Recovering economist turned biotech VC. Lossy compression not recommended. No, we have not picked all the low-hanging fruit yet. My other half:
@diviacaroline
My mind is still blown that literal Gigachad Henry Cavill turned out to secretly be the nerdiest of all possible nerds, not just playing video games several hours/day but *also* collecting Warhammer miniatures, the most low-status male-coded hobby in existence
I figure it’s worth posting a summary thread about my current thoughts on COVID to refer back to:
Like many great blunders in history, we went into this without an exit plan.
The landscape has changed such that risk is now individual cost/benefit more than public health. 1/
TIL that an apparently effective treatment for warts is… duct tape??
Not even joking, they did a randomized trial, and it outperformed freezing the warts off!
My Twitter timeline is full of panicked takes about imminent AI apocalypse and certain doom.
I think this is starting to get overplayed, and so I want to make a long thread about why I'm personally not worried yet.
Get ready for a big one... 1/n
Peter Daszak has received another grant from the NIH…
…to study bat coronaviruses in the wild.
After everything the world has just been though.
After all the risky research that was supposed to protect us from a global pandemic failed to stop one.
I have never seen the narrative so divided before:
Normies are only talking about the election
The extremely online are only talking about FTX
OSINT is only talking about Kherson
Legacy bluechecks are only talking about Elon destroying Twitter
TIL that in the late 1700s men cartelized peacocking, and agreed to give up beautiful, richly adorned clothing forever
This is now called the “Great Male Renunciation” 🤯
11/16: Sam Altman is corrupt, calling for regulation to secure his incumbent advantage permanently and crush innovation in AI
11/17: Sam Altman is a true hero of American innovation, one of the only real builders, how dare they destroy the entire field of AI by firing him
So many people unironically tell me they don’t read fiction, but go on about all the non-fiction books they read - as if non-fiction books were anything but one or two core ideas dressed up in thinly veiled storytelling via anecdotes and narratives for 300 pages.
Tired of having to collectively stress about what explosion of hate crimes is happening bc some billionaire with an ego problem unilaterally controls a massive communication platform and skews it because Tucker Carlson or Peter Thiel took him to dinner and made him feel special
At this point, COVID is over when we decide it’s over. And there’s no justification for continuing emergency measures and heavy handed policy when the risks have become manageable, and almost entirely individual, when it is literally tearing apart our society. /15
If I were named COVID czar tomorrow:
-all pandemic restrictions and mandates ended immediately
-an impassioned plea to consider vaccination
-redirect resources to scaling therapeutics and developing better drugs and vaccines
-take any measures you need to protect yourself
16/16
If you get vaccinated, you are protecting *yourself* from the worst of COVID, but you aren’t protecting others for more than a few months. This makes it an *individual* decision, and NOT in the domain of public health policy. 9/
This lab from Boston University is taking the Omicron spike protein and adding it to wildtype COVID:
“In K18-hACE2 mice, while Omicron causes mild, non-fatal infection, the Omicron S-carrying virus inflicts severe disease with a mortality rate of 80%.”
I recently rewatched Dune, and was struck by how excellent it was, from the source material, to the cinematography, to the acting.
I’m genuinely worried I’m ruined on film and TV now. Can someone give me recommendations for something of similar quality?
Take vaccine mandates for example. They will likely succeed in pressuring people against their will to raise vaccination rates a few %. At the cost of **politicizing vaccines forever** and creating an unemployable undercaste of society. Surely they didn’t run the calculation. 12/
We are about to attempt an interesting experiment.
What is the minimum viable economy?
Not the one that maximizes GDP, just the one that keeps everyone alive and supplied with basic essentials.
This can be used to estimate the proportion of bullshit jobs in the economy.
Apparently the powers that be have decided it’s morally acceptable to consider the lab leak hypothesis now.
I am not even mad anymore, really I just want to know how that happened. Did someone just send out a memo one day? Was it a smoke filled room? Or some emergent phenomenon?
The CDC has created faulty test kits for COVID-19, and almost no tests have been run. There could be *thousands* of US cases spreading NOW.
The FDA at any time could allow development and testing to be done in any lab with their own kits.
This is why regulators are dangerous.
