ChatGPT, Co-Pilot, and Claude may have helped me speed up some computer-based work tasks over the past year or so, but they still can’t clean my bathroom. This is what I really want to see to believe the robot era has really arrived. This article reads like a press release, but Nvidia says it has an “open-source, pretrained but customizable foundation model that’s designed to expedite the development and capabilities of humanoid robots”. So that’s something, but I am not hopeful it will be cleaning my bathroom or doing my dishes in 2025.
Tag Archives: technological progress
record adoption rate for ChatGPT
I mentioned recently that I had couldn’t remember any technology being adopted into widespread commercial and public use as fast as the large language models. Here is some empirical confirmation of my impression, from Reuters:
ChatGPT, the popular chatbot from OpenAI, is estimated to have reached 100 million monthly active users in January, just two months after launch, making it the fastest-growing consumer application in history, according to a UBS study on Wednesday.
The report, citing data from analytics firm Similarweb, said an average of about 13 million unique visitors had used ChatGPT per day in January, more than double the levels of December.
“In 20 years following the internet space, we cannot recall a faster ramp in a consumer internet app,” UBS analysts wrote in the note.
Websites and apps are not exactly technologies, and the large learning models are more than just websites or apps. What about cell phones themselves, or radio, or electricity, or toothpaste, or the plough, or the wheel, or fire? I think the adoption of all these critical technologies probably had a half life measured in years at least, probably decades or even centuries the further back you go. I’m sure there are many scholarly studies out there.
2024 in Review
Intro
What I do here is list all the posts I picked each month as most frightening, most hopeful, and most interesting. Then I attempt some kind of synthesis and analysis of this information. You can drill down to my “month in review” posts, from there to individual posts, and from there to source articles if you have the time and inclination.
Post Roundup
Most frightening and/or depressing stories
- JANUARY: 2023 was “a year of war“, and so far 2024 is not looking better. Those diplomatic grand bargains you always hear about seem to be getting less grand. And the drumbeat for a U.S. attack on Iran got louder.
- FEBRUARY: The war on terror continues, and the propaganda umbrella has expanded to cover attacks on any group labeled as “Iran-backed”. Fentanyl gets an honorable mention, but affects mostly the poor and miserable whereas the war on terror threatens to immolate us all.
- MARCH: Ralph Nader says the civilian carnage in Gaza is an order of magnitude worse than even the Gaza authorities say it is. Which is almost unthinkably horrible if true, and makes the Israeli public statements about collateral damage seem even less credible. However even handed you try to be in considering this war could be a proportionate response to the original gruesome attack, it is getting harder.
- APRIL: Peter Turchin’s description of a “wealth pump” leading to stagnation and political instability seems to fit the United States pretty well at this moment. The IMF shows that global productivity has been slowing since the US-caused financial crisis in 2008. In Turchin’s model, our November election will be a struggle between elites and counter-elites who both represent the wealthy and powerful. That sounds about right, but I still say it is a struggle between competence and incompetence, and competence is a minimum thing we need to survive in a dangerous world. In early April I thought things were trending painfully slowly, but clearly, in Biden’s direction. As I write this in early May I am no longer convinced of that.
- MAY: What a modern nuclear bomb would do to a large modern city. Do we already know this intellectually? Sure. Do we constantly need to be reminded and remind our elected leaders that this is absolutely unthinkable and must be avoided at any cost? Apparently.
- JUNE: Some self-labeled “conservatives” in the United States want to do away with the National Oceanic and Atmospheric Administration, the Census Bureau, the Internal Revenue Service, the Federal Emergency Management Agency, the National Institutes of Health, the Department of Education, and possibly even the Federal Reserve. All these are needed to have a competent, stable government and society and to be prepared to respond and recover from the shocks that are coming, so I would call this nihilist and not “conservative” at all. How is it conservative to want to destroy the institutions that have underpinned the success of our nation thus far? On the other hand, they also want to double down on the unimaginative pro-big-business, pro-war consensus of the two major parties over the last 50 years or so, which has also gotten us to where we are today. And it looks like the amateurs and psychopaths have the upper hand at the moment in terms of our November election. This is certainly not “morning in America”.
- JULY: Joe Biden’s depressing decline in the international spotlight, and our failed political system that could let such a thing happen. Not much more I can say about it that has not been said. The “election trifecta” – non-partisan, single ballot primaries; ranked-choice general elections; and non-partisan redistricting – is one promising proposal for improving this system.
- AUGUST: Human extinction, and our dysfunctional political system’s seeming lack of concern and even active ramping up the risk. We have forgotten how horrible it was last time (and the only time) nuclear weapons were used on cities. Is there any story that could be more frightening and/or depressing to a human?
- SEPTEMBER: There is nothing on Earth more frightening than nuclear weapons. China has scrapped its “minimal deterrent” nuclear doctrine in favor of massively scaling up their arsenal to compete with the also ramping up U.S. and Russian arsenals. They do still have an official “no first strike” policy. The U.S. by contrast has an arrogant foreign policy.
