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Upside down capitalism

Or right-side up, as the case may be.

Are there herds of socially conscious investors, or be these merely unicorns –  a mythical breed, product of minds who wish to conjure a next, more hospitable capitalism, yet unseen in the wild?

Given the inherent cynicism of speaking these players into existence if they do not exist, let’s posit that they do. Pension funds, family foundations, high-wealth individuals who have re-gained sight or never lost heart. It would be just as cynical to discount these.

One thing the so-called ‘disruptors’ do not want or take any shine to, is in fact disruption. That is, positive outcomes from new products to stock price to IPO feeding frenzies are all predicated on business as usual. However, re-ordering the calculus toward a triple bottom-line – people, planet, profit – will only occur with a fight. Several, many, multiple that will enter the courts but not end there.

Public opinion can not only be swayed, it cries out for persuasion. So this star is not fixed, despite the claims of those who deny priority to human rights, who cannot countenance paths to a renewable energy future that is already here, who beg patience for big data schemes but preach urgency for dismantling social safety nets that protect and educate.

The unicorns need to speak out. They need to speak out about how capitalism ends by not ending, not by changing but by being changed.

Whether it is capital allocation or your HVAC, from time to time broken systems must be replaced. Socialize yourself to country-ownership – alternately be prepared to live in someone else’s country. The someone being an oligarchy. This is how the oligs imagine the scenario.

Also: get rested up for the fight.

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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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Preventive Incantation

It doesn’t matter how one feels* about AI as a technological problem. It is much more of a financial problem, a threat similar to others that preceded it but special in its own special way. Purveyors already know the limits of the technology but dangle the potential profits as unlimited.

Because all the convenient confusion can be difficult to parse, a cultural interpretation of the crisis requires urgent attention. And thanks to Short Attention Span Theater – the single, unwavering truism threading society together – it needs to be brief and concise. Enter The Great Crash, 1929 by John Kenneth Galbraith into evidence:

…there is deep faith in the power of incantation. When the market fell many Wall Street citizens immediately sensed the real danger, which was that income and employment – prosperity in general – would be adversely affected. This had to be prevented. Preventive incantation required that as many important people as possible repeat as firmly as they could that it wouldn’t happen.  This they did. They explained how the stock market was merely the froth and that the real substance of economic life rested in production , employment, and spending, all of which would remain unaffected. No one knew for sure this was so. As an instrument of economic policy, incantation does not permit of minor doubts or scruples.

To the mighty extent that AI hype runs riot, our savvy age turns the power of incantation into cynicism verging on a new art form. Machine learning is so deeply ingrained into every sector that it simply must work and cannot fail, to coin a phrase. It must be powerful if important people are warning that it might take over.

Meanwhile, circularity: Tech giants investing in each other’s AI products and projects, driving valuation and demand for power, water, chips, and data centers, and inflating the perception of market consensus. We love the miasma of mortgage-backed securities in the morning.

Circularity > singularity.

Image: Screenshot from Bloomberg March 20, 2026

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Artificial Everything

[Too] many conversations about encroaching technology and artificial everything – we should just call it that, as we have no real definition for intelligence, much less understand what it means – compel further examination. Let’s go in.

First off, let’s acknowledge a basic premise.

We’re edging along a process of abdicating our personal sovereignty by our own choosing. I can’t tell you not to install a front door camera and spy on your neighbors or not to let slopGPT be your therapist. But let’s at least acknowledge how much we submit to all of this voluntarily. It’s not the illusion of choice, but still actual choices that we make continually. All the while creeps a sort of helplessness about what is being done to us. It is imperative to maintain our wits at such a time – such as a time as may come, such a time as now.

It is necessary to demonstrate how modern imagination is captured – and defended. Among the multitude of familiar arguments on which to draw, public and private liberties, civic duty and overwhelming loss of self esteem among our fellow citizens compel a checklist on the rescue mission should one be required.

There is extraordinarily powerful hype and propaganda supporting the inevitability of artificial everything. The laziness of corporate media has made this so much easier; excellent at completing PR circles, not so very good or interested in explaining things, rewarded for the combination with diminished honor and loss of prestige. Though a quite visible slight of hand, effort to acknowledge this process reminds us that we remain far from powerless. The sheer vastness of all we’re not thinking about and discussing enough also require some work on our part, to investigate, to understand, but first just to care about. When we get to the place where this work is not optional – and hey, we like work. It’s one our fears about AE, that it will take work away from us –  we’ll be well on our way to better places. If you’re already there, congratulations. You’ve got plenty of work to do.

Image: Author photo of work on a wall.

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Fascination with numbers

It’s no stretch to suggest that quantifying life as we know it not in terms of quality but economic growth leaves everyone a bit empty, a bit lesser for the experience, such as it is.

Numbers are fine, can be fun, even. Inspiring. Take Clairaut’s Theorem, as just one example. Among the heights of the Enlightenment – there were several – the eighteenth-century French mathematicians/philosophers Alexis Clairaut and Pierre Louis Maupertuis led an expedition to Lapland in the Arctic Circle (in the 1730’s) in order to measure a single degree of the median arc. The goal was to calculate the shape of the Earth, and validate whether Newton was correct in his Principia where he theorized it was an ellipsoid shape.