Unfortunately the biology of COVID is such that it’s like their distant cousins, the four endemic human coronaviruses that circulate and cause seasonal common colds. Immunity fades and you can catch each one annually. This is the future of COVID, forever. Face it. 6/
The current policy seems to recognize *only benefits and not costs* of public health interventions. But there’s both direct costs, and costs to the fabric of society. Everyone knows our civilization is in a fragile state. We must not tear ourselves apart. 11/
It’s time to establish the world’s first BSL-5 lab
It will be located on a remote island, covered with a geodesic dome
Mandatory 2 week quarantine to leave the lab
The island is surrounded by armed ships with shoot to kill orders
Then you can still do GoF research if you want
Okay but *why* is delve such a likely output given the training set? Is it unusually enriched in the training data for some reason?
Or, like AlphaGo’s moves, is this a great word we’ve been sleeping on for generations?
The pandemic has now become endemic. The authorities seem to not have acknowledged this fact, despite it being blatantly evident. Doing so changes the optimal policy. This is where the lack of exit strategy is getting ugly… 4/
I am furious that the entire world went from denial about coronavirus being a serious threat, to complete resignation that we are facing a global pandemic, practically overnight.
Why didn’t we fight? We didn’t we even try?
(Reminds me of our attitude towards aging and death.)
This is COVID found in Boston sewage. This is a hard to fake measure that is immune to increased testing rates over time. Very bad news - this virus is starting to look awfully seasonal :-/
Imagine if polytheism had survived in the Western world, today we’d have all these mundane minor deities like the god of long haul trucking or the goddess of one hit wonders
Interesting graphic of how fun everything is:
Homework is the *least fun thing ever*
Most fun thing is going out to see a show, sports games, and playing with a child 😍
Computer games are a *top 10 most fun activity* - time to stop denigrating them as a leisure activity 🙃
My 8yo is playing a Minecraft mod, and has learned financial markets??
Instant buy/sell (market orders), offers (limit orders), various forms of bazaar flipping (market making, value add), competing away profits…
His YouTube feed is all get rich quick schemes (in Minecraft)
What I find disturbing about Sanders’ “Make Billionaires Pay Act” is that it’s not about helping people, it’s not about how to spend money... it’s explicitly about tearing others down. :(
No. I want to help people. I want to inspire people. I want to build a better future.
The exact search term “Kyle Rittenhouse” is censored on Facebook.
And I do mean exact: two spaces works. Misspelling his name works. “Rittenhouse, Kyle” works.
In fact, the FB algorithm even helpfully recommends a misspelling that routes around the censorship:
He's not just better than you at your own games, he's also smoking hot and an extremely successful actor, like can we catch a break here? Or maybe this means there is hope for the Warhammer fandom??
On the flip side: it sure looks like immunity (from vaccines or infections) confers a very significant protection against *very severe* COVID outcomes, long after it stops preventing infections and transmission. This is a great thing! And changes the risk calculus. 7/
Look at that photo. He is just some guy who genuinely likes tabletop wargaming. You can tell he’s living his best life. I’m glad he has that acting career to pay for his expensive hobby, why didn’t I think of that
The original justification for mass vaccination was that you could halt COVID spread, including to the people who couldn’t receive a vaccine. This makes some sense as a basis for policy! But it turned out to be false. 8/
At the end of the day, we can't let the perfect be the enemy of the good. We can't let counterfactual Zero COVID world get in the way of policy today. We can't let past policy failures dictate current ones. Each must be evaluated on their merits - and our ones are lacking. 29/29
You know, I still remember when there was “no evidence” that masks were effective. When did we make the flip to “overwhelming evidence”? Can someone point to the data that convinced them to do a complete 180 in a few months?
Official says masks will still not be mandatory at the White House, even after president tested positive for the virus. The official described facial coverings as “a personal choice,” despite overwhelming evidence that they help stop spread of virus.
At the VERY LEAST we could put a stop to Daszak getting further funding for the exact thing we are rightly worried caused the pandemic. If there’s even *any shred of doubt* this caused millions of deaths worldwide, the work should be at least paused until further notice.
I must conclude that these organizations are both shameless, and completely irredeemable. There is a failure of leadership and common sense so profound we should shut down the NIH immediately and fire anyone involved, before starting with a clean slate. I see no other way.
I’m honestly just speechless. If there were any Justice in the world there would at least be an extremely thorough investigation, and an immediate ban on collecting samples, running infectivity assays in human cells, and storing or transporting live viruses.
