and its allies in various ways.That remained the case for a while, even after this shale oil boom, as production and export figures weren't optimally aligned. But as this new reality has set in, the US government has been more strategic in how it has stockpiled fossil fuels resources and how it's been willing to use those stockpiles to manage price fluctuations, for itself and its allies, when warranted.This has also been important for manufacturing, shipping, and other energy-hungry aspects of the US economy, and it has stoked booms in all sorts of consumer-facing industries, alongside the deployment of power-hungry infrastructure like new power plants and data centers.Globally, this increased production has allowed the US to become a player in energy diplomacy, exporting fuel to allies that needed it because of disasters or foreign meddling, and recently, the US has taken this up a notch by bolstering Europe's energy supplies in the wake of Russia's invasion of Ukraine—an invasion that led to sanctions from the EU against Russia, those sanctions arriving more slowly than they might have otherwise arrived because of concerns that Russia's stranglehold on much of the bloc's energy resources might turn into a chokehold, hobbling their economies, military preparedness, and civilian support for the sanctions, because people would be paying extreme prices for ever-shrinking volumes of energy.In the decades leading up to that invasion, many European nations, especially Germany, completely recalibrated their economies so they could profit from Russian fuel, so the fear that those fuel supplies woul

Mar 19, 202424 min

Ukraine War Update (Early 2024)

This week we talk about foreign aid, brain drain, and long-term economic consequences.We also discuss the Rasputitsa, counteroffensives, and strategic rethinks.Recommended Book: The Kaiju Preservation Society by John ScalziTranscriptWe've done this a few times before, but it's been a while since I've done a real update on Russia's full-scale invasion of Ukraine—September of last year, I think, was the last one, a bonus episode on the topic—and a fair bit has happened since then, even if a lot of these happenings have been overshadowed by other conflicts, most especially the invasion of Gaza by Israel following the attacks on Israel by Gaza-based Hamas.But before diving into what's been happening, recently, in Ukraine, let's walk through a quick summary of events up till this point.In early 2014, Ukraine's people rose up against their Russia-aligned government in what became known as the Maidan Revolution or Revolution of Dignity.This was a long time coming, by many estimates, because of changes that had been made to the country's constitution and government since a decade previous, most of those changes orienting Ukraine more toward Russia's sphere of influence, authoritarian policies, and various sorts of corruption at the top, and the protests that led to this revolution began in November of 2013 before culminating in February the following year, which led to the toppling of the government, the creation of a new, interim government, the president fleeing to Russia, and new elections that kicked off a period of decoupling from Russian influence.This was not well received in Russia, which has long seen Ukraine as being under its sway, if not belonging to Russia, outright, Ukraine serving as a large, friendly buffer between it and Europe, so Russian forces were send in, the flags and other identifiers on their fatigues removed, to support separatists in the eastern portion of Ukraine.This sparked what became known as the Donbas War, which periodically flared up and sometimes merely simmered, but continued from when it began in February of 2014 all the way up to Russia's more formal invasion of Ukraine on February 24, 2022, following several months of buildup along the countries' shared border.Against the odds and most analysts' assumptions, Ukraine managed to fend off Russia's initial assault, Russia managing to capture some territory, but not the capital city, Kyiv, and thus it wasn't able to decapitate the Ukrainian government and replace it with folks who would be loyal to Russia, as was apparently planned.Russia's stated plans changed several times over the next few years, as their assaults continued to falter in the face of stiffer than expected resistance, and eventually the so-called "special military operation" in Ukraine became a more overt, full-on war, complete with forced conscriptions, massive loss of life, the demolition of infrastructure and entire towns, and a recalibration of the global order, new alliances popping up, others being challenged, and everyone, to some degree at least, being sorted into categories based on who they support, who they don't, and who they are willing to tolerate despite not supporting—that latter category consisting mostly of less-aligned nations like Brazil and India, which have done pretty well for themselves, economically, staying somewhat neutral and aloof from this conflict, and thus continuing to deal with both the Western alliance supporting Ukraine, and the comparably small team of opposing nations, including China, North Korea, and Iran, all of which back Russia to varying degrees.In September of 2023, when I did the last update episode on this conflict, the state of play was largely defined by drone-based harassment of soldiers and infrastructure, like energy sources and bridges, by both sides against the other, Ukraine's flagging counteroffensive against Russia, which started out pretty good, but then ran intro trouble, seemingly due to sturdy Russian defenses that had been built around the portion of Ukraine they'd captured, the arrival of the "Rasputitsa" muddy season, which makes movement difficult in the region, and discussions about whether the US would provide longer-range artillery to Ukrainian forces, as Russia was comfortably settled-in, lobbing endless missiles and drones at Ukrainian forces and civilians, so longer-range munitions would help Ukraine counter that advantage, but there were concerns that this could lead to more attacks by Ukraine against Russian targets within Russia, which—because they would be using US weaponry—could help Russia justify expanding the war, which could, in turn, lead to WWIII, nuclear deployments, and the end of the world.There was also discussion about whether the US should keep sending tens of billions of dollars to Ukraine, with Republicans mostly saying it wasn't okay, and some European leaders, especially those in Hungary, saying the same, while essentially everyone else said we need to keep Ukraine stocked

Mar 12, 202420 min

LockBit

This week we talk about virtual reality, the Meta Quest, and the Apple Vision Pro.We also discuss augmented reality, Magic Leap, and the iPhone.Recommended Book: Daemon by Daniel SuarezTranscriptRansomware is a sub-type of malware, which is malicious software that prevents its victim from accessing their data.So that might mean keeping them from logging into their cloud storage, but it might also mean encrypting their data so that there's no way to access it, ever again, unless they have the necessary decryptor, which is a piece of software or sometimes just a key that allows for the decryption of that encrypted, that locked-down data.The specifics of all this, though, are often less important than the practical reality of it.If you're attacked by a ransomware gang or hacker, your stuff, maybe your personal files, maybe your business files, all your customer information, your valuable trade secrets, anything that's stored digitally, might be completely inaccessible to you, and possibly even prone to deletion, though that might not even be necessary since strong encryption is essentially the same thing as deletion, for most intents and purposes; but all that data is gone, held hostage until and unless you pay some kind of ransom to the person or group that encrypted it, and which holds the key to its decryption.Most ransomware software is transmitted to its victims' computers via a trojan, which is a kind of malware that seems like real-deal software that you actually want or need to install, and folks are generally tricked into downloading and installing it because of that presumed legitimacy.So maybe you receive what looks like a software update for a tool you use at work, and it turns out the update was faked and what you installed was actually a trojan that installed malware on your computer, and consequently on your network, instead.Or maybe you pirated some software, and alongside the fake copy of Photoshop you installed, a trojan also carried another snippet of code that then, in the background, when your computer was hooked up to the internet, downloaded malware that looked for private data and encrypted it.At some point after ransomware is delivered and installed, your data successfully encrypted and inaccessible, you'll receive the ransom demand.For a while this was kind of an ad hoc thing, in some cases targeting people randomly on early internet usenet groups, in others big companies and other wealthy entities being specifically targeted and then ransomware teams calling or emailing or texting them directly, because they knew who they were hitting.In recent years, this has become a more distributed and mainstream effort, akin to an, organized business, and that mainstreamification was partially enabled by the dawn of crypto-currencies like Bitcoin, which allow for relatively anonymous transactions with strangers, and the development of ransomware that is self-contained, in that it can install itself, find the right, valuable files, and then demand a ransom from its victim, providing that victim with the proper bitcoin wallet or other crypto-banking system into which they need to deposit a fixed amount of money in that less-trackable digital currency.The software can then, still autonomously, either decrypt the files once the ransom is paid, or delete the files, killing them off forever, if the ransom isn't paid by an established deadline.Other variations on this theme exist, and some ransomware doesn't use encryption as a motivator to pay, but instead locks down users' machines, displays some kind of demand for money, purporting to be a government agency (or lying about having encrypted or stolen something of value), or it threatens to install illegal pornographic images of minors on the victims' machine if they don't pay the ransom.By far the most popular approach to ransomware, today, though, is encryption-based, and recent evolutions in the business model backing ransomware has escalated its use, especially what's become known as ransomware-as-a-service, which was popularized by a Russian hacker group calling itself REvil that started using it against a variety of targets, globally, to devastating and profitable effect.What I'd like to talk about today is another group that has made successful use of this business model, and a recent investigation into and operation against that group.—First observed by cybersecurity entities in 2019, LockBit quickly became one of the most prolific and effective ransomware-as-a-service providers in the world, their offering, a product called LockBit 2.0, representing the most-used ransomware variant globally in 2022, accounting for something like 23% of all ransomware attacks in the US in 2023, and around 44% of all such attacks globally.According to the FBI, LockBit has been used to launch around 1,700 ransomware attacks in the US since 2020, and according to the US Cybersecurity and Infrastructure Security Agency, about $91 million worth of ransoms were paid

Mar 5, 202415 min

Japan's Economy

This week we talk about the Meiji Revolution, shoguns, and the Lost Decade.We also discuss NVIDIA, economic bubbles, and the Tokyo Stock Exchange.Recommended Book: The Blue Machine by Helen CzerskiTranscriptWhat became known as the Meiji Restoration, but which at the time was generally, locally, called the Honorable Restoration, refers to a period of massive and rapid change in Japan following the restoration of practical powers to the country's Emperor.In 1853, the arrival of Commodore Perry and his warships in Japan forced the country to open up trade to the rest of the world, initially with the US but shortly thereafter with other nations, as well. This led to the signing of a series of treaties that were heavily slanted in favor of those other nations, at Japan's expense, and the Meiji Restoration was a consequence of those humiliating treaties, which were essentially forced and enforced by military might, not because Japan wanted anything to do with these foreign entities and their money and goods.So in the 1860s, some reformist political leaders in Japan started to support the Emperor, who had become something of a ceremonial figure in recent generations, during the country's multi-century seclusion from the rest of the world, and this, among other things, led to a decision by those in charge, who now had more power at their disposal, to shift from a feudal society into an industrialized one.There was a fair bit of tumult and internal conflict during this period, but the eventual upside was the re-centralization of the country and its land and other assets under the Emperor, away from the shoguns who had been running their own pseudo-countries within Japan for a long while, alongside an order that the country would do a complete 180, no longer isolating itself and eschewing anything foreign, instead seeking knowledge far and wide, wherever it originates, sending folks around the world to discover whatever they can, and to then bring that understanding back to Japan, to strengthen this new iteration of the nation.By the end of the 19th century, industrialization was the name of the game in Japan, and those in charge had successfully encouraged civilians to bolster the economy by tying its success to the country's military success.Other governments were happy to play into this transition, as it meant enriching themselves, as well, creating a new, modernizing trade partner that they could exploit but also invest in, and this led to a doubling-down on rapid modernization by the the government, including the culling and destruction of traditional practices, landmarks, and social classes, which wasn't popular amongst the nation's many samurai and other previously celebrated and upper-class people, but it did help the government further centralize power and influence, and reorient things toward economic success and away from a more feudal style of distributed military-backed fiefdoms.This allowed Japan to become the first non-Western great power, and it's what allowed them to grow to the point that they could take on half the world in World War II, expanding their control throughout Asia and across the Pacific.Because Japan suffered relatively less from the Great Depression than most Western nations, it was also in a pretty good spot compared to the countries that would become its opponents in WWII leading up to the conflict, and its GDP growth in the 1920s and 30s is part of what allowed it to expand so rapidly across Southeast Asia, grabbing a lot of Chinese territory and turning much of the region, including parts of the Philippines, Burma, Malaya, and Thailand into plantation-like colonies.The war and post-war periods, though, were a lot less great for Japan, as essentially all the economic gains it made during the Meiji Restoration were lost, their manufacturing capacity wiped out, their infrastructure destroyed, their population numbers depleted, and their civilians psychologically scarred by the drawn-out war and its eventual arrival on their doorstep.Japan lost its colonies, and as tends to be the case with post-colonial nations, it had to endure a period of economic recalibration, as it could no longer rely upon cheap labor and commodities from these colonies.It also had to make changes based on the treaties it signed upon its surrender, shifting resources away from its military—which had been a major focus of its entire culture and economy until this point—and moving from an imperial system into a democracy.The country was then occupied for years, and the previous landlord class that owned much of the country's rural territory was dissolved, the land distributed to the tenant farmers that worked it.Huge business conglomerates that were close with the government, and which owned much of the economy for about a century were also broken up, and new laws that encouraged business competition and discouraged monopolistic practices were enacted.After Japan's manufacturing capacity was restored and people