- OCTOBER: When it comes to the #1 climate change impact on ordinary people, it’s the food stupid. (Dear reader, I’m not calling you stupid, and I don’t consider myself stupid, but somehow we individually intelligent humans are all managing to be stupid together.) This is the shit that is probably going to hit the fan first while we are shouting stupid slogans like “drill baby drill” (okay, if you are cheering when you hear a politician shout that you might not be stupid, but you are at least uninformed.)
- NOVEMBER: Ugh, the U.S. election. I don’t really want to talk or think too much more about it. What’s really frightening to me is the celebration of irrationality. With incompetent, irrational clowns and fools now in charge of everything, any crises or emergencies that arise are not going to be dealt with rationally, competently, or at all. And this is how an emergency can turn into a system failure. Let’s hope we can muddle through four years without a major acute crisis of some kind, but that is hard to do.
- DECEMBER: The annual “horizon scan” from the journal Trends in Ecology and Evolution lists three key issues having to do with tipping points: “melting sea ice, melting glaciers, and release of seabed carbon stores”.
Most hopeful stories
- JANUARY: According to Bill Gates, some bright spots in the world today include gains in administering vaccines to children around the world, a shift toward greater public acceptance of nuclear power, and maybe getting a bit closer to the dream of fusion power. He pontificates about AI, and my personal sense is it is still too soon, but AI does hold some promise for speeding up scientific progress.
- FEBRUARY: The people who are in charge of the USA’s nuclear weapons still believe in the ideals behind the founding of the country, at least more than the rest of us. Okay, this is lean times for hope, but seriously this at least buys us time to figure some stuff out.
- MARCH: Yes, there are some fun native (North American) wildflowers you can grow from bulbs. Let’s give the environmental and geopolitical doom and gloom a rest for a moment and cultivate our gardens.
- APRIL: Some tweaks to U.S. trade policy might be able to significantly ease the “border crisis” and create a broad political coalition of bigots, big business, and people who buy things in stores.
- MAY: The U.S. might manage to connect two large cities with true high speed rail, relatively soon and relatively cost effectively. The trick is that there is not much between these cities other than flat desert. The route will mostly follow an existing highway, and we should think about doing this more as autonomous vehicles very gradually start to reduce demand on our highways in coming decades.
- JUNE: Computer-controlled cars are slowly but surely attaining widespread commercial rollout. I don’t care what the cynics say – this will save land, money and lives. And combined with renewable and/or nuclear energy, it could play a big role in turning the corner on the climate crisis.
- JULY: A universal flu vaccine may be close, the same technology might work for other diseases like Covid, HIV, and tuberculosis.
- AUGUST: Drugs targeting “GLP-1 receptors” (one brand name is Ozempic) were developed to treat diabetes and obesity, but they may be effective against stroke, heart disease, kidney disease, Parkinson’s, Alzheimer’s, alcoholism, and drug addiction. They may even be miracle anti-aging drugs. But really, it seems like the simple story is that most of us in the modern world are just eating too much and moving our bodies too little, and these drugs might let us get some of the benefits of healthier lifestyles without actually making the effort. Making the effort, or making the effort while turbo-charging the benefits with drugs, might be the better option. Nonetheless, saving lives is saving lives.
- SEPTEMBER: AI should be able to improve traffic management in cities, although early ideas on this front are not very creative.
- OCTOBER: AI, at least in theory, should be able to help us manage physical assets like buildings and infrastructure more efficiently. Humans still need to have some up-front vision of what we would like our infrastructure systems to look like in the long term, but then AI should be able to help us make optimal repair-replace-upgrade-abandon decisions that nudge the system toward the vision over time as individual components wear out.
- NOVEMBER: In a nation of 350 million odd people, there have to be some talented potential leaders for us to choose between in future elections, right? Or is it clowns and fools all the way down? Sorry folks, this is how I feel.
- DECEMBER: I’m really drawing a blank on this one folks. Since I reviewed a number of book lists posted by others, I just pick one book title that sounds somewhat hopeful: Abolishing Fossil Fuels: Lessons from Movements That Won.
Most interesting stories, that were not particularly frightening or hopeful, or perhaps were a mixture of both
- JANUARY: The return of super-sonic commercial flight is inching closer.
- FEBRUARY: I am not a great chef by any means, but all hail recipe websites, however pesky they may be, for helping me make edible food.
- MARCH: I looked into Belarus, and now I am just a little bit less ignorant, which is nice.
- APRIL: If the singularity is in fact near, our worries about a productivity slow down are almost over, and our new worries will be about boredom in our new lives of leisure. It doesn’t seem like a good idea to count on this happening in the very near future, and therefore stop trying to solve the problems we have at the moment. This would be one of those “nice to have” problems. If it does in fact materialize, the places to be will be the ones that manage to shut down Peter Turchin’s wealth pump and spread the newfound wealth, rather than the places where a chosen few live god-like existences while leaving the masses in squalor.
