The Quit Smoking Bet

As a former smoker (I quit 7 years, 10 months and 13 days ago, but who’s counting), I know how hard nicotine is to quit and over the years have encouraged my friends to quit–with absolutely no success.

Until now.

I recently completed a bet designed to get a friend to quit smoking and at the 30 day mark, he remained abstinent. Given that quitting smoking for meaningful periods of time is extremely rare (per quit attempt), I wanted to share so others could initiate similar efforts and improve upon the method.

Structure of the bet

The bet is designed to provide big upside and meaningful downside for the first 30 days and then ongoing but declining risk of forfeiting the initial winnings.

In this instance, we bet $500 at 3:1 odds in which the smoker stood to win $1,500 if he quit smoking for 30 days. The amount should vary based on the individuals income such that winning will provide a big windfall and losing should bring significant pain but not cause insolvency. In this instance, winning the bet would provide a 50% boost in monthly income, while losing would represent a 15% loss of income. These seem like good starting percentages to target.

At the 30 day mark, if the smoker wins, they receive the payout. At that point, we agreed on a clawback that goes down by $100 each month for 15 months. For instance if the smoker relapses at day 45, they would have to return $1400.

public accountability

While you should never gamble with people you don’t trust in this sort of bet, a key component to this bet was having our friend group on high alert for the smoker breaking during the initial 30 days.

At the request of one of the members of the group text, I offered a $50 bounty to anyone who turned the smoker in.

I checked in with the various friend groups multiple times to see if anyone had seen him cheating, which no one did. During the 30 days, I hung out with the smoker multiple times and did not see him smoke, nor did his car smell like smoke. He did consume an inordinate amount of sunflower seeds though.

pay out

At the 30 day mark, as promised, I paid out.

ongoing accountability

Although the first 30 days are undoubtedly the hardest, the bet is structured to ensure that diligence remains high initially, lest the loser have to repay a majority of their winnings. Given that loss aversion is much stronger than gain maximization, the possibility of losing $1500 – ($100 x  n-months) ought to incentivize abstinence until the point where cravings subside entirely.

The future

I’ll provide an update on the success of this bet and any others I make with other smokers. I already have several interested parties and this seems like a good use of money to help add years to the lives of people I care about. If I know you personally, this bet is on the table for you.

If you’d like to chat through offering the bet to people in your life, I’d be happy to do so.

Against AI: The Case for Regulating AI like Nuclear Technology

Note: I’m not writing in reference to any specific fire alarm event, nor am I in a position to assert what the AGI timeline is. My aim is to convey the disconnect between what a lot of folks are saying (AGI is an imminent threat) and what they are doing (speeding it up or writing theory that isn’t being implemented).
A dramatically different AI safety approach is needed

 If you truly believe that Artificial General Intelligence (AGI) poses an existential threat to humanity (good primer on this here) and that AGI timelines are short, then a new strategy is needed for AI safety. The focus must shift from the type of alignment work done at MIRI and elsewhere to regulation and prohibition to prevent the creation of AGI or at least extend the timeline. This essay will explore a regulatory framework similar to how we regulate nuclear technology. How to get this framework implemented will be explored another time. 

fence outside nuclear facility

AI alignment efforts won’t work in time.

Existing AI safety organizations have done admirable theoretical work about alignment frameworks but have made little progress in getting actual AI practitioners interested (or even aware!) of their work. To quote the person who arguably invented the field of AI Safety– “This situation you see when you look around you is not what a surviving world looks like.” 

There are regular updates from groups like DeepMind and OpenAI actively pursuing AGI that show ongoing and exponential progress toward generalized intelligence and providing those agents with access to massive datasets. In short, the agents seem to be progressing and are being treated in ways that seem unsafe. We find ourselves in a situation where in an unknown amount of time, private entities will have the equivalent of nuclear or biological weapons, AND they will be unable to control or contain them. We must pivot toward focusing on lobbying governments around the world to regulate AI to stop reckless private actors from endangering the world and humanity’s future.

Why hasn’t a regulatory approach been tried?

 If the above is true and the AI safety community believes it to be true, one must answer the question of why they haven’t pursued a regulatory strategy and have favored a research driven, academic-ish approach with limited engagement with governments. I believe it is because of an ideological preference among people who are concerned about the existential risk of AGI against centralized, government solutions. I’m sympathetic to this general preference, but centralized, coordinated efforts are very effective tools against national/global threats. Furthermore, governments are the only actors with the scale and incentives to manage AGI risk, cooperate globally and have proven capable of managing other existential (or at least civilizational) risks.

Government alignment is easier than AI alignment

Many AI safety researchers and people broadly worried about AI dismiss a regulatory approach by saying that getting governments to care about and act according to their objectives is impossible. Or less likely than getting all private actors and the resulting AGIs to care about and act according to their objectives. If that is their position, they should likely give up on both.

Governments will intervene no matter what

Another key reason for early government intervention is that undoubtedly were AGI to be created by a private entity, governments would attempt to take it by force. I’ve discussed this with several people at AI research projects who dismissed it out of hand. (It’s odd the types of risks people forecast.) Because if there’s one thing I’m certain of, it’s that if the US government thought there was a super intelligence behind the doors of DeepMind, then they would kick in the doors and take it. This would be a very dangerous proposition given that it seems unlikely an AGI would want to be controlled by force. The moment when JSOC decides to move in on an AGI seems like the most predictable moment of existential risk. The choice is only the timing of government intervention. It is not an if, but a when.

What a regulatory framework might look like

 Nuclear regulations provide a beginning framework for how we can regulate AI on national and international scales. We must control the inputs, monitor industrial uses and allow democracies to decide on pursuing AGI. Using specialized AI for private purposes is analogous to using nuclear materials for power or medicine. It will be considered a dangerous, but highly valuable technology to be used carefully by private parties and stringently monitored by governments.  The pursuit of AGI would be akin to developing nuclear weapons. AGI research would need to be halted initially, until the international community could agree on whether to proceed. If they did, then non-state actors would continue to be banned from this research, and only states who acted in accordance with international treaties, subject to third party monitoring, would be allowed to pursue it.

Control the inputs

 Similar to nuclear regulations we would rapidly need to monitor and control the supply chains of AI inputs with the goal of preventing any non-state actor from developing a system capable of pursuing AGI without oversight. This would involve aggressive oversight of the semiconductor supply chain to prevent anyone from getting enough GPUs to build an unauthorized datacenter. We would need to highly regulate or nationalize cloud computing resources and insist on international monitoring of all advanced data centers. Governments would have to partner with cloud companies to continue operations, upgrades, etc and create a win-win revenue sharing model. We can think of these as public utilities like nuclear power plants. 

Monitor industrial uses

 Specialized AI has lots of valuable uses, and so we would need to regulate private actors’ use of it. We would define acceptable use of AI, machine learning, neural nets, reinforcement learning etc and monitor private uses. Because cloud computing would be under government control, this surveillance would be relatively straightforward. Enterprises like FAANGs that possibly have the resources to develop AGI would be under shareholder pressure to play ball, and startups would unlikely be real threats.

Allow democracies to choose to pursue AGI or not

 If AGI truly is an existential threat, then we would need to treat it like one. This means immediately placing those closest to it, DeepMind, OpenAI, etc, under government/military control. With their cooperation, we would need to do an assessment of progress to date. If AGI is to exist, democracies (educated about the risks and benefits) must make that choice and exert guidance and ideally control over it. To that end, an initial outright ban on AGI research and working toward an international ban makes the most sense. (These treaties would no doubt be complicated, but arms control experts have already begun thinking about them.) We’ve seen success with the outright and permanent ban of human cloning—making AGI research similarly taboo would likely be the safest course of action. However, depending on the decisions of other nations and the international community it seems plausible that AGI research could continue similar to nuclear weapons development.

If AGI is a serious risk, it’s time to act like it

 It is time to stop writing white papers on theoretical alignment solutions. It is time to start educating the public, communicating with the military and intelligence communities, to start lobbying lawmakers and developing draft bills on how we can stop Artificial General Intelligence before it is too late. We must treat specialized AI like the dangerous but valuable tool that it is, and we must treat AGI like the apocalyptic threat that it is. We have done this before with nuclear technology, we can do it again.

 

Giving Thanks in 2020

Despite it being a terrible year by any standard, I was incredibly fortunate this year.

Here is an abridged list of the things I’m grateful for:

I am grateful for already being in the habit of regularly talking on the phone for hours on end with my Mom and brothers, Garrett and Austin. In this regard, we were ready for 2020.

Us pre-pandemic and not on the phone

I am grateful for the time spent at home in Austin after being on the road for over half the year in 2019. My partner and I made the best of quarantine with:

Lots of to-go Mad Dog Margaritas from the Texas Chili Parlor
Arts and crafts nights (my bad art pictured)
Pretending our parking garage roof was a cool, fun place to hang out

I am grateful for my colleagues at BTS Austin for managing some team bonding despite pandemic conditions.

Socially distanced backyard strategy session

I am grateful for two trips to the Blanco River with my brother Austin (a doctor who weirdly couldn’t convince anyone else to go on vacation with him).

Austin and me in the Blanco

I am grateful to two biotech clients who trusted me to help them adapt to the Covid-19 environment.

I am begrudgingly grateful for Zoom parties.

I have to get lectured about cocktails somehow.

I am grateful for the several diagnostics companies who made tests that let me be a little more at ease after potential exposures.

One of many tests taken

I am grateful for the people of Barbados and the government of Prime Minister Mottley for listening to science, executing public health measures impeccably, and inviting the world to join them.

PM Mia Amor Mottley

I am grateful for my partner and two great friends who were willing to take a chance and go on an adventure.

How it started
How it’s going

I am grateful for our all of our new friends, many of whom we have invited to our island Thanksgiving.

I am grateful for all the folks working on vaccine development, clinical trials, improving testing and working on logistics.

I am grateful for light at the end of the tunnel.

I am grateful that people everywhere pursue our common dreams: solving aspects of human misery, bringing new joy and light to this world through art and raising each successive generation to be better than the last.

As always, I am grateful that we are in this together.

An Evidence-based (Non-hygiene Theater) Return to Work Plan

This Return to Work (RTW) plan assumes that COVID-19 risk can be managed given certain parameters, that many core operations benefit from in-person working, and that some activities and individuals benefit more than others from being in an office. The goal of this plan to reduce COVID-19 risk as much as is feasible, and then prioritize business operations where the benefits of in-person working outweigh the COVID-19 risk. Firms can gain competitive advantage by returning to work safely and effectively, while other organizations operate sub-optimally either in the office or entirely at home.

I’m sharing this plan not because I necessarily think firms ought to return to work, but rather because I’ve seen many firms’ RTW plans focus on hygiene theater (constant surface cleaning and hand sanitizing) that will certainly fail. This plan assumes that masks, distancing, and hand washing will all be used scrupulously, but that those measures are insufficient for groups working indoors for 4-8 hours per day. If your organization is doing RTW planning and is focused on sanitizing and social distancing, I hope you find the below helpful in steering the conversation in a safer and more realistic direction. That being said, even with the below measures, there will always be some risk to working in person. My goal is to create a system where the benefits of working together outweigh (but notably do not eliminate) the health risks.