Feb 27, 202418 min

Spacial Computing

This week we talk about virtual reality, the Meta Quest, and the Apple Vision Pro.We also discuss augmented reality, Magic Leap, and the iPhone.Recommended Book: Extremely Online by Taylor LorenzTranscriptThe term spacial computing seems to have been coined in the mid-1980s within the field of geographic information systems, or GIS, which focuses on using digital technology to mess with geographic data in a variety of hopefully useful ways.So if you were to import a bunch of maps and GPS coordinates and the locations of buildings and parks and such into a database, and then make that database searchable, plotting its points onto a digital map in an app, making something like Google Maps, that would be a practical utility of GIS research and development.The term spacial computing refers to pulling computer-based engagement into physical spaces, allowing us to plot and use information in the real world, rather than relegating that information to flat screens like computers and smartphones.This could be useful, it was posited, back in the early days of the term, as it would theoretically allow us to map out and see, with deep accuracy and specificity, how a proposed building would look on a particular street corner when finished, and how it would feel to walk through a house we're thinking of building, when all we have available is blueprints.This seemed like it would be a killer application for all sorts of architectural, urban planning, and location intelligence purposes, and that meant it might someday be applicable to everyone from security services to construction workers to doctors and health researchers who are trying to figure out where a pandemic originated.In the 1990s, though, the embryonic field of virtual reality started to become a thing, moving from research labs owned by schools and military contractors out into the real world, increasingly flogged as the next big consumer technology, useful for all sorts of practical, but also entertainment purposes, like watching movies and playing games.During this period, VR began to serve as a stand-in for where technology was headed, and it was dropped into movies and other sorts of speculative fiction to illustrate the evolution of tech, and how the world might evolve as a consequence of that evolution, more of our lives lived within digital versions of the world, rather than in the world itself.As a result of that popularity, especially throughout pop culture, VR overtook spacial computing as the term of art typically used to discuss this type of computational application, though the latter term also encompassed use-cases that weren't generally covered by VR, like the ability to engage with one's environment while using the requisite headsets, and the consequent capacity to use this technology out in the world, rather than exclusively at home or in the office, replicating the real world in that confined space.The term augment reality, or AR, is generally used to refer to that other spacial computing use-case: projecting an overlay, basically, on the real world, generally using a VR-like headset or goggles or glasses to either display information onto lenses the user looks through, or serving the user video footage that is altered to include that data, rather than attempting to project the same over the real thing; the latter case more like virtual reality because users are viewing entirely digital feeds, but like AR in that those feeds include live video from the world around them.A slew of productized spacial computing products have made it to the consumer market over the past few decades, including Microsoft's HoloLens, which is an augmented-reality headset, Google's Glass, which projects information onto a tiny screen in the corner of the the user's eyeline, and Magic Leap's self-named 1 and 2 devices, which are similar to the HoloLens.All three of these products have had trouble making much of a dent in the market, though, and Magic Leap is in the process of retiring its first headset, though it's reportedly partnering with Meta on a new device sometime soon, Microsoft has mostly pivoted to working with companies and agencies rather than selling to consumers, though future versions of their headsets might revert back to their original intended customer base, and Google Glass was retired in 2015, replaced by enterprise editions (sold to businesses and agencies) from that point forward, though those enterprise editions were also halted in 2023.What I'd like to talk about today is the current status of this space, which is being shaken up by two big, global players and their products: Meta with their Quest line of spacial computing devices, and Apple with it's new Apple Vision Pro.—In 2014, the company that was at the time known as Facebook, but which is now called Meta bought a virtual reality company called Oculus for about $2 billion.Oculus made a popular VR device, popular for VR devices in 2014, at least, that was only ever released as a developme

Feb 20, 202419 min

News Media Collapse

This week we talk about The Messenger, ads, and generative AI.We also discuss search engines, algorithms, and Semafor’s new curation tool.Recommended Book: The Coming Wave by Mustafa SuleymanTranscriptThere was a piece published on McSweeney's, a humorous, often satirical writing site, recently, entitled "Our Digital Media Platform Will Revolutionize News and Is Also Shutting Down," written by Devin Wallace, that includes gems, ostensibly from an announcement by some kind of new media business, like this one:"Our new digital media platform is changing the way people consume content. We’re a one-stop-shop location for breaking news, long-form journalism, and in-depth art criticism. We’re also currently shutting down without any notice whatsoever."It goes on to say:"Mainstream media will try to shut us down, but they’ll never succeed since we already shut down at 3 a.m. with absolutely no warning to our readers or even our employees."This piece is a completely unveiled criticism of The Messenger, a news-focused digital media company that launched in May of 2023 and was dissolved on January 31, 2024, about 8 months after its founding.It was started by 70-something Jimmy Finkelstein, the former owner of The Hill, a DC-based politics and policy-oriented publication he bought in 2012, which was then acquired by another media company in 2021, who said he wanted to start The Messenger for legacy purposes, and which he raised $50 million to fund, before scooping up the assets of another new online media company, Grid News, and hiring a bunch of well-known writers and journalists from other publications, promising higher-than-usual for the industry wages for the 150 employees it hired for its launch, and that number was doubled to around 300 within a handful of months.The Messenger was then unceremoniously shut down, the company's staff learning about its collapse and their layoffs from other publications reporting on the matter, many of them suspecting a closure, though, when their Slack conversations were suddenly shut down and their connections to the company, company emails, insurance, and the like, all stopped functioning or simply shut them out.Company leadership, including Finkelstein, had bragged that The Messenger would defy the slow-motion collapse the rest of the news media world was experiencing, with few exceptions, because it would expand aggressively and publish constantly, increasing employment to 750 people and earning $100 million in annual revenue on the back of 100 million unique monthly visitors by 2024.That...did not happen. It did achieve 100,000 unique daily visitors shortly after launching, but it was only able to earn about $3 million in total revenue by the waning days of 2023, and it burned through cash faster than its competitors.That $50 million in funding had dropped to around $1.8 million in the bank from May to December of 2023, and the sudden closure seemed to be an effort by company leadership to cut their losses, though the explosion of activity and sum of money invested, followed by such a rapid decline and disappearance has earned The Messenger and those involved in its sudden shut-down the reputation for having invested in one of the most spectacular collapses in online news media history.What I'd like to talk about today is the broader online news media industry, the challenges this industry faces, and how those challenges are shaping what's happening now and what's likely to happen next.—Explanations for The Messenger's rapid and explosive demise are rampant, but some of the most popular orient around Finkelstein's apparently outdated ideas about how to run a news publication, his reportedly bad attitude and horrible relationships with upper-management and other underlings (alongside his reported homophobia and misogyny, which may have amplified those issues), a lack of effort or capability within the ad sales team, which by some indications barely existed, the wasted money spent on Grid News, which was apparently doing some interesting things, but which was almost immediately shut down, killing its brand equity and losing its talented staff, and the incredible amount of bias Finkelstein injected into the publication, despite his claims that he was aiming for something more in the middle for folks who were sick of ideological bias.It's also been claimed that talented journalists were forced to work in content-farm conditions, churning out dozens of click-bait calibre stories a day, and that Finkelstein and his cronies were basically accustomed to failing-up their entire lives, and thus were caught off guard when their out of touch, but to them brilliant assessment of what was going wrong in the news media world, today, proved to be not just wrong, but company destroyingly wrong—and that then led to a frantic attempt to merge with the LA Times, which was also spiraling, that was destined to fail, and a series of other smaller decisions that TV editor and culture writer Liam Mat

Feb 13, 202415 min

Autoimmune Disease Therapies

This week we talk about CAR Ts, lupus, and antigen-presenting cells.We also discuss Hashimoto’s, potential cures, and allergies.Recommended Book: The Avoidable War by Kevin RuddTranscriptChimeric antigen receptors, usually shorthanded as CARs, are a type of protein structure that receives and transmits signals within biological systems.The term "CAR T cell" refers to chimeric antigen receptors that have been altered so that these structures can give T cells, which are a component of the human body's immune system, attacking stuff that our immune systems identify as being foreign or otherwise potentially harmful, it gives these T cells the ability to target specific antigens, rather than responding in a general sense to anything that seems broadly off.So while T cells are generally deployed en masse to tackle all sorts of issues all throughout our bodies all the time, CAR T cells can tell them, hey, see this specific thing? This one thing I'm pointing at? Go kill that thing. And then they do.The potential to use CAR Ts for T cell-aiming purposes started to pop up in scientific literature in the late-1980s and early-1990s, and in the mid-90s there was a clinical trial testing the theory that T cells could be guided in this way to targeted cells throughout the body that are infected with HIV.That clinical trial failed, as did tests using CAR T approaches to sic T cells on solid tumors; there just didn't seem to be enough persistence in the T cells, in their targeting, to do much good in this regard.Second-generation CARs improved upon that original model, and that led to tests with more follow-through, better focus for those guided T cells, basically, and that improved their capacity to clear solid tumors in tests.By the early 2010s, researchers were able to completely clear solid cancers from patients, leading to complete remissions in some of them, though those patients were also treated with more conventional therapies beforehand.These new approaches led to the first two FDA-approved CAR T cell treatments in the US in 2017, for a type of leukemia and a type of lymphoma.As of late-2023, there were six such treatments approved for use by the FDA, most of them leveraged only for cancer patients who didn't respond well to conventional treatments, or who continued to relapse after several rounds of cancer therapy. It's a last line of defense, at this point, in part because it's still relatively new, and in part because the current collection of CAR T therapies seem to work best when the cancers have already been weakened by other sorts of attack.What I'd like to talk about today is another potential use for this same general technology and therapy approach that, until recently, was considered to be a really pie-in-the-sky sort of dream, but which is rapidly becoming more thinkable.—There's a theory that essentially all human beings have some kind of immunodeficiency: something that our immune systems don't do well, don't do at all, or don't do in the expected, baseline way.Any one of those immunodeficiency types can result in issues throughout a person's life, ranging from a higher-than-normal susceptibility to specific infections to a tendency to accidentally target healthy cells or biota, which can then result in all sorts of secondary issues for the host of those cells or biota.One especially pernicious and increasingly common issue in this space is what's called autoimmunity, which refers to the tendency of one's immune system to attack one's own cells and tissues and organs.If these autoimmune attacks are substantial and consistent enough, they can cause a disease in the afflicted body components, and diseases caused in this way are called autoimmune diseases.You've almost certainly heard of some of the more common of these diseases:Lupus, for instance, varies in its specifics, but arises when someone's immune system attacks their skin or muscles or joint tissues or components of their nervous system, resulting in an array of problems that has earned this disease the categorization as a "great imitator" condition, because it replicates the symptoms of a slew of other diseases and disorders.Folks with celiac disease experience all sorts of gut issues, primarily centralized in the small intestine, that disallow the comfortable and healthful consumption of gluten, which is present in all sorts of foods and which, if consumed, can cause incredibly uncomfortable and painful side effects, alongside other gut-related problems.Type 1 diabetes is an autoimmune disease, as is multiple sclerosis, rheumatoid arthritis, Addison's disease, Grave's disease, and Hashimoto's thyroiditis, in which one's immune system slowly destroys one's own thyroid, causing all sorts of problems, including, potentially, hypothyroidism and sometimes a rare type of cancer called thyroid lymphoma.All of these issues are associated with a variety of other issues beyond their initial, simplified portfolio of symptoms because our bodies are ecos

Feb 6, 202418 min

AI Impersonation

This week we talk about robo-Biden, fake Swift images, and ElevenLabs.We also discuss copyright, AI George Carlin, and deepfakes.Recommended Book: Debt: The First 5,000 Years by David GraeberTranscriptThe hosts of a podcast called Dudesy are facing a lawsuit after they made a video that seems to show the late comedian George Carlin performing a new routine.The duo claimed they created the video using AI tools, training an algorithm on five decades-worth of Carlin's material in order to generate a likeness of his face and body and voice, and his jokes; they claimed everything in this video, which they called "George Carlin: I'm Glad I'm Dead," was the product of AI tools.The lawsuit was filed by Carlin's estate, which alleges these hosts infringed on the copyright they have on Carlin's works, and that the hosts illegally made use of and profited from his name and likeness.They asked that the judge force the Dudesy hosts to pull and destroy the video and its associated audio, and to prevent them from using Carlin's works and likeness and name in the future.After the lawsuit was announced, a spokesperson for Dudesy backtracked on prior claims, saying that the writing in the faux-Carlin routine wasn't written by AI, it was written by one of the human hosts, and thus the claim of copyright violation wasn't legit, because while the jokes may have been inspired by Carlin's work, they weren't generated by software that used his work as raw training materials, as they originally claimed—which arguably could have represented an act of copyright violation.This is an interesting case in part because if the podcasters who created this fake Carlin and fake Carlin routine were to be successfully sued for the use of Carlin's likeness and name, but not for copyright issues related to his work, that would suggest that the main danger faced by AI companies that are gobbling up intellectual property left and right, scraping books and the web and all sorts of video and audio services for raw training materials, is the way in which they're acquiring and using this media, not the use of the media itself.If they could somehow claim their models are inspired by these existing writings and recordings and such, they could then lean on the same argument that their work is basically the same as an author reading a bunch of other author's book, and then writing their own book—which is inspired by those other works, but not, typically anyway, infringing in any legal sense.The caveat offered by the AI used to impersonate Carlin at the beginning of the show is interesting, too, as it said, outright, that it's not Carlin and that it's merely impersonating him like a human comedian doing their best impression of Carlin.In practice, that means listening to all of Carlin's material and mimicking his voice and cadence and inflections and the way he tells stories and builds up to punchlines and everything else; if a human performer were doing an impression of Carlin, they would basically do the same thing, they just probably wouldn't do it as seamlessly as a modern AI system capable of producing jokes and generating images and videos and audio can manage.This raises the question, then, of whether there would be an issue if this AI comedy set wasn't claiming to feature George Carlin: what if they had said it was a show featuring Porge Narlin, instead? Or Fred Robertson? Where is the line drawn, and to what degree does the legal concept of Fair Use, in the US at least, come into play here?What I'd like to talk about today are a few other examples of AI-based imitation that have been in the news lately, and the implications they may have, legally and culturally, and in some cases psychologically, as well.—There's a tech startup called ElevenLabs that's generally considered to be one of the bigger players in the world of AI-based text-to-voice capabilities, including the capacity to mimic a real person's voice.What that means in practice is that for a relatively low monthly fee you can type something into a box and then have one of the company's templated voice personas read that text for you, or you can submit your own audio, creating either a rapidly produced, decent reflection of that voice and having that read your text, or you can submit more audio and have the company take a somewhat more hands-on approach with it, creating a more convincing version of the same for you, which you can then leverage in the future, making that voice say whatever you like.The implications of this sort of tech are broad, and they range from use-cases that are potentially quite useful for people like me—I've been experimenting with these sorts of tools for ages, and I'm looking forward to the day when I can take a week off from recording if I'm sick or just want a break, these tools allowing me to foist my podcasting responsibilities onto my robo-voice-double.In my opinion these tools aren't there yet, not for that purpose, but they're getting better all the time, a