- MAY: Drone deliveries make some sense, but what we really need is infrastructure on the ground that lets all sorts of slow, light-weight vehicles zip around in our cities efficiently and safely. And this means separating them completely from those fast, heavy vehicles designed for highway travel.
- JUNE: I had a misconception that if the world reduces greenhouse gases today, the benefits will not kick in for decades. Happily, scientists’ understanding of this has been updated and I will update my own understanding along with that. The key is the ocean’s ability to absorb excess carbon dioxide from the atmosphere relatively quickly. (I am not sure this is good for the ocean itself, but it is somewhat hopeful for temperatures here on land.) And it is not all or nothing – any emissions reductions will help, so the failure to act in the past is not an excuse to continue to fail to act.
- JULY: Maybe we could replace congress with AI agents working tirelessly on behalf of us voters. Or maybe we could just have AI agents tirelessly paying attention to what the humans we have elected are doing, and communicating in both directions.
- AUGUST: I did some musing about electric vehicles in August. The hype bubble seems to have burst a bit, as they did not explode onto the international commercial scene as some were hoping/predicting. This is partly because public infrastructure has not kept pace with the private sector due to sheer inertia, but I always detect a whiff of the evil oil/car industry propaganda and political capture behind the scenes. Nonetheless, just as I see happening with computer-driven vehicles, the technology and market will continue to develop after the hype bubble bursts. In a way, this almost starts the clock (5-10-20 years?) for when we can expect the actual commercial transition to occur. It will happen gradually, and one day we will just shrug, accept it, assume we knew it was coming all along, and eventually forget it was any other way. And since I seem to have transportation on the brain, here is a bonus link to my article on high speed trains.
- SEPTEMBER: Countries around the world update their constitutions about every 20 years on average. They have organized, legal processes for doing this spelled out in the constitutions themselves. The U.S. constitution is considered the world’s most difficult constitution to update and modernize.
- OCTOBER: Some explanations proposed for the very high cost of building infrastructure in the U.S. are (1) lack of competition in the construction industry and (2) political fragmentation leading to many relatively small agencies doing many relatively small projects. Some logical solutions then are to encourage the formation of more firms in the U.S., allow foreign firms and foreign workers to compete (hardly consistent with the current political climate!), and consolidate projects into a smaller number of much larger ones where economies of scale can be realized. There is some tension though between scale and competition, because the larger and more complex a project gets, the fewer bidders it will tend to attract who are willing to take the risk.
- NOVEMBER: You can charge moving electric vehicles using charging coils embedded in roads.
- DECEMBER: Bill Gates recommended The Coming Wave as the best recent book to understand the unfolding and intertwined AI and biotechnology revolution. I also listed the 2024 Nobel prizes, which largely had to do with AI and biotechnology.
Synthesis
Nuclear weapons and hypersonic missiles. The massive silver lining here is that, as I write this, there has been no use of nuclear weapons in war since 1945. Let’s hope it stays that way, forever and ever. But the expansion of nuclear arsenals among the existing powers, the open discussion of proliferation to new state actors, and the erosion of treaties and taboos on use of nuclear weapons are all deeply concerning. I find the hypersonic missiles particularly disturbing. These are being used in active, hot wars between nuclear powers – between Russia and NATO’s proxy Ukraine, and between Israel and Iran. We also hear that China has developed these weapons. Missiles are scary to begin with, but what is very, very scary is that these seem to be nuclear capable missiles and they are being actively used in hot wars between nuclear powers right now. If there are only a few minutes of warning when they are incoming, and they effectively can’t be pre-empted or intercepted, how does anyone know for sure that they are not nuclear armed before they hit their targets? So far, it seems like all sides are waiting for missiles to hit before we confirm they are not nuclear missiles. What if a state actor decides they can’t afford to wait and see and considers a pre-emptive strike? China and Iran have no-first-strike policies. The United States does not, and here is a fun fact – the SOVIET UNION had a no-first-strike policy, but modern Russia does not. Just to heap a little more sunshine on this topic, the rapid collapse of Syria, an aspiring nuclear power at one point, made me wonder if something similar could happen in Pakistan. And there is always the prospect of nuclear terrorism, particularly frightening when combined with extremist ideologies that glorify suicide and mass killing of civilians. It is easy to imagine horrible scenarios for all mankind on this one – but again, it is a risk that hasn’t materialized and can be managed. And it actually seems like a simpler, more tractable problem to me than complicated scenarios like climate change. Nuclear weapons are in the hands of relatively few leaders, and there is plenty of precedent for what arms control treaties and risk reduction measures can look like. Courageous leaders can step up on this issue – where are you guys?