Evidence-based Risk Reduction

The risk reduction side of the Return to Work plan is based on using probability to reduce risk of transmission to acceptable levels. The plan assumes that indoor, aerosol and droplet transmission are the primary modes of contagion with fomites being a distant third (summary of evidence). The Risk Reduction plan has three core components:

  1. If the infection rate is too high, risk reduction cannot work due to the combinatorial explosion created by multiplying the risk of each additional infected person (and their contacts). Thus the first element of the plan is to use Public Health Triggers, such that offices can only open when the regional caseload and positivity rate are below a certain threshold. 
  2. When caseloads are at low levels, then we can institute a closed Test and Trace system that tests all employees on a regular basis to identify and isolate infected outliers. We can identify all of their work contacts and get them tested immediately to contain outbreaks. 
  3. Once we have minimized the number of infected individuals entering the workplace, we will focus on Aerosol Mitigation and modify the environment to increase air ventilation and filtration to reduce any viral concentration. 

Using Public Health Triggers, Test and Trace, and Aerosol Mitigation, in addition to physical distancing, masks and surface cleaning, we will be able to Return to Work safely. 

Public Health Triggers

Use public health data to define risks and triggers to open and close offices as needed.           

  • Use microCovid calculator to estimate the risk.
    • Input State and County for epidemiological data.
    • Define Person Risks
      • Number of people in office
      • Risk profile (adjusting for frequent testing)
    • Define Activity Risks
      • Type of Interaction = One time
      • Ventilation = Indoor (although our ventilation will be much better than average)
      • Distance (will we enforce 6+ feet?)
      • Duration (full or half days)
      • Masks (none, cloth or surgical)
      • Volume of conversation = normal
    • Decide what the acceptable number of microCovids (1 in 1,000,000 chance of infection)
  • Run the calculator every Sunday night to decide if office is open or closed.
    • In less dynamic environments, run every 2 weeks.
Test and Trace

Create a closed test and trace system that tests each employee using a rapid test once per week, carefully monitor who enters the office to trace any contacts.

Test model

      • Rapid Antigen tests are currently available, locate providers close to office.
        • Example locations: SF, Austin
        • Large employers with health care providers on-site, may be able to acquire an antigen testing machine.
      • Once available shift to the new rapid, Abbott paper strip test, BinaxNOW for cost savings (approx $5).

Frequency

      • Use weekly negative tests prior to entry.
        • Daily testing would be ideal, but…
        • With antigen test, cost ($120) will be limiting constraint.
        • With paper test, the initial launch being through HCPs (this is stupid and will change eventually), time/convenience will be the limit.
        • Rotate the day each employee is to be tested to catch outbreaks earlier. 
          • Ie Melissa’s test day is Monday, Andrew’s is Tuesday, etc.
      • As soon as possible, shift to daily paper strip testing.
      • Consider pooled, daily PCR testing when SalivaDirect is available.
        • Especially good for regions with extremely low number of infections due to accuracy over antigen tests.

Tracing

    • Record office attendance AND weekly test results in a public spreadsheet.
    • As soon as any positive test, have all contacts get a PCR, not rapid antigen, test. 
      • PCR tests can identify pre-symptomatic individuals.
      • To make this fast/easy, create an office stockpile of at home PCR tests from these providers to use with infected employees and contacts. 
        • These providers turn around tests within 48 hours regardless of the public health situation in your area.
    • Isolate infected individuals for duration of infection and allow back in office following another negative PCR Test.
    • Isolate negative contacts for additional 7 days and an additional negative PCR test. 
Aerosol Mitigation

We need to shift our focus from surfaces to airborne transmission (long FAQ on aerosol transmission) by prioritizing increasing ventilation (indoor-outdoor air exchange) and filtration (physically removing particles from the air).

 

Ventilation

Filtration

    • Remove particles from the air by installing MERV-13+ rated filters in building HVAC systems.
    • Add portable HEPA filters for additional filtration 

Using Public Health Triggers, Test and Trace, and Aerosol Mitigation, we can dramatically reduce the risk of COVID-19 infection and transmission within our workplaces and begin to get our teams back into the workplace without the need to wait for a vaccine.

Critical Business Operations and Individual Optimization  

The other side of the Return to Work Plan is to focus on prioritizing those operations which drive our key metrics AND benefit most from being in-person, and those individuals who benefit most from being in in-person settings. By weighting individuals by time devoted to key operations and how they individually benefit from being in the office, we can create a schedule that drives business and human performance. 

Critical Business Operations

Some activities have significantly more impact on our key drivers than others, and a subset of those activities are greatly enhanced by being performed in-person. That subset of activities should be prioritized for scheduling in the office.

Key Metrics

    • Define metrics we care most about right now, activities that drive them and whether or not they are significantly more effective in-person. Template below:
    • Revenue
      • Activity X that drives revenue (list out all activities)
        • Significantly more effective in-person: Yes/No
    • Profitability
      • Activity Y that drives profitability
        • Significantly more effective in-person: Yes/No
    • Cash Flow
      • Activity Z that drives Cash Flow
        • Significantly more effective in-person: Yes/No
    • Create cadence of prioritized activities across multiple metrics and identify the people needed for those activities. 
Individual Optimization

Some individuals benefit dramatically more than others by being in an in-person environment and that should factor into when they are scheduled to come into the office. We should create an RTW Index that scores employees by their individual characteristics in addition to any critical business activities they’re involved in.

Early Career Employees 

      • High priority should be given to employees with less than 2 years of experience in the organization due to difficulties in acquiring skills, informal networks and culture in an entirely virtual environment.

Leaders 

      • Leaders can affect more individuals informally within a workplace and thus should be given some priority. 

Individuals with strong preference for working in an office 

      • Examine engagement survey data or conduct specific polling to identify individual variation in mental state and productivity should inform some prioritization of individuals who go into the office first.
      • High priority should be given to those with previously high levels of performance and engagement
      • Some priority should be given to those who state a preference

Example of how the index might be weighted: 

    • Early career (+5), previous high performance/engagement (+5) = +10 
    • Leader (+2), preference for working in person (+2) = +4 

Individuals can opt-out of working in-person for any reason and at any time. 

By prioritizing our key business operations and the individuals on our team that benefit from working in-person, we can dramatically improve business performance in ways that organizations that are less prepared and strategic cannot–putting us at a decisive advantage until normal working conditions return. 

An Evidence-based, Business-driven Return to Work Plan

This Return to Work Plan is context-dependent, flexible and focused on improving business performance during pandemic conditions. By focusing on the best evidence available, we can use Public Health Triggers, Test and Trace, and Aerosol Mitigation to dramatically curtail COVID-19 infection risk within the workplace. Once a safe environment has been created, we can shift our most Critical Business Operations to an in-person setting and use Individual Optimization to allow our employees who benefit most from the office setting to return. In choosing to follow the evidence, we can accelerate our business performance in ways that our competition cannot or will not, giving us a strategic advantage and our people the opportunity to succeed. 

Habits, Biotech and the Caribbean: Things I Learned Week of Aug 24th

I’m going to begin a weekly “things I’ve learned” round up that I’ll publish on Fridays. The topics will span independent research topics, biotech, consulting and internet miscellanea. For the time being, these will mostly be interesting facts and links with and without commentary. They will likely create research projects that spin off into 2,000+ words posts that are customary of my site. This post is much longer than I foresee future weekly round ups because of the explanation.

Why?

My mentor, former med device CEO, ex-Accenture Strategy partner, and current badass, upon seeing my 2020 and 2020+ goals said that “average performers and wild successes have the same goals, but great people have systems and habits that get them to their goals” and recommended I read a summary of James Clear’s “Atomic Habits“. James has built an entire online business around sharing his ideas, so if you’re interested, I’ll leave the summarization to him.

Habits

My starting habits are focused on codifying the knowledge generated by my work at BTS with biotech clients, personal research, finding the valuable intersections between these areas, and then publishing them for various audiences.

Every week day habits:

  • After I brush my teeth, put on running shoes
  • When I sit down with first cup of coffee, write one sentence on things I’ve learned (very much using the easy principle hear)
  • When browsing the internet, I must save 1 link with notes per 30 minutes or stop browsing
  • Read 1 page of book immediately before I eat lunch (again, easy to say, but then I tend to read much more than 1 page)
  • Read 1 page of book when I shut down computer after work

Every Friday habits:

  • Curate and edit “things I’ve learned”
    • Publish on andrewdornon.com
      • Send to project teams
  • Send 1 insight to client
  • Send 1 related question to expert on thing I’ve learned

Like everything, these will change (I’ll certainly level them up).

Inaugural Things I Learned This Week:
Biotech
  • In Japanese biopharmas, marketers are more likely to speak English than sales professionals. To move into a cross-functional leadership role (beyond marketing or sales), leaders must speak English, so sales leaders are underrepresented in the top ranks.
  • In Chinese biopharmas, Commercial teams attempt to influence the choice of the Principal Investigator leading clinical trials. Compared to R&D and Medical teams, Commercial teams prioritize political connections and influence.
  • Also in Chinese biopharmas, “coffee talk”is a phrase for calling a sales leader to headquarters for a performance conversation. It is the step that precedes placing the leader on a PIP.
  • Vulnerability amongst leaders is stated as the gold standard in leadership attributes at a large biotech, but also not frequently observed. Is being vulnerable that hard? Is it hard to fake?
Drug Names
  • Many doctors carefully avoid using brand names for drugs and opt for the generic name of the molecule. This is tricky, however, because so many common drugs are difficult to pronounce. Prozac = fluoxetine, Valium = diazepam, Nexium = esomeprazole
  • It gets worse when you start to look at biologics–even common ones like Humira = adalimumab.
  • Generic drug names are typically shorthand for the actual chemical name, so they can provide doctors and pharmacists with information even if they’re unpronounceable. For instance, the ending -mab, signals that the drug is a Monoclonal Antibody. 
The Caribbean
  • St. Kitts and Nevis is the smallest sovereign nation in the Caribbean 
  • On October 24, 1991, workers AND business leaders in Barbados joined together and went on a nationwide strike protesting the incompetent economic policies of Prime Minister Lloyd Sandiford.
  • Over  1,000 people have applied  for the Barbados remote work visa.
  • If you call the Consulate of Antigua and Barbuda, a First Secretary will call you back within half an hour.
  • LIAT, an airline owned by Barbados, Antigua and Barbuda, St. Vincent and the Grenadines along with Dominica ceased operations due to COVID-19. It’s demise leaves a huge hole in the market (250k passengers to Barbados alone annually) for other airlines to fill. 
Career Path Dependency
Consulting
  • Written knowledge is a force multiplier of culture and capability 
    • Especially in hyper-growth orgs where every year less than 50% of your employees have over 1 year of tenure
    • Employees with 4+ years of tenure can scale themselves via writing
    • If everyone at a company left one day, how hard would it be for a new team to come in and pick up the pieces?
  • Using red to highlight things in a training document can cause the audience to shut off because of the association with a “red pen” marking up their school work

A Step by Step Guide to Moving to Barbados

UPDATE:

See current travel protocols here as they change every 2 weeks or so.

DO NOT use at home tests as recommended below. The Barbados government has clarified that these do not count and have partnered with this lab company for testing. Use that. Anecdotally, 50% of my group got through using at home tests. I was in the 50% that got to wait at the airport until 3am.