In disagreeing with Newton’s theory, Clairaut suggested not only that the Earth is of an oblate ellipsoid shape, but it is flattened more at the poles and is wider at the center. You can imagine the controversial this unleashed among scholars of the day, and Clairaut leaned in, full tilt. He courted the fight and published work in the 1740’s that promoted Clairaut’s Theorem, which connects the gravity at points on the surface of a rotating ellipsoid with the compression and the centrifugal force at the equator.

Under the assumption that the Earth was composed of concentric ellipsoidal shells of uniform density, Clairaut’s theorem could be applied to it, and allowed the ellipticity of the Earth to be calculated from surface measurements of gravity. This proved Sir Isaac Newton’s theory that the shape of the Earth was an oblate ellipsoid. In 1849 George Stokes showed that Clairaut’s result was true whatever the interior constitution or density of the Earth, provided the surface was a spheroid of equilibrium of small ellipticity. [wikipedia]

Provides interesting context to our jokey notion about “views differ on the shape of the Earth.” There’s an amazing book about all of this and more that centers on Madame Du Châtelet, erstwhile mistress of Voltaire who translated Newton’s Principia.

Fascination may be in the eye of the beholder. However, a focus on economic growth beyond the point where it may be healthy, productive, even possible, disassociates us from even the power of numbers themselves. Growth becomes its own ends and we, captive to the destruction its portends, stand idly by and make nervous jokes about issues long settled, amidst our intellectual withering and spiritual decay.

Image: [shiny)Detail of a painting by Lou Kregel.

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Sands through the hourglass

Or, Hey! You got pluralism in my diversity!

Hidden in plain, if at times dour, sight, an interview with Jill Lepore in CHE. She hits a couple of critical notes, per usual:

We’re in this appalling situation where civics education has a political balance that leans right, while the discussion of the diversity of the American past has a political balance that leans left. The problem with a civics education that leans right is that its version of the American past is inevitably going to be the story of the march of progress and prosperity and freedom. And the story that leans left is the story of atrocities and ongoing systematic inequalities. Both of those accounts of America are true, but neither of them is the entire truth. No child is equipped for life in a democracy if they are asked to receive either story as canonical.

One thing that really troubles me is that it’s now politically safe to talk about pluralism, but it is not politically safe to talk about diversity. Sure, those terms have different histories, and you could disambiguate them if you really wanted to, but ultimately they are kind of the same thing. I wish that civics initiatives would embrace the word “diversity” to depoliticize what they’re doing. And I wish that DEI programs that are still standing, of which I’m sure there are still some, would embrace the words “pluralism” and “civics.” There actually is a common project there. It’s possible to hold a common purpose across those different initiatives and to refuse to allow them to be politicized and demonized by the other side. To allow such a basic matter as what children learn in the third grade about their country to be determined by who’s won a seat in the Legislature in the last midterm election is outrageous. Those people should be ashamed of themselves.

[Narr: they are not ashamed of themselves]. And later, she suggests the reason people are unable to understand any common purpose beyond the accumulation of riches – which would lead to a downfall, except for the puny heights native to such  ambitions:

I teach at a university where the preponderance of our undergraduates go into finance, consulting, and tech jobs that they are recruited for almost the moment that they arrive in Cambridge, and whose time, instead of being devoted to academics, is devoted to securing positions in those industries. The pleasing of their parents, and the pleasing of those students, is the economic engine of the college and therefore of the university, in a way that I do not think is consistent with what a university is for. There are universities now that are creating centers for open inquiry. What is a university if not a center for open inquiry? Why would we need such a center? That anyone suggests such a center should raise a lot of eyebrows.

Successful marketing smears against the liberal arts notwithstanding, the underlying timidity about culture and civilization result in the increasingly inability to differentiate the real from the fake. It’s so complicated and new that people exchanged ideas on it using stone tablets. Adherents of classical learning become defensive  in conversations about earning potential, meanwhile West Point and the other three service academies continue to require philosophy, languages, history, and literature. Can you hold those competing notions in your head?

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Fake intelligence not intelligent

Similar to the junk science being peddled at present to torture parents blame autism on Tylenol, as in it would be a terrible and cruel metaphor except that it’s actually happening.

Transpose that idiocy (generous interpretation) onto a much larger scale and you have the new dance craze known as AI. Well, the media is dancing, nonstop.

You can follow the money, and it just doesn’t make sense.

Check out the imagery, actually do not do that. It started as slop and it’s getting worse.