Climate change. Let’s continue my little happy pep talk on existential threats. The climate change crisis is biting our civilization right now, and not only that, we are in the middle of it, not the beginning, and it is accelerating every day. This is the physical and socioeconomic reality, while our human civilization’s perception of reality let alone willingness and ability to act lag far behind. This is starting to feel like a story that will not and cannot end well. It is starting to bite our cities in the form of floods and fires, and this is well before relentless sea level rise really starts to bite in a significant way. Another place it will gradually start to bite harder, if it has not already, is food prices and eventually the physical food supply. As much as we have whined about food prices here in the U.S., the rise has been much worse in developing countries. And everything I just said is about the slow, steady, but relentless changes in the climate we have been experiencing and have to expect we will keep experiencing, at a minimum. The small piece of good news here is that if we took action immediately, we would start to see improvement in the trends immediately, rather than having to wait for some lag period to pass. My understanding of this has changed in the past year, and this is something positive. BUT what if rapid, sudden changes are in store? Some of the most terrifying articles I highlighted in 2024 have to do with tipping points, also known as runaway trains. We know about the accelerating melting glaciers and ice sheets, and how a sudden collapse of ice could lead to catastrophic and sudden sea level rise. We are seeing sudden rises in atmospheric methane concentrations – there seems to be some chance that this is the beginning of a feedback loop where frozen soil and seafloor sediments release methane bubbles as they thaw, which leads to more warming, which leads to more thawing, which leads to more warming and so on in a catastrophic exponential feedback loop that can’t be stopped on any time scale meaningful to humans. I hope we are not looking back a few years from now and concluding 2024 was the year that kicked this off. Now for some very small positive words – no matter how long our human political leaders dither and delay and fail, it is never too late to take actions that will make the outcome less bad than it could have been. Think about the reverse – if you were going to purposely try to make the situation as bad a possible, you could do things that would make it worse (like take all energy production back to coal). So past failure is never an excuse to stop trying, it is truly never too late to do better, even if our lack of effective action to date has closed off certain positive outcomes forever.
Bird flu. Continuing the doom and gloom theme, a major pandemic with a high mortality rate is clearly another existential threat we face. It could come from a natural source, a laboratory accident, or an intentional act. The risk of the latter will grow as biotechnology continues to progress and, unlike nuclear weapons, becomes more accessible to the masses. It’s like a major flood or earthquake. It will happen sooner or later. There are things we can do to limit the damage and to recover more quickly when it does happen, and we are probably not doing enough. The current strain of bird flu is concerning as it continues to devastate wild and domestic birds around the world, has spread extensively to domestic cows, there are some reports it has spread to pigs, and it has spread to some humans supposedly through direct contact with animals. Now having said all that, 2025 is probably not the year we get a devastating pandemic flu. Every year is probably not the year, because this is a low probability event in any given year that becomes highly probable over a long period of time. So the thing to do is stay calm and prepare. I actually have some hope that the vaccine technology that was rapidly scaled up and commercialized during Covid-19 will help us when the pandemic flu does hit. Let’s hope it’s not this year or any time during the next four years when we cannot expect to have competent leadership in the United States.
Artificial Intelligence. I suppose I have to say something about it. Well, I can’t recall in my lifetime any technology exploding exponentially into widespread commercial and public use in just over a year from its first announcement. You could almost describe it as…a singularity? Well not quite, but an ongoing exponential growth with no end in site, which is how a singularity would begin. Now, the downside is the sudden, massive, and completely unexpected energy demand this is causing, to the point that recently retired nuclear plants are being turned back on. I joked that AI might be the explanation for the Fermi paradox, where every civilization in the cosmos advanced enough to develop this technology wipes itself out by fouling its own nest when it tries to generate the energy required. I don’t believe this though – given that it’s easy to imagine an alternate history where nuclear fission based energy was scaled up in a serious way, and/or space based solar energy was scaled up in a serious way, and fusion based energy looking at least somewhat plausible, it does not seem like a foregone conclusion that we humans here on Earth had to foul our nest. This does not mean there is hope for us, it just means that there might be hope in a galaxy far, far away or in a billion of them too far away for us to see.
AI Agents. Now, as we foul our nest over the next few decades, there is the question of where AI goes in the next few months and years. And one big thing, I think, that is going to change our lives pretty quick is AI agents. We don’t really have AI going out and actively engaging in communications and transactions on our behalf on a large scale yet. But this has to be happening behind the scenes, and it has to happen in an obvious public way pretty soon. Imagine if I asked an AI to keep track of what one of my elected representatives is doing each day, read and summarize legislation they vote for or against, and just explain it to me in an easily digestible way for five minutes a day. Now imagine my AI is talking to my representative’s AI, and everyone else’s AIs are doing that, and giving the AI a summary of what all these AIs are thinking. That sounds pretty democratic right? But now imagine AIs from companies and governments are trying to manipulate all of us to buy things and believe things and do things they want us to do. Now imagine ALL THESE AIs ARE TALKING AND TRANSACTING WITH EACH OTHER, ALL THE TIME, AND THEY NEVER GET TIRED OR NEED A BREAK. It gets dizzying pretty quick.