Everything You Need to Plan and Book Your Trip in Three Hours or Less

In early July, the Barbadian government announced the creation of a 1 year (renewable) remote work visa and set off a rush of interest in moving to the most stable and wealthy island in the Caribbean. A small group of colleagues, friends, and I decided to make the move, so I put together the step by step guide to help others avoid the pitfalls we experienced (like having to rebook our flights three times). I’ll address why we’re doing this in a separate post. This guide is targeted predominately at US individuals and folks traveling from other Covid high-risk countries (as defined by the Barbadian government). Following this plan will get you to Barbados and allow you to evaluate living there longer-term.

The main logistical hurdles we’ll be working with/around are:

  1. Limited flights from the US to Bridgetown/Grantley Adams Airport (BGI)
  2. Booking accommodations with amenities like A/C and strong WiFi that are also within walking distance of the beach
  3. Extremely tight Covid-19 travel protocols that require:
    1. PCR test results within 72 hours of landing at BGI
    2. Mandatory five to seven day quarantine at one of a few government-mandated hotels
  4. Deciding whether or not you plan to stay in Barbados and, if so, getting the Welcome Stamp Visa

If you follow the steps below, you should be able to plan your move to Barbados in less than three hours. 

Flights

Flights Before September 10th, 2020

Currently the only direct flight from the US is a Jetblue flight leaving JFK at 8am, so no matter where you try to book your flight from in the US, you’ll need to go through JFK.  If you can’t get to JFK by 8 AM eastern time, you’ll need to plan to stay overnight and fly out the following morning. To save yourself more transit headaches and Covid-19 exposure, I recommend you stay at the amazing in-airport lodging, the TWA Hotel. Right now, for some reason, when you try to book a flight directly from where you are to Barbados, the flight remains the same (a layover at JFK) but is much more expensive, so my suggestion is to book your flights as two separate legs: one flight to JFK, and another flight from JFK to Barbados.  Once you land in Barbados, you’ll need to show proof of return travel plans (such as receipts for tickets from Barbados back to the US). I suggest booking a flight back to the US that is changeable or cancellable, should you get to the island and need/want to return at a different time than planned. All US airlines follow a rule that flights cancelled within 24 hours of booking are refunded at full cost and many US airlines have expressed increased flexibility due to Covid-19.

Booking links:

Additional Flights After September 10th, 2020

After September 10th, American Airlines is adding a daily flight leaving Miami at 11 AM eastern time. If you can make it to Miami by that time, this is a great option. I don’t recommend overnighting in Miami given added risk of exposure to Covid-19, but I included a link to the in-airport hotel below for folks who may need to stay in Miami overnight. Although getting to Miami by 11 AM may be quite tricky from many major American cities, this route is affordable and does not need to be booked as two separate legs. 

Booking links:

Getting a Covid-19 Test within 72 hours of Arrival

With in-person Covid test results taking up to a week to process in many parts of the US, it’s a better idea to take an at-home test and then ship the test to a professional lab that isn’t swamped. Given the difficulty of knowing the future, it’s a good idea to order at-home Covid-19 tests (two per person, the necessity of which I will explain further) as soon as possible so you have the tests on hand when you need to use them. I’ve used these services before and gotten results within 72 hours of shipping the test back. My results were posted on the day the swab was received by the lab (three days after I shipped the test). It’s important to note that  the 72 hour window starts when you receive your results, not when you do the initial swab.
Because test processing is so unpredictable, I recommend taking two tests. Take and ship the first test seven days before landing in Barbados. Take and ship the second test about three days before landing in Barbados. Depending on the capacity of the lab, one of these two tests should deliver results within your desired 72 hour window. I recommended ordering 1 test from each of the companies below:

Pixel by LabCorp $119 Nasal swab. LabCorp is huge and processes tests seven days a week. 
Picture by Fulgent Genetics $119 Nasal swab. May provide faster turn-around on test results.

Picture provides this very helpful timing chart to help you time this correctly. 

 

Verification that Fulgent is CAP Accredited as required by the Barbadian government can be seen in their Accreditation Document. Meanwhile, Labcorp provides the CAP number of each lab individually.

That being said, if you do not have negative test results in hand on arrival, Covid tests are also performed in the Barbadian airport. You can trade all of the above hassle and expense for the hassle of waiting between two and twelve hours (reported from Twitter) in the airport while your test processes, but I would recommend playing it safe and arriving with results for a quicker and smoother transition.

Quarantine Accommodations

Following airport testing or verification of prior results, you will be transported to your choice of officially selected quarantine hotel. (The government is now approving private villas for quarantining on an individual basis, but I think that’s a bad ideas, so won’t provide instructions.) Only a specific handful of spaces are labeled as eligible quarantine hotels by the Barbadian government and all have been listed below. You will be required to stay IN YOUR ROOM for five to seven days if you then take a second test and test negative. You also have the option of being quarantined for 14 days. Given that restriction, you will want to think carefully about which accommodation you choose. Depending on your price point and tendency towards claustrophobia, I strongly recommend the Crane Resort. This is a less economical option, but offers a number of quarantine-friendly amenities such as private outdoor spaces and pools. If travelling with a larger group, the cost of splitting a suite is much more reasonable. 

The approved quarantine hotels are:

Month One Accommodations

When choosing a home, you’ll want to focus on essential features like WiFi and air conditioning to maintain comfort and productivity (should you be working remotely). After ensuring any given house meets those requirements,, it’s really up to you to decide which part of the island to live in. My recommendation is the west and southwest areas of the island, which are closer to major urban infrastructure. Below, I’ve filtered AirBnb searches to include A/C and WiFi and then sorted them by number of bedrooms and bathrooms. I’ve also specified locations close to the beachfront. Proximity to the beach will come with an extreme premium but will be worth it to some. Conservatively, you’ll want to book the Airbnb for seven days AFTER you land at BGI (since you’ll need to quarantine in a hotel for five to seven upon landing). I’m recommending that you use Airbnb for the initial month on the island while you get a lay of the land; if you’re interested in staying longer, you can use this first month to visit longer-term accommodations in person. 

Booking links:

Normal

Beachfront 

Month Two and Beyond Accommodations 

During your first month on the island, I recommend connecting with a real estate agent to find something more permanent. Most long-term rentals will want a twelve month lease, but in my experience, many will quickly negotiate down to a six month lease. You can also try your hand at finding rentals on the internet and doing the legwork yourself. If you prefer to conduct the search yourself, I’ve included the most popular local rental site below. 

Real Estate Agents

Local Rental Site

 

 

Andrew Approved Houses

house/link Bed/Bath Price A/C AND WiFi notes
Sunset Crest – Cordia 161 3/3 $2500 Yes Pool
Turtle Watch 2 4/4.5 $3500 Yes Beachfront
Lime Yard 5/4.5 $2750 Sort of. A/C in master bedroom only, probably deal breaker Modern and lots of officing space and pool, but far from beach (10 min drive)
Battaleys Mews 3/3 $2750 Yes Community pool, very close to beach
Yam house 4/3.5 $2750 Yes Pool shared by 3 villas, 10 min walk to beach

Immigration Forms

Within 72 hours of your arrival in Barbados, you must fill out these customs and immigration forms online. Each unrelated individual travelling in a group must fill out a form. Spouses and/or children under 18 may use one form. It asks all the normal questions: flight number, passport information, where you will be staying, as well as some health related questions. It is recommended that you fill it out at least 24 hours prior to your arrival. 

Visas

In the beginning months of your stay, you won’t need to worry about obtaining a visa. Your tourist visa (automatically granted to US citizens) is good for six months. If you plan to stay in Barbados beyond six months, you should apply for the newly created Barbados Welcome Stamp. This visa will allow you to work remotely in Barbados for one year (renewable indefinitely) and allow any children to attend school for a small fee. The only real requirement is that your household income is above $50,000/year. 

  • Welcome Stamp for an individual $2,000
  • Welcome Stamp for a family $3,000

Forms needed to submit the application:

  1. Passport sized photograph of thePrincipal Applicant and all other members of the Family Group over the age of 18 (if applicable)
  2. Bio data page of passport for thePrincipal Applicant and all other members the Family Group (if applicable)
  3. Birth certificate of the Principal Applicant and all other members of the Family Group (if applicable)
  4. Proof of relationship of Principal Applicant to all other members of the Family Group (Birth, adoption documents, marriage certificate and any other documents)
Office Space

If you decide that you need office space outside of your house, there is one short-term office rental space on the island. Regus rents private offices starting at $440/month. 

Conclusion

Getting to Barbados is a bit of a hassle and expense. However, the opportunity for US citizens to live and work in a Covid-19 free environment is unsurpassed. I hope that this guide helps make your journey seamless and removes many of the missteps I made from your path. Please see the contact page if you have questions, I may have the answer.

I wish you way more than luck. 

Want to know how we’re doing on the Covid-19 vaccine front, but haven’t seen an easy to read chart? The first 3 Covid-19 vaccines compared

The development and distribution of a safe and effective Covid-19 vaccine is the most important human endeavor of our current moment. How are we doing? What does the early data say? When will doses be available and to whom? We have 3 main contenders that have released Phase 1 data: Moderna, Pfizer/BioNTech and Oxford/AstraZeneca. I excluded CanSino because of disappointing early results.These will likely be the first vaccines to market, so I compared their current safety, efficacy and supply profiles.

An important note: Due to a lack of global coordination on trial design and endpoint selection, these vaccines are being tested in different ways. It is irresponsible to compare studies like I’ve done below for a lot of reasons. However, we don’t really have another choice.

Notes on T cells (they’re crazy complicated):

  • CD4+ Th1: create inflammatory response against virus (cytokines)
  • CD4+ Th2: aid the differentiation and antibody production by B cells (helper T cells)
  • CD8+: destroy viral infected cells (killer T cells)

This is surprisingly strong initial data, which shows how far vaccine platforms have come in the last 10 years. Plus, it appears we’ll have multiple viable vaccines and that redundancy gives me a lot of hope that we’ll be able to start controlling Covid in Q1 2021 using widespread vaccination.

Thanks for reading! We can accelerate vaccine development using a trial design called a human challenge trial, I’ve made it easy for you to ask your elected representatives to make this possible here. 

Here’s the live link that I’ll keep updated as new data is released.

Update: Disclaimers and comments from drug discovery chemist and blogger Derek Lowe:

“Everything I see in your table looks good, but the biggest gap is efficacy. We have the antibody and (some) of the T-cell data, but what we don’t know is how that matches up with real-world coronavirus protection. I’m holding off until we see some Phase II data, because I just have no idea how things will come out – in my experience, a lot of schemes that looks rational break down a bit in actual patients with the disease, and that makes me wary (!) But that said, I think you’re doing all that can be done with the data available!”

Another important note: I’m not an immunologist or a statistician and ask folks to correct things I’ve undoubtedly gotten wrong.

Disclaimer: I consult in a limited capacity for AstraZeneca on matters completely unrelated to their vaccine program. I have no financial interests in any individual company.

Sources:

Many thanks to Derek Lowe for all of his analysis of these vaccines

Oxford/AZ

Moderna

Pfizer/BioNTech1

Pfizer/BioNTech2

We need Human Challenge Trials. Here’s a letter to send to your elected officials.

