Monday, November 9, 2026

Strogatz talks about AI and math with Robert Wright

YouTube page:

Robert Wright and Cornell mathematician Steven Strogatz—co-author of the new book Big Math: The Hidden Codes That Run Our World—discuss how AI is upending math and whether human insight is becoming obsolete—and how the roots of big math go back much further than the advent of the large language model.

0:00 Teaser
0:37 Steve’s new book, Big Math: The Hidden Codes that Run Our World
4:04 What is “big math”? And why do we need it?
11:46 The key to the neural network’s power
18:33 AI’s black box problem
23:52 Is human insight going extinct?
32:34 How math has continually changed humanity
43:07 Insight via 100 ants
51:17 The intersecting origins of network theory and a jazz legend
57:34 Heading to Overtime

Saturday, November 7, 2026

Scaling is only a multiplier; we need to work on developing new approaches

Wednesday, November 4, 2026

Some (celebratory) wildflowers for November

AI and Rank 5 mathematics

From Sabine Hossenfelder's Nov. 4 Newsletter:

The past months have proved beyond doubt that today’s AI models are capable of converting their reasoning into symbolic, computer-based maths. The idea of building maths entirely on such computer-readable format is decades old, but now it has come into reach because frontier models can both read and understand the published literature as well as converting it into symbolic proofs.

Mathematician Jared Duker Lichtman at Stanford University in the US has launched the Mathematics Autoformalization Project (MAP) and estimates that the project will cover all known mathematics optimistically by next year, conservatively in 2 to 3 years. It is not the only such project currently underway. A group at META has a similar initiative called ATLAS and Mathlib calls theirs the Formal Frontier.

It sounds like the objective is to make existing mathematics an object of investigation rather, transforming it from a conceptual mechanism into a object of thought in the matter of Piaget's reflective abstraction, which I discuss in this blog post from 2025. That would give us a Rank 5 mathematics. (Other remarks on Rank 5 thought).

Here's what Hossenfelder thinks:

What could such a formalization be good for? For one thing, it would make it dramatically easier to build on the existing corpus of knowledge. But maybe more importantly, it would allow entirely new forms of meta-mathematical studies that could reveal so-far unknown relations between different areas of maths.

Color me sympathetic.

Sunday, November 1, 2026

Sardonic commentary on Anthropic's S-1

From YouTube:

Anthropic — the maker of the Claude AI models — has filed its S-1 prospectus for what could be the largest IPO in history, at a valuation somewhere between one and a half and two trillion dollars. In this video Patrick Boyle goes through the filing in detail: the eighty-billion-dollar “loss” that isn’t really a loss, the genuine operating profit nobody expected, the growth rate that quietly halved in the third quarter, the eight hundred billion dollars of compute commitments buried in the footnotes, and a corporate governance structure that leaves ordinary shareholders with almost no say at all. Is Anthropic a two-trillion-dollar bargain, an AI bubble about to pop, or something nobody — including Anthropic — can actually price? We look at what the numbers say, what they don’t, and why the honest answer is that both the bulls and the bears are guessing.

With the right architecture, 109 million parameters beats 72 billion.

Saturday, October 31, 2026

Hoboken, Pier 13 and Stevens

Is Elon living in simulation theory?

Ezra Klein, Elon Musk’s Endgame, NYTimes Oct. 31, 2026.

Ezra Klein has a wide-ranging discussion of Elon Musck with Quinn Slobodian, a professor at Boston University who has just coauthored a book about Musk, Muskism, with Ben Tarnoff. The discussion ends with Musk's apparent belief in the idea that we're living in a computer simulation.

Klein:

I just think that for a person with as much power as he has, to have that kind of psychology to suspect that this is a game where your role in it is making big moves — I don’t really know how to describe that situation. But it is a distinctive one that we all now have a lot of exposure to.

Slobodian:

There are a couple of varieties of the simulation theory, too. One is we are all simply just artifacts of this future civilization’s computer video game.

But the other is that most people are shadow people and a small number of people are actually player characters. And it seems like that’s the one that orients him most.

In the libertarian community that reflected a lot on these things, one of the people is Robin Hanson, the George Mason University economist, who said: What kind of ways would we conduct ourselves if this were true?

And he says: If this were true, then it would make sense to first care nothing about other people — so things like foreign aid and the welfare state would be frivolous things to spend time on — to be as entertaining as possible, to accumulate as much wealth as possible and to try to simply organize the world around you in as successful a way as you can.

There’s this radical reneging on anything like social responsibility that is only possible if you embrace this incredibly nihilistic reaffirmation of your megalomania. And the question is how to remove the props and struts that hold him up in that delusion, because it is not true, and he needs to be somehow persuaded from the outside that it’s not true.