Competing Feedback Loops. AI has definitely increased my personal productivity in writing computer programs and communicating the results in the past year. This must be happening on a large scale, at least it certain types of jobs. On the other hand, the IMF tells us worldwide productivity has slowed down since the 2009 financial crisis and was made worse by the Covid-19 crisis. There are also continuing headwinds like aging populations and falling fertility rates in many developed countries. How can both these things be true, an acceleration of productivity and a slowdown of productivity? The way I think about it, they are competing feedback loops, kind of like the faucet in your bathtub being on while at the same time there is no drain plug. Whether your tub is filling up or draining down depends on the relative strength of the positive and negative feedback loops. And unlike your bathtub, both are changing in time and subject to random shocks. So it could go either way – civilization could be going down the drain, the technological singularity might be imminent, or the two could be close to balance so it seems like nothing is happening for a long time, until one of them gets the upper hand. These are not the only feedback loops of course – the ongoing climate and biodiversity crises are also in the mix and since these are negative, we have to really hope that AI faucet is wide open, or find a stopper for the drain, or some combination of the two. We don’t have many world leaders working on the stopper thing right now, many are trying to drill baby drill an even bigger hole.
Biotechnology. AI seems likely to accelerate the progress of biotechnology, leading toward both medical breakthroughs (universal vaccines, cures for cancer and diabetes) and increasing risks of accidents and terrorism. Its hard to predict when these things will hit the news – progress is slow and steady for a long time, and then a technology will seem to burst onto the public scene all at once. Sometimes there is a big hype bubble that reaches a peak and seems to explode, and then while the public assumes the technology is dead, the slow and steady progress toward widespread commercialization resumes and eventually takes hold of the entire system. And then we shrug, forget the past, and assume we knew it was coming all along.
Electric Vehicles and Autonomous Vehicles. The U.S. government might be throwing up some headwinds to technological progress (i.e., doing their best to usher in a dark age not a “golden age”), but the global socioeconomic and scientific systems that drive technological progress are much too big to be constrained by the U.S. government. While many in the U.S. may have the impression that the electric vehicle revolution has stalled, it is forging ahead in Asia and around the world. China is building cars for $10,000, and nobody else (Japan, Korea, or Tesla let alone Detroit) can figure out how to compete with this. I suspect one driver of the protectionist impulse in the U.S. is fear that we have no chance of competing, so our government is willing to imprison us in a bubble of outdated technology at uncompetitive prices, and if they can’t outright restrict information about the outside world from getting in, they will use propaganda to distort that information so we don’t understand what we are missing. It’s like the Soviet Union, or worse, North Korea. We are certainly not as far behind as the Soviet Union or North Korea relative to our peers yet, but this is the path we are headed down. Similarly to electric vehicles, we are hearing from our media that autonomous vehicle technology has stalled or under-delivered or is risky (it’s not, by any rational measure compared to the massive death and suffering caused by human-driven vehicles). But this technology has in fact arrived, just arrived unevenly in certain cities in the U.S. and around the world, and our government policy is slowing its spread for example with policies that do not allow autonomous vehicles on highways. These two technologies – electric and autonomous vehicles – have to combine and reinforce each other sooner or later, and this will change a lot of things about how our cities and infrastructure are configured in the future. It’s hard to give a timetable, but I bet if you go to a leading edge city in China, Korea, or Japan a decade from now these technologies will be everywhere and it will seem like science fiction to a U.S. traveler who has been kept in the dark about the state of the outside world as our once world-leading country has stagnated.
Inequality and the Wealth Pump. I hadn’t heard the term “wealth pump” before reading Peter Turchin in 2024, but it rings true. Wealth and income inequality is just the elephant in the room behind the 2024 U.S. election and many other geopolitical trends around the world. It is getting worse in the U.S., and it is not going to get better as long as the wealthy and powerful are able to continue rigging the rules of the system more and more in their favor. The pain of the masses is very real. And Donald Trump may have found rhetoric that taps into this pain, but his administration is certainly not going to make the situation better. But nor has the Democratic Party shown any signs of making the situation better. They may tinker with some marginal policy changes that slow the trend (for example, the short-lived increase in tax credits to offset childcare expenses, some steps to slow the rise of prescription drug prices) but do not reverse it (for example, creating real childcare, education, and health care benefits that reach the vast majority of working citizens). Bernie Sanders is the only U.S. politician who has spoken authentically to the people about these issues in recent memory, and he reached a lot of people although not quite enough when the established Democratic Party did everything they could to sabotage him. There is also the problem of half a century of very effective anti-tax propaganda that is very hard to overcome. But still, I believe Bernie showed us the way. The Democrats need to embrace the man and his policies, and find him a true protege or several to choose from who are able to speak with his authenticity and maybe a bit more youth and charisma. Trump is all but guaranteed to fuck up massively over the next four years, so the question is will the Democrats let his propaganda machine convince us to blame scapegoats or will they be ready?