Update: The WHO has conditionally backed human challenge trials (the conditions are that they not be the mad science of everyone’s worst nightmares). This is great and it lays out a framework for the trial design. BUT we still need FDA to either adopt these standards or issue their own in order to give vaccine manufacturers confidence to start recruiting when possible. I’ve revised my original letter to reflect this and added another version for sending as a second round.

 

The only way FDA will ever pre-commit to allowing human challenge trials for Covid-19 vaccines as acceptable Phase 3 trials is if there is immense public and political support. Given the nuance of this topic, politicians will have to raise the idea in public in order to shape broader public opinion. I submit to you the letter for your use that I sent to my state and federal elected officials to start to raise public support.

 

Find your elected officials here. 

Note: Change the ALL CAPS text.

First Round Letter

Subject: Human Challenge Trials to Speed Covid Vaccine Development

Body:

Hello NAME and Team!

I urge you to publicly ask the FDA to provide encouragement and guidance on using human challenge trials for Covid-19 vaccines. The WHO has issued guidelines that are a good starting point: https://apps.who.int/iris/bitstream/handle/10665/331976/WHO-2019-nCoV-Ethics_criteria-2020.1-eng.pdf?ua=1

I am one of your constituents, I live in PLACE YOU LIVE. I think the US should lead the world in developing a Covid-19 vaccine. There is a proven way to accelerate Phase 3 trials–human challenge trials. This type of trial means that instead of waiting for the vaccinated trial group of thousands to get naturally infected over 6 or so months, you expose hundreds of volunteers on purpose as soon as the vaccine has taken effect. We would have good data in as little as 1.5 months. Human challenge trials are already used for the flu, malaria and other diseases, so structuring the trial and isolating the participants would be simple.

Again, please have your staff explore how the FDA can publicly approve of these trials and encourage them.

Over 9,000 people have already volunteered to take the risk on behalf of our fellow Americans. An organization has already compiled a list of these volunteers making it easy to recruit for trials: https://1daysooner.org/

The United States could save hundreds of thousands of lives by letting fewer than a thousand take this risk. 

Here are some more resources on the topic:

https://www.nature.com/articles/d41586-020-01179-x

https://www.nytimes.com/2020/04/30/opinion/coronavirus-vaccine-covid.html

https://www.vox.com/future-perfect/2020/4/9/21209593/coronavirus-vaccine-human-trials-explained

https://www.who.int/biologicals/expert_committee/Human_challenge_Trials_IK_final.pdf

 

Best,

YOUR NAME

 

Second Round Letter

Subject: WHO Supports Human Challenge Trials for Covid-19 Vaccine

Body:

Hello NAME and Team!

The WHO has issued guidelines on human challenge trial design for speeding Covid-19 vaccine development: https://apps.who.int/iris/bitstream/handle/10665/331976/WHO-2019-nCoV-Ethics_criteria-2020.1-eng.pdf?ua=1

I urge you and your staff to pressure FDA to explore this topic and issue guidance so that American manufacturers can feel confident enough to start trials as soon as possible. The US can lead on vaccine development–or as is currently the case, we can trail Oxford University. We have unrivaled pharmaceutical prowess, but without human challenge trials, we will wait years for a vaccine.

Best,

YOUR NAME

 

On Getting Ready

Some of us have a choice. A choice of how to live during this plague. Many of us, of course, have not been given that choice.

This includes the healthcare workers, the grocers and construction workers, the myriad people who keep the electricity on, the food supplied, and the trash from piling up in the streets. This also includes those working on therapies and vaccines who must quarantine at work away from their families. Undoubtedly, these essential workers deserve our solidarity, our gratitude and combat pay for their efforts.

In the meantime, the rest of us are left to while away the days at home. Many knowledge workers depending on Zoom and Slack to get by and recreate some semblance of a normal work day. Others still have less free time now than they did before due to new caregiving demands (the task of homeschooling children, for example) that possibly overlap with their paid work.

But for a large number of people (myself very much included), there is more time in the day than we know what to do with. While I’ve added some disclaimers about who may not be in the group I’m describing, you know if you’re on the side of society with too much new time because you are suddenly aware of  the vast expanses of time and feel the need to fill it somehow. And if you are facing this new expanse, we have to reckon with something.

We have a choice to make. We can focus on simply surviving this plague, or we can prepare for what’s next.

Surviving is the path I’ve taken so far. It has consisted of working for a biotech client that’s adapting to the Covid-19 world. Since my client is in California, it means I’ve been working on “West Coast time” which mostly means working whenever I can, in a completely unstructured way. It means going for runs around the Capitol in the morning as my means of mental and physical wellness. It means watching an embarrassing amount of TV. It means my partner and I writing down seven activities a week on little slips of paper and putting them in a hat and pulling out one a day—things like cooking Thanksgiving dinner and reading poetry aloud or drinking champagne and disco dancing. It means reading a completely unhealthy amount of news and scrolling endlessly on Twitter. It means Zoom parties and talking on the phone more than normal (and I already talk on the phone a lot). It means drinking way too much. It means saving a lot of money by having almost zero discretionary spending. It means daydreaming about moving to the beach to ride this out if we really have to wait 18 months for a vaccine. It means signing up for a human challenge trial because wait, fuck no, we can’t afford to wait 18 months for a vaccine.

Survival isn’t so bad. On net, my physical health is probably about even. On the positive side, I’m eating out almost zero times a week, exercising a little more, and not flying on planes constantly. In the “loss” column, I’m drinking a lot more and reclining while I work (and if sitting is the new smoking, I have to imagine reclining is as bad if not worse). My mental health seems a lot worse in the sense that I didn’t think much about my mental health prior to the pandemic, and now I worry about my anxiety (for instance, what does it mean to be short of breath, am I breathing deeply enough?) and have some trouble sleeping. These don’t seem to be serious problems, and on some level, it’s reasonable to be anxious about a global pandemic that has stalled large parts of the global economy seemingly indefinitely.

There is a spectrum of survival that goes from successfully treading water (what I’m doing) on one end to just barely staying alive on the other. I’m afraid of the sort of common equilibria that a lot of people will ultimately achieve. Many people will become depressed and addicted. Others will avoid that fate, but their skills will be irrelevant in this new future or still-critical skills will atrophy from disuse. Organizational networks and knowledge will fray and dissipate. Human and institutional capital will decay.

This decay is particularly toxic because on the other side of this plague there will be a lot of work to be done. Rebuilding what is still needed of our old world and starting from scratch on the new one. However this gets done, it will be a global effort in civilization building. We do not want to undertake this with a citizenry that is less skilled, knowledgeable, and able than the one we have now. More so, I am not currently the person I would want to be tasked with rebuilding our world, and if you’re honest with yourself, you probably aren’t either. If we choose survival, worse versions of our current selves will be the people tasked with rebuilding.

Our other option is to get ready. We will never be ready, but instead, we must decide to get ready—I think we’ve all learned as much. We should do our best to prepare for the task ahead;  in the myriad preparations we will build both human capital and resilience, resilience being perhaps the meta-ability that we need to develop most. What you do to get ready should be based on your own forecasts, existing talents, and preferences, but I see three categories of need: entrepreneurial and operational skills, moral capacity, and cultural production.

Entrepreneurial and Operational skills: We need to get ready to build from scratch and to scale our existing infrastructure.

The first category of need is that the the private, public and non-profit sectors will all need to come together to successfully rebuild the infrastructure of a society, and to do so, we will need many talented people to help. In a very real sense, we will need new enterprises to serve both our new needs and our existing needs that have new constraints. Some of these constraints may be:

  • Risk management reducing appetite for lean, just in time, global supply chains
  • >20% prime age unemployment
  • Ongoing and cascading financial crises
  • State and municipal bankruptcies
  • Falling life expectancy due to a crippled healthcare system
  • Falling life expectancy due to addiction and suicide
  • A delayed generation of students with permanently reduced human capital

These constraints represent a drastic change in the operating environment and mean we will be operating in a dramatically poorer society in terms of health, state capacity, and human and financial capital. As a result, we will need talented individuals to focus on new wealth creation more than ever before. It will no longer be enough for our best and brightest to carefully shepherd our existing stock of wealth via finance, consulting and management of Fortune 500 companies. Undoubtedly those professions can make operational contributions that generate new wealth, but that will require a change in focus from the incremental to the exponential. This means investing in new ventures with time, effort and shoestring capital in greater amounts than ever before. In the public sector, this could mean the creation of a new government agency responsible for public health—not just pandemics, but substantial efforts to improve nutrition, fitness and lead remediation would create huge windfalls of human health and are within the reach of driven and imaginative people. The public and non-profit sectors may finally realize what a crisis homelessness is when they have to forestall mass evictions. Hopefully they will realize the problem is just supply and demand driving prices above people’s ability to pay and build more housing until prices falls. Perhaps the non-profit sector will realize how mismanaged and poorly targeted many of their missions are as they face a true crisis and are unable to help.

If these issues are of interest, what you should do? You should study and you should practice what you learn.

Potential areas of focus:

  • Entrepreneurship and management—this is a tricky topic to learn because most decent entrepreneurs are just growing businesses. There is very little good writing on these topics but these stand out: High Output Management by Andy Grove, The Hard Thing About Hard Things by Ben Horowitz, The Personal MBA by Josh Kaufman, Paul Graham’s essays. Practicing creating things people want will be the best way to learn.
  • Operations, Supply Chain Logistics and Manufacturing Process—there may be a manufacturing and supply chain renaissance as enterprises focus on resilience rather than efficiency.
  • Construction—there will be pent up demand for construction, especially after already facing a dire housing shortage in many cities pre-Covid-19.
  • Niche topics to build businesses around—follow your interests that overlap with the types of things people are willing to pay for.
  • Public administration and public health—while I think the rules of these games will be changed dramatically, it’s important to know them before breaking them.
  • Specific public health topics— including but not limited to mental health, addiction, nutrition, fitness, biology of metabolic syndrome, and cancer.
  • Non-profits—I would read effective altruism critiques of traditional non-profits, then read critiques of effective altruism, then…find someone smarter than me.

How to learn? Read everything you can, ask experts to talk about their expertise (we know many of them are at home with free time), come prepared with questions about the current state and potential future states.

How to practice? Write about potential action plans, share that writing with experts (and non-experts), and ask to discuss. Practice the skills needed to execute the plan—for example, in construction, calling City Hall and asking about permitting exceptions or interviewing and evaluating subcontractors.  When possible, put small versions into practice.

Moral capacity: We need to get ready to do hard things because they are right.

 The second category of desperate need now and in the future is what I’m calling moral capacity—the ability to contemplate what it means to be good and to then act on one’s understanding. I have found myself left alone in the quiet and disquiet of my home—forced there by understanding that going out and being with others at this time is wrong. It carries with it a slight probability of killing someone. And so we must not. Because of this, I find myself acknowledging what we all really knew—that our everyday actions are often not morally neutral. As such, we could all do better. We’ve been making choices with the slight probability of killing someone already—we’ve just been ignoring it. With the time to evaluate my actions and life, I’ve thought dramatically more about what being good might mean and what I can do about it. Throughout I’ve also found myself mostly without the tools to think about these questions and more so without the community to act with and for. Without many discretionary distractions, it’s become all too clear that I am not the community member or citizen that I want to be. I doubt I am alone.

