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Data States

Just returned from a sojourn to Silicon Valley where you can be party to many conversations about or tangential to Artificial Everything, or you can just party. Both of these I will mark as complete.

The biggest flaw thus far in the advent of AE is not chat-bot psychosis, though sufferers should seek medical attention (this is not investment advice), but local resistance to data center construction. Although, it seems that Utah did not receive the memo:

A plan to create one of the world’s largest datacenters, a gargantuan project spanning an area more than twice the size of Manhattan, has provoked a furious public backlash in Utah amid concerns over its vast energy use and impact upon the state’s stressed water supplies.

The Stratos artificial intelligence datacenter footprint will cover more than 40,000 acres (62 sq miles) over three sites in Box Elder county in north-western Utah. The facility will require about 9GW of power, which is more than the entire state of Utah currently consumes, and suck up a significant amount of water in an area that has been hit by severe drought in recent years.

Last week, the project was approved by the county’s commissioners, despite thousands of objections lodged by Utah residents. Environmentalists have warned that Stratos could imperil the Great Salt Lake ecosystem, including a critical migratory bird habitat, which is already under severe stress.

Pretty sure that on my way out to SV, we flew over this area or nearish-by. I can attest that from my window seat (not engineering advice) there is sufficient spatial accommodation for this project. But as the fine people of the area point out with their signs and yelling, there does not seem to be sufficient anything else.

Sacrificing water and energy that a state does not have at a scale that it does, will not a data center make. You can siphon a watershed for ‘other purposes’ but not without hastening a collapse of the ecosystem and all that it temporarily supports.

The numbers of people who pushed back on this plan to no avail is at least worth noting.

Image: Cumberland Island, for context of scale, about the same size as Manhattan but with 6 million less people.

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Knife Fighting Advice

Two people find each other in a bar, have words, and are told to take it outside. One has a knife, the other does not.

Political Advice

The need to find a name for everything, especially in the midst of context collapse – government that relies on its own impunity, media beholden to access and corrupted beyond its ability to notice – finds its gloomy audience. The cynicism of artificial everything takes the degradation of beauty as license for further spoils. People who profess faith in a universe governed by a monarchy do not care about the state of democracy. Capitalist buzzards scavenge the carrion so much begins to resemble.

Slow down.

The rush constitutes a critical element in the systemic failures, which while calculated and tangible only accelerate via failures of imagination. The first thing to go, assumed to be light, harmless, perhaps fun but inessential and so left unguarded while the currencies get blast-proof doors and laser alarm matrices. But crushing the capacity for imagination has always been priority. Note the uncomfortable complicity in putting away childish things at our peril.

Consider how little attention has been paid. How much agency remains? Where to start with such a disfigured capacity to imagine? No wonder. Little wonder. Disordered priorities. Go back. Name a recent wonder. A glimpse, a moment handed over to wonder. Everything is there.

The subconscious renders, speaks beyond language, as much older than language, flickers with light, premises lightness, joy, love.

Own the lapses, welcome fears. Correct them. Re-order indicates a new, different hierarchy that understands exact necessity. Smells of earth and wild garden fragrance always near the top.

Oh, and always bring a knife just in case.

Image: Fifth Avenue skyscraper blocking the view of the Empire State Building.

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Not complicated

Complexity abounds. Our current politics, however, are dumbed down for their intended audience of us. Even then, we don’t seem to get the clarity staring us in the face: the country is being spoken for and to by a demented lunatic. There is no plan, only impulse, neediness, and corruption. We don’t want to reckon with this, but the sooner we realize that we must, that we don’t know how it ends, the sooner begins the work – and work it will surely be.

All signs point in the same direction. Despite all of the conversational satire to which we have grown accustomed, the hubris of a powerful society has done its work.

But here’s your bedtime story: the amount of lost oil supply is already equal to the reduction in oil consumption during the covid pandemic.

The world has lost over $50 billion ​worth of crude oil that has not been produced since the Iran war began nearly 50 days ago and ‌the . aftershock of the crisis will be felt for months and even years to come, according to analysts and Reuters calculations.

Since the crisis began at the end of February, more than 500 million ​barrels of crude and condensate have been knocked out of the global market, according to Kpler data – the ⁠largest energy supply disruption in modern history.
Put differently, 500 million barrels of oil lost to the market is equivalent to:
  • Curtailing aviation demand ​globally for 10 weeks; no road travel by any vehicle globally for 11 days; or no oil for the global economy for five days, ​said Iain Mowat, principal analyst at Wood Mackenzie.
  • Nearly a month of oil demand in the United States, or more than a month of oil for all of Europe, according to Reuters estimates.
  • Roughly six years of fuel consumption for the U.S. military, based on annual usage of about 80 million barrels from fiscal ​year 2021.