Government of the Fools, By the Fools, For the Fools, and Where’s Waldo? Before January 20, 2025 it was clear to me that the U.S. will be governed by fools and amateurs for the next four years. And this alone is sad because it will lead to our continued stagnation and at least relative decline while peer countries are moving into the future. It is also dangerous because the nation might be able to muddle through while there is nothing unusual going on, but fools, amateurs and clowns are not going to prepare or respond effectively to emergencies, disasters, and unexpected events. Four years is a long enough time that some unexpected events should be expected. We can only hope they are not too far out in the tails. But as I write this on January 23, 2025, it seems even worse. Trump is a fool, but a very powerful and dangerous fool, and at least some of the people whispering in his ear are evil cruel-hearted psychopaths, sadists, and outright devils. I don’t think Trump is Hitler, because Hitler believed in things (evil, twisted things) whereas I think Trump is a pure psychopath who believes in nothing and is willing to say or do anything he thinks will increase his own power. But who are the Heydrichs, Himmlers, and Goebbels among his supporters? I am not sure, but whoever they are they are hiding in plain site in a crowd of clowns and fools where they are hard to pick out. It’s time to play a little Where’s Waldo.
Welcome to 2025!
And that is all the sunshine and light I have to offer you here in this January 2025. If you are a human being reading this in close to real time, happy 2025 and may it be better than expected, which is not a high bar at all! If you are an alien archaeologist reading this in the far future, I hope it helps you make sense of the rubble of our civilization. If you are a transhuman reading it after the singularity in the near future (I heard October 2029 according to Ray Kurzweil’s latest prediction?), I hope you are laughing that the problems that seemed so dire to me in January 2025 had solutions just around the corner!
will 2025 see the rise of the AI agents?
Despite all the AI hype, we (at least the general public and most workers and middle managers) do not have AI agents we can assign to do our bidding. This is going to be a game changer, for better and for worse. This article is about shopping, which seems to me like one of the most frivolous use of these agents, but of course one that businesses will look to as a way to extract even more value from all of us.
In 2024, venture funds invested an estimated US$1.8 billion in AI agent projects. Deloitte’s latest Global Predictions Report argues 25% of companies that use generative AI will launch agentic AI projects in 2025.
Research firm Gartner predicts that by 2028, 15% of day-to-day work decisions will be made by AI agents.
I’m trying to think of uses for AI agents in my personal and work life. They should be really good schedulers and calendar managers. I can imagine giving them limited autonomy to schedule appointments for recurring home maintenance, for example, giving me a checklist to fill out confirming that the work has been completed satisfactorily according to industry standards and legal requirements, and paying the contractor if it has. if it hasn’t, my agent might engage in some kind of preliminary negotiation with the contractor’s agent and be allowed to settle within certain bounds before taking up the time of us valuable humans. You can see where I am going with this – there are all kinds of applications in project management, construction management, operations management, and (gulp) tourism and hospitality management. Companies have been trying to automate these tasks for decades, in fact, with very unsatisfactory results and a lot of human time wasted. Smarter AI systems should be able to reduce some of this friction, handling routine tasks while just keeping humans minimally informed, and understanding when a human being needs to make a decision and exactly what information they will need to do so.
I can imagine a helpful AI looking over my shoulder as I make small daily decisions and telling me whether they are likely to help or hinder me in meeting my long-term goals. For example, will my eating and shopping choices increase or decrease my expected life span? Will they increase or decrease my expected net worth at retirement age? Good AI agents might be able to help me counteract the bad AI agents out there that are going to be trying to get me to make bad choices.
December 2024 in Review
In December I reviewed a number of “best of” posts by others, so this is really a roundup of roundups.
Most frightening and/or depressing story: The annual “horizon scan” from the journal Trends in Ecology and Evolution lists three key issues having to do with tipping points: “melting sea ice, melting glaciers, and release of seabed carbon stores”.
Most hopeful story: I’m really drawing a blank on this one folks. Since I reviewed a number of book lists posted by others, I just pick one book title that sounds somewhat hopeful: Abolishing Fossil Fuels: Lessons from Movements That Won.
Most interesting story, that was not particularly frightening or hopeful, or perhaps was a mixture of both: Bill Gates recommended The Coming Wave as the best recent book to understand the unfolding and intertwined AI and biotechnology revolution. I also listed the 2024 Nobel prizes, which largely had to do with AI and biotechnology.
ASPI Critical Technology Tracker
Something called the Australian Strategic Policy Institute tracks and forecasts which countries in the world are leading on what it considers the most critical technologies. Their definition of critical seems to be mostly technologies with military applications: “defence, space, energy, the environment, artificial intelligence (AI), biotechnology, robotics, cyber, computing, advanced materials and key quantum technology areas”. And their metrics seem to be based largely on number of scientific publications and patents. This approach can be critiqued, but nonetheless the results are interesting and striking.