Jan 30, 202418 min

Middle East Conflicts

This week we talk about Operation Iron Swords, October 7, and the International Court of Justice.We also discuss human rights abuses, the Red Sea, and Iran’s influence.Recommended Book: Empire Games by Charles StrossTranscriptIn the early morning of October 7, 2023, the militant wing of Hamas—which is also a political organization that has governed the Gaza Strip territory since 2007, a few years after Israel withdrew from the area and then blockaded it, leading to accusations from international human rights organizations that Israel still occupies the area, even if not officially—but the militant wing of this Sunni Islamist group, Hamas, launched a sneak-attack, in coordination with other islamist groups (a term that in this context usually but not always refers to groups that want to claim territory they can govern in accordance with what they consider to be proper Islamic fashion, usually defined by a fairly extreme interpretation of the religion).This sneak-attack was successful in the sense that it caught seemingly everyone off guard, despite the Israeli military's foreknowledge of this possibility; that foreknowledge only becoming public months after the attack, and the possibility of such an attack dismissed by those who could have prepared for it because it seemed to them to be a sort of pie-in-the-sky aspiration on the part of a group that was disempowered and incapable of putting up any kind of fight beyond periodically launching unsophisticated rockets that could be easily taken out by Israel's Iron Dome anti-missile defense system.So for more than a year the Israeli government had information indicating Hamas was planning some kind of incursion into Israel, but they dismissed it, and by some accounts they had every reason to do so, as Hamas had seemed to be more chill than usual, pulling back on the overt military activity and lacking sufficient support from the Gaza population to attempt even a tenth of what they had blueprinted.Three months before the attack an Israeli signals intelligence analyst raised a red flag on this issue, indicating that Hamas was conducting intense training exercises that seemed to be in line with those pie-in-the-sky plans, but this flag was ignored by those higher up the chain of command, once again.Consequently, when Hamas launched a huge flurry of rockets, around 3,000 by most estimates, sent drones to take out automated machine guns and cameras placed along the border fences between Israel and Gaza, and sent militants through holes in the fence, in on motorcycles, and over barriers using paragliders, Israeli defense forces were caught flat-footed, taking a surprisingly long time to respond to the incursion and failing to protect a military base that housed the defense division responsible for security in Gaza, alongside several other bases, and the around 1,200 people who were killed and around 250 who were taken hostage.Dozens of nations immediately decried Hamas's attack as a terrorist act, many of Israel's neighbors made noises about not liking it, but then blamed Israel's long-standing alleged occupation of Gaza and the West Bank for the attack, and attempts to shore-up defenses, clear out lingering Hamas fighters, and tally the dead and missing began; the numbers and the experiences of those involved were all pretty horrifying.Israel's response, a plan that was designated Operation Iron Swords, arrived alongside a state of emergency for the portions of Israel within about 50 miles or 80 km of its border with Gaza, and the country's prime minister Benjamin Netanyahu announced that the country was at war with Hamas and would destroy them and anyone else who dared to join them.The nation's defense forces were also ordered to shore up its other borders to prevent anyone else from joining on in attacking Israel at a moment in which it might be seen as weak.In the just over 100 days—108 as of the day this episode goes live—everything has changed or been amplified in the Middle East as a consequence of this conflict.Most immediately, the Gaza Strip has been turned into a wasteland by Israel's counterattack, which involved heavy bombardment of what the Israeli military said were confirmed and potential Hamas hideouts, but which included countless civilian homes and businesses and other bits of infrastructure, and Gaza's population has been herded into public spaces and makeshift tents, the majority of them down at the southern end of the territory where Israel told them they would be safe, but which has since, itself, also come under bombardment and ground assault.Something like 25,000 Gazan residents have been confirmed dead by the Palestinian Ministry of Health, 70% of them women and children, around 8,000 more have been reported missing, and around 61,000 have been officially tallied as injured since the counterattack began.Israel has been accused of all sorts of human rights abuses because of this counterattack, has lost a fair bit of the support it garnered in

Jan 23, 202420 min

Ecuador State of Emergency

This week we talk about Bukele, Naboa, and the war on gangs.We also discuss emergency powers, authoritarianism, and the cocaine trade.Recommended Book: Firebreak by Nicole Kornher-StaceTranscriptNayib Bukele is the 43rd president of El Salvador, and he's an unusual leader for the country in that he's young—born in 1981, so just 42 years old, as of the day I'm recording this—and in that he's incredibly popular, having maintained an approval rating of around 90% essentially since he stepped into the presidency back in 2019.He's also unusual, though, for his policies.He has, for instance, made the crypto-asset Bitcoin legal tender in the country, buying up a bunch of them using government funds, developing a crypto wallet for citizens to use for storing and paying for things with their own digital assets, and he even announced the construction of what he called a bitcoin city, which would be built at the base of a volcano and would use geothermal energy to mine bitcoin, which basically means powering a bunch of powerful computers using the energy produced by the geothermal activity in that region.That gamble hasn't turned out as planned—Bitcoin has experienced a resurgence in recent months as some governments have passed somewhat favorable policies, including the SEC's recent decision to allow the sale of Bitcoin ETFs to everyday investors in the US—but he bought into the asset when the prices were high and lost a lot of the government's money on the gamble; it was estimated in late 2023 that El Salvador has lost something like 37% of the money it invested in this way, equivalent to around $45 million; though that's based on external estimates as the country doesn't provide transparent figures on this matter, so it could be more or less than that.Bukele has also caused a stir with his freewheeling approach to politics, which some local and international organizations have labeled authoritarian, as he's shown no compunction about trampling democratic norms in order to get things he wants done, done, and that has included sending soldiers into the Legislative Assembly to pressure them into approving a loan necessary to militarize the National Civil Police force, he and his party booted the Supreme Court's justices and the country's attorney general in an act that has been described as an autogolpe, or self-coup, a move by which the president takes full authoritarian control of his country while in power, he instigated widespread arrests and allowed all sorts of police abuses during the COVID-19 lockdown in 2020, and he and his party have been accused of all manners of corruption—though the attorney general who was investigating twenty such instances of corruption was fired, as I mentioned, so there's no longer any watchdog in the country keeping tabs on him and his cronies as they seemingly grab what they can— and that's led to a shift in the country's corruption perception index ranking, dropping it to 116 out of 180 ranked countries in 2022, with a score of 33 out of 100, higher being better on that latter figure; for comparison, that puts it on equal footing, according to this index's metrics, with Algeria, Angola, Mongolia, the Philippines, Ukraine, and Zambia.All of which is to say, after taking control of El Salvador, Bukele has rapidly reinforced his position, grabbing more of the reins of power for himself and firing or disempowering anyone who might be in the position to challenge the increasingly absolute power he wields.Despite all this, as I mentioned, though, he is incredibly popular, and the primary reason for this popularity seems to be that he has aggressively gone after gangs, and that has apparently dropped the homicide rate in the country precipitously, from around 103 murders per 100,000 people in 2015 down to just 17.6 per 100,000 in 2021; and the government has said it fell still further, down to half that 2021 that number, in 2022.So while there's reason to question the accuracy of some of these numbers, because of the nature of the government providing them, the reality on the ground for many El Salvadorans is apparently different enough, in terms of safety and security and fear, that everyone more or less just tolerates the rapid rise of a 40-something dictator because he's a dictator who is killing or jailing the bad guys who, until he came into power, functioned as a second, even more corrupt and violent government-scale power in the country.This crackdown has come with its own downsides, if you care about human rights anyway, as there are abundant allegations that Bukele's government is using this war against the gangs as an excuse to scoop up political rivals and other folks who might challenge his position, as well—basically, some of the killed and imprisoned people aren't actually gang members, but because of the scale of the operation, this is overshadowed by all the actual gang members who are also arrested.This effort has rapidly earned El Salvador the distinction of having one

Jan 16, 202419 min

Subsidence

This week we talk about the raising of Chicago, Jakarta, and sea level rise.We also discuss groundwater, flooding, and insurance.Recommended Book: Once Upon a Tome by Oliver DarkshireTranscriptIn the mid-19th century, the city of Chicago, its many sidewalks and buildings and other infrastructure, were hoisted using jackscrews, which are kind of like heavy-duty versions of the jacks you might use to lift your car to replace a tire.The impetus for this undertaking, which was substantial and paid for with a combination of city and private funds, was Chicago's persistent drainage issues: the city was located at about the same altitude as neighboring Lake Michigan, and the ground upon which it was constructed was consequently pretty swampy to begin with, but became even more so as all those sidewalks and buildings and other human-made environmental objects were installed, putting downward pressure on that swampy soil, which led to widespread and persistent pools of standing water throughout the city.All this standing water led to the spread of diseases like dysentery and typhoid fever—the sorts of issues that tend to arise when there's opportunity for pathogenic beasties to hang out and spread and come into contact with drinking water sources, not to mention essentially every surface in a city, and in 1854 there was an outbreak of cholera—which is also caused by bacteria getting into peoples' bodies, usually from infected water sources—that killed about 6% of Chicago's total population.So this was an area that was already prone to what's called subsidence—the sinking of land that can be both natural and sparked or amplified by human activity in various ways—and Chicago's development into a city sped up that process, causing it to sink even further, quite rapidly, and that led to a collection of mostly but not exclusively water-related issues, which at this moment in history, the mid-19th century, meant a lot of disease-spread due to insufficient water sanitation efforts and infrastructure, and a very hit-or-miss understanding of the mechanisms of the diseases that were carried by that insufficiently treated water.The first brick building to be hoisted in this way was elevated in January of 1858 and required about 200 jackscrews to lift it six feet and 2 inches higher than its previous altitude, and that kicked-off a period of remarkably rapid and successful elevations throughout the city, including all sorts of huge, heavy, at times quite wide and cumbersome buildings of all heights and material composition, installing elements of the city's new sewage systems around the existing buildings, then covering all that up with soil, pouring or reinstalling roads and sidewalks atop that soil at the new height, and then raising all the buildings, filling the space beneath them with soil as they were slowly cranked up to that new baseline.This wasn't a straightforward effort, and there were several false-starts, initial problems that had to be solved, and quite a few pieces of the old city that either couldn't be elevated, and thus had to be buried and rebuilt, or that were moved to new locations, placed on rollers and shifted to areas, mostly on the outskirts of the city, which kept them aloft without having to raise them using the jackscrew method.Interestingly, some of the elevated buildings, like the Tremont House hotel, continued to function even as they were raised; guests continued to frequent the hotel, and some of them apparently didn't even realize it was in the process of being elevated while they were staying there.This process was largely completed in the 1960s, and much of the city, as it existed at the time, was raised by 4 and 14 feet—and that provided space for the new sewage system that would help with all those water and water-borne illness issues, while also establishing a new baseline altitude for future developments, which would be able to use that same sewer system while also being lifted up high enough that flooding and similar water-adjacent, low-lying land issues wouldn't be a problem most of the time.What I'd like to talk about today is the issue of subsidence in other cities around the world, today, and some of the solutions we're seeing deployed to address it.—The world is packed with sinking cities: a term typically applied to urban centers that are rapidly losing elevation, sinking into the ground due to a combination of natural and human instigated variables.Chicago is a sinking city, as though all that lifting back in the 19th century helped it with both immediate and potential future, sinking-related problems, the Chicago metro area is still primarily built atop clay which contracts as it's heated.This heat-related deformation hasn't always been much of an issue, but as more buildings have been erected and as the shift in our global climate has led to on-average higher temperatures for more of the year, the ground beneath Chicago, and quite a few other cities worldwide, has been slowly b