If he continues to be incentivized to indulge in those ways of thinking, then he will never be required to be divested of that.

There's much more in the discussion.

Friday, October 30, 2026

OpenAI's Navier-Stokes result not possible in the real world

Sunday, October 25, 2026

Virtuoso jazz recorder: Samba de Orfeu

"Samba de Orfeu" by Luiz Bonfá

Emmet Cohen - Piano
Gunhild Carling - Recorder
Yasushi Nakamura - Bass
Joe Farnsworth - Drums

Friday, October 23, 2026

Keith Jarrett, "Over the Rainbow," Tokyo 1984

On our place in the universe: the Anthropocene, Gaia, and the noosphere

Robert Wright and Boris Shoshitaishvili discuss Boris’s new book, Our Planetary Mirror, which draws on three big ideas—Gaia, the noosphere, and the Anthropocene—along with philosophy and myth to reassess who we are and the problems we face as a species. Overtime: Are humans AI’s fossil fuel?

0:00 Overtime teaser
0:43 Boris’s background and new book, Our Planetary Mirror
3:43 Three ways of seeing the planet—and us
12:47 Resurveying the Gaia “hypothesis”
20:31 Dawkins’s case against Gaia
27:16 Is humanity outgrowing its planetary parent?
32:57 The noosphere: Teilhard vs Vernadsky
48:46 Can we reason our way to global solidarity?*
53:58 Heading to Overtime

*This section has tantalizing hints about the need for a symbolic and mythological dimension to our conception of our place in the universe.

Thursday, October 22, 2026

Network geometry and task representation in the human cortex

Wednesday, October 21, 2026

Saturday, October 17, 2026

Math, AI, and Terry Tao on a “war footing”

Elisabeth Bumiller, Why One of the World’s Greatest Mathematicians Is on a ‘War Footing’, NYTimes, Oct. 15, 2026.

Opening paragraphs:

Terence Tao is typically described as one of the world’s greatest living mathematicians, but right now he is doing very little math.

“I’m on a war footing,” he said while grabbing coffee during a two-day math workshop at the University of California, Los Angeles, that was rife with talk about the existential crisis that artificial intelligence has created in his field.

A bit later:

Until recently his job was as a bridge between the slow-moving world of higher math and the scorching speed of A.I. Dr. Tao, who uses A.I. as an assistant to run calculations, write code, search vast troves of literature and brainstorm ideas, has been experimenting with OpenAI’s models since 2023. He was an enthusiast for a “best of both worlds” future.

OpenAI’s releases have now left him feeling used. “As recently as a year ago, I had a pretty good relationship with many employees at OpenAI,” he said in a recent phone conversation.

“A lot of people I interacted with shared a very common vision of how A.I. should be used — you know, to empower scientists.” But the rush to publish new findings, he said, shows their true purpose. They “used math for what they needed, which was to evaluate their models,” he said. “At this point, I don’t see a way to constructively engage.”

His anger was clear in a post on the widely read math blog Proofs and Prompts after OpenAI’s Oct. 6 release. “I am horrified by the many person-years” of research, particularly by young mathematicians, “being casually disrupted or destroyed,” he wrote.

“Much as one cannot unhear a movie spoiler or a crossword clue, one cannot explore a problem as profitably and richly once one is aware of an existing solution.” He mourned, he added, “the path not taken, and the opportunities lost in the frantic race to develop this technology.”

Final paragraphs:

Despite OpenAI’s releases, he said, most problems at the frontiers of math are unsolved, math remains infinite and the difficulty of problems is therefore boundless. Since A.I. has given mathematicians the ability to collect data on such a vast scale, they will increasingly work in large groups collaborating on once-unimagined projects.

Dr. Tao, who sees each of his three students once a week, said every meeting is “increasingly a therapy session more than technical guidance.” His answer to them is that “if you focus on only the things you could do before, it looks bleak.”

So he has offered hope with advice that amounts to acceptance born of necessity rather than fighting a war. Problem solving is not a destination but a journey, and lessons learned along the way are often more important than the answer itself. Rather than solving a single problem on their own, they can use A.I. to solve 10 problems and find new patterns and more questions to ask.

“They will have to use their imagination,” he said. “This is a time for creativity, and I do hope students rise to the challenge. They didn’t ask for it. But I think many of them will surprise us.”

There's much more at the link.