The Reuters piece concludes with a short section under the subhead FULL RESTORATION COULD TAKE YEARS.

About this restoration… what if we don’t go back – and choose to move forward instead? It’s an outrageous proposition but, knowing now full well what do, having destroyed what we have – facilities, lives, and relationships, alliances – the accidental test case for moving beyond oil is no longer a test.

The seemingly scariest part of this (scary to the world’s most frightened populace of rich and coddled) is already underway for seemingly unrelated reasons [not at all unrelated]. Auditions are over. Thank you all for coming. We’ve found our man.

Image: Nemesis by Albrecht Dürer (1501-1502); Albrecht Dürer, via Wikimedia Commons

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Of straits and traps

A mental ill patient in a straight jacket and strapped into a chair. Photograph after a wood engraving by E. Tritschler, 1908.

What if war isn’t viable? And rather than being merely hopeful or any nod to a peacenik Shangri-La at last, what would remain in the balance – TBD comme on dit – is somehow assuring that the entire globe doesn’t become a failed state. That we don’t default to a Hobbesian existence on a planetary scale – yes, very much including our bumblionaires who have so sagely guided marked the territory to this place. But as [this] war increasingly results in an escalation trap, can we must become dissuaded of ts benefits:

Once started, a major regional war with Iran was always likely to be something of a ‘trap,’ – not in the sense of an ambush laid by Iran – but in the sense of a situation that, once entered, cannot be easily left or reversed.

The trap, of course, is the Strait of Hormuz and the broader Persian Gulf. The issue is that an enormous proportion of the world’s shipping, particularly energy (oil, liquid natural gas) and fertilizer components (urea) passes through this body of water. The Gulf is narrow along its whole length, extremely narrow in the Strait and bordered by Iran on its northern shore along its entire length. Iran can thus threaten the whole thing and can do so with cheap, easy to conceal, easy to manufacture systems.

…

So once the strait was closed, the United States could not leave until it was reopened, or at least there was some prospect of doing so.

The result is a fairly classic escalation trap: once the conflict starts, it is extremely costlyfor either side to ever back down, which ensures that the conflict continues long past it being in the interests of either party. Every day this war goes on make both the United States and Iran weaker, poorer and less secure but it is very hard for either side to back down because there are huge costs connected to being the party that backs down. So both sides ‘escalate to de-escalate’ (this phrase is generally as foolish as it sounds), intensifying the conflict in an effort to hit hard enough to force the other guy to blink first. But since neither party can back down unilaterally and survive politically, there’s practically no amount of pain that can force them to do so.

I’ve mentioned multiple times how the brakes on the carbon-based economy have been located – No! Not that way! – and the screeching we hear is actually the metal backing plate contacting the metal rotor, recommending immediate inspection and repair.

A dumb, so very dumb war presents this metaphor for appraisal.

Image via Wellcome Collection..

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The moral element

There are so many issues on which people can be or become confused about whether their choice stance is political, economic, or moral. The problem with the third in this sequence is that it makes the choice/stance much clearer on the first two than may be desirable or convenient.

Further, confusion about the rights of others that allows for a seeming choice where none exists creates space for degeneracy – bigotry, victimization, persecution, false equivalence – which turn into their own rationales for unfortunately familiar behavior. It’s sadly too easy to see why attacks on vulnerable people are wrong, so the convolution helps cover otherwise indefensible actions and positions, from anti-trans attacks all the way up to capitalism itself.

The fear that capitalism would be so much less forceful and thus successful with limits on its rapacious character is so embedded as to be dogma. It must always be fully unleashed to exist at all. We equate force with success, which inures to all the resulting destruction. Collateral damage hardly makes a dent as a concept anymore and it remains unclear whether that manifests from the inability to see outside of one’s own interests or the casual acceptance of casualties, whatever their nature. Either way, it’s quite the evolution. We have yet to grapple with the actual consequences of zero-sum, much less the reality that ‘externalities’ get less and less external the further on with this we go.

The concept of ‘easy solutions’ feeds misdirection from guardians of the status quo, no matter their futurist garb. Positive-sum deflates fascism and environmental catastrophe with great collaboration and distribution, and its tools sit idle, though ready. One of the new tricks taught by every old dog is that opposite of love is not hate, but indifference.

One need not be a philosopher or a socialist to recognize the moral character of our actions. No special training or knowledge is required, only courage.