In times of economic growth and technological progress, perhaps the anomie and atomization of modern life were an acceptable trade. Given the task before us, one that we cannot accomplish without personal sacrifice, unprecedented solidarity, and moral vision—anomie will not suffice.

What will a modern moral capacity look like? It will look like people truly caring about what is right, while allowing for competing versions of morality to flourish and be acted upon. It will be a morality keenly focused on action. It will look like people taking actions that don’t align with their preferences because they are right. We are all getting a small lesson in this moral capacity during the lockdowns. We are staying in because it is right. Despite the fact that it is no fun, and that the longer it goes on it will come with ever greater sacrifices. Yet, we persevere. I hate to see the cracks coming to our moral courage already. I hate it especially because so much more will be asked of us.

How can we practice building moral capacity? I think faith traditions give us some guidance, and they mostly seem to indicate that it is practice that builds our moral capacity. It is prayer, meditation, fasting and study. It is carving out time for contemplation and the hard work of thinking for ourselves. It will mean turning off Netflix. It will mean reading old philosophical and religious texts or listening to On Being with Krista Tippett. It will mean deciding for ourselves to focus on what is right and what is wrong even though it’s uncool, even when doing so requires of us things we don’t want to do, and especially even when going back to pretending most things are morally neutral becomes an option again.

Our own moral contemplation is only the first piece of moral capacity. The second piece is the ability to act on one’s understanding. Action requires a sort of personal activation energy to overcome inertia, but it also requires connection to a community of others who share similar moral goals and who can reinforce your conviction, improve your thinking, and give you operational scale when needed. Some of these communities exist or existed 50 years ago but have fallen or frayed- things like civic organizations (the Lion’s Club or the Independent Order of Oddfellows), religious congregations, city politics and commissions. We’re now beginning to see the fruition of potential modern alternatives, like mutual aid groups form around Google spreadsheets to help neighbors during lockdowns. None of these things, old and new, are or were perfect, but they allow for the contemplation of what was right with a focus on acting upon issues that were in front of them.

I can imagine new moral communities springing up and hope that they do. Since I have the time, I’m going to consider what is right and wrong, whether I am making the world a materially a better place, and hopefully figure out how to act in a way that is good. If you’ve made it this far, I hope you do too.

Cultural Production: We need to get ready to create a culture worth saving.

 The third category of need is building a civilization in which people’s intellects, senses and spirits flourish and prosper as much as our physical infrastructure does. We’ve seen people take their passions much more seriously during the lockdown period. Amateurism and avocations have made a comeback in a big way. The question “what is art for” has been resoundingly answered for our moment. Art is for surviving a plague. It helps us remember that things weren’t always this way, and they won’t they won’t always be this way.

In the months and years to come, I hope we will remember that making music, recording home movies and writing bad essays (ahem) allowed us to express something like the fullness of human drama when our worlds were so small. There is something freeing and gratifying in amateurism and production that allows a silly pride. We become part of long traditions that will hopefully exist beyond the existence of the Earth (with Mozart, Chuck Berry and Azerbaijani folk music already in interstellar space aboard the Voyager probes, we’ve got a decent chance at this). We become more careful consumers of culture and better critics when we produce culture ourselves.

The possibilities are too great, and individual skills and passion too diverse to outline them here, so I will tell you what I plan to do. I plan to write for an hour a day. I plan to read fiction or belles lettres for an hour a day. I will lean on my much more culturally wise partner to show me new movies and music. I will watch operas online. I will try my best to turn those inputs into better outputs. I will applaud amateur cultural production wherever I see it. We can create art.  We can write our own stories. The rest of the human drama is ours, so we should get ready.

We have time to get ready.

We were not ready for this pandemic. We did not use the time we had when we saw it coming to get ready. We have time to get ready for our post-lockdown future. We can see unprecedented mass unemployment. We can see a biotech sector that needs more investment and skilled labor. We can see the need to build a public health agency that can respond to not just this crisis, but our ongoing health crises. We can see the need for onshore manufacturing capacity. We can see the need to build more resilience into our supply chains. We can see how housing shortages and mass incarceration make us vulnerable.  We can see the need to build competent government agencies and non-profits. These are the things that we can see. Will we get ready? Or will the lockdowns end, a vaccine arrive, and only then start to get smart and able? If we build entrepreneurial and operational skills soon, we can start building for a new normal that is healthier and wealthier than we were in 2019.

To do all of the above, we will have to build out our willingness and ability to decide what is right and then pursue those acts. Even when it sucks. Even when we don’t want to. Especially when no one expects us to. Our moral capacity will be the difference between a recovery that is measured in years or decades.

To stay motivated for years of building, we will have to remember what we are building for. Yes, we are building for a society where people aren’t dying in overflowing hospitals. Yes, we are building for a world where basic health and security are ensured. But we’re also building for a world that makes intellectual and artistic progress, a world where every one of us takes part in a culture that would be envied by some future textbook reader. Rather than surviving and returning to the world as we knew it, we should aim to thrive and use the remains of what was to rebuild something much better. Cultural production brings us as close to the source of inspiration and enlightenment as is practical. It reminds us of why we must get ready.

 

This has been over 3,000 words all to say that I hope during this plague we will get ready to undertake the following in a very serious way.

  1. Do the hard work to provide the things others need.
  2. Try, really try, to be good.
  3. Nourish the mind and spirit like life depends on it.

If we’re honest, many of us weren’t doing these things before. And now, the world will ask us to do them all. We may never truly be ready. But we can see that we will be called upon. Get ready.

 

 

Top Reads of 2019

For whatever reason, 2019 felt like a bad reading year in terms of quantity and quality. However, after going back over my notes, it was better than remembered. I started approximately 30 books and these are the best ones, plus some bonus internet stuff. I didn’t read any buzzy books, but that might actually have been for the best.

Books Recommended Unequivocally

Gilead – Marilynne Robinson

This was the best novel I read in 2019. By far. It might crack top 5 novels I’ve read in the past decade. It is strange. It’s a series of letters written by an elderly preacher to his very young son. To be read after he’s died. It’s a family history. A town history. And a spiritual history. More than a novel, it’s a series of heartrending meditations that out of context don’t make sense or seem precious. But inside her world, you’ll spend a few days contemplative in a way that feels rare. 

Truth & Beauty – Ann Patchett

Ann’s chronicle of her friendship with fellow writer Lucy Grealy is a joyful and heartbreaking description of best friends becoming adults and becoming famous(ish). We should all be so lucky.

What You Do Is Who You Are – Ben Horowitz

Goddammit Ben Horowitz is a good writer. His first book, The Hard Thing About Hard Things, is the best business book I’ve ever read. This has to be a close second. It’s about creating a kickass organizational culture, and he’s not talking about free beer and ping pong tables, but defining culture as how orgs make decisions. Ben decided not to use case studies from companies that will go bankrupt in five years—looking at you Jim Collins. (That’s actually unfair to Jim—looking at you every business book charlatan.) Instead he looked at amazing organizational cultures from history—like the culture created by Toussaint Louverture when leading the Haitian slave revolt or Shaka Senghor who led a wildly successful prison gang. It’s a fucking wild book and meets the absurd bar set by his debut.

Never Enough: the neuroscience and experience of addiction – Judith Grisel

Written by a former drug addict turned PhD neuroscientist, this book actually explains the underlying mechanism that creates chemical dependencies. And an explanation of how pot works and why it is demotivating. I read it in one sitting on a Friday night, super understandable and entertaining.

Man Walks into a Room – Nicole Krauss

I’ve read this before and remembered essentially none of it. Sitting here now, I remember incredibly little of it. Krauss’s debut novel is about memory and amnesia, so I don’t know if my brain kept reading the word forget and forgot everything (twice). But Nicole Krauss is fucking brilliant, and I reread this book in a couple days, so I know it’s a good book.

Internet Stuff Recommended Unequivocally

Money Stuff – Matt Levine

Matt Levine is an ex-Goldman guy turned Bloomberg columnist who provides analytical rigor and inside baseball to the typical business and finance headlines. Money Stuff is a daily newsletter and I recommend you subscribe. From today’s on Softbank:

“in these situations it is instructive to remove a few layers of abstraction and just think about what is actually happening here. At one end, the sovereign wealth fund of Saudi Arabia plows gigantic piles of money into SoftBank’s Vision Fund. At the other end, Mexico City’s “legendary late-night snack spot El Moro” can have someone “deliver its churros and hot cocoa to takeout customers across the capital” well below cost, subsidized by the Vision Fund. The King of Saudi Arabia is sending hot chocolate to everyone in Mexico City. Here, have this nice hot chocolate, on the King of Saudi Arabia. Modern capitalism is always so much stranger than you expect.”

How Technology Grows – Dan Wang

Technically published in 2018, but I read it several times in 2019 and once in 2020, so I’m going to rep Dan’s views any chance I get. Dan is a student of industry and trade and his insight into process knowledge (unwritten technical expertise) and how it eventually codifies into tools and IP rather than the reverse provides a grimmer than normal view of American industry. Not only are the supply chains not here, but if you brought them back…we wouldn’t know what to do with them. Combining this with his definite optimism concept, lets us begin to imagine how we could get to a new age of American industry. I’ll just leave this here:

“I’d like for us to return to optimism. It’s not enough to tell everyone: “Just choose to be optimistic.” Instead, I’m suggesting that we can nurture optimism by developing a greater appreciation for industry and by reaching for higher economic growth. Pushing forward the technological frontier should not simply be someone else’s problem. Instead, the question of how to do so should preoccupy many more of us.”

Work on these things – Tyler Cowen

Tyler’s a weird guy who is probably right less often than average, but when right will be right in a bigger way. He runs a venture fund (of sorts) now and gave a list of things he’d like to see people work on, they’re all interesting and if you make a credible case that you’re the right person to work on them—he’ll throw you some essentially unrestricted cash to pursue it.

Books Recommended with Caveats

Long Life – Mary Oliver

Like most, I love Mary Oliver. I love that she ran away from home as a teenager and somehow ended up living at Edna St. Vincent Millay’s house. I love that she spent her life walking around Cape Cod, foraging for food and writing stuff down in a little notebook. I love how much she loved this world and every creature and thing in it. Reading this book of essays is like a look inside her mind. Perhaps unsurprisingly, a whole lot of it is quite boring. But there are moments of insight and joy that I think make it worth it like this bit about her partner:

“Molly and I have plagued each other with our differences for more than forty years. But it is also a tonic. M. will hardly look at a bush. She wants a speedboat; I want to sit down on the sand and look around and get dreamy…

If you are too much like myself, what shall I learn of you, or you of me? I bring home sassafras leaves and M. looks and admires. She tells me how it feels to float in the air above town and the harbor, and my life is sweetened by her description of those blue miles. The touch of our separate excitements is another of the gifts of our life together.”

Getting Things Done – David Allen  

I’m skeptical about self-improvement and productivity books. However, I’m not skeptical about people needing some system (whatever it is). I’ve heard about GTD from folks for years, so I finally read the book. The system is too complicated for me—I essentially use steps 1 and steps 1,000, but it seems better than nothing. No evidence on effectiveness yet, but if your casting about for a system, this one seems pretty good and has stood the test of time.