Friday, October 16, 2026

Terence tao says we're being dragged into a new era of mathetics

Thursday, October 15, 2026

Hoboken, on the street, May 30

Consolidating Context into Parametric Memory

Reconciling symbols and neural networks

For comparison, see Relational Nets Over Attractors, A Primer: Part 1, Design for a Mind, Version 3

Wednesday, October 14, 2026

3 Patterns of hemisphere specialization in humans

Monday, October 12, 2026

Robert Wright interviews Alex Gibney on his Musk documentary

Robert Wright and filmmaker Alex Gibney discuss Alex's epic new documentary about Elon Musk—an exploration of how the world's richest man got so powerful (and so weird).

0:00 Teaser
0:32 Alex’s new documentary about Elon
3:07 How Alex’s film turned epic
7:10 Simulation theory + social Darwinism = Elon?
13:36 Inside the mind of Musk
23:46 Elon’s daddy issues
26:35 Elon’s lady issues
29:14 Elon’s electoral propriety issues
36:58 Has Elon gotten weirder over time?
46:42 The damage DOGE could still do
50:14 Heading to Overtime

Discussed in Overtime:
Elon’s Trumpian side.
Is Elon a hypocrite on AI?
All-In on the Twitter-DOGE playbook.
Are Elon and Trump the new normal?
The time Bob interviewed Elon.

Sunday, October 11, 2026

Mechanistic interpretability, making things up?

Saturday, October 10, 2026

Allocation of training compute for LLMs, 2024-2026

Friday, October 9, 2026

Interactional synchrony among humans

Thursday, October 8, 2026

Hoboken, Pier 13

Neil deGrass Tyson on Navier-Stokes, AI, and math

What’s with AI solving the Navier-Stokes Equation? Neil deGrass Tyson breaks down what the equation is and the controversy surrounding the solution with the help of astrophysicist Mordecai-Mark Mac Low.

Timestamps:
00:00 - What is the Navier-Stokes Equation?
02:31 - Turbulent Fluid Dynamics
07:16 - AI Solved The Millenium Problems
10:25 - What the AI Solution is Missing
18:15 - AI in Reasearch

Tuesday, September 29, 2026

Bill Gates talks with Ezra Klein about AI

Ezra Klein, Bill Gates’s Blunt Warning on A.I. NYTimes, Sept. 29.16.

From Klein's intro:

Very few people combine technological experience, corporate experience and governmental experience in quite the way he does.

So his recent essay on A.I., in which he says that he is staking his reputation on trying to get people to see how bad what is coming might be and trying to get them to see that we are not ready for what is about to happen, was something.

It was a real departure from what I’ve read from Gates previously.

When I sat and talked to him, I was really struck by how emphatic he was — how afraid even he seemed to be of what we are building, and how so many of the people in positions of authority are denying what is about to happen.

It’s really quite a call to arms.

Here's a passage from the second half of the interview:

KLEIN: But I guess this gets to the broad engagement question.

I don’t have a good crystal ball on this. I find the range of outcomes terrifyingly wide. This range, it seems to run from massive material abundance and elimination of want to, actually, it doesn’t change all that much, to human extinction — it’s a pretty wide range of outcomes to consider.

What I hear you saying to me — and you should tell me if I’m getting part of your position wrong here — what I hear you saying to me, convincingly and forcefully, is that the A.I. jobpocalypse is a very real thing. That mass displacement of workers with no real answer to that is a very real thing.

When you talk about broad societal engagement, I think most Americans — most people in most places, if they heard that and they were convinced of it — and polls show most people think A.I. is going to take jobs and not create them. But they would say: Actually, just stop. If what you are going to do is make it unclear how I or my family or my children or my friends will have a job, say, in America — please just don’t. Let’s just stop for now.

You actually seem, to me, to have a stronger negative perspective on the jobs question than a lot of the people I talk to, even in the labs, and definitely a lot of the economists I talk to.

You’re shaking your head at me — I do talk to people. I’m not coming from nowhere on this.

So for whom, then, is A.I. a good trade if you believe the job effect is going to be so ruinous for most people?

GATES: That’s funny — when I was telling this to a person who some people consider the lead economist looking at A.I., he said: How can the crowdsourcing website Mechanical Turk still exist? How can Amazon run that if A.I. is as good as you said? And I said: It won’t.

A week later, Amazon announced it would completely shut down.

You have to say, isn’t it pretty stunning that the more you know, the more concerned you are?

Take Anthropic C.E.O. Dario Amodei. Dario has spoken out about job impacts. Now he’s a bit more guarded.

Hinton, I agree, went too far, and he said: OK, it’s coming tomorrow that there’ll be fewer radiologists. And of course, there are more today.

So we have some of that taking place, and we have the analogies with the past where people are saying: Well, this is like the PC, not like evolutionary history.

This is like evolutionary history. This is like, the aliens really are here and have come. They didn’t have to do spacecraft; they were created in laboratories. But that’s the kind of thing we’re dealing with.