Image: Symbol for the chemical element Beryllium; elements are amoral but Be is a divalent element that occurs naturally only in combination with other elements to form minerals. Just sayin’.

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Peek Oil

We get glimpses of before-during-after all the time now; ‘news’ exists in a meta-only form, wherein we have to read many things at once to understand any one thing. Many lines are required to have enough to read between, natch.

One current example: There’s too much oil: winners and losers.

Okay, sure.

This year is set to culminate in the first major glut since 2020. The International Energy Agency forecast in November that global supply will outweigh demand by 2.4 million barrels a day, and expects the gap to expand to a record 4 million barrels a day next year.
Sustained lower prices will put pressure on governments and businesses that are dependent on oil revenue, while others stand to benefit.
Not sure what the N is on gluts since we launched this fine establishment, but many there have been. And winners and losers, sure. Quick story, but put this at the bottom:
Road transport is the biggest source of oil demand. Consumers are used to a certain amount of volatility in fuel prices, but a prolonged reduction could make them less inclined to switch to an electric vehicle. That said, in areas where there are high taxes on diesel and gasoline, such as Europe and California, there could be limited relief at the pump from lower oil prices.
The buildout of clean power sources is less likely to be impacted by a crude surplus. In most regions, other than places such as the Middle East, renewables are usually competing against coal and natural gas for utility-scale electricity generation rather than oil.
Just so. Now, couple that with the new Cop30 deal, like each prior deal always a crowd-displeaser. Big, air-tight solutions remain just out of reach to stave off the ravages of climate breakdown. Yes, but. Hints and allegations find their way into the language of the most earnest until they are just sitting right there:

Teresa Anderson, the global lead on climate justice at ActionAid International, said: “A lack of climate finance is throwing a spanner in the works of climate progress. Global south countries, [which] are already carrying the costs of the climate crisis they have not caused, desperately need support from rich countries if they are to take on any more commitments. Nowhere was this more stark than on the issue of fossil fuels, where specific text once again ended up unfunded and on the cutting-room floor.”

Nikki Reisch, from the Center for International Environmental Law, said: “This is an empty deal. Cop30 provides a stark reminder that the answers to the climate crisis do not lie inside the climate talks – they lie with the people and movements leading the way toward a just, equitable, fossil-free future.”

Okay, part the last, for now. What has been going on for a year now in the Republic of Georgia:

Some footage from today’s protest march. Georgian citizens are demanding that the parliamentary elections, allegedly rigged in 2024, be rerun and that all political prisoners be released.

#GeorgiaProtests
Day 369

[image or embed]

— Publika.ge (@publikage.bsky.social) December 1, 2025 at 1:36 PM

Bottom up. People and movements. There is no they.

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Just Fight

Trump Admin creative tactics to fight climate change, despite themselves.

See? It matters how news is contextualized.

Brazilian farmers were sure a Swedish-Finnish multinational was planting eucalyptus trees on public land. And they were right:

Surrounded by nearly 100,000 hectares (247,000 acres) of eucalyptus plantations, Baixa Verde is a rare example of a local victory over a multinational in Brazil. The rural settlement owes its existence to nearly two decades of legal battles over land rights – but the fight is not over yet.

After fighting to retain their land, the families now face an unprecedented security crisis marked by armed clashes, arson and death threats, part of a wave of violence driven by a land dispute that has escalated since 2024.

Conflicts over land rights have long been an issue in the region. Obtaining property titles is commonly deemed to legitimise land grabs from traditional communities, and local people had suspected that Veracel Celulose – a pulp-production company jointly owned by the Swedish-Finnish company Stora Enso and the giant Brazilian pulp manufacturer Suzano – was planting eucalyptus trees on public land.

In 2008, Ercilio Souza, one of the founders of the Baixa Verde settlement, and Juenildo Oliveira Farias visited government archives to review public documents. They found the page that proved the 1,300 hectares in dispute were owned by the government. “We always knew that it was public land,” says Souza.

With the document in hand, they assembled 91 local families and joined the Fight for Land Movement (MLT), a ​​political and social organisation fighting for agrarian reform. Its first action was to occupy an area of a eucalyptus plantation used by Veracel, accusing the company of using public land.

Stories like this one may quickly disappear but we should give them more credence, if not prominence (attaboy, Guardian). Rather than the binary – this is great/that is awful –take some time to unpack a story and understand its complexities as a throughway, as appropriate. Be critical. Withhold the benefit of the doubt until it is deserved.

Also, wtf, Swedish-Finnish conglomerate, get your act together.