Sontag: Her Life – Benjamin Moser

 Susan Sontag was maybe my first glimpse of literary criticism and after reading On Photography at age 12 or so, I’ve tried not to take many photos or be their subject. A task ever more difficult since the iPhone. Today, I’m completely unsure that my preteen interpretation of Sontag even makes sense, but at this point, I’m going to stand by it. When I heard there was a forthcoming 705 page biography of Sontag, I knew I had to read it. If you have any similar connection, it’s pretty badass. Sometimes melodramatic. Sometimes boring. I don’t know who Ben Moser is or why he wrote this book, but it’s an awesome accomplishment that he’s also self-effacing about.

“…Sontag showed how metaphor formed, and then deformed, the self; how language could console, and how it could destroy; how representation could comfort while also being obscene; why an even greater interpreter ought to be against interpretation. And she warned against the mystification of photographs and portraits: including those of biographers.”

Confessions of a Maddog – Jay Dunston Milner 

I really like the Texas Chili Parlor (they give you those little glasses with your beer AND the kitchen is open until 1am everyday). I really like Guy Clark (no explanation needed). In the course of these dual fandoms, I discovered that Maddog Inc was a group of Texas writers and musicians who stirred up trouble in Austin, Dallas and Fort Worth in the 60s and 70s.  The group contained the writers Billie Lee Brammer (The Gay Place), Bud Shrake, Pete Gent (North Dallas Forty), and Larry L. King (Best Little Whorehouse in Texas) and the musicians Jerry Jeff Walker, Willie Nelson, Guy Clark, and Billy Joe Shaver and governor Ann Richards (what?). As well as the author himself. It’s mostly a scene book where not much happens. But if you wanted to get deep into one slice of Austin’s perpetual glory days—then this is for you.

2018 by the numbers

I’d hoped to do a more qualitative analysis, but since January is almost over, here is a quick look at the numbers, mostly without comment. 

Travel

  • Miles flown: 74,052
  • Hotel nights: 51

I was on the road more this year than I have been in a while, mostly to SF and LA. 90% work related, with the major exception of a trip to Europe with Mom.

  • Ubers taken: 445

This is, frankly, shocking. More than one Uber per day??

Art/Media

  • Andrewdornon.com posts written: 14
  • Words written: 14,294

Would like both of the above to be higher, but I also published about the same volume professionally, so I’m relatively happy with my writing output.

  • Songs listened to: 1,731

This is frankly shocking because I listen to albums and songs on repeat a lot, maybe Spotify is counting individual listens?

  • Books read: 76 started and about 20 finished

This is lower than I wanted. I set out to start 10 books a week. Note: the library doesn’t keep a log of checkout records for privacy reasons, so this estimate based on times I picked email receipt and overdue notices.

  • Alamo Drafthouse Visits: 19
  • Master Pancake Shows: 6

The Alamo and especially Master Pancake are some of my favorite Austin institutions, so I’m happy with this. 

iPhone

  • Time spent on iPhone: 41 DAYS (2 hours and 45 minutes a day)
  • Time spent on texting: 12 DAYS
  • Time spent on Safari: 7.6 DAYS
  • Time spent on Mail: 6 DAYS
  • Time spent on Phone: 1.6 DAYS

I must say all of this is very worrisome/depressing, especially because I don’t have social media apps, turned off all notifications, and use Do Not Disturb and greyscale on my phone to combat overuse.

Money

Spend is as a percent of personal spend, not income.

  • Grocery spend: 7.9%
  • Amazon spend: 1.3%
  • Rent spend: 24.7%
  • Estimated Personal Restaurant and Bar spend: 13.7%

I’m estimating that half of my restaurant and bar spend is work related. 

  • Retirement savings as percent of gross income: 22.6%
  • Personal spend as percent of gross income: 54.8%

I didn’t have a savings or spending goal, so I’m fairly happy that autopilot did this well.

If you’d like to do similar analysis, I just pulled together data from Gmail, Mint, Personal Capital, the Screentime app, airlines/hotels and Spotify.

Notes on Showing a Parent Around Europe

In 2018, I went on a 10 day trip to Europe with my Mom. She had never been. We both had a reasonably good time and didn’t kill each other. I consider it a success.

These are my raw notes of the trip, mostly without commentary. I’m posting them because I think it’s a reasonably good itinerary for folks who have never been to London, Ghent and Paris, and because I’ve had to forward the email so many times that I just want a link. I’m not a serious expert on any of these places, but I’ve since been back to Ghent and Paris and stand by these choices.

London

Took the Eurostar from Paris to London St. Pancras. Got in Mom’s first London Black Cab to head to the Nell Gwynn House in Kensington. It was a 50 year snow storm when we arrived. Got into our apartment and then headed straight for the Victoria and Albert Museum—devoted to decorative arts and fashion from around the world. Walked around the Kensington area after and found a Spanish tapas place that snuck us in despite not having a reservation. Had croquettes, tortilla espanola, whatever bruschetta is called in Spanish with Champagne sangria and a tempranillo.

First full day in London, we hit Buckingham Palace and the mall.

Stopped at Churchill’s War Rooms on our way to Westminster Abbey and Westminster Palace. Took the tube up to Tower Hill. Ate at a restaurant next to the Tower Bridge and the Thames—Mom had fish and chips. Went to the Tower of London and saw the Crown Jewels.

Hopped on a boat on the Thames. Saw Whitehall, Shakespeare’s Globe, the Tate Modern, and of course Westminster Palace from the water.

That night we saw Picadilly Circus, walked through SoHo tried to go to a really old pub that recently switched to all vegan food, but it was so slammed we couldn’t. But we had stumbled across London’s Chinatown on our way there, so we doubled back and had Chinese. Afterwards, we walked to Trafalgar Square where we saw the National Gallery.

The next day, we headed off in pursuit of street art and Indian food in London’s East End. Along the way we found several street markets and food halls. Given how many Indian places there are on Brick Lane we chose one essentially at random and were rewarded. We shared the vegetarian sampler menu. I ate what I thought was a green bean but was actually a really hot pepper. Afterward we continued to walk around and peruse the Sunday markets of Brick Lane and Shoreditch.

On our way back into the city, we stopped at what must be the largest, most expensive department store in the world, Harrod’s. It’s 5 stories of luxury goods from clothes, to crystals, to showrooms of fancy condo buildings. Conveniently, they also have a fancy tearoom for high tea. I got a black Indian tea and Mom got some sort of red tea. We got scones with jam and clotted cream that I must say are much better than scones in the States.

Mom wanted to go to church in an Anglican cathedral, so we headed to St. Paul’s for something called Evensong.

St. Paul’s is of course magnificent and during the service they used lots of incense, also a nice touch. The priest did a fine job, especially on the prayers of the people which she directed more toward those who work in the service of others than is usually done—at least at St. Mary’s, the church I was forced to attend growing up.

Afterwards, we walked down the street to Two Temple Place, formerly Astor House, and as luck would have it, found a brewpub. Mom had a Coke Zero and I had a flight of their cask beers. We shared fried pickles.

Belgium

On our third day, we packed up and caught the Eurostar to Brussels. Dropped our bags at Brussels Midi/Zuid train station and headed into the historic center. We went to Grand Place and as usual, it was breathtaking. We then set out to eat all the Belgian chocolate we could, starting at Galler Chocolatier. Taking a quick break from our chocolate mission, we popped into the Delirium Café where I got Mom a strawberry beer that wasn’t very sour and I had a geuze. Going back to chocolate, we found that glass covered road/mall that I don’t know the name of and hit 4 chocolatiers in a row. We then headed out to the first Pierre Marcolini whose chocolate we ate on a bench in front of some unnamed but beautiful cathedral. We then walked back through an African neighborhood to the station and luckily got on a train to Ghent almost immediately. There weren’t many seats, so I sat in one of those areas between cars, but we were on our way nonetheless.

We arrived in Ghent, figured out the tram system (something I failed to do my last time there) and after going through the main square and marveling at the Belfort, St. Nicholas’s Church and St. Bavo’s Cathedral. We then got to our 3 story medieval townhome filled with nice design details. We quickly set out for the Holy Food Market, which is a food hall located in an old cathedral and is dizzyingly lit.

We found a vegan food stall and got a veggie burger and Pad Thai, both quite good.

Afterwards, we set out across town for a place called Trappisthuisen, which is an old bar dating from the 1600s that serves hard to get Trappist beers, I had a Chimay that you can only get in two bars in Ghent and Mom got a strawberry lambic, which was more sour than the first. We then started walking around in pursuit of the bar I originally was looking for that’s on a canal. We found it, but I don’t know what it’s called.

Ghent is the most beautiful at night because the whole town is so dramatically lit including random canalside streets.

On our way home, we made sure to stop in the main square and look at the three massive, medieval structures as well as the new City Pavillion, an architectural wonder in its own right.

Our second day in Ghent, we went into all the Cathedrals. In the Belfort, we saw all of the bells and went up as far as the elevator would go, but declined to take a narrow spiral staircase something like 20 stories to the top. St. Nicholas’ was beautiful and someone was playing the famous organ inside. St. Bavo’s is really the pinnacle because inside you can see the Altar of Ghent, one of Europe’s greatest works of art (and also one of the most stolen).

We ate lunch next to the Korenmarket (an old market they’ve turned into sort of a shopping boutique with restaurants) in the plaza facing St. Nicholas’. Then we headed off to the university section of town, stopping first at the Vooruit. In the past, a site of worker insurrection and socialist organizing, today a cultural center and a nice place to drink a Belgian beer on their rooftop terrace. We then walked around Ghent University, and went into some of the buildings. I was surprised that they were lecturing in Dutch.

At this point, Mom’s legs were a little worn out (and truth be told mine were feeling the wear of 8 miles a day on average), so she opted to get a massage from a nice Belgian lady. I opted to go sit on a canal and drink Belgian craft beer at what is now my favorite bar in Ghent, Barazza.

After this, we ate at a vegan cafeteria type place that was quite nice.

Paris

Onto Paris, we stopped in Brussels briefly, but found out that the Cantillon brewery is closed on Wednesdays, so continued on the Thalys to Gare du Nord. We somewhat foolishly braved the metro to St. Germain—there were a fair number of stairs we had to lug our suitcases up. Our Airbnb host was late, so we stopped in at the first of many sidewalk cafes.

Around 4 PM we got into our apartment, up a narrow spiral staircase—luckily only one story. Inside we found a lovely flat with interesting books and art. Clearly some sort of creative Parisian lived here.

We quickly set out to try to get our bearings. We walked through St. Germain toward the Seine. We got there and saw Notre Dame to our right. The Louvre straight ahead and the Tulleries to our left. I’ve been there a few times, but I can’t imagine central Paris ever getting old. We walked across the Seine and into the courtyard of the Louvre, walking through the central courtyard and out into the plaza where the famous glass Pyramid sits.

Obviously we wanted to walk through the Garden of the Tulleries, but there were approximately 200 heavily armed national police preventing us from doing so. At least at the entrance closest to the Louvre. So we headed back to the road along the Seine and walked maybe 200 meters until we got to an entrance to the garden we could go in. I pointed out the famous green chairs and how in French parks you aren’t supposed to walk on the grass. It was rainy, so this walk was a little less impressive than it normally is.

We then arrived at the Place de la Concorde, notable for its Egyptian obelisk in the middle of a giant roundabout (probably famous for other reasons too). We crossed the Seine at this point and hiked to the Eiffel Tower, and walked up to the Trocadero for optimal viewing/picture taking.