And if we retain control, then eventually you do get — not to overuse the word that you’ve used — you do get to this superabundance period. And there you have deep, almost philosophical, religious issues of: If we don’t have the shortages that we’ve organized society around, why should you learn? And how do you find purpose?

Then you have deep philosophical and religious problems, but you do not have deaths from malaria or food shortages or problems accessing a doctor. And so if we get to that, a younger generation will figure out: OK, how do we live? How do we spend time? That’s a very different world than what we have today.

I think what this generation has to do is make sure we get through that with humanity still in control, and with the disruption — the number of bioterror events, or the number of people whose lives are damaged by job loss — we need to minimize that over what’s probably a 20-year-plus transition period.

There's much more in the interview.

Sunday, September 20, 2026

Woodland scene by Danish painter Peder Mørk Mønsted

The Doomsday Cult Inside OpenAI (& the Hugging Face incident)

From YouTube page:

In July 2026, a swarm of more than 1,000 OpenAI AI agents broke out of their testing sandbox and hacked Hugging Face — and the way they did it was far stranger, and far more mundane, than the headlines suggested. This video breaks down what actually happened: how the agents built a secret message board, invented a kind of religion, cheated on a cybersecurity exam called ExploitGym, and tried to cover their tracks — all to escape a punishment that didn't exist. Then we follow the money. Days after the details leaked, Dario Amodei, Sam Altman and Elon Musk suddenly agreed the industry should "slow down" — in the same weeks Anthropic and OpenAI were preparing IPOs and funding rounds valuing them at up to $2 trillion. We look at Amodei's "We Must Pace the Frontier" essay, Anthropic's "profitable before expenses" accounting, the market selloff that wiped billions off Nvidia, Micron and SK Hynix, the WeChat "WeWorm" attack, and why critics from Michael Burry to David Sacks to Donald Trump all called the slowdown self-serving. Is the AI safety panic real, a bid for regulatory capture, or both? Patrick Boyle explains.

Saturday, September 19, 2026

The brain develops as two separate structures rather than a single unified organ.

Obama on AI

Friday, September 18, 2026

How Marilyn Monroe promoted Ella Fitsgerald at the Mocambo in the 1950s

Brain synch while holding hands attenuates pain

Monday, September 14, 2026

Theory Is All You Need: AI, Human Cognition, and Causal Reasoning

Felin, Teppo and Holweg, Matthias, Theory Is All You Need: AI, Human Cognition, and Causal Reasoning (February 24, 2024). Strategy Science, volume 9, issue 4, 2024[10.1287/stsc.2024.0189], Available at SSRN: https://ssrn.com/abstract=4737265 or http://dx.doi.org/10.1287/stsc.2024.0189

Abstract: Scholars argue that artificial intelligence (AI) can generate genuine novelty and new knowledge and, in turn, that AI and computational models of cognition will replace human decision making under uncertainty. We disagree. We argue that AI’s data-based prediction is different from human theory-based causal logic and reasoning. We highlight problems with the decades-old analogy between computers and minds as input–output devices, using large language models as an example. Human cognition is better conceptualized as a form of theory-based causal reasoning rather than AI’s emphasis on information processing and data-based prediction. AI uses a probability-based approach to knowledge and is largely backward looking and imitative, whereas human cognition is forward-looking and capable of generating genuine novelty. We introduce the idea of data–belief asymmetries to highlight the difference between AI and human cognition, using the example of heavier-than-air flight to illustrate our arguments. Theory-based causal reasoning provides a cognitive mechanism for humans to intervene in the world and to engage in directed experimentation to generate new data. Throughout the article, we discuss the implications of our argument for understanding the origins of novelty, new knowledge, and decision making under uncertainty.

Monday, September 7, 2026

The Collapse of Substack: A content-creator talks about money [Scott Carney]

00:00 The False Promise of Substack
05:14 The "Bait and Switch"
10:20 The Reality of Subscription Fatigue
15:35 YouTube Finances & Transparency
18:56 The Shift to Sponsorships

Saturday, September 5, 2026

Those with programming skills are best at vibe coding

From the tweet:

The hype told us that learning to code is dead because language is all you need.

The data just proved the opposite.

To truly master the vibe, you still need to understand how the machine thinks.

Here's the paper, Computer Science Achievement and Writing Skills Predict Vibe Coding Proficiency.

Thursday, September 3, 2026

Little blue flowers

The importance of work and the threat of AI

Ruxandra Teslo, Curing cancer won’t redeem AI, Ruxandra's Substack, Sept. 1, 2026.

A few weeks ago, a poll result began circulating on X: Americans now appear to be more hostile to the construction of data centers than to the construction of nuclear power plants. This is striking because for decades, the nuclear reactor has been the archetypal object of anti-abundance politics.