These new results reveal the stunning shift in research leadership over the past two decades towards large economies in the Indo-Pacific, led by China’s exceptional gains. The US led in 60 of 64 technologies in the five years from 2003 to 2007, but in the most recent five years (2019–2023) is leading in seven. China led in just three of 64 technologies in 2003–20074 but is now the lead country in 57 of 64 technologies in 2019–2023, increasing its lead from our rankings last year (2018–2022), where it was leading in 52 technologies…
China’s new gains have occurred in quantum sensors, high-performance computing, gravitational sensors, space launch and advanced integrated circuit design and fabrication (semiconductor chip making). The US leads in quantum computing, vaccines and medical countermeasures, nuclear medicine and radiotherapy, small satellites, atomic clocks, genetic engineering and natural language processing.
Building technological capability requires a sustained investment in, and an accumulation of, scientific knowledge, talent and high-performing institutions that can’t be acquired through only short-term or ad hoc investments.8 Reactive policies by new governments and the sugar hit of immediate budget savings must be balanced against the cost of losing the advantage gained from decades of investment and strategic planning. While China continues to extend its lead, it’s important for other states to take stock of their historical, combined and complementary strengths in all key critical technology areas.
I suppose the not-so-hidden agenda here is to get the Australian and other “western” governments to invest more in R&D long-term. That is something I would support. I would like to think that technological progress is not just a competition between nation-states but a shared project of our species and civilization. Utopian, I suppose.
Anyway – scientific publications and patents. I don’t think these are perfect measures of scientific or technological progress. Doubling these metrics will not mean that progress has doubled, but rather there must be some diminishing return. Once metrics like these are established, people are going to game the metrics to some extent rather than try to measure the underlying thing, which in this case is scientific and technological progress.
Do I have a better suggestion? Not really – well, I suppose total factor productivity is the most accepted metric of technological progress as far as I know. The holy grail would be to understand exactly how much and what types of R&D investments will maximize it over long periods of time. I am sure there are past and future Nobel laureates working on this problem, but if they have solved in conclusively I have not heard about it.
All that said, there is no excuse for the U.S. to be failing to invest in R&D. We need to ramp it up, and keep it up long term. But there is also an opportunity cost when the fire hose is focused on the military-industrial complex (not to mention the existential risks created for us and all humanity – do these alone outweigh the idea of ever winning the “competition” for dominance in horrible weapons?). Peaceful technologies that could improve human lives and our shared environment will not develop as fast as they could. And finally, to be a broken record, if we ever figure out the secret sauce to ramp up scientific and technological progress, the right thing to do is capture that value added to the economy and redirect it to improve the vast majority of human lives, protect the environment, and manage the risks we face, including risks created by the technologies themselves.
high, high, highway construction costs
U.S. infrastructure construction cost woes stem largely from lack of competition in the construction industry and diseconomies of scale among public agencies procuring the work. I think I am using the latter term right. Very large agencies and projects are going to get better deals than smaller ones. This is somewhat of an iron law of economics, but you might be able to get around it somewhat by bundling smaller projects into larger packages and by getting larger agencies (like the federal government) more directly involved.
The former (lack of competition) is tricky. Architecture, engineering, and construction is generally not a high-profit industry, and it is a pretty high-risk industry. This all pushes towards a few large firms bidding on large projects where they can make a few pennies on a large volume. The construction industry just hasn’t made much in the way of productivity gains in the last half century either, while labor costs have been rising.
You could help solve the competition problem by allowing foreign firms in, and you could help solve the labor cost problem (from the contractors’ point of view) by letting foreign workers in. Both of these things are politically tough in the U.S.
This article in the blog Boondoggle does a pretty good job of summarizing the report in an understandable way, but it also attacks “high price consultants”. Being part of the engineering consultant industry for many years, I feel a need to push back on this a bit. Labor costs at these firms are high too, profit margins are also pretty slim, and there actually is a lot a competition in this industry. When public agencies hire a consulting firm, the price they see includes everything – the actual product of course and the employees’ salaries, but also all the employee benefits, project management, administrative, financial, and legal costs the firm has to bear, plus the taxes it has to pay. Finally, yes, a few pennies of profit on top of all that, and some money spent on marketing to the next batch of customers. When portions of a project are subcontracted, all those administrative costs get repeated at each level of the food chain. So yes, this adds of to a lot of administrative costs, and it would be great to trim them (maybe some hope for AI on this one longer term?), but the fact is that if the public agency tries to do the work with their own staff, they have almost all of these same costs, and they are typically going to be significantly higher. But people often compare only the labor and construction cost borne by the public agency to the entire cost of business borne by the private firm, which is not a fair comparison. And especially at smaller public agencies, they just aren’t going to have the capacity or expertise to do all the work in-house, which is exactly the gap the consulting industry has sprung up to fill.
So to summarize, here are some ideas:
- Allow foreign firms and foreign workers to participate, especially in industries where it is clear competition is limited and skilled labor supply is tight. You could also try to train and equip more Americans with the skills needed and encourage formation of more firms, in theory.