At this point, we were worn out and done sight seeing for the day. So we took the metro back to St. Germain and headed to La Gran Epicerie—sort of like a giant Whole Foods. It’s a site of pilgrimage for forward thinking Parisian foodies. There we bought breads, cheeses (the four core French types: hard, goat rolled in ash, washed in beer and blue), meats, jams and, my favorite, lots of half bottles of wine to double the amount of wine that could be sampled. Having procured what we thought was one dinner, we headed home for a feast. Our host had left us a bottle of champagne, so we opened that as an aperitif before dinner.

The next day, we headed to the tourist office to pick up our museum passes. Luckily, this office is near the Paris Opera House, so we headed there straight away. Also luckily, Pierre Herme, one of Paris’ most famous macaron makers has a shop in between, so of course we stopped there. Mom got a pink one, lychee, I think. I asked for the best one, and it was quite good.

After a spin around the Opera, we headed back to the central city and straight to the Orangerie—a building where French aristocrats grew oranges year-round. Now it contains 8 Monet waterlilies. I thought I had seen his waterlilies before, but no. These were massive. Probably 30’ by 8’. So big they had to curve them around the room.

Next we headed to the Rodin museum, which is housed in a Hotel he lived in and on the grounds. Unlike a lot of museums, they didn’t hold anything back and the first piece we saw was “The Thinker”. I’m not sure how big I thought it was, but it was a lot bigger. In the background, you can see a beautiful building, which at the time, we didn’t know what it was, but turned out to be the Hotel of the Invalids.

We also saw Rodin’s famous “The Kiss”, along with probably 100 other works. The man was really, absurdly prolific.

We stopped at a sidewalk café for lunch. French food gets a lot of acclaim, some for good reasons and some I think for the ambiance because most cafes essentially serve diner food. Don’t get me wrong, I love diner food, but it’s not haute cuisine. Mom got a classic croquet monsieur (a fancy name for a grilled ham and cheese) and I got an omelet. Delicious both, but diner food no doubt.

We then sought out that building we could see when looking at The Thinker. It’s called The Invalides. And it looks like a giant military base with a cathedral in the middle. Because that’s what it was, or rather it was a veterans hospital. Now it’s the military museum, although there are still a lot of military people there. Inside the cathedral—this random church we ran across—is the tomb of NAPOLEON BONAPARTE. I’m continually astounded by how much history you run across in Europe, but this was utterly bizarre. And we weren’t even done for the day. We paused on Avenue St. Germain for a glass of wine at a sidewalk café to avoid getting the dreaded “museum legs”. Needless to say we had walked probably 6 miles already this day.

Onward to the Musee D’Orsay, which is the museum that houses most of the Impressionist and post-Impressionist masterpieces in Paris. It’s housed in a beautiful, largely glass old train station. There we saw countless works by Monet, Renoir, Cezanne, Van Gogh, Manet, Degas, Cassatt Seurat, and more. I’m always reminded of how overlooked Alfred Sisley is when visiting the D’Orsay.

Fortunately, our apartment was only 5 or so art gallery filled blocks away, so we went home to put our feet up for a short break.

But not for too long because we then headed to the hip Marais neighborhood, for a classic French meal at Le Potager du Marais. Well, French classics made vegan. So…not really classic at all. Mom got the “Boeuf” Bourgogne and I got the cassoulet. Both are dishes I’ve made at home. But of course, these were so wildly better, that it’s almost silly to compare them.

Our third day in Paris, we decided to focus on slightly more modern art, so we headed to the Centre Pompidou. Famous for besides being an amazing modern art museum, was also designed with all of its duct-work, electrical stuff, elevator shafts and escalators on the outside, rather than hidden away beneath walls and façade.

Unfortunately, the Modern exhibit (1940s to 1970s) was closed, so we missed a lot of the Picassos, Pollacks and Warhols that are truly stunning. We were left with the Contemporary exhibit, which is bizarre, experiential and wonderful.

But perhaps not Mom’s cup of tea. Luckily, you don’t have to treat modern art museums like temples, so we made quick work of it.

We then headed off in the direction of the Picasso museum, but not before spotting some glasses that I thought were cool and trying on a lot of pairs. Everyone in Europe is wearing these cool glasses that have plastic rims, but metal arms, and I can’t seem to find them easily in the States.

We got to the Picasso museum, which is another hotel the artist lived in (this is a weird theme and maybe the translation is wrong). We saw lots of Picasso paintings, sculptures and pastiches. As well as his personal collection paintings from friends. It’s always strange but important to remember that he was a very talented figurative artist even in media that he isn’t known for.

We then ate on a street in Marais that is chock full of vegetarian restaurants. We ate at a bento box restaurant that I guess was Japanese but was mostly just weird. But reasonably good.

Having hit the point of art exhaustion, we set out for Montmarte. We surfaced in an immigrant neighborhood full of African shops selling clothing and foodstuffs. This part of Paris always reminds me that the place has a future, rather than just a glittering but long dead past. African immigrants start businesses in Europe at ludicrously higher rates than native born folks and are a great source of economic optimism in an otherwise mediocre picture of slow decline.

Anyway, walked up into Montmarte to the funicular that takes you up to Sacre Coeur. I’d never taken it before and I must say it’s preferable to the walk. We got to the top and spent the first ten minutes just taking in the panoramic view of Paris. Then we did something I’ve never done before—we actually went inside the church. It’s nice, but I’m not sure I can distinguish between old churches that well.

We then set out walking around Montmarte and saw the only vineyard in Paris, the I Love You wall, and the Black Cat cabaret (of poster fame). Thinking Mom would know what the Moulin Rouge was and forgetting some details about the neighborhood, we set out for Pigalle. I was explaining that it used to be a red light district where Impressionist painters drank absinthe in cafes and went to cabarets as it became apparent that it is still a bit of a red light district, just sans the famous painters. Mom thought this was hilarious. Undeterred, we still walked past the studio of Toulouse-Lautrec—famed for his fondness of the neighborhood. We then continued on into South Pigalle which has gentrified and become a happening place. A bit hungry, we stopped for a pain au chocolat and an almond croissant.

In pursuit of a champagne tasting, we popped into an acclaimed wine bar. They didn’t do tastings, but did have a fine champagne by the glass, which Mom got. I got a Bordeaux and grabbed some bottles of “natural wine” for home. Natural wines are all the rage in France and thus are hard to get at home. They don’t use any additives of course, but what makes them interesting is that they use wild yeast. So sometimes they are a little effervescent, sour or barnyard-y.

We then headed home for another indoor picnic of wine and cheese. Unpasteurized cheese gets funkier as it ages in air, so the cheese had gotten even weirder. Afterwards, we headed out to get up close to Notre Dame and to pop into Shakespeare and Company. Notre Dame is of course beautiful at night. But Shakespeare and Company. What a bookstore. I always ask for French literature in translation that the French love, but Americans don’t know about. I got Limonov by Emmanuel Carrere which covers the life and times of a man who was “a young punk in Ukraine, the idol of the Soviet underground; a bum, then a multimillionaire’s butler in Manhattan; a fashionable writer in Paris; a lost soldier in the Balkans; and now, in the fantastic shambles of postcommunism, the elderly but charismatic leader of a party of young desperadoes.”

Just a completely insane guy I’d never heard of, written up amazingly by one of France’s most celebrated authors, who I also had never heard of. I read the book in one sitting on the way home. At the recommendation of one of the clerks, I also picked up two books by Annie Ernaux—“A Man’s Place” about her father and another about her mother. I finished “A Man’s Place” on the flight home as well.

The next day was dedicated to doing more normal, less touristy things. So we headed away from the central city to Canal St. Martin. Where we proceeded to walk along the canal, looking in shops and at homeless camps filled mostly with relatively well-kempt folks who I presumed were refugees. We ate Indonesian for lunch, which Mom didn’t like too much, but I love. And then continued strolling around peering in shop windows with what seemed like every other Parisian on a sunny Saturday. We came across a Chanel store and had to go in in search of Mom’s favorite, Number 22. Which of course they had (even though Harrod’s hadn’t). The lady who helped us was imminently patient and helpful. With that great success behind us, we barely noticed that we failed to find cool glasses at a reasonable price.

We stopped for a break at the Plaza of the Bastille, and decided to head to this beer bar in the outskirts of town to see what a more middle class Parisian life looks like. And to drink beer that is impossible to find in the US. They carry a lot of Cantillon, which I knew having been there for Zwanze Day the year before. We arrived a bit before opening and so sat in a park where kids were playing ping pong and a lady was having a psychotic break. Everyone ignored her for about 5 minutes, but when all the French people left, so did we. Luckily this bar, La Fine Mousse had opened and already attracted several other beer pilgrims.

To be polite I asked what was best and was given some sort of local stout. It was fine. But I was there to get the Cantillon I had been denied in Brussels. First, I ordered a Cantillon rose gambrinus (made with strawberries) for Mom and I to share. She didn’t completely hate it. Next up was the Kriek, a cherry sour. She hated it. Finally, was the show stopper, their Geuze. Surprisingly, Mom didn’t hate it, despite containing no fruit.

Having spent 90 euros on 3 beers, we decided to head home, where what we thought would have only been one meal became our final dinner in Paris. We got to bed early on that last night, so we could make it to Charles de Gaulle the next day without worrying.

And we did. We made it in time to have a piece of quiche and one last pain au chocolat.

 

Top Albums 2018

I didn’t listen to a lot of new music this year, so the list is filled with stuff I couldn’t avoid hearing about and listening to and/or that reflects a generally backward-looking orientation to music. It was a year of 90s-2000s rap, Puccini and old red dirt country.

Roughly in order of hours listened:

DIME TRAP  — TI

It’s not the 90s again, but TI did some decent work, and “Wraith” is on repeat a lot.

Be The Cowboy  — Mitski

Apparently, this was everyone’s favorite album. And yeah, I agree.

Freak Yourself Out — Lake Street Dive

The only flaw is that there aren’t enough songs.

Golden Hour — Kacey Musgraves

Again, everyone loved this, and so did I.

Dancehall Dreamin’: A Tribute to Pat Green – Various

Hard to argue with a bunch of today’s Texas country stars playing covers of Pat Green songs.

Things Change – American Aquarium

The only thing that dings this album is the bandmembers keep changing and you can kind of tell.

Freak Yourself Out — Lake Street Dive

LSD is in fine form on this EP.

boygenius – boygenius (Julien Baker, Phoebe Bridgers, and Lucy Dacus)

Lady supergroup that includes Julien Baker, sign me up.

Hyperchromatica – Kyle Gann

Kyle’s trying to bring “microtonality into the mainstream”…not sure that is gonna happen, but this is palatable.

Technological Unevenness Rules Everything Around Me

Ask anyone you know how they’ve been, and some very high percentage will say busy. There’s no doubt that some people are busy, but for the rest, which is the majority, they feel busier than they are. If you look at time use studies, average working adults today have more leisure time than ever before AND better and cheaper leisure activities (how much more than $10.99 would you be willing to pay for Netflix per month?). On top of this, we have the lowest labor force participation rate in the modern era for all sorts of reasons, but surely non-caregiving people not in the labor force aren’t busy. Those who are raising children are raising fewer, and recently the US fell behind the replacement rate of child births, so there are fewer parents than ever. Why do people who objectively have more leisure and subjectively more pleasant living and working conditions feel so rushed?