Every winter, huge numbers of people fall ill, many hospitalized, and an estimated tens of thousands die from a contagious disease with a partially-effective vaccine. But we don't mandate those vaccines, or masks, or shutdown hard-hit areas. 18/
I can’t stop thinking about how Alito says a right to bodily autonomy can’t be a right because it allows drug use and sex work. Or you could, you know, bite the bullet that autonomy is one of our natural unenumerated rights and reconsider whether those should be illegal at all 🤔
Alito's draft opinion explicitly criticizes Lawrence v. Texas (legalizing sodomy) and Obergefell v. Hodges (legalizing same-sex marriage). He says that, like abortion, these decisions protect phony rights that are not "deeply rooted in history."
The prior on lab leaks happening IS NOT LOW. It does NOT require extraordinary evidence for a lab leak being a source of an outbreak. This is always a reasonable hypothesis and *must be investigated*
I was fully on board with early COVID Zero attempts. Containing and eliminating this virus, like we did with SARS1, would have been an enormous boon to the world.
But the extremely anemic response in the entire world outside of Asia and Oceania guaranteed failure. 2/
I am just learning now that the FDA is banning the sale of NAC as a dietary supplement and I am NEWLY FURIOUS about literally everything it does.
It is VERY SAFE.
They’re literally banning it because it is ACTUALLY EFFECTIVE.
The implication is that supplements must be useless
Everyone please welcome Violet Lillian Eden to the world :) She was born at 2:20 AM today right here at home after a fast labor. She is the fifth addition to our family, and also our last 🥲 She came out like the others, 8 lbs 6 oz 20” long and a full head of dark hair! 😍
There are an enormous number of bad takes out there, but this one is beyond the pale
The commenters here are cheering a Pfizer facility being destroyed by a tornado… that made a huge fraction of *general anesthetics* globally
I hope no one you know and love needs surgery :(
I am witnessing a rush for everyone to quickly stake out positions on AI: accelerationists, technologists, “Yuddites” et al.
Please, take a deep breath, and don’t rush to support one “team”. We all want humanity to succeed. Once you’ve loudly committed to a position it’ll stick!
Good news everyone! The FDA is saving us from themselves!
Seriously though: I hope everyone remembers this as the time when we collectively realized that the regulations were actually making us unsafe and slower to respond, not the reverse.
If the Beirut explosion was in fact caused by 2750 tons of ammonium nitrate, if my calculations are correct, that explosion was over 1/10th the size of the nuclear bombing of Hiroshima.
Thanks everyone for your interest. The main pushback has been about hospital capacity creating a public interest, so let's talk about hospital capacity.
It turns out we already have a good model for this, because we already have a deadly seasonal virus: influenza. 17/
There are conceivably situations where this is warranted - a disease which doesn’t mutate rapidly, has severe illness, and immunity is lifelong. And in some cases it could be worth non-pharmaceutical interventions to slow the spread while deploying a vaccine! /13
Similarly, masks do seem to offer some protection to both the wearer and others around them - but we can already individually choose to wear masks (including P100s or Versaflows or other measures) and get vaccinated. Anyone who wishes can protect themselves from COVID. 10/
So what's my summary of hospital capacity?
-We have enough right now
-We absolutely should create more
-This isn't a valid reason for current policy stances
27/
Furthermore, risk is reduced even more by the emergence of effective treatment options, from repurposed drugs easier on to Paxlovid today. With COVID becoming endemic and seasonal we need to deploy these - and continue working on even better options. /14
Alyssa points out that this specific breed of mouse model dies especially easily to COVID. I don’t expect 80% mortality in humans. BUT they created a chimera with the infectivity of Omicron with the virulence of wildtype COVID, which would be horrific
This is very dumb, but K18-hACE2 mice were engineered to die from COVID very easily. In this earlier study, all the mice that got a significant viral dose died:
Apparently the State does in fact have some kind of self preservation instinct left. 🤔 Looks like we can’t go looking for any out of the box solutions folks, nothing to see here, move along, move along now...
Twitter suspended
#Unity2020
's account for amplifying
#JustSayNoToDonaldAndJoe
as President Trump was accepting the Republican Party's nomination. Pull back the curtain and see how we got here: vague rules and selective enforcement are the duopoly's best defense. Heads up,
@jack
To the commenters saying that Cavill is the type of hot that’s attractive to men, not women, remember that his first breakout role was *The Tudors* for crying out loud
I just finished rereading Dune for the third time in my life. I’ve gotten more out of it every time I did.