- Aggregate smaller projects and public agencies into larger ones to make them more attractive for firms to bid on. Get larger state and federal agencies involved in the procurement process where possible.
- Turn on the research and development funding fire hose to make progress on the construction productivity problem. AI, materials science, and prefabrication of more components are all ideas being bandied about. This also gets money into the academic and research institutions which creates skills and capacity for our society.
- Do I even need to say this? Have government provide health care and other benefits other countries are providing their citizens, and relieve this burden on our private firms so they can focus on doing whatever it is they are in business to do.
August 2024
Obviously, there were plenty of goings-on in the U.S. presidential election campaign in August. I’ve talked about that elsewhere, and everybody else is talking about it, so I’ll give it a rest here.
Most frightening and/or depressing story: Human extinction, and our dysfunctional political system’s seeming lack of concern and even active ramping up the risk. We have forgotten how horrible it was last time (and the only time) nuclear weapons were used on cities. Is there any story that could be more frightening and/or depressing to a human?
Most hopeful story: Drugs targeting “GLP-1 receptors” (one brand name is Ozempic) were developed to treat diabetes and obesity, but they may be effective against stroke, heart disease, kidney disease, Parkinson’s, Alzheimer’s, alcoholism, and drug addiction. They may even be miracle anti-aging drugs. But really, it seems like the simple story is that most of us in the modern world are just eating too much and moving our bodies too little, and these drugs might let us get some of the benefits of healthier lifestyles without actually making the effort. Making the effort, or making the effort while turbo-charging the benefits with drugs, might be the better option. Nonetheless, saving lives is saving lives.
Most interesting story, that was not particularly frightening or hopeful, or perhaps was a mixture of both: I did some musing about electric vehicles in August. The hype bubble seems to have burst a bit, as they did not explode onto the international commercial scene as some were hoping/predicting. This is partly because public infrastructure has not kept pace with the private sector due to sheer inertia, but I always detect a whiff of the evil oil/car industry propaganda and political capture behind the scenes. Nonetheless, just as I see happening with computer-driven vehicles, the technology and market will continue to develop after the hype bubble bursts. In a way, this almost starts the clock (5-10-20 years?) for when we can expect the actual commercial transition to occur. It will happen gradually, and one day we will just shrug, accept it, assume we knew it was coming all along, and eventually forget it was any other way. And since I seem to have transportation on the brain, here is a bonus link to my article on high speed trains.
those lagging electric vehicle sales
Since I happen to be in Thailand, here are a couple excerpts from an article about lower than expected electric vehicle sales in Thailand. I am not trying to pick on Thailand or even comment on Thai government policy, but merely give a local example of what seems to be a global trend.
Thailand on Friday signalled it was hedging its bets over its previous all-out commitment to EV cars. Instead, in a new policy announcement, the kingdom is focusing on hybrid vehicle production or HEVs…
…there is a growing realisation that the EV industry, which is capital-intensive and does not support the country’s critical automotive parts industry, has been a mixed blessing.
“We are experiencing an EV oversupply as plenty of EVs imported from China over the past two years inventories,” he explained. At the same time, he confirmed that there are presently 490,000 unsold EV cars in storage. That is 63% of all vehicles produced in Thailand over the last 12 months. In the meantime, EV vehicle sales remain a relatively small percentage of overall car sales in the kingdom. In June, vehicles for the domestic market produced in Thailand were only 34,522 units. A huge drop of 43.08%. This is a catastrophic outcome by all accounts.
Anecdotally, just from moving about the country a bit, I don’t see charging infrastructure. And this echoes what I see in (my small corner of) the United States. We haven’t built the infrastructure to support electric vehicles, and we haven’t made the policy changes like adjustments to the gas tax which funds much of our highway maintenance. So we blame problems caused by a lack of planning and implementation on the technology itself.
But there is something else here. There are winners and losers with electric vehicles. The winners are all of us and our children’s lungs, plus our water and air. But these are diffuse benefits, and politically speaking it is concentrated interests that move the political system. Big business interests like the oil and automotive industries. The reference to “car parts” is telling here. Electric vehicles are superior because they have fewer complex parts and require less maintenance and service. Just like shutting down any sprawling, inefficient, polluting Soviet industry, what is good for society means some loss of jobs and profits for a minority, and that minority has some political clout. So when we hear that electric vehicles are “not catching on”, we can ask how much of this is propaganda driven by big business interests who will lose money if they do catch on.
Nonetheless, I think the hype bubble may have burst but the technology is here and here to stay. It may take a decade or two to really take over rather than exploding onto the scene the way some expected.
AI and protein research
Here is a story in MIT News about AI doing experiments on proteins, with drug development and gene therapy implications. This seems like the clearest application of AI at the moment – anything where there is a formula to be figured out and a large number of combinations to be tried. I can definitely see this accelerating scientific and technological progress, although the efficiency to me seems to be more in the “automation” part than the “intelligence” part.