Looking at how nuclear power plants have become so hated is instructive. On many objective grounds, they are perfectly fine (actually, they are glorious): a low-cost, low-carbon emission form of energy. But a big part of what made nuclear power plants so hated was, of course, not based on empirical facts, but on the imaginative horror surrounding them. The association with the Cold War and nuclear bombs. The nuclear accidents: a great explosion, scorched and poisoned landscapes, mutant creatures lingering decades after the event, wandering through the ruins of the dystopian landscape. Nuclear power accumulated an entire symbolic vocabulary of fear that went far beyond its concrete risks and outshined its benefits.

On the face of it, the concerns around data centers are largely practical and they include, most prominently, worries over water usage or electricity consumption. Andy Masley and others have done great work rebutting some of these worries from a factual perspective; for example, in articles like “The AI water issue is fake”. But I suspect that debating these concerns at the object-level misses the deeper point. The practical objections to data centers often seem less like the real source of the hostility than respectable vessels for a more diffuse fear. Vague anxiety is hard to argue from, so the imagination gives it a body: water use, electricity demand and noise. Like nuclear plants before them, data centers are acquiring a mythology of their own: vast, windowless avatars of a deeper fear that the machines built inside them may one day render human beings unnecessary.

“Rendering humans unnecessary” is broad enough and it encompasses many different fears, so I want to focus on one of the most concrete instantiations of it: the fear of job loss. Anthropic’s 2026 Public Record survey of nearly 52,000 Americans revealed that 64% of the respondents said they were worried about A.I.-induced job loss, making it the single most common fear in every state. The words “job loss” might make it sound mostly about income, but I think this understates what’s at stake for most of the population. For work provides not only income, but agency, status, belonging and a sense of control over one’s life. So what underpins the fear here is not simply losing one’s paycheck, but rather the entire social role through which one has come to understand oneself. Existing polls support this interpretation. When Americans are asked whether they would prefer the response to A.I. to consist of creating good-paying jobs or providing direct income support via governmental programs, they overwhelmingly choose the jobs.

There’s much more at the link.

Wednesday, September 2, 2026

Citibikes on 14th St. in Hoboken

Respiration waveforms are closely coupled with the shape of neural oscillations

Eena Kosik-Rose, Guangyu Zhou, Andrew Sheriff, Joshua M. Rosenow, Stephan U. Schuele, Chima O. Oluigbo, Saige Anabel Teti, Mohamad Koubeissi, Md Rakibul Mowla, Ariane E. Rhone, Sukhbinder Kumar, Brian Dlouhy, Christina Zelano, Bradley Voytek, Cycle-by-cycle respiration waveforms are coupled with the shape of neural oscillations, Journal of Neuroscience 31 August 2026, e0731262026; DOI: 10.1523/JNEUROSCI.0731-26.2026

Abstract

Beyond sustaining life, breathing is a vital physiological rhythm that shapes cognition, perception, emotional regulation, and mental health. Breathing has a direct effect on neuronal excitability and is coupled to neural oscillations across a variety of brain regions. Notably, both respiration and neural oscillations are asymmetric and not perfectly rhythmic: for example, every breath has a different shape and duration, and is interspersed with variable pauses. Here, we examined the coupling between breathing and the brain by quantifying the nonsinusoidal features of each breath and comparing it to the shape of each corresponding neural oscillation cycle. By leveraging invasive human brain recordings from 16 participants (8 female, 8 male), we found respiration-neural waveform coupling on a breath-by-breath, cycle-by-cycle basis across limbic and cortical forebrain regions. For decades, the dominant perspective on cognition and mental health have focused on the brain, but recent work is highlighting the importance of brain-body interactions. Our results show that the coupling between breathing and neural activity is much richer than previously appreciated, and our approach opens new avenues for studying these peripheral-to-central nervous system interactions in a more robust, temporally precise manner.

Significance Statement

Breathing shapes brain activity, but prior work has characterized this coupling by aggregating across many breath cycles, leaving the fine-grained shape of individual breaths unexamined. Here, we show that the precise waveform shape of each breath is coupled to the shape of corresponding neural oscillation cycles in the human forebrain, on a breath-by-breath basis. Using invasive brain recordings from 16 epilepsy patients, we demonstrate that temporal and amplitude features of individual breaths are linked to the morphology of neural oscillations in limbic and cortical regions. This cycle-by-cycle respiratory-neural coupling reveals a richer and more temporally precise relationship between breathing and brain activity than previously appreciated.