Jan 9, 202419 min

2024 Elections

This week we talk about Indonesia, South Africa, and geopolitical risks.We also discuss the South China Sea, the US Presidential election, and Potemkin democracy.Recommended Book: The Heat Will Kill You First by Jeff GoodellTranscriptBy many metrics, 2023 was a tumultuous year.In the latter-quarter, in early October, the paramilitary group Hamas launched a sneak-attack on Israel which kicked off a new round of turmoil directly, on the ground, in the Gaza Strip, where Israel launched a hastily organized counterattack, and that's led to a fresh humanitarian crisis in the Strip, as resident Palestinians have been killed in the tens of thousands, as the Israeli military has sought out and tried to get revenge against Hamas fighters and leaders, but it's also upended the region as Egypt has tried to position itself as peacemaker, while also trying to stave-off the possibility of hundreds of thousands of Gazans being pushed across the border into the Sinai Peninsula, and further north Hezbola militants have engaged in an, at this point anyway, relatively low-key shootout with Israel across the Lebanese border, increasing the perceptual likelihood, at least, of a conflict that increases in scope, encapsulating more of Iran's allies and subsidiary groups, and possible even Iran itself.That component of the conflict has also started to impact global trade as the Red Sea—a channel connecting Asia with Europe through the Suez Canal—has been plagued by gunman and drone and missile attacks by Houthi groups in Yemen, which are also supported by Iran and ostensibly launching these attacks in solidarity with those under-siege Palestinians in Gaza.Further north, across the Mediterranean and Black Seas, the conflict between Ukraine and Russia, which kicked-off in earnest when the latter invaded the former in late-February of 2022, continues apace, though the frontlines in the conflict have remained fairly static for the better part of a year, and the two sides have doubled-down on launching missiles and drones at each other, reorienting toward asymmetric attacks on stockpiles and supply chains, alongside attacks on civilian centers meant to psychologically damage the other side, rather than fixating entirely on ground assaults meant to formally claim or reclaim territory.This conflict continues to shape global alliances and eat up gobs of monetary and military resources, as Russia imports weapons and supplies from allies like Iran and China, and Ukraine receives funding from mostly Western nations, though that support could diminish or even largely dry up, soon, depending on the political meanderings of its allies in those countries in the coming months.The drumbeat toward potential conflict in the South China Sea also continues to increase in tempo as the Chinese military upgrades and reorganizes its infrastructure and leadership, and forced accidents between ships in the area—especially but not exclusively between Chinese and Filipino assets—have become more common as both sides have decided to draw a line in the sand, China wanting to maintain a sense of invincibility and inevitability for its expansionary efforts, and the Philippines becoming more confident in its regional alliances, which are solidifying around efforts to prevent growth and influence-expansion on the part of China's military—including its stated intention to bring Taiwan under its control, by force if necessary, sometime in the next handful of years.There's also heightened concern about conflicts and potential conflicts in the Sahel region in northwestern Africa.A series of recent military coups against elected governments have lent this strip of land the nickname "the coup belt," and a handful of military dictatorships that have emerged from these coups have gestured at creating a sort of rough alliance meant to deter opposition from local democracies—many of which are themselves wary of coups within their own borders, and suffering from many of the variables that tend to make coups more likely, like regional terrorist activity from extremist paramilitary groups, and persistent economic and humanitarian issues.These sorts of conflicts and potential conflicts are examples of what are often called geopolitical risks: things that are problems unto themselves, but which might also reverberate outward, causing even more problems secondarily and tertiarily, and not just in their immediate vicinity, but globally—all of which messes with efforts to plan much of anything, because something could pop up to render the assumptions informing those plans moot at the drop of a hat.Economic crises and resource crises are also common sources of geopolitical risk, but 2024 will be historically prone to another common type: that of democratic elections. And some of the record-number of major elections scheduled for 2024 are truly significant, beyond even the normal risks associated with the potential peaceful handover of power.—In 2024, there will be significant election

Jan 2, 202419 min

Essequibo

Note: I’m taking next week off for the new year and to work on my next book—this month’s More Things bonus episodes has thus been moved to this upcoming Thursday, and you’ll see the next LKT episode on January 2!This week we talk about Venezuelan, Guyana, and the British.We also discuss oil deposits, gold, and the Geneva Agreement.Recommended Book: Your Brain on Art: How the Arts Transform Us by Susan Magsamen and Ivy RossTranscriptIn 1581, Dutch colonists arrived in South America, setting up a colony along the northern coast—but that embryonic settlement, called Pomeroon, was wiped out about a decade and a half later by the British; and survivors from Pomeroon then founded a new settlement on the back of an existing but abondoned Portuguese fort, located on an island in the middle of a river, that was an offshoot of the major regional waterway, the Essequibo River—they took over this fort, and then eventually retook Pomeroon from the British, with the help of their allies, the French.The specifics of all this conquering and reconquering aren't terribly important, though: what's important to know is that this settlement was located in a strategic area, globally, because it allowed Europeans to grow incredibly valuable crops, like sugarcane, in an region that was accessible to ocean-traversing vessels, and in a location that was an established crossroads for local trade, which made acquiring local resources a lot easier, and getting workers for these plantations at lot simpler, as well.All of which has meant this region—like many other scattered throughout the world, but especially those with natural ports and located somewhere near the equator—was a somewhat tumultuous, violent place for a long while, in large part because all these Europeans kept popping in to kill and take and build and destroy existing buildings and to fight with each other, while also leaving a lot of dead locals and destroyed local infrastructure and ecosystems in their wake.Following that initial period of back and forth, though, things calmed down a bit, and the Dutch fleshed out their holdings, vastly expanding the scope of their plantations, even to the point—and this was fairly controversial at the time—that they allowed English planters to join them from 1740, onward, which increased the scope of the plantations thereabouts still-further.In February of 1781, some British privateers showed up, captured the main settlements, and then left, and in March of that same year two Royal Navy sloops arrived and did the same, conquering the area for the British Crown until the French showed up, beat the local British forces, and occupied the colony; though a peace deal back in Europe resulted in this colony being handed back to the Dutch in 1783.In 1796 it was reoccupied by the British, the Dutch retook it, holding it from 1802 until 1803, then the British took it again during the Napoleonic Wars, and it became an official British territory in mid-1814.That was the end of that second period of conflicts, as the big, violent rush to claim as much area as possible during the Age of Discovery was beginning to wane, there was a sort of peace, in some aspects of the word, at least, emerging between European powers, and many of these entities were finding they made more money by trading than by fighting with each other all the time.That said, a more fundamental conflict remained in this area, as the Spanish held a neighboring territory, the border between that territory and this one held by the British typically delineated by the Essequibo river.So the Spanish were busy with a series of colonial independence movements when the British rolled up this collection of plantations and habitations on the east side of the Essequibo river, and thus the Spanish didn't really have anything to say on the matter, despite at times having claimed portions of the territory the British were now claiming as their own.And maybe partially because of that distraction on the part of Spain, Britain's new, official maps that were drawn in 1835 showed British Guiana, the name of its new, official territory thereabouts, beginning at the Orinoco River, not the Essequibo, while neighboring Venezuela's maps showed the latter river as the border.When the government of the relatively newfound state of Venezuela, which is what that neighboring Spanish territory became, realized that their neighbor was claiming territory they thought of as their own on their maps, they complained, threatened, and negotiations began, but no compromise was reached and in 1850 the two governments agreed to not occupy the disputed area along their shared border.Less than a decade later, though, gold was discovered in that disputed area, and British settlers almost immediately moved in and started setting up formal mining infrastructure, alongside a company through which they could profit from it.The Venezuelan government continued to complain and attempted to solve the disagreement through arbitrati

Dec 19, 202320 min

Materials Science

This week we talk about stainless steel, DARPA, and GNoME.We also discuss ceramics, DeepMind, and self-driving labs.Recommended Book: Drunk On All Your Strange New Words by Eddie RobsonTranscriptIn a recent episode, I talked a bit about the bronze and copper ages, and how reaching the level of technological know-how so that it's possible to heat metals so you can blend them with other metals, forge them into useful things, and generally work with them in a more fundamental way than is possible if you're simply chipping away at them, bending them with brute strength, and so on, grants you all sorts of additional powers that those cruder methods do not offer.Copper's a pretty basic material to work with, as metals go, in part because of its elemental properties, and in part because it appears in nature, on Earth, in its pure form, so it's not something our ancestors would have had to imagine from whole cloth—they could see it, work with it, and thus, had a pretty good sense of what it was and what it was capable of.Bronze, an alloy of copper—with some amount of tin mixed into the copper to make it more resilient and strong, and thus, useful for many things—was different in that it's not natural and doesn't occur unless we synthetically produce it.Iron is similar to copper in that it's natural, though it's also a lot stronger and thus harder to work with, lacking the metallurgical capacity to melt it down and reshape it in a liquified form, and steel is in this way a bit like bronze in that it's an alloy of iron—iron mixed with carbon—and variations on the theme, like stainless steels, have some amount of chromium blended in with the iron and carbon, alongside nickel, in some cases, which makes it even more complex, and thus essentially impossible to imagine if you're limited to what nature provides you, in terms of practicality, and thus, often at least, your conception of materials-related possibilities.So part of the challenge in attaining mastery over difference materials, including but not limited to metals, is discovering them and having access to the requisite natural resources, like iron and copper, in the first place, but then also, over time, learning that you can manipulate them in various ways, and then over time—often long, long stretches of time, generationally long periods of time in some cases—refining those methods of manipulation until it's possible to do so economically, but also, typically, at some kind of productive scale: allowing you to make enough of the material so you can churn out, for instance, armor and swords made out of it, or if we're talking about ceramic goods, stuff made of clay and silica and carbon, among other substances, scaling-up the process so you can produce more jugs and pots and urns, more food-preservation technologies and clay tablets for writing and bricks for building homes and other structures; and that's alongside the parallel process of simply learning how to capably work with these materials, once a sufficient volume of them becomes available.So while metal and clay are different sorts of substances, they're both materials that we use to make objects—we take basic, earth-derived stuff and reshape it into things that are useful to us in some way, whether that means as a weapon or means of manufacturing things, or as clothing, homes, or objects of beauty—artworks and such.Materials science is a field focused on the many facets of these types of resources, with some practitioners working with existing materials in order to better understand them, others sussing out various means of scaling-up production or iterating upon existing modes of production to make them more economical or sustainable, while still others aim to produce new materials of this kind: in some cases discovering existing-but-rare new materials, in the sense that we haven't discovered them, at least in the scientific sense, before, but often production, in this context, means combining different elements or other raw materials to create new materials.Just like our ancestors figured out how to make stronger, longer-lasting ceramic pots and how to make stainless steal out of iron alloyed with other substances, the contemporary version of that field often means working in laboratories and manufacturing hubs to investigate the blending-potential of various materials, and to then refine successful blends to see if the resulting whatever might have utility that can be exploited for some kind of productive purpose.What I'd like to talk about today is materials science, and how new innovations in the AI realm could push this field into an entirely new, and much faster-moving, paradigm.—As I mentioned in the intro, we've been doing what you might call materials science research and development since our earliest days of civilizational evolution, and almost certainly for quite a long while before that, too, because our deep, deep ancestors were all about making clever use of their environments and the ma

Dec 12, 202322 min

Panama's Copper

This week we talk about renewables, open-pit mines, and the Bronze Age.We also discuss the Cobre mine, First Quantum, and environmentalism.Recommended Book: The Possibility of Life by Jaime GreenTranscriptDepending on whose numbers you use, and where you choose to place your chronological brackets, the Chalcolithic, or Copper Age, began around 5,000 BCE, around 7,000 years ago, with the smelting of copper at high temperatures.The oldest confirmed and dated site relevant to the beginning of this age is in Serbia, though this capability seems to have been developed, independently, at various places around the world within a few thousand years of each other, including China, North America, in the Great Lakes region, and in what is today Pakistan, as well, among other locations.The process of smelting copper that was practiced in Eurasia, in what we might today call Central or Eastern Europe and Western Asia, slowly moved the continent out of the Neolithic period, which was largely defined by humanity's construction of organized settlements, widespread adoption of agriculture and animal domestication, and large-scale pivot away from nomadic, hunter-gatherer-style ways of living.Folks at that time were also getting a lot of mileage out of early ceramics and stone tools, alongside all sorts of ornaments and artworks made of these and other materials that required skill and some level of technology to use, but which didn't require metallurgy.Humans were still using a lot of stone tools during this period, then, but started to include heat-worked copper elements into their tools, as well.So the Copper Age saw the development of very basic metallurgy by many interconnected groups throughout this part of the world, and though some early writers on the subject grouped the use of copper and bronze together, defining a much larger period as the Bronze Age in an undifferentiated way, modern scholarship on the matter, beginning in the late 19th-century, breaks them apart into the earlier Copper and subsequent Bronze Ages because the manipulation and use, and often then the heavy reliance on copper tended to segue a society, eventually, toward bronze, the latter being more difficult to wield, and the former generally serving as a transitional sort of technology.And that's because copper is one of the rare metals that naturally occurs in a usable form in the Earth: so folks were using copper for a variety of purposes as far back as 8,000 BCE-ish, but we tend to use the smelting of copper as a delineation for the eponymous age, because that's when humans started to really work it, having become capable of building the technologies required to reach the requisite heat levels, and to control the metal and shape it, rather than simply finding it in its raw form and using chunks or slivers of it for decoration or weaponry-related purposes.Bronze is an alloy consisting of copper and tin, and the proper melding of these two metals makes the resulting substance, bronze, a lot more durable, resistant to environmental wear, and more capable of holding its shape: that also means it's a lot more difficult to work, if you want to make things out of it, but it also made things like armor and sword edges dramatically more effective, which is why when civilizations learned how to work it and built the infrastructure necessary to do so on scale, they tended to do pretty well, in terms of military victories and economic competition, compared to their bronze-less neighbors.Copper, though in some ways replaced by its alloys, like bronze, for many use-cases throughout history, has continued to be incredibly useful for a broad range of purposes, and what I'd like to talk about today is the closure of a copper mine in Panama, and the predicted global copper shortage we may soon face.—In the latter-half of 2022, the International Copper Study Group, or ICSG, reported that they expected a copper surplus of around 155,000 tonnes on the global market in 2023.That would represent a small surplus, as about 26 million tonnes of copper land on the international market each year, but a surplus of any kind would have been notable, following a long period of deficits, largely due to a huge amount of growth and construction throughout China, and a failure of international copper mines to produce as much marketable metal as they're theoretically capable of producing.The ICSG updated their expectation in early 2023, changing their official expected figure from a surplus of 155,000 to a deficit of 114,000 tonnes, and that's following a deficit of 431,000 tonnes in 2022.The upside of which is that the world has been demanding more copper than has been produced for a while now, and while current deficits are low compared to the record-high deficit of about 1 million tonnes in 2014, some prognosticators are saying we could see a deficit of somewhere between 1.5 million to 9.9 million tonnes by 2035, depending on how a collection of variables play out in the coming