But science!, one might say. Surely, there are infinite uses! And there may be some for data set analyses on a massive scale – finding exoplanets and folding proteins. And yet, if we return to the most commonly propagated use case and raisin debt of the whole of the monstrous waste of natural resources as well as cash, it’s fake, broken turtles all the way down:

Gu and his team asked OpenAI’s ChatGPT, running on the GPT-4o model, questions based on information from 21 retracted papers on medical imaging. The chatbot’s answers referenced retracted papers in five cases but advised caution in only three. While it cited non-retracted papers for other questions, the authors note it may not have recognized the retraction status of the articles. In a study from August, a different group of researchers used ChatGPT-4o mini to evaluate the quality of 217 retracted and low-quality papers from different scientific fields; they found that none of the chatbot’s responses mentioned retractions or other concerns. (No similar studies have been released on GPT-5, which came out this August.)

The public uses AI chatbots to ask for medical advice and diagnose health conditions. Students and scientists increasingly use science-focused AI toolsto review existing scientific literature and summarize papers. That kind of usage is likely to increase. The US National Science Foundation, for instance, invested $75 million in building AI models for science research this August.

“If [a tool is] facing the general public, then using retraction as a kind of quality indicator is very important,” says Yuanxi Fu, an information science researcher at the University of Illinois Urbana-Champaign. There’s “kind of an agreement that retracted papers have been struck off the record of science,” she says, “and the people who are outside of science—they should be warned that these are retracted papers.” OpenAI did not provide a response to a request for comment about the paper results.

Quality indicators. Inventing a need for things the new thing said would no longer be necessary. Truly the wave of the future.

Be skeptical. Don’t abandon the ability to discern just yet.

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Carrying the water [away]

The metaphors become really complicated at this level, given the thirsty water requirements of LLMs. But give Bloomberg its due for the most succinct cut-line in history of such things:

It cuts way down past the chase, to the quick, and presents what seems an unlikely reveal, inevitable as it may be. We can be relatively sure that neither Fallon nor Google is ashamed to be called out like this. And Photographer: Google really adds that special something.

The clown show is hard, one would imagine. When making people laugh is what keeps the audience coming back, eventually the comedian will become a water carrier for the status quo. It’s the raisin debt of every influencer, about which they are quite open. The question is what it does to us and everything around us, shaded in this light, as it were. The quick can still burn, if the numbness isn’t total.

Pay attention to what ‘becomes the norm.’ It’s certainly not as passive of an activity as the construction suggests.

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Prosperity Gospel Vamp

As mentioned many times, including public fora, sustainability is a vanishingly low bar. Just transfer the concept to say, friendship, and try to be whelmed at all.

Accordingly, this discussion about ‘everything-bagel-liberalism’ as a stymie to de-carbonization and other incursions into societal progress looks a bit pekid when corporate interests and provincial politicians are allowed the posture of disinterested bystanders:

Green-energy developers will tell you that among the biggest obstacles to new solar or wind projects online are 1) intransigence by gas-dominated utilities that make it practically impossible for renewable developments — which are less profitable for utilities than fossil-fuel infrastructure — to interconnect with the grid, and 2) campaigns by oil-and-gas front groups that work to gin up opposition to clean energy with deceptive claims like “wind turbines kill whales” and “solar panels cause cancer.”

We could pass all the federal permitting reforms Klein and Thompson could dream of, but if powerful fossil-fuel interests continue to call the political shots, we’ll never achieve the clean energy build-out we desperately need.

Similarly, when it comes to the scarcity of affordable housing, Abundance primarily blames zoning laws for constraining supply and driving up prices.

So much of the discourse on sustainable solutions reaches for just-in-time incrementalism that never can be, and only serve to preserve the status quo when radical change is required. Just like prosperity preachers, Abundance liberals need all of the attention for which they clamor. The best of among of them, like those cited here, even move us to consider why their arguments achieve such lift-off velocity in major media. Kudos – it’s a gift. Look askance and ponder.

 

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Stunning-Kruger-incidence

This is perhaps over-determined, but how were we to know? Is it just the mildest coincidence that just when critical thinking skills are at their most needed, a mysterious and mostly useless tool is helping us file-down any remaining sharp points and edges?

A new paper from researchers at Microsoft and Carnegie Mellon University finds that as humans increasingly rely on generative AI in their work, they use less critical thinking, which can “result in the deterioration of cognitive faculties that ought to be preserved.”

“[A] key irony of automation is that by mechanising routine tasks and leaving exception-handling to the human user, you deprive the user of the routine opportunities to practice their judgement and strengthen their cognitive musculature, leaving them atrophied and unprepared when the exceptions do arise,” the researchers wrote.

I’m convinced that key ironies need to be mandatory elements of all strategic planning documents going forward, numerated AND annotated. Making dumb dumber and lazy lazier is sufficiently opportune that making us softer and doughier, paired nicely with a ’54 magnum of News You Can Trust and a much more recent vintage of doing your own research, births the inevitability of powerlessness. Aside from the button that releases the treats, of course.

The charge is that the hard work of cowing a populace to submit to not notice authoritarianism is far easier than imagined, and especially when people allow themselves to be confused about the difference between important things and trivialities.  When you’re not sure how to watch out for what you don’t know you need to watch out for, please note the lack of passive construct before proceeding.

Image: Discreet nose. Fruity. Smoke. Suave and rounded on the palate, almost sweet.