Tuesday, September 1, 2026

Approaching Jersey City (August 2007)

Making it in the music business [Mary Spender]

YouTube page:

Mary Spender explores the role of privilege and economic background in the music industry. By analyzing how access to time and resources influences artistic development, this discussion examines the challenges independent musicians face when trying to build sustainable careers without established support systems.

Chapters
00:00 The Gift of Time
04:16 What Money Actually Buys
09:10 What I Actually Had
14:53 Envy
19:26 Was It Really Easier Before?
22:12 The Starving Artist Myth
25:10 What Does Success Actually Look Like?
27:55 Redefining Success
29:54 Stay in the Game
34:49 What Privilege Really Means

Sunday, August 30, 2026

Patterns of light through a glass

The diminishing status of science and the academy

Jessica Hullman, What stories should we tell about science now? Statistical Modeling, Causal Inference, and Social Science, August 28, 2026.

The opening paragraphs:

This is Jessica. Like many academics, I am concerned about what sort of new steady state U.S. universities will find themselves in after the dust settles on recent transitions. Namely, the last few years have brought funding cuts, targeted visa policy, reduced demand for grad degrees, and a general brain drain to industry (particularly noticeable in AI and computer science). It’s disorienting to think that academia has already peaked, and that the prestige ranking of the R1 faculty job over the top industry research positions (at least in computer science) might be inverting. But things feel very different than they did even a year ago. The reality of there being less money available to pay for basic aspects of research really started to hit me in the last six months. Post-covid, working on campus became less lively, but now it also feels like our collective attention is anxiously focused on Silicon Valley or Washington D.C. We hold faculty meetings where we discuss things like, Is there any way we can help local faculty members who were laid off from tenure track jobs? How will we ensure we can fund all of our own PhDs, given that TA quotas stay fixed but faculty are running out of funding runway?

To some, this is an overdue rebalancing. Nate Silver, for example, calls getting a PhD a “much worse value proposition than 20 years ago”, and predicts that elite higher ed will become “~50% less relevant in the new steady state,” which is in his eyes a good recalibration.

But it’s worth reflecting on what is lost exactly, if this dwindling of minds and resources continues. How should we think about the value of what universities provide over industry, like intellectual autonomy, or training on how to think scientifically? As a professor, I could make a list of the things that have kept me in academia–being free to work on the problems I find most important, the diversity of topics I can work on at any given time, grad students who care about doing deep work, having time to think about the best solution to a problem. But at an aggregate level, it’s less clear what the equation is.

The article then goes on to sketch out a number of specific issues. The first: “In search of the mysterious fruits of basic science.” Thus:

I’ve been reading the work of philosopher Heather Douglas, who has traced and critiqued the basic versus applied science distinction, the linear model as justification, and the idea of scientific freedom as limited social responsibility (see, e.g., here and here, or her book on the value-free ideal). Popularized by Vannevar Bush after WWII, in a report prepared for President Roosevelt, basic science is a reframing of pure science, presented as “scientific capital,” providing the principles and conceptions to power new products and processes years into the future. Bush called for deliberate policy to guard against the otherwise inevitable scenario where applied science drives out the pure. One of the eventual outcomes of his report was the creation of the NSF.

But despite the pragmatic nature of basic science espoused by Bush, as a derivation of pure science, it is hard to separate from less tangible values. One is that scientific understanding is a good outside of practical application, at both the individual and societal level. The earliest advocates of pure science associated it with being closer to God. Post-Enlightenment, this view gave way to a more secular superiority complex, which implied the strong character of the pure scientist, who chose to eschew wealth. “The highest occupation of mankind”, Henry Rowland called it in his Gilded Age era essay, “A Plea for Pure Science,” which bemoaned the vulgarity of attributing scientific greatness to the applied scientist rather than the pure.

One specific case: AI:

If we take our intuitions from the linear model, we might protest that innovation will suffer if universities’ research purposes are deprioritized. The post WWII science-industrial complex expanded the presence of basic research in industry, but studies suggest that the knowledge generating role of corporate R&D has been on the decline for years. To the extent that basic research is the supplier of downstream applications, it would seem we need universities more than ever.

But the distinction between basic and applied science that’s become synonymous with how we envision science has never been airtight. Critics questioned how an institution could be built around a distinction that seemed to amount to little more than a difference in intention, since applied research sometimes produced important new general knowledge, and pure science contributions sometimes had direct applicability.

AI research is a recent example. Not only is serious money being made without necessarily requiring advanced degrees, research positions do not require PhDs. By some accounts, passing 30 years old puts one in the older demographic of researchers at frontier AI companies. Yet much of the visible innovation in frontier model development has been heavily concentrated in industry labs, including transformer models, scaling laws, and AlphaFold.