Dec 5, 202318 min

Electric Lawn Care

This week we talk about weeds, lawn mowers, and California’s Air Resources Board.We also discuss ornamental lawns, leaf blowers, and two-stroke engines.Recommended Book: The Lessons of History by Will and Ariel DurantTranscriptThe concept of the modern lawn—a term that originally referred to a somewhat ecologically varied, short-cropped green space that was used for livestock, in contrast to fields that were used for growing agricultural plants—is derived from a variation of the lawns built and maintained by European aristocracy, especially British aristocracy, in the mid- to late-teens centuries, BC.The concept evolved from a sort of posturing that only wealthy people could manage, back then, before the advent of grass-trimming machinery.And the flex here was two-fold:First, here is an expanse of land, which typically would have been put to use, in this case for livestock, but which I, because I'm wealthy, can leave unproductive, untarnished by beasts, and thus for purely beautification and recreational purposes; I can impress people with my sweeping plots of greenery, I can make it uniform and, thus, interesting, in an age in which nature is still being wrestled with and perfection by any standard is rare, and I have enough people working for me that all this maintenance, despite its incredible weight, all that grass in some cases being hand-scythed and sheered by human beings toiling all day long—I can afford to do that. So, look upon my fields, my vast tracts of ornamental land, and be amazed.So simply setting aside land for this aesthetic-focused purpose was big, but so was maintaining such a thing in a period in which that maintenance was the consequence of long, hard, expensive human labor.That ornamentality became more accessible to more people with the advent of early mowing machines, the first of which was unpowered, made from wrought-iron, and used a cylinder of blades that would spin when you pushed it.That was invented in 1830 in England, and from there these Budding Machines, named after the inventor, Edward Budding, were sold to entities with large expanses of land, like the Oxford colleges and Regents Park Zoological Gardens, which in turn helped Budding, mostly financially, evolve his machine, which was then manufactured at a larger scale and licensed to other companies that wanted to make their own version of the same.Within a decade, these mowing devices had been augmented so they could be pulled by horses, donkeys, and other beasts of burden.Just over sixty years after that first model was built by Budding, the first steam-powered mower, still pulled by animals, usually, but much more powerful, was patented, and then eventually built and sold, and by 1900 a popular model of steam-powered mower, the Ransomes' Automaton, which is just a wonderful and steampunk name for anything, was dominant in the English market, and the first riding lawn mowers arose around the same time, as seats for operators were added on to the increasingly complex machines.Mower designs started to show up in patent offices elsewhere around the world around this same time, as the concept of lawns had already spread globally, due to the British Empire's presence and influence, and in the US, the concept of the ornamental lawn was especially appealing: landowners who were gobbling up vast expanses of the—by their standards, basically uninhabited North American continent—were adding these sorts of areas to their growing estates, and the US Civil War meant that some of these landowners were finding themselves with a lot less abundant human labor—of the inexpensive and slave variety, at least—than before, thus the market for mowers, to maintain these brag-worthy lawns, grew quickly from the mid-1860s, onward.The first gas-powered lawn mowers were produced in Lansing, Michigan back in 1914 by a company called Ideal Power Mower Company, and that same company went on to develop the first-ever self-propelled riding lawn mower, of the sort that would be recognizable today, as it didn't need a horse or other animal to pull it, and this collection of mowing-related innovations, combined with the rapid expansion of suburbs around the United States following World War II—which was partially the consequence of trying to keep war-era manufacturing operating at scale, post-conflict, but also the flood of money that entered the economy as veterans were all but given access to higher-education and cheap loans for houses in rapidly developing city outskirts—that ended up being exactly the right combination of elements to help the lawn spread still further, into a country that was looking to flaunt its wealth a bit, and in which a large number of people were suddenly becoming homeowners, with little patches of lawn all to themselves, adopting the standards of landowners that came before them, including using these patches of non-house land more or less exclusively as decoration.What I'd like to talk about today is an impending, near-futu

Nov 28, 202316 min

COP28

This week we talk about methane, the UAE, and organizational capture.We also discuss climate change, broken governmental promises, and Dr. Sultan Ahmed Al Jaber.Recommended Book: Raw Dog by Jamie LoftusTranscriptThe United Nations Climate Change Conferences, often referred to as COP meetings, short for "Conference of the Parties," are formal, annual meetings where issues related to climate change are discussed by attendees.These meetings have been occurring at their yearly cadence since 1995—though the November 2020 meeting was put off till November 2021, because of the COVID pandemic that almost entirely dominated international attention and governmental efforts, that year.COP meetings are held in different locations around the world, with host countries chosen from among those that offer to provide the requisite facilities and services for all attendees, which can represent a who's who of governments and businesses; so this isn't quite an Olympics level of commitment and expense, but it is quite an undertaking, as those host countries need to provide security for all those leaders, translation services for six different working languages, and they also need to help engage stakeholders, ranging from diplomats to the CEOs of the world's biggest companies, flogging support for the meetings themselves, but also the core themes of each meeting, which vary from year to year.These themes are important, as they've historically led to some of the most vital agreements we've seen between nations and other stakeholders, including the Kyoto Protocol, which was an early, 1990s-era emissions-reduction agreement between wealthy nations, and the Paris Agreement, which expounded upon that same general concept, though with much more aggressive targets and a wider scope of things the signatories had to take into consideration.On November 30 through December 12 of 2023, signatory nations and other entities will meet for the COP28 meeting, this time hosted in Dubai, in the United Arab Emirates.This is interesting for several reasons, but the most prominent—and the reason this choice was controversial—is that the UAE, like many other nations in the region, is a huge fossil fuel producer, about 30% of its total economy reliant on oil and gas exports.What's more, the President-Designate for COP28—the person who was put in charge of running things, but also getting those aforementioned stakeholders in line, making commitments, showing support, doing all the things they need to do to make this a successful COP meeting with something to show for their efforts—is Dr. Sultan Ahmed Al Jaber: the Minister of Industry and Advanced Technology for the UAE, the chairman of the Abu Dhabi Future Energy Company, also called Masdar, and the head of the Abu Dhabi National Oil Company—the first CEO to serve as a COP President, and, well, definitely the first oil company CEO to head up a meeting meant to help the world deal with climate change that's being amplified by the products his company is producing and selling.What I'd like to talk about today is COP28 and what we might expect to emerge from this very unusual, but also quite significant, get together.—Al Jaber's appointment as the COP president for this year's meeting was a controversial choice, to say the least.Dubai being selected as the host-city was one thing, but an oil executive running the show? This reeked, to some commentators and analysts, at least, as a sort of organizational capture: the United Nations either overrun by financial interests to the point that those interests were able to insert themselves even into this increasingly vital annual summit, or—maybe—the organization overcome by a naive sort of optimistic earnestness, wanting to get everyone involved, including those in some ways most responsible for the climate-related issues we face, to the point that the reins were ultimately handed over to one of those people, to do with as he and his ilk please.It's unclear which of these, or other possibilities explain this, again quite controversial choice of host city and president, but there has already been some more obvious, scandalous behavior arising from this meeting, beyond the jarring dissonance of having oil people run a climate change-focused meeting.Back in June of 2023, it was reported that the UAE's state oil company, Adnoc, was able to read emails to and from the official COP28 summit office, despite claims that the latter's email system was kept separate from the former's.The concern was that this state oil company, which would seem to have immense financial interest in slowing or stopping the transition from fossil fuels to renewables, as the longer they can keep legally and profitably pumping and selling, the more profit they can wring from their existing assets, they could see what was being said by and to the folks behind this climate summit, which is ostensibly at least meant to help speed up that transition away from fossil fuels.Those concerns were confi

Nov 21, 202318 min

The US Deficit

This week we talk about Rubinomics, government spending, and US federal debt.We also discuss the Government-Household analogy, the House of Representatives, and the looming government shutdown.Recommended Book: Quantum Supremacy by Michio KakuTranscriptEarly in November 2023, the credit firm Moody's lowered its outlook on the US government's credit rating from "stable" to "negative," pointing at a huge decline in debt affordability—the government's ability to borrow money cheaply, basically—and an ever-increasing, already gargantuan deficit as its primary justifications for that change.And those issues are on top of another standoff in the House of Representatives over funding the government, which, if something isn't done, will come to a head on November 17.A previous agreement struck by the previous House Speaker, Kevin McCarthy, expires on that day, and if a new collection of 12 funding bills, which are what allows the government to pay for things, are not passed by then, the government could be shut down, possibly further diminishing the government's rating, on top of the many other consequences of not providing funding for things like national defense, energy and water development, and the Justice Department.This new reduction in outlook by Moody's follows a recent downgrade by Fitch back in August, when that ratings firm dropped the US government's rating from AAA to AA+, largely because of all the down-to-the-wire negotiations about funding the government that have roiled Congress over the past few years, and what that kind of tumult does to a government's ability to say for 100% certain that they'll pay their debts and never default; the US has never defaulted on its debt, but the possibility becomes more realistic-seeming each time these politicians fail to provide funding for essential government functions, including, debt-paying.Fitch also, like Moody's, cited the general diminishment in fiscal circumstances across the government, though, referring to a collection of variables that have been weighing down the state's capacity to acquire cheap debt.Ratings are one such variable, as each decrease in a nation's credit rating makes debt more expensive, folks and other states buying bonds and treasuries and the like demanding more interest for the same amount of loaned money—which is what those sorts of financial instruments are, at the end of the day.But beyond reputation, there are also factors like high interest rates, hiked by the Fed in order to tamp-down on inflation, and the accumulated interest payments that must be paid on previous debt taken out by the government to pay its bills.So in addition to the government suddenly having to pay more interest on all its new debt, it also has to pay more and more interest on its existing debt, and that latter figure is compounding to the point that a lot of folks who are otherwise generally unconcerned about such things, are starting to take what could turn out to be practical notice.What I'd like to talk about today is Rubinomics, government spending, and why the US federal debt is becoming a political talking point once more.—In the context of federal spending, fiscal responsibility refers to the balancing of a state's budget so that its spending is almost always close to, or below its revenue.So if a government brings in a trillion dollars in revenue, from taxes, for example, and spends a trillion dollars to keep agencies running, infrastructure maintained, and its military up to date, that's a balanced budget.If that same government were to spend a trillion and a half dollars without increasing tax revenues, though, it would have a deficit of half-a-trillion dollars.And if it were to spend less than it pulls in, if it were to reduce the social safety net programs it provides or spend less on its military, and thus only spent a half-trillion of the trillion it earns in taxes, that would represent a surplus of a half-trillion dollars.This is similar, at its most basic, at least, to how an individual might manage their money.Spend more than you make and you'll tend to go into debt, spend less than you make and you can sock money away or invest it, and spend exactly what you make, and your bills will all be paid without accruing debt.This comparison, though intuitive in a way, at least for the purposes of defining the outline of how this works, is also quite flawed—and economists have given it a name, potentially to make criticizing it that much easier: they call it the Government-Household analogy.And this analogy is often-touted by politicians, usually when they want to criticize their opponents for their spending by making it seem like they're less capable and responsible than the average heads of a household; why should we good, hardworking citizens be required to assiduously manage our personal economies, but these freewheeling politicians can't seem to balance a budget of billions or trillions of dollars?The analogy falls apart, though, when you l

Nov 14, 202317 min

Regulating AI

This week we talk about regulatory capture, Open AI, and Biden’s executive order.We also discuss the UK’s AI safety summit, open source AI models, and flogging fear. Recommended Book: The Resisters by Gish JenTranscriptRegulatory capture refers to the corruption of a regulatory body by entities to which the regulations that body creates and enforces, apply.So an organization that wants to see less funding for public schools and more for private and home schooling options getting one of their people into a position at the Department of Education, or someone from Goldman Sachs or another, similar financial institution getting shoehorned into a position at the Federal Reserve, could—through some lenses at least, and depending on how many connections those people in those positions have to those other, affiliated, ideological and commercial institutions—could be construed as engaging in regulatory capture, because they're now able to control the levers of regulation that apply to their own business or industry, or their peers, the folks they previously worked with and people to whom they maybe owe favors, or vice versa, and that could lead to regulations that are more favorable to them and their preferred causes, and those of their fellow travelers.This is in contrast to regulatory bodies that apply limits to such businesses and organizations, figuring out where they might overstep or lock in their own power at the expense of the industry in which they operate, and slowly, over time, plugging loopholes, finding instances of not-quite-illegal misdeeds that nonetheless lead to negative outcomes, and generally being the entity in charge in spaces that might otherwise be dominated by just one or two businesses that can kill off all their competition and make things worse for consumers and workers.Often, rather than regulatory capture being a matter of one person from a group insinuating themselves into the relevant regulatory body, the regulatory body, itself, will ask representatives from the industry they regulate to help them make law, because, ostensibly at least, those regulatees should know the business better than anyone else, and in helping to create their own constraints—again, ostensibly—they should be more willing to play by the rules, because they helped develop the rules to which they're meant to abide, and probably helped develop rules that they can live with and thrive under; because most regulators aren't trying to kill ambition or innovation or profit, they're just trying to prevent abuses and monopolistic hoarding.This sort of capture has taken many shapes over the years, and occurred at many scales.In the late-19th century, for instance, railroad tycoons petitioned the US government for regulation to help them bypass a clutter of state-level regulations that were making it difficult and expensive for them to do business, and in doing so—in asking to be regulated and helping the federal government develop the applicable regulations—they were able to make their own lives easier, while also creating what was effectively a cartel for themselves with the blessing of the government that regulated their power; the industry as it existed when those regulations were signed into law, was basically locked into place, in such a way that no new competitors could practically arise.Similar efforts have been launched, at times quite successfully, by entities in the energy space, across various aspects of the financial world, and in just about every other industry you can imagine, from motorcyclists' protective clothing to cheerleading competitions to aviation and its many facets—all have been to some degree and at some point allegedly regulatorily captured so that those being regulated to some degree control the regulations under which they operate, and which as a consequence has at times allowed them to create constraints that benefit them and entrench their own power, rather than opening their industry up and increasing competition, safety, and the treatment and benefits afforded to customers and workers, as is generally the intended outcome of these regulations.What I'd like to talk about today is the burgeoning world of artificial intelligence and why some players in this space are being accused of attempting the time-tested tactic of regulatory capture at a pivotal moment of AI development and deployment.—At the tail-end of October, 2023, US President Biden announced that he was signing a fairly expansive executive order on AI: the first of its kind, and reportedly the first step toward still-greater and more concrete regulation.A poll conducted by the AI Policy Institute suggests that Americans are generally in favor of this sort of regulatory move, weighing in at 68% in favor of the initiative, which is a really solid in-favor number, especially at a moment as politically divided as this one, and most of the companies working in this space—at least at a large enough scale to show up on the map for AI at t