I have a few Thoughts, so buckle up for a thread 🧵
And yet, nothing will be done. No one will stop these people. There should be only one platform for anyone running for office today: never let this happen again! But no. There is no sanity left in the system. I simply don’t know what to say anymore.
Hospital capacity seems to be treated as some fixed number that was created long ago by a mysterious process, but it is a variable that we can and should choose to deliberately increase. Policy efforts need to be aimed at supply, not just demand, for hospital beds. 23/
In some ways, the COVID response has actually been *bad* for hospital capacity. The lack of revenue from non-COVID patients caused some hospitals to scale back due to budget. And mandatory vaccine requirements have closed entire wards of hospitals recently! 22/
This sounds like hyperbole, but it’s absolutely not. In what world is a drug so effective it is *unethical to continue the trial* and yet it *is ethical* to take several weeks or more for the regulators to sit down and tell us we can use it? Hint: there is no such world.
FDA plans to kill 50,000 Americans over the next month - over 16X the direct casualties from 2001/9/11 - by keeping it illegal for doctors to prescribe Paxlovid. Can no one stop these homicidal supervillains?
I just rewatched the Matrix with my kids
1) Hard to overstate how groundbreaking it was at the time (1999!)
2) The kids know the references and concepts, it’s in the water supply now
3) They loved it, the movie holds up well 24 years later!
I’m watching this monkeypox thing unfold and we are making the EXACT SAME mistakes as we did with COVID.
LET EVERYONE RUN TESTS AND TEST EVERYONE
Why is this so hard?
I’m somehow even more pessimistic about society if we cannot correct the *most recent* catastrophic error
So the question is, which areas of the economy can deal with 99% correct solutions? My answer is: ones that don't create/capture most of the value. You can use an LLM to translate with a friend across the world, but you need a professional to write an airtight legal contract 20/n
I’m starting to think that Microsoft saw how much everyone hated the restrained, careful, bland ChatGPT and explicitly decided it would be a massive PR coup for the company to just release the truly unhinged Sydney on the world
Much more could be said about optimal policy responses, btw. We have overall done a HORRIBLE job. Rapid tests are cheap and abundant in Europe, they should be here too. It should be encouraged to stay home when you're sick with *anything* not just COVID. And so much more. 28/
COVID is of course far more serious than the flu, but with previous infections and vaccinations greatly reducing the risk of hospitalization and death, it will more and more come to resemble the current state of affairs we already are used to. 19/
If “not consistently candid” is HR-speak for “pathological liar”, that’s a completely fair reason not to have someone be CEO
And if you caught them in 10 different little lies, you can have a threshold model where it’s collectively enough, and odds of a big unknown lie are high
One potential exit path was vaccines. The initial efficacy was way better than I hoped! It seemed like maybe there was a promise (implicit or explicit) that getting mass adoption would stop the pandemic and/or return things to normal 5/
It’s interesting seeing some newfound neo-trads on the timeline who lived incredibly debauched (and very fun!) lives in their 20s suddenly profess extreme temperance and restraint in their 30s for everyone younger than them without their life experiences 👀
Early in the pandemic I vocally supported lockdowns.
I believed we would use that time to set up robust testing and contact tracing, and we could get cases down to zero like multiple other countries did!
We didn’t do that.
I was wrong.
Lockdowns have failed. Stop using them.
Quick primer time!
Silvergate Bank, and now Silicon Valley Bank, are currently undergoing a good old fashioned bank run!
So what is a bank run and why is this happening? 🧵
Influenza pandemic surge capacity is a very well studied field. Most of the papers will tell you we aren't sufficiently prepared, as all such studies tend to find. And they're probably right - we should be investing in more surge capacity! For this pandemic and the next one. 20/
Spare capacity, inventories, and robustness have been replaced by efficiency, JIT manufacturing, and fragility. And it will cost us so dearly.
All because, as
@EricRWeinstein
pointed out, our institutions are predicated on an assumption of growth. Leverage cannot substitute.
The main pro-Chevron point seems to be “subject matter experts used to decide things, now judges will”
True. Judges don’t have subject matter expertise - that’s what expert witnesses are for!
What judges do have is skill in *mediating disputes under competing considerations*