Image: A eucalyptus plantation in Baixa Verde owned by Veracel Celulose.  Photograph: Sara Van Horn (Guardian)

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The protection gap

Ah, language… you’re we’re soaking in it.

A growing disparity between economic loses from natural disasters and the amount of those losses covered by insurance is bringing together some strange bedfellows. I know, the entire world is now one giant mixed metaphor:

Insured losses from natural catastrophes may reach $145 billion this year — well above the 10-year average — as population growth, urban sprawl and climate change combine to supercharge risks, according to an estimate in April from the Swiss Re Institute.

The rising costs make it essential that the insurance industry “reach out not only to regulators and supervisors, but also to broader policymakers, government departments outside of insurance, academia, and even customers to work together and figure out how to tackle this issue,” Ariizumi said.

Ariizumi spoke near Durban, South Africa, ahead of a panel focused on the protection gap on Thursday. The event, held alongside the G-20 finance chiefs’ meetings, is expected to be attended by World Bank President Ajay Banga and the chair of French insurer Axa SA.

To address losses from natural disasters, Ariizumi said various forms of collaboration are possible such as the public sector agreeing to take on part of the risk when an event is deemed too great for private financial institutions to handle the costs on their own.

Once again, no shade to Bloomberg – they’re just the messenger explaining this through their prism – but this article raises question about t-shirts that say climate change is too expensive to address already answered by those t-shirts.

And this is why, in order to have nice things, massive collection action collaborations by governments to help businesses, which include insurers and media companies alike, to change courses, practices, and tactics toward the betterment of all humans remains job one. We can come back around to it under other guises, but collaboration is socialism collaboration. One day, we’ll come around to that and see how silly all of this was.

And it would be best for everyone if that day is tomorrow.

Image: a corner of Dukes County from the sky, via.

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Wind and sun, things of that nature

A Russian nesting doll of spite and stupid.

This is straight up insane, which checks a box within-a-box within-a-box for the lobotomized party. So they’ll probably do it.

The tax provision, tucked inside the 940-page bill that the Senate made public just after midnight on Friday, stunned observers.

“This is how you kill an industry,” said Bob Keefe, executive director of E2, a nonpartisan group of business leaders and investors. “And at a time when electricity prices and demand are soaring.”

The bill would rapidly phase out existing federal tax subsidies for wind and solar power by 2027. Doing so, many companies say, could derail hundreds of projects under development and could jeopardize billions of dollars in manufacturing facilities that had been planned around the country with the subsidies in mind.

Those tax credits were at the heart of the Inflation Reduction Act, which Democrats passed in 2022 in an attempt to nudge the country away from fossil fuels, the burning of which is driving climate change. President Trump, who has mocked climate science, has instead promoted fossil fuels and demanded that Republicans in Congress unwind the law.

But the latest version of the Senate bill would go much further. It would impose a steep penalty on all new wind and solar farms that come online after 2027 — even if they didn’t receive federal subsidies — unless they follow complicated and potentially unworkable requirements to disentangle their supply chains from China. Since China dominates global supply chains, that measure could affect a large number of companies.

That’s from NYT on Sunday, and there are literally no benefits from doing this.

Not unrelated to the way ‘policymakers’ are making pawns of Chinese college students studying and doing research in the US. Always running behind will always do the wrong things. Ahead is right there. In front of you.

 

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When will you know

Google anything and you’ll see what they’re up to, with the “AI” results pushed up top. Scare quotes for reasons but really, the Google is doing a weird thing to the internet by this strategy – and they know they’re doing it.

But when will people realize it? When will they know?

Because the appearance of “AI” in expected places has already become… expected and rather commonplace. And this is what they at the Google understand well, that humans get used to stuff. However, now, you must look past these top results to find actual websites, with real information from people trying to provide it. People trying to find you – or have you find them. That’s one reason they have a site. I know, it sounds trite.

But those sites are being buried beneath these “AI” results. How concerned should you be? Should you care?

So, context: Open AI has unleashed all these free products training models like ChatGPT and several iterations you can pay for, in order to train us to use and become dependent on their products. But they need to make money. Lots of money and fast.

So we can know that, should we so choose. It’s expensive to run these things – both in financial and environmental costs, and the information they provide becomes degraded rather quickly – a thing humans still readily recognize [they call that foreshadowing in the biz].

These tech companies realize all of this, plus the fact that the media does all of their PR for free. And yet they are still burning through cash, mostly, it seems, on the vibes that people aren’t noticing the sixth finger or the clunky syntax, will grudgingly embrace accept most of it with a kind of dull fascination.

Are you overwhelmed? Is it all so little that it seems too much? What if there was a way to sharpen your fascination instead?