Nov 7, 202320 min

Argentine Election

This week we talk about Peronists, Milei, and Argentina’s inflation rate.We also discuss Justicialism, Bullrich, and military coups.Recommended Book: Future Starts Here by John HiggsTranscriptPeronism, sometimes called Justicialism, after the Justicialist party, whose name is derived from the concept of social justice, and which is the main Peronist party in Argentina, has been the dominant political force in the country since the mid-20th century.The word Peronism comes from the labor secretary-turned-president of Argentina, Juan Perón, who's wife, Eva Perón you might have heard of, but Juan came into that labor secretary position after playing a role in a military coup in 1943, and was then elected president in 1946. His platform was broadly predicated on new social programs, support for unions, and supporting his wife's efforts to attain rights for migrant workers, among other, adjacent efforts.In 1955, though, under the Peróns' leadership, the country was experiencing high levels of inflation and other economic issues, alongside political repression from the Peronists—making it difficult for anyone else to step in and take any of their power, basically, despite being ostensibly democratic—so the military overthrew them in 1955, and the party was banned until 1973 when open, non-military-controlled elections were held again; and Perón won that election, returning to the presidency after nearly two decades. Juan died a year after returning to office, and his widow, his third-wife Isabel, who was also his vice president before he died, stepped in to run the country, but she was overthrown by the military in another coup in 1976.Argentina was then run by a military dictatorship until 1983, when democracy returned, political parties were able to function again, and from that point forward, Peronist parties have dominated Argentine politics, their candidates holding the presidency for 28 of the 40 years between then and today, despite the very mixed record of Perón and others who have run as Peronists.And fundamental to that mixed record is the Peronist party's seeming inability to manage Argentina's economy. The Peronists have always promised a great deal to Argentinian voters, including social benefits, allowing workers to negotiate as unions with their employers, and offering legal protections and the other benefits of citizenship to people and groups that have traditionally been disenfranchised—all of which was has earned them accolades over the years from groups across the political spectrum. That said, the party and all its offshoots have also been accused of being authoritarian, coasting to power on populist messages and demagoguery, stripping would-be political opponents of their rights and sicing their supporters on them, initiating violence against them, in some cases, and in general creating an ideology that sounds great on paper, but which, when put into practice, is often tainted by the power-hoarding efforts of those in charge; and all these efforts, on top of those other issues, tend to be unsustainable, leaving Argentina in precarious economic situations over and over again.That economic unsustainability is part of what has made Argentina something of an outlier in South America; despite having all the ingredients of a decently successful, burgeoning state—like its neighbor to the north, Brazil—it somehow, over and over again, has stumbled into economic catastrophe, leaving it drowning in debt, stagnating, suffering from chronic inflation, and generally declining even when its regional peer-nations have enjoyed economic boom-times.What I'd like to talk about today is Argentina's 2023 presidential election, the people and ideas involved, and what a November run-off might mean for the country's fortunes, moving forward.—On October 22, 2023, Argentina held a general election, during which voters cast ballots for most government positions, including provincial governors, all the way up to President.That election for the top-billing role has been especially closely watched by the international community, as the main contenders leading up to the vote included the current Minister of the Economy from a Peronist party called the Renewal Front, a National Deputy and minor celebrity from Buenos Aries, who was the candidate for the Libertarian Party, and the former Minister of Security running under the banner of a center-right party called Republican Proposal.In the country's August primaries, the Libertarian candidate, a shock-jock-style economist named Javier Milei, took first place, alarming pretty much everyone in established Argentine politics, and the international economic community, because of his radical and unusual ideas about how economics and the government should work in the country. But he took first place in those primaries, with the center-right candidate, Patricia Bullrich, taking second, and the Peronist Renewal Front candidate, Sergio Massa, took third place; the first time the candid

Oct 31, 202317 min

SB 253

This week we talk about fuel efficiency, the California EPA, and Scope 3.We also discuss the EU’s emission reporting efforts, regulations, and business incentives.Recommended Book: Undue Hate by Daniel F. StoneTranscriptThe California Air Resources Board, or CARB, is a California government agency that resulted from the 1967 merging of the state's Bureau of Air Sanitation and its Motor Vehicle Pollution Control Board. It's part of California's larger Environmental Protection Agency, and its purpose is to make the air cleaner, healthier, and as free of toxins as possible.Falling under that remit is the setting of vehicle emissions standards: the minimum miles-per-gallon of fuel efficiency vehicles must offer in order to be sold in the state. And California is the only state that's allowed to set such standards, as the federal US government is generally the setter of such things—but the Clean Air Act of 1967 allows the state to get permission to set its own standards from the US government, and then as long as the EPA doesn't find their standards arbitrary or broadly inconsistent with the goals of the US's ambitions, and as long as they're more ambitious than the US's standards for such things, they must grant that permission.The CARB only has 16 total members, two of whom are there just for oversight purposes, so they don't have voting powers, and 12 of the remaining 14 are appointed by the governor of California, and are then confirmed by the state senate. Each of these members are different sorts of air and pollution experts from different regions across the state, except for two members of the public and one person who serves as the Chair of the group.This group, though small and relatively humble in terms of the powers granted to them, and resources allotted, has an out of proportion influence because other states can choose to adopt the vehicle fuel standards they set, instead of those set by the US government. And that's important, because California's fuel standards, since 2009, at least, when they won a court case that confirmed their ability to do this, tend to be more ambitious than those set by the federal EPA; the states that choose to use California's standards are often referred to as CARB states, and there are 16 of them, inclusive of California, as of the 2025 regulatory year.This capability was temporarily truncated in 2019, when then-President Trump decided to take away California's right to set such standards, and the right to set up other popular—in California and other CARB states—programs, like the ZEV mandate, standing for Zero-Emissions Vehicle mandate, which basically said a certain percentage of fleet vehicles had to be zero-emissions vehicles, the percentage increasing each year—he wanted to take the right to set such things away, saying, in essence, a state government shouldn't be able to do so. This rule was reverse in mid-2021, which gave California back that power to set standards, and though many carmakers, including Ford, Volkswagen, Honda, and BMW stuck with California's earlier standards, even after they were no longer legally required to do so, because of Trump's actions, seventeen states sued the EPA in 2022, saying, basically, that because California's standards have such a huge impact on how vehicles are developed and sold, car companies adhering to them even when not legally required to do so, because they want to keep selling their cars in California, it unfairly gives them power over the industry that other states don't enjoy. That lawsuit, Ohio v. EPA, is ongoing, but California's influence in this and many other industries—especially in climate-related spaces—continues for the time being.What I'd like to talk about today is a recent piece of legislation passed by the California government that could have even bigger and broader implications for corporations across the United States, and around the world.—California's Senate Bill 253, also called SB 253, also called the Climate Corporate Data Accountability Act, was signed into law by Governor Gavin Newsom in early October, and its essential function is requiring that large California businesses track, calculate, and disclose their direct and indirect greenhouse gas emissions.In practice, that means companies that fit the criteria of making more than $1 billion a year will need to report their emissions.The compulsory reporting of emissions for big businesses is already a pretty big deal, especially in the United States, but this is broadly the case in most countries around the world, too; some few require it, most don't.And this law will likely affect more than 5,300 companies, which means it will almost immediately have a profound impact on our capacity to understand who's emitting what, in part by goosing the fortunes of companies doing such tracking and computing and reporting, and that, in turn, means we'll have an easier and less-expensive time, in the near-future, getting this sort of information for other pu

Oct 24, 202318 min

Israel-Hamas War

This week we talk about the Gaza Strip, the Yom Kippur War, and Egypt.We also discuss 9/11, charged topics, and sneak-attacks.Recommended Book: Pinpoint by Greg MilnerTranscriptIn 1972, the Egyptian military started building up its offense-capable forces, buying things like MiG fighter jets and T-62 tanks from the Soviet Union, while also gutting its swathe of generals—many of whom attained the rank for political, not experiential reasons—replacing them with more capable versions of the same.This buildup and swap-out of leadership was being conducted in the lead-up to an invasion of Israel, with the intention of reclaiming territory that Egypt lost during the Six-Day War in 1967: a conflict that saw Egypt, Syria, and Jordan all going to war with Israel, mostly because of the simmering bad relations Israel had had with all its Arab neighbors since the First Arab-Israeli War, which ended in 1949, but the catalyst for that conflict was Egypt threatening to close the Suez Canal and Straits of Tiran to Israeli shipping; something that would be devastating to Israel's economy, and which the Israeli government had previously said would serve as a casus belli—a justification for war—and which was already the casus belli for the aforementioned First Arab-Israeli War.So the same general ingredients that led to the First Arab-Israeli War in the mid-20th century were in place again in the late-60s: strained relations between Israel and its neighbors, one of those neighbors threatening to clobber the Israeli economy by denying them the use of the Suez Canal and Straits of Tiran for shipping exports, and though the second time around the Egyptian military was pulled back into a defensive position after announcing that ban on Israeli shipping using these water channels, the Israeli military preemptively struck Egyptian forces and launched a ground offensive into Egypt that ended less than a week later. This conflict left tens of thousands of Arab soldiers from these three countries dead, while Israel only suffered about a thousand fatalities. The Egyptian, Syrian, and Jordanian governments gave up territory to Israel as part of the ceasefire following this relatively brief war, and the territory Egypt gave up—the Sinai Peninsula and the Gaza Strip, which it had been occupying, directly informed that 1972 buildup of Egyptian forces and recalibration of their military leadership.Throughout that buildup and booting of generals, though, the Egyptian government tried to get Israel to accept a deal that would involve them giving the Sinai Peninsula back to Egypt in exchange for the Egyptian government formally recognizing Israel's rights as an independent state—something none of its Arab neighbors were willing to do, which perhaps understandably had been an ongoing source of tension in the region.Everyone, including Israel's most powerful ally, the US, were keen on this agreement, but the Israeli government said no, as the deal wouldn't guarantee their protection from Egypt in the future.This pissed off a lot of those allies, and the Egyptian government continued to float the idea right up to the moment they attacked Israel in 1973—an attack that was anticipated by essentially everyone, including the Israeli government, because it had become well-understood that the Egyptian government, for reasons both economic and governmental, wouldn't really be able to survive as an independent state without the Sinai territory that was now under Israel's control.Egypt conducted a bunch of military exercises between May and August of that year, which is why similar exercises, right next to the Suez Canal in late September, were ignored by many in the Israeli establishment as just more exercises, nothing to worry about. And tens of thousands of the soldiers participating in those exercises were given permission to make their pilgrimage to Mecca a few days before the attack, which reinforced the idea that this was just more posturing on the part of Egypt—and that proved convincing, even though the Israelis received eleven warnings of an impending attack from well-placed sources.The Israeli government finally scrambled to call up reservists a handful of hours before Egypt moved in, though, and despite being in the position to make a preemptive strike, they were dissuaded from doing so by US leadership, which told them they should do everything they could to avoid being the one to start a new war in the Middle East, also saying that if they did start something, they wouldn't receive any support from the US; the Soviet Union, for their part, made similar efforts to dissuade the Egyptians from starting a new conflict, but to no avail.What became known, in Israel at least, as the Yom Kippur War, because it began on that holy Jewish holiday, ultimately lasted just shy of three weeks; it saw successful Israeli counterattacks into Syria and Egypt, eventually led to the beginnings of the Israeli-Palestinian peace process, and importantly, led to the 1