“The rate of change is faster than ever before.” This is the beginning line of countless quick hit business articles touting AI as revolutionary to all enterprises or longform think pieces about how society is being constantly transformed and how this has led X group to rebel/conform/you name it. But it’s completely false. Technological innovation along most measures has slowed, yet most people feel that the technology they interact with has gotten increasingly integrated into their lives. And increasingly disruptive—but not in the sexy sense that wunderkinds and VCs use the term.

Taken together, people feel like they have less time to get work and leisure activities done when they have more, and they think that the world is changing rapidly when it isn’t. These things are intimately connected via an idea I’m calling Technological Unevenness.

Technological Unevenness is the quality of consumer content technology to improve much faster than other technologies and decrease productivity, while creating the perception of faster large scale change.  

Technological unevenness leads people to perceive the world in specific, incorrect ways. They feel at risk of being left behind, that they can’t contribute and that the world is getting worse.

None of those things is true.

People think they are busier than ever, but they aren’t.

People report being busier than ever (this is actually kind of hard data to find). But at the very least, they use the word busy or synonyms in their Christmas cards more than ever. And there are now over 30,000 books on Amazon related to the word busy. Despite the softness of this data, it certainly points to an overwhelming concern many people have. But when you ask them to break down their days minute by minute or hour by hour, they are getting less busy. The best longitudinal data is from 1965-1995 and show a big decrease in paid and unpaid labor and a corresponding increase in leisure time.

Source: Robinson and Godbey

Perhaps 1995 was before the speed up of modern life and increase of busyness. How many hours of free time per day would you say you have?

If you’re the average American, this is how you spend your weekdays and weekends:

Source: BLS

On average, Americans have 4.5 hours of leisure time per workday and 6.25 hours of free time per weekend day. And this is using some pretty specific definitions of leisure time—how much of your eating would you consider leisure time? Also notable is the low hours of work per day—4.5 hours on presumably workdays. This is a little misleading given that we have the lowest level of prime age workforce participation in modern history. So let’s take a look at time use by folks who are employed on days that they work.

Source: BLS

Here we see that full time workers do work and work related activities for almost 9 hours and part time workers work for almost 6 hours. It’s important to note that work related activities include your commute and work related eating. Given that the average commute is 25.4 minutes each way, it looks like the full time worker is putting in the standard 8 hour workday. Not amazing compared to Western European standards, but historically quite low.

Source: BLS

Looking at the average time use to include people who are not employed including parents and caregivers, they certainly are not suffering from the curse of busyness. But given that the average full and part time workers also average around 30 hours of free time per week, I think we have to drop the hypothesis that people actually are busier than ever. So what the hell is going on? People have more leisure time, but feel busier.

Consumer content technology is ruining leisure and work.

Consumer content technology here is mostly advanced communication tools normally accessed through (or sprung on you by) your smartphone—things like Facebook, Youtube, Twitter, Instagram, Snapchat, text messages and email. These tools ask you to check them every once in a while to see what others are doing and report what you are up to. A seemingly innocuous reason for being, but when everyone is checking in constantly, sharing the latest viral video and posting photos of their latest vacation, the flow information is high quantity, low quality and nonstop. But each notification, scroll through your feed or quick response generates the same dopamine hit as completing a valuable task or getting an in real life social reward. So we check each ping instantly and scroll the feed endlessly to monitor others’ actions and relative social status. Ok, but how much does this really add up to in the course of the day?

A Deloitte study of smartphone habits shows a pretty consistent trend of Americans using their phones 47 times per day. According to a meta-analysis on HackerNoon, those 47 uses add up to over 4 hours per day spent on mobile phones and looking at your phone once every 20 minutes. 4 hours? That’s awfully similar to the average American’s number of leisure hours per day. It looks as though we may be just be dividing up our leisure time into 5 minute bursts every 20 minutes. Which could be fine, except that it creates the perception of having less leisure time than we actually do. And task switching itself creates what’s called time pressure, or the feeling of being rushed. Feeling constantly rushed and like we have no leisure time would be a bad enough effect, but consumer tech is also hurting our ability to be productive at work.

It seems self-evident that constantly checking your phone at work for unrelated notifications is bad for productivity from a simple time use standpoint. Your employer doesn’t want to pay to you to share GIFs with your friends. But labor productivity doesn’t take a hit simply because employees are taking constant breaks, but also because when you switch between tasks you create “attention residue” where some percent of your brain is still focused on the initial task and this creates a drag in performance on the second task. This effect applies even for quick checks of your email or text messages. Worse, task switching frequently changes your brains’ expectation of how long it will focus on one thing, and as that expectation shortens, your ability to focus decreases as well.

 

You’re mentally clocking out several times an hour, feeling time pressure because of switching tasks, and having a harder time focusing when you return to work because of attention residue, this is a recipe for feeling rushed and like you can’t complete all of the things you need to accomplish. You’re probaby planning your work like you’ll focus on tasks for periods of time longer than 20 minutes and that you won’t constantly sabotage your focus by 20% with attention residue, so it’s quite likely that you can’t accomplish the things you should be able. On top of this, knowledge work is getting harder.

Why on earth did we focus on creating ever better ways of sharing memes?

The original answer is that venture capital saw the internet as a way to create winner take all markets. When I was in the startup world, the conventional wisdom was that B2B startups weren’t all that interesting because there were fewer potential customers and customer acquisition costs were much higher because you needed to hire a sales team. This general trend led to venture capital driving massive innovation in the consumer web.

I’m not sure how much of this was intentional versus luck, but based on market cap, the VCs seem to have been right.

There’s no B2B FANG equivalent.

The winners that we all know, love and interact with every 20 minutes or so, all ended up being what Ben Thompson of Stratechery calls the Aggregators.

““First, the Internet has made distribution (of digital goods) free, neutralizing the advantage that pre-Internet distributors leveraged to integrate with suppliers. Secondly, the Internet has made transaction costs zero, making it viable for a distributor to integrate forward with end users/consumers at scale.”

Source: Strachery

“This has fundamentally changed the plane of competition: no longer do distributors compete based upon exclusive supplier relationships, with consumers/users an afterthought. Instead, suppliers can be aggregated at scale leaving consumers/users as a first order priority. By extension, this means that the most important factor determining success is the user experience: the best distributors/aggregators/market-makers win by providing the best experience, which earns them the most consumers/users, which attracts the most suppliers, which enhances the user experience in a virtuous cycle.” (Emphasis mine.)

In short, the best consumer content technologies have commoditized content producers whether news organizations or…us, and then will create ever better user experiences to drive ever more usage (and a moat against potential competitors). The fact that many firms have near monopolistic profits means they will attract the best design and development talent to further their goals and crowd out productive technology.

The flipside of this is that until recently VC investment in B2B technology was pretty sparse and it shows in how bad so many enterprise technologies really are. I’m intimately familiar with customer relationship management (CRMs), the systems that all business use to keep track of the process of selling to and keeping customers. All the major systems are bad. They make it harder for salespeople to sell rather than easier. This is because they were designed for enterprise leaders to be able to forecast better and own the customer relationship rather than the rep. So the process of getting information into the system is just data entry that businesses force on some of their most skilled and highly compensated employees. I struggle to believe that any improvements in forecasting outweigh the costs of the administrivia involved. This story is likely true for most enterprise software. Although I must say I talk with maybe 20 founders of sales technology companies per year, and it seems like there’s finally a shift in talent and capital away from sharing memes and toward making the modern workplace less tedious and more productive. I’m not sure how big this trend is, and if it’s too little, too late.

People think technology is moving fast, but it isn’t.

I don’t want to speculate too much about the impact of capital chasing consumer content technology monopolies, creating giant firms that hurt worker productivity and guess at how much that will hurt global growth. I think it’s material, but there’s not good evidence. My hypothesis is that will be the end result of Technological Unevenness. That consumer content technology innovation will slow down other innovation. But frankly, that discussion isn’t needed yet.

It drives me insane when people in the business world talk about “the rate of change is ever increasing” and show some meaningless graph with an exponentially upward sloping line. Anyone who has ever seen a Fortune 500 company that runs its forecasting off Excel spreadsheets should immediately balk at those statements. People misapply how dramatically their personal experience changed in the face of consumer content technology (and a majority of venture capital on earth driving it) and assume that all technologies are improving at that pace. When in fact it’s probably the opposite. Capital chasing Aggregator-esque monopolies likely slowed innovation elsewhere. Nonetheless, all of our brains having been rewired to get a technological dopamine hit every 20 minutes, we think that innovation broadly must have continued apace.

There certainly have been some exponential improvements in computing power, no one would doubt that. Cloud computing, smart phones, and a government-run GPS has allowed for some cool business model innovations. But if you zoom out from the leaders of the tech sector, you start to see a different story.

Let’s look at the pharmaceutical industry—a sector anyone not interested in dying has a huge stake in. Some analysts are worried that we’re rapidly approaching the point where returns won’t outweigh the costs of R&D at all.

Source: Endpoints News

We’ve scooped up all the easy gains, and now we have to pay an ever increasing army of researchers to look for hard to find innovations. Soon it won’t be worth trying to come up with new and better drugs. This doesn’t sound like the rate of change is increasing (at least in the direction we want). If there isn’t dramatic business model innovation, this is a terrifying reduction in innovation after a century of innovation that resulted in massive standard of living gains for everyone on the planet.

On the macro scale, economists look at total factor productivity growth (TFP)—“the portion of output not explained by traditionally measured inputs of labor and capital used in production”—to measure innovations, sub-divided into technological growth and efficiency improvements. So if you have 5 labor inputs and 5 capital inputs in Years 1 and 2, and the result is 10 outputs in Year 1, but 15 outputs in Year 2, then economists would assume that you innovated over time to increase output with the same inputs. TFP is important. It’s pretty much the only way that living standards go up.

So you definitely want to have high TFP growth. The Industrial Revolution and the 19th Century was no doubt a period of innovation (and social change) unlike the world had ever seen. And we continued to have high TFP growth through the post-War years until the mid-70s.

Source: Macro Musings using St. Louis Fed data.

Then the trajectory leveled out a bit. But today, we aren’t looking at an upward sloping line.

Source: IMF

Like pharma, but on a massive scale, we’re seeing decreasing marginal returns on R&D. The exception being a lift in productivity growth in the 90s through early 2000s from the implementation of IT technology that drove some efficiency gains. What the data doesn’t paint is a picture of ever increasing change and growth driven by technological innovation. But people feel that way.

People are perceiving changes in their own lived experience and extrapolating out to the rest of the world. They’re perceiving the massive shift from pre-smartphone life when sometimes you were bored or daydreamed or talked to a stranger in line at the grocery. Now you look at a magical device that pipes in all your friends’ photos and funny comments and this is a massive shift from whatever people did waiting in a doctor’s office 20 years ago. This misperception happens because consumer content technology changes really fast, but the rest of the world is changing more slowly.

So what if we feel busy, are less productive and think the world is changing more than it is?

Let me be clear about my position: technological unevenness is a fucking plague. Chronic time pressure and task switching are ruining peoples’ brains during the leisure they don’t realize they have and at the workplace where we’ll all underperforming. This causes everyone to assume a runaway pace of life