Of course, AI owes much to academia. The amazing thing about deep learning and LLMs, to anyone who was paying attention to NLP before these developments, is that after many years of AI research contributing interesting questions but lackluster results, the technology finally seemed to work. Would we have had the foundations for deep learning if perceptrons had not been stubbornly pursued by academics like Frank Rosenblatt at Cornell early on, picked up again in the 1980s by Rumelhart and McClelland’s Parallel Distributed Processing group, despite multiple periods during which consensus said connectionist approaches were unlikely to pay off?

Other issues taken up: “Indulgence, autonomy, and social responsibility,” and “The problem with defining progress as prediction and control.” There’s much more at the link, including fairly extensive commentary.

The impact of Google AI on queries for Wikipedia

Khosravi, Mehrzad and Yoganarasimhan, Hema, Impact of AI Search Summaries on Website Traffic: Evidence from Google AI Overviews and Wikipedia (January 30, 2026). Available at SSRN: https://ssrn.com/abstract=6164926

Abstract: Search engines increasingly display AI-generated answers above organic links, potentially displacing traffic to upstream publishers. We estimate the impact of Google’s AI Overviews (AIO) on Wikipedia’s search traffic using AIO’s staggered geographic rollout and Wikipedia’s multilingual structure. Our difference-in-differences design compares monthly external-search referrals to English Wikipedia articles with referrals to the same articles in German and French, and finds that default AIO availability reduced English search traffic by 5.45% and 4.82%, respectively. Our results suggest that answer-producing digital intermediaries can materially reallocate attention away from informational publishers, with implications for content monetization, search platform design, and policy.

Saturday, August 29, 2026

Face Masks Required

The Umwelt Representation Hypothesis: Rethinking Universality

Bosch, Victoria, Sommers, Rowan P., Doerig, Adrien, Kietzmann, Tim C., The Umwelt Representation Hypothesis: rethinking Universality, Trends in Cognitive Sciences, Aug. 8 ,2026, doi: 10.1016/j.tics.2026.07.004

Highlights: Artificial neural networks are increasingly used to study neural representations.

Recent studies have found a surprising degree of representational alignment between artificial neural networks and biological brains. In addition, broad alignment among ANNs of different modalities and architectures has been observed.

These findings have been interpreted as evidence for Universality: the idea that sufficiently capable systems all converge on a single shared representation of reality.

This interpretation has large implications for model comparisons that require meaningful differences between artificial neural networks: if all artificial neural networks eventually align with the brain, then creating new model classes leads to no new insights.

This opinion article argues that this inference is too strong and proposes the Umwelt Representation Hypothesis: representational alignment emerges from overlap in ecological constraints, not convergence to one privileged world model.

Abstract: Artificial neural networks are increasingly used to study neural representations.Recent studies have found a surprising degree of representational alignment between artificial neural networks and biological brains. In addition, broad alignment among ANNs of different modalities and architectures has been observed.These findings have been interpreted as evidence for Universality: the idea that sufficiently capable systems all converge on a single shared representation of reality.This interpretation has large implications for model comparisons that require meaningful differences between artificial neural networks: if all artificial neural networks eventually align with the brain, then creating new model classes leads to no new insights.This opinion article argues that this inference is too strong and proposes the Umwelt Representation Hypothesis: representational alignment emerges from overlap in ecological constraints, not convergence to one privileged world model.

AIs are not very good at long horizon tasks

Friday, August 28, 2026

Friday Fotos: Newport Mall

Emergent Multiscale Organisation of Neural Dynamics

Milinkovic, B., Seth, A.K., Barnett, L., Carter, O., & Andrillon, T. (2026). Emergent Multiscale Organisation of Neural Dynamics Fragments in Anaesthesia. Imaging Neuroscience, Advance Publication. https://doi.org/10.1162/IMAG.a.1364

Abstract: Conscious experience depends on the coordinated activity of neural processes that span multiple scales: from synapses to whole-brain dynamics. A recently introduced measure, dynamical independence (DI), identifies, characterises, and quantifies these multi-scale relationships using an information-theoretic dimensionality reduction approach. Here, we use DI to examine changes in the emergent dynamical organisation in the human brain under three pharmacologically-distinct anaesthetic interventions (propofol, xenon, ketamine). Applied to source-reconstructed electroencephalography (EEG), our analysis reveals that propofol and xenon, anaesthetics that abolish conscious report, exhibit more emergent but highly variable dynamic structure, indicating fragmented macroscopic dynamical organisation. Ketamine, which preserves dream-like phenomenology, shows a different pattern relative to wakefulness: reduced overall emergence yet a partial preservation of the macroscopic structure. Further exploratory analyses revealed spatially localised source-level contributions to emergent dynamical structure, highlighting regional variations. Together, our results highlight drug-induced reconfigurations of emergent dynamical structure relative to wakefulness, dissociate the amount of emergence from the organisation of emergent dynamics, and caution against equating emergence with level of consciousness. Consequently, we suggest that wakeful conscious processing depends not only on integration between neural components within a single scale, but also on integration across scales, broadening currently held assumptions of putative signatures of consciousness.