Oct 17, 202322 min

Nvidia

This week we talk about AMD, graphics processing units, and AI.We also discuss crypto mining, video games, and parallel processing.Recommended Book: The Story of Art Without Men by Katy HesselTranscriptFounded in 1993 by an engineer who previously designed microprocessors for semiconductor company AMD, an engineer from Sun Microsystems, and a graphics chip designer and senior engineer from Sun and IBM, NVIDIA was focused on producing graphics-optimized hardware because of a theory held by those founders that this sort of engineering would allow computers to tackle new sorts of problems that conventional computing architecture wasn't very good at. They also suspected that the video game industry, which was still pretty nascent, but rapidly growing, this being the early 90s, would become a big deal, and the industry was already running up against hardware problems, computing-wise, both in terms of development, and in terms of allowing users to play games that were graphically complex and immersive.So they scrounged about $40k between them, started the company, and then fairly quickly were able to attract serious funding from Silicon Valley VCs, initially to the tune of $20 million. It took them a little while, about half a decade, to get their first real-deal product out the door, but a graphics accelerator chip they release in 1998 did pretty well, and their subsequent product, the GeForce 256, which empowered consumer-grade hardware to do impressive new things, graphically, made their company, and their GeForce line of graphics cards, into an industry standard piece of hardware for gaming purposes.Graphics cards, those of the dedicated or discrete variety, which basically means it's a separate piece of hardware from the motherboard, the main computer hardware, gives a computer or other device enhanced graphics powers, lending it the ability to process graphical stuff separately, with tech optimized for that purpose, which in turn means you can play games or videos or whatnot that would otherwise be sluggish or low-quality, or in some cases, it allows you to play games and videos that your core system simply wouldn't be capable of handling. These cards are circuit boards that are installed into a computer's expansion slot, or in some cases attached using a high-speed connection cable.Many modern video games require dedicated graphics processors of this kind in order to function, or in order to function at a playable speed and resolution; lower-key, simpler games work decently well with the graphics capabilities included in the core hardware, but the AAA-grade, high-end, visually realistic stuff almost always needs this kind of add-on to work, or to work as intended.And these sorts of add-ons have been around since personal computers have been around, but they really took off on the consumer market in the 1980s, as PCs started to become more visual—the advent of Windows and the Mac made what was previously a green-screen, number and character-heavy interface a lot more colorful and interactive and intuitive for non-programmer users, and as those visual experiences became more complex, the hardware architecture had to evolve to account for that, and often this meant including graphics cards alongside the more standard components.A huge variety of companies make these sorts of cards, these days, but the majority of modern graphics cards are designed by one of two companies: AMD or Nvidia.What I'd like to talk about today is the latter, Nvidia, a company that seems to have found itself in the right place at the right time, with the right investments and infrastructure, to take advantage of a new wave of companies and applications that desperately need what it has to offer.—Like most tech companies, Nvidia has been slowly but surely expanding its capabilities and competing with other entities in this space by snapping up other businesses that do things it would like to be able to do.It bought-out the intellectual assets of 3dfx, a fellow graphics card-maker, in late-2000, grabbed several hardware designers in the early 2000s, and then it went about scooping-up a slew of graphics-related software-makers, to the point where the US Justice Department started to get anxious that Nvidia and its main rival, AMD, might be building monopolies for themselves in this still-burgeoning, but increasingly important to the computing and gaming industry, space.Nvidia was hit hard by lawsuits related to defects in its products in the late 20-aughts, and it invested heavily in producing mobile-focused systems on a chip—holistic, small form-factor microchips that ostensibly include everything device-makers might need to build smartphones or gaming hardware—and even released its own gaming pseudo-console, the Nvidia shield, in the early 20-teens.The company continued to expand its reach in the gaming space in the mid-to-late-20-teens, while also expanding into the automobile media center industry—a segment of the auto-industry that

Oct 10, 202315 min

Methane

This week we talk about natural gas, plumes, and satellites.We also discuss firedamp, AI detection, and emission numbers.Recommended Book: Excellent Advice for Living: Wisdom I Wish I'd Known Earlier by Kevin KellyTranscriptMethane, the name for a chemical made up of one part carbon, four parts hydrogen, is incredibly abundant on earth as it's formed by both geological and biological processes—the former when organic materials are heated up and have massive amounts of pressure applied to them, underground, and the latter through a process called methanogenesis, which basically means certain types of Archaea, a type of life, exhaling methane.That sort of respiration mostly occurs in organic-breakdown situations, where these microscopic organisms live: so landfills and in the bottom of lakes, where dead stuff falls and is torn apart at a microscopic level by these tiny creatures, but also in the guts of cows and termites and similar beasties, which rely upon their symbiosis with these archaea to help them process the stuff they eat—which they otherwise wouldn't be able to break up and use on their own.Methane was originally discovered, in the sense that it was noted and quantified, back in the late-18th century, when the Italian physicist and chemist, Alessandro Volta—who among other things also lent his name to an electrical measurement and who is credited with inventing the battery—who was studying marsh gas, marshes being a huge natural source of methane, as it's filled with the sorts of critters that break apart biological materials and release methane as a byproduct. We've known about this gas for a while, then, and history is filled with examples of different cultures making use of it in relatively simple ways, as an energy source. And on that note, methane is the primary constituent of what we today call natural gas, though the name methane was only coined by 1866 by a German chemist, August Wilhelm von Hoffman, who derived the term from methanol, which is the flammable, colorless liquid often called wood alcohol which is from whence the gas was first detected and isolated, and before that different cultures referred to it only adjacently, usually because it caused issues they couldn't quite quantify, like, for instance, causing deaths in coal mines—the deathly, gas-pocket-laden air, until methane became an official thing, sometimes referred to as firedamp, which was scary because it could suffocate everyone, or it could explode.Today, methane, mostly as a constituent of natural gas, is harvested and shuttled all over the world to be burned as a fossil fuel; and similar to other fossil fuels, like oil and coal, that burning releases energy, producing heat, which is used to spin a turbine or heat water in a steam generator. Natural gas is, in the modern world, generally considered to be superior to other fossil fuel options because it burns relatively cleanly, in terms of pollution, compared to other options, which is nice for folks in the areas where this burning is taking place, but it also releases relatively less CO2 into the atmosphere per unit of heat it produces when it's used for energy, so although it's still very much a fossil fuel and emits greenhouse gases into the atmosphere, it's the best of bad options in many ways, and can be stored and transported in forms that make it quite versatile and even more energy-dense—it can be refined and pressurized into a liquid, for instance, which makes transport substantially easier and each unit of natural gas more useful, but that also allows it to be used as rocket fuel and for similar high-intensity utilities, which is not something that can be said of otherwise comparable options.What I'd like to talk about today is the role of methane in a world that's shifting toward renewable energy, and why this fossil fuel, which is generally superior to other fossil fuel options, is associated with some unique problems that we're scrambling to solve.—Back in June of 2023, scientists announced that they had discovered evidence of a massive methane plume in Kazakhstan.This plume—the consequence of a leak at a methane prospecting site in this methane-rich country—was later confirmed to be the result of an accident at one of a local energy company's wells at a gas field on June 9, and the company said they were doing what they could to address the issue, and that the purported gas plume was actually just hot clouds of vapor containing minimal amounts of methane; a misidentification, in other words.The scientists who flagged the plume, though, said this wasn't the case: the satellites they used to identify it contain high spectral resolution imaging hardware, and they don't tend to mistake water vapor for methane—that may have been possible with previous technologies, but these new ones aren't prone to that type of false-positive.The satellites noted at least nine individual instances of methane plumes erupting from this single site in the month leading up to July

Oct 3, 202317 min

Video Game Engines

This week we talk about Unity, Unreal, and Godot.We also discuss fee structures, user revolts, and indie game-makers.Recommended Book: How Big Things Get Done by Bent Flyvbjerg and Dan GardnerShow Notes* https://www.statista.com/outlook/dmo/digital-media/video-games/worldwide* https://www.billboard.com/pro/ifpi-global-report-2023-music-business-revenue-market-share/* https://www.cnbc.com/2022/07/07/video-game-industry-not-recession-proof-sales-set-to-fall-in-2022.html* https://en.wikipedia.org/wiki/Video_game_industry* https://www.washingtonpost.com/video-games/2022/08/22/are-video-games-recession-proof-sort-experts-say/* https://www.gamedeveloper.com/blogs/unity-s-pricing-changes-are-trying-to-solve-too-many-problems-at-once* https://www.gamedeveloper.com/business/unity-apologizes-to-devs-reveals-updated-runtime-fee-policy* https://www.theverge.com/2023/9/22/23882768/unity-new-pricing-model-update* https://www.theverge.com/2023/9/15/23875396/unity-mobile-developers-ad-monetization-tos-changes* https://www.theverge.com/2023/9/12/23870547/unit-price-change-game-development* https://www.washingtonpost.com/video-games/2022/08/22/are-video-games-recession-proof-sort-experts-say/* https://www.investopedia.com/articles/investing/022216/how-microtransactions-are-evolving-economics-gaming.asp* https://digitalcommons.uri.edu/srhonorsprog/902/* https://www.investopedia.com/articles/investing/053115/how-video-game-industry-changing.asp* https://finmodelslab.com/blogs/operating-costs/video-game-company-operating-costs* https://www.makeuseof.com/ways-the-rising-costs-of-games-affect-the-industry/* https://codeswholesale.com/blog/5-ways-to-make-money-in-the-gaming-industry/* https://gamemaker.io/en/blog/cost-of-making-a-game* https://www.gamedesigning.org/learn/video-game-cost/* https://www.reuters.com/technology/video-gaming-revenue-grow-26-2023-console-sales-strength-report-2023-08-08/* https://www.statista.com/outlook/dmo/digital-media/video-games/worldwideTranscriptDepending on how inclusive you are with your measurements and the specific numbers you're tallying, the global video game market is expected to pull in somewhere between $187.7 and $334 billion in revenue in 2023.That's somewhere between 2.6% and 13.4% above 2022 numbers—and again, those figures are pretty far apart because different entities keeping tabs on this industry measure different things, some only looking at direct sales of video games and in-game items, while others look at connected sub-industries, like e-gaming events and service jobs that do customer support for game companies.Whichever end of that spectrum you look at, though, the global video game industry is a behemoth that's growing every year, and its income surpassed that of the music and film industries, combined, years ago, the global film industry expected to bring in around $92.5 billion in 2023, while the global music industry pulls a paltry $26.2 billion.The video game market is continuing to grow at a fairly stellar pace, compared to other entertainment categories, as well. And while it was shown not to be entirely recession proof, as had been claimed since the financial crisis of 2007 and 2008, when it remained one of the few industries still growing steadily, that growth balking a bit in 2022, when the industry contracted by 1.2%, it grew substantially at the beginning of the COVID-19 pandemic, and has largely maintained that growth since, which has allowed entities operating in this space to claim more and more entertainment-related marketshare, which in turn has shifted the center of gravity in the media world toward video games and away from other leisure options, including things like travel, vacations, and other things you wouldn't typically think of as being competitors of the video game market.Since video games really took off, hitting the mainstream in the 1980s, and becoming a big deal in the 1990s with the emergence of user-friendly consoles and 3D graphics, the economics of video games have changed substantially.Once, video game companies sold games that would play on a user's computer, then consoles—which are basically gaming-focused mini-computers that plug into a customer's TV, or can be carried around in their pockets—those quickly became the new default for many gamers, creating a more optimized gaming experience, though also introducing a new cost for game-makers, as they typically need to pay something to the console-maker to use their tech and have their products work on these platforms.Retail stores became increasingly important to the gaming industry's budgetary concerns around this time, as they would need to take a cut of the sale price of everything they sold, but also have the flexibility to offer deals to their customers, to incentivize purchases and lure them away from other game stores.And further toward the base of the development stack, as games became more sophisticated and refined, game-makers had to spend more money on high-end hardware, but als