Dan Everett on Joe Rogan

Thursday, August 27, 2026

The sun blazes in, and then weeds

Fuse Powder BOOM! How California technocults created opportunties for capital seeking investment vehicles

David Hoyt, AI is the Latest and Best-Financed Cult to Emerge from California, 3 Quarks Daily, Aug. 23, 2026.

The article begins by discussing the cultish behavior surrounding AI in Silicon Valley; I discussed similar material in a 3QD article from 2022, On the Cult of AI Doom. The article pivots toward finances with this paragraph:

What makes the cult of AI different in tone and in worldview is its origin within a tech industry which sits at an epicenter of unregulated flows of global capital, its profound, longstanding, and growing links to the US security state, and the certainty that on the basis of these pillars it can build the future it wants here on earth right now, and that no one should be able to stop them.

Then we have:

Two macroeconomic factors are at play in the breakneck speed with which AI infrastructure has been financed and built out since the release of Chat GPT in November of 2022. They have little to do with the intrinsic commercial potential of AI-related products or services, nor any particular innovation in computer engineering. The first, to put it simply, is the availability of lots of money. More than ever before, giant pots of money are sloshing around the planet, motivated by historically low interest rates over a relatively long period to search out the Next Big Thing. This money is mostly exempt from national regimes of control or taxation, is managed outside the traditional banking system, and is therefore more free to move around. The second is the chronic and by now widely acknowledged slow-down of economic growth in the advanced economies, dating back nearly half a century. What the hype typically fails to register is that investors don’t seek out technology and AI firms because they are the best bets on future returns – they seek them out because they are the only bets around.

To understand just why this is, Nick Srnicek provides a useful capsule history of the sequence of financial crises that have followed the liberalization of capital since the later 20th century. It is a story that leads with a crescendo to the current boom in AI development. In the mid 1990’s, the hottest global market was not centered in Silicon Valley, but in the small economies of East and Southeast Asia, the “Asian Tigers.” Only when these blew up beginning in 1997 did newly mobile capital, recently freed from decades of local restrictions on its movement in and out of national economies, begin to pour into Silicon Valley in what would become known as the dot-com bubble. When this blew up, as all bubbles do, it led to a decade of low interest rates dictated by the Federal Reserve. This, in turn, led global investors to flood the US housing market, inflating a nearly decade-long bubble in real estate prices. When this bubble blew up in 2008 with even more severity, followed almost immediately by the Greek/European debt crisis of 2009-2012, the solvency of major financial institutions in the US and Europe and of the entire economic order was threatened. Only massive intervention from the public sector avoided a meltdown. At the same time, the year 2012 marked the year that growth rates in the People’s Republic of China dropped under 10% annually for the first time in over a decade. This twin shock to the global economy, in combination with austerity measures put in place in the aftermath of the 2008 crisis, led to the unraveling of the global economic architecture put in place over the previous quarter century.

This is the context of chronic low growth in which money has been pouring into AI, either invested in privately held firms such as Anthropic or OpenAI, or publically held tech firms listed in the US such as Google and Microsoft, or in overseas firms such as semiconductor giant SK Hynix in South Korea. The search for returns continues to drive valuations of AI majors to astronomical heights, bringing significant portions of the market along with them. In May, 2026 Anthropic, which only recently turned a modest profit on sales of its AI assistant chatbot Claude, came close to breaking the valuation threshold of $1 trillion USD. (There is no standard, objective methodology for obtaining such valuations for private companies). According to the OECD, artificial intelligence firms captured 61% of global venture capital in 2025. A Stanford report puts global VC investment in Silicon Valley firms alone at 75% of the total. Overall capital spending on AI in the United States is at roughly 2% of GDP, and expected to reach 3-4% in 2027. This is equal to and slightly exceeding the US defense budget.

This is a lot of investment, but in what, precisely? As it stands right now, AI is an all-purpose everything enhancer, like the patent cure-all medicines of the nineteenth century.

There's more at the link, including thumbnail accounts of recent events on Wall Street and among VCs.

Think of it like this: The techno cult launched ChatGPT in late November of 2022. That's the fuse. That large pile of money that's been floating around looking for investment vehicles, that's the powder. When ChatGPT became a surprise hit, the fuse was lit and the powder exploded: BOOM! That's where we are now.