Sep 26, 202322 min

Antiretroviral Therapies

This week we talk about HIV, AIDS, and ART.We also discuss HAART, the Berlin Patient, and potential future cures.Recommended Book: Allergic by Theresa MacPhailShow Notes* https://www.unaids.org/en/resources/fact-sheet* https://hivinfo.nih.gov/understanding-hiv/fact-sheets/hiv-treatment-basics* https://clinicalinfo.hiv.gov/en/glossary/antiretroviral-therapy-art* https://www.paho.org/en/topics/antiretroviral-therapy* https://journals.lww.com/jaids/fulltext/2010/01010/declines_in_mortality_rates_and_changes_in_causes.13.aspx* https://link.springer.com/article/10.1007/s13181-013-0325-8* https://academic.oup.com/jac/article/73/11/3148/5055837?login=false* https://journals.lww.com/jaids/fulltext/2016/09010/narrowing_the_gap_in_life_expectancy_between.6.aspx* https://en.wikipedia.org/wiki/Tenofovir_disoproxil* https://en.wikipedia.org/wiki/Management_of_HIV/AIDS* https://www.verywellhealth.com/cart-hiv-combination-antiretroviral-therapy-48921* https://www.cdc.gov/hiv/risk/art/index.html* https://www.freethink.com/health/cured-of-hiv* https://www.jstor.org/stable/3397566?origin=crossref* https://www.nytimes.com/1982/05/11/science/new-homosexual-disorder-worries-health-officials.html* https://pubmed.ncbi.nlm.nih.gov/23444290/* https://my.clevelandclinic.org/health/diseases/4251-hiv-aids* https://web.archive.org/web/20080527201701/http://data.unaids.org/pub/EPISlides/2007/2007_epiupdate_en.pdf* https://www.thelancet.com/journals/lanhiv/article/PIIS2352-3018(23)00028-0/fulltextTranscriptIn mid-May of 1981, the queer community-focused newspaper, the New York Native, published what would become the first-ever article on a strange disease that seemed to be afflicting community members in the city.What eventually became known as AIDS, but which was at the time discussed by medical professionals primarily in terms of its associated diseases, was clinically reported upon for the first time less than a month later, five official cases having been documented in an interconnected group of gay men and users of injectable drugs, who came to the attention of doctors for not being inherently immunocompromised, but still somehow contracting a rare type of pneumonia that only really impacted folks with severely impaired immune systems.In subsequent years, doctors started using a range of different terms for HIV and AIDS, calling them at different times and in different contexts the lymphotophic retrovirus, Kaposi's sarcoma and opportunistic infections, and the 4H disease, referring to heroine users, hemophiliacs, homosexuals, and Haitians, the four groups that seemed to make up almost all of the confirmed afflicted patients.The acronym GRID, for gay-related immune deficiency was also used for a time, but that one was fairly rapidly phased out when it became clear that this condition wasn't limited to the gay community—though those earlier assumptions and the terminology associated with them did manage to lock that bias into mainstream conversation and understanding of AIDS and HIV for a long time, and in some cases and in some locations, to this day.By the mid-80s, two research groups had identified different viruses that seemed to be associated with or responsible for cases of this mysterious condition, and it was eventually determined (in 1986) that they were actually the same virus, and that virus was designated HIV.HIV, short for Human Immunodeficiency Virus, is a retrovirus that, if left untreated, leads to Acquired Immunodeficiency Syndrome, or AIDS, in about 50% of patients within ten years of infection.So HIV is the virus, AIDS is a condition someone with HIV can develop after their immune system is severely damaged by the infection, and there are a bunch of diagnostic differentiations that determine when someone has transitioned from one category to the other, but in general folks with HIV will experience moderate flu- or mono-like symptoms, alongside swollen lymph nodes and rashes and throat problems and sores across their bodies in the early stages of infection, and as things progress, they develop opportunistic infections of the kind that can only really latch onto a human when their immune system is weakened or shut down. While AIDS, arriving after the immune system is well and truly damaged, brings with it a slew of opportunistic infections and associated issues, the afflicted person potentially developing all sorts of cancers, sarcomas, persistent infections, and extreme versions of the flu-like, mono-like symptoms they may have suffered earlier on.We don't know for certain how and where HIV originated—and that's true of both kinds, as there's an HIV-1 and HIV-2 virus, the former of which accounts for most infections, the latter of which is less common, and less overall infectious—but both HIV types seem to have been transmitted to humans from non-human primates somewhere in West-central Africa in the early 20th century, possibly from chimpanzees in southern Cameroon, but that's pretty speculative, and there's some ev

Sep 19, 202321 min

China Standard Map

This week we talk about China’s standard map, the nine-dash line, and shoals.We also discuss WWIII, undersea minerals, and realities on the ground.Recommended Book: Outlive by Peter AttiaShow Notes* https://www.chinadaily.com.cn/a/202308/28/WS64ec91c2a31035260b81ea5b.html* https://www.uscc.gov/research/south-china-sea-arbitration-ruling-what-happened-and-whats-next* https://amti.csis.org/island-tracker/china/* https://globalvoices.org/2023/09/05/the-chinese-2023-map-has-nothing-new-but-why-are-chinas-neighbours-mad-about-it/* https://en.wikipedia.org/wiki/Government_of_China* https://www.reuters.com/world/asia-pacific/philippines-taiwan-malaysia-reject-chinas-latest-south-china-sea-map-2023-08-31/* https://theconversation.com/what-is-the-nine-dash-line-and-what-does-it-have-to-do-with-the-barbie-movie-209043* https://en.wikipedia.org/wiki/Republic_of_China_(1912%E2%80%931949)* https://en.wikipedia.org/wiki/Nine-dash_line* https://theconversation.com/what-is-the-nine-dash-line-and-what-does-it-have-to-do-with-the-barbie-movie-209043* https://hir.harvard.edu/vietnam-and-china-conflicting-neighbors-stuck-in-nationalism-and-memory/TranscriptIn the wake of some stunning defeats to European powers in the 19th century, and its place on the winning side of WWII, the Chinese government saw quite a lot of territory disappear, but then gained a fair bit back, following that global conflict, and this necessitated the redrawing of many maps, most of which were substantially outdated, because of the relative rapidity with which their territory was changing during this period—they lost Vietnam as a supplicant state, for instance, but also added a fair number of former Japanese islands to their collection, including Taiwan, which it took from Japan in 1945, and where the former Chinese government fled following Mao's revolution, which is what led to modern day Taiwan as a separate state, by their reckoning, at least, from that of Mainland China, which doesn't agree.And as is the case with Taiwan, not everyone in the area agrees about which other islands and bodies of water belong to whom, and the huge number of islands of varying sizes in the South China Sea are especially fraught, in terms of ownership claims, as many of them are worthless for the purpose of building real-deal settlements, but could be useful in terms of military infrastructure, allowing ships to dock and refuel, serving as weapons platforms for missiles and anti-aircraft equipment; that sort of thing.These island-related controversies have sparked or been components of several recent conflicts in the region, including clashes between the Chinese and Vietnamese militaries in 1974 and 1988, and as an apparent effort to lock-in their claim to some of these territories, the Chinese government, in December of 1947, published a map called the Location Map of South Sea Islands, which showed the South China Sea, along with an eleven-dash line that encompassed a huge, u-shaped portion of the region, with the implication that everything within that line belonged to China, though the Chinese government never outright said "all of this is ours, stay out."Beginning in the early 1950s, this line used only nine dashes, and had changed shape a bit, no longer including the Gulf of Tonkin as a concession to the now-independent North Vietnamese government.But the former Chinese government, the one that was now occupying and governing from Taiwan, continued to use an eleven-dash line on their official map, the implication being that they don't recognize the changes to Chinese territory made by the successor Chinese government that usurped them back in the mid-20th century.However many dashes are used, and whatever the specific expanse of them, though, the significance of this line on what's become known as the Chinese standard maps released at a regular cadence by the government have become the topic of furious debate, as the Chinese government has never really clarified what they're saying when they publish these things, allowing the implication to be that this is their home turf, their islands and ocean, but never taking the next step that would be required to formalize that claim.The implication of any territorial barrier is the violence required to defend it, so the presumed rationale here is that, like Taiwan's status, which is in an official sort of superposition right now, the Chinese government claiming it as their own, the Taiwanese government claiming independence, and everyone else just kind of making positive or negative noises while seldom taking a firm stance one way or the other, allows everyone involved to be unhappy and to hold their own opinions, but to not feel like they need to go to war over the issue, because no hands have been forced in that regard; a stronger stance and a more formal declaration of independence by Taiwan, supported by other nations, would presumably necessitate military action from China, while the same sort of concrete move by China

Sep 12, 202317 min

Gerontocracy

This week we talk about Jimmy Buffett, Boomers, and the Soviet Union.We also discuss Mitch McConnell, Joe Biden, and the 2024 US Presidential Election.Show Notes(Notes on show notes: for Wikipedia or other reference articles, please follow source links as they tend to tell you which bits of data are legit and which are less so—these are excellent starting points for info, but ideally not the end-points.)Some Relevant Linkshttps://www.nytimes.com/2023/09/01/health/mitch-mcconnell-health-seizures.htmlhttps://ourworldindata.org/life-expectancyhttps://theintercept.com/2023/07/27/gerontocracy-google-mcconnell-feinstein/https://www.pewresearch.org/short-reads/2023/01/30/house-gets-younger-senate-gets-older-a-look-at-the-age-and-generation-of-lawmakers-in-the-118th-congress/https://en.wikipedia.org/wiki/List_of_presidents_of_the_United_States_by_agehttps://www.nbcnews.com/politics/congress/dianne-feinstein-went-hospital-minor-fall-home-spokesperson-says-rcna98992https://www.npr.org/2023/08/16/1194115265/sen-mitch-mcconnells-health-issues-spotlights-kentuckys-succession-processhttps://www.cbpp.org/research/social-security/raising-social-securitys-retirement-age-would-cut-benefits-for-all-newhttps://www.census.gov/popclock/https://en.wikipedia.org/wiki/Gerontocracyhttps://en.wikipedia.org/wiki/Baby_boomershttps://www.wsj.com/arts-culture/music/jimmy-buffett-margaritaville-singer-and-beach-themed-businessman-dies-26e63495EndmatterThe Let’s Know Things Patreon pageRecommended book: Secondhand by Adam MinterMy other projects: UnderstandaryLKT on Apple Podcasts & Spotify (consider leaving a review if you’re enjoying the show)TranscriptJimmy Buffett, the singer behind megahits like Margaritaville and A Pirate Looks at Forty, died at age 76 the first weekend of September 2023.His songs celebrated a particular flavor of aspirational lifestyle, defined by beaches and casual day-drinking and being overall really, really chilled out; something that contrasted with his ambitious, tour-heavy lived experience, but which helped him become one of the wealthiest musicians on the planet, with an estimated net-worth of around $1 billion when he died, more than half of which came from his touring and recording efforts, the rest of which came from all sorts of investments and business dealings, including the Margaritaville Cafe in Key West, which kicked-off a portfolio of restaurant assets, and then casinos and cruise lines, and Margaritaville-branded clothing and alcohol products.He wrote some books, he made some canny investments, and basically did really well for himself—but Buffett will probably remain best known, despite his many accolades, for the vibe that permeated all his public-facing efforts, which captured a sensibility popular with folks of a certain age.If you were born between roughly 1946 and 1964 in the United States, and thus are categorized as a Baby Boomer, there’s a good chance you either romanticize the sort of lifestyle Buffett was a proponent of, or you know a lot of people who do.Maybe these people became Parrotheads—ardent fans of Buffett’s work—or maybe they just like the idea of cruises and beachside vacations and traveling to warmer locales during the winter and thumbing their noses at work when they’re enjoying downtime, completely flipping the switch so they can live as beachbums, even if only for a little while, in order to relax and wind-down and recover from the responsibilities they carry during their normal, everyday lives.That sense of responsibility—derived from a sturdy work-ethic, imbued in them by their parents, who in many cases survived the Great Depression and World War II, and had habits and values shaped by those eras and events—is one of the key traits often attributed to Baby Boomers, people who are in their early 60s through their early 80s, as of 2023.Like all demographic definitions, this one is highly flawed and flexible and generic, and it doesn’t encapsulate the rich spectrum of personalities and variations included in the age-demo it refers to, but like all such categorizations it’s meant to capture a broad, superficial sense of what a group of folks are like, in this case, pointing at what a group of folks who were born and grew up beginning in the middle of the 20th century believe about the world, what they value, how they tend to see things, and so on; all of it in aggregate, and all of it potentially not applicable to any single person who falls into that age range.This sort of categorization is super-flawed, then, but it can be useful to gesture at large-scale trends over time, and that, in turn, can provide us with additional ways of looking at macro-scale changes in society, our economies, and our governance.What I’d like to talk about today is how things are changing in the US, demographically, and how those changes are not, thus far at least, being represented in our government.—At the tail-end of August 2023, Senate Majority Leader Mitch McConnell went silent and froze-u

Sep 5, 202323 min

BRICS

This week we talk about BRIC, BRICs, and BRICS+.We also discuss the USD, sanctions, and alternative global financial systems.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Aug 29, 202315 min

Coup Belt

This week we talk about ECOWAS, Niger, and proxy conflicts.We also discuss military dictatorships, Wagner, and colonies.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Aug 22, 202320 min

Bidenomics

This week we talk about the Inflation Reduction Act, October Surprises, and Hunter Biden's laptop.We also discuss the 2024 US Presidential election, Trump's legal woes, and inflation.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Aug 15, 202322 min

Room-Temperature Superconductors

This week we talk about LK-99, mercury, and resistance.We also discuss online citizen science, physics, and replication issues.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Aug 8, 202318 min

Extreme Heat

This week we talk about Phoenix, Death Valley, and heat pumps.We also discuss the greenhouse effect, cascading systems, and energy-related power.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Aug 1, 202320 min

Automated Journalism

This week we talk about Genesis, the Associated Press, and Glorbo.We also discuss Wikipedia, G/O Media, and ChatGPT.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Jul 25, 202322 min

Entertainment Strikes

This week we talk about the WGA, SAG-AFTRA, and AI.We also discuss streaming platforms, residuals, and entertainment industry economics.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Jul 18, 202322 min

Social Graph

This week we talk about Threads, Meta, and the Fediverse.We also discuss Instagram, follower migrations, and the social media landscape.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Jul 11, 202324 min

International Monetary Fund

This week we talk about the IMF, the Paris Club, and Pakistan.We also discuss the international monetary system, sovereign debt, and debt traps.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Jul 4, 202326 min

Work From Home

This week we talk about mouse jigglers, bossware, and the WFH revolution.We also discuss blitzscaling, quiet quitting, and return-to-office demands.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Jun 27, 202322 min

Reddit Blackout

This week we talk about AI, Reddit, and scraping.We also discuss John Oliver, protests, and LLMs.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Jun 20, 202319 min

Particulates

This week we talk about wildfires, PM 2.5 particles, and globalization.We also discuss PM 10 particles, the health impacts of bad air, and PFAS.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Jun 13, 202320 min

Debt Ceiling Deal

This week we talk about the Fiscal Responsibility Act, Speaker McCarthy, and the US debt limit.We also discuss President Biden, economic crises, and MAGA Republicans.Show notes/transcript: letsknowthings.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Jun 6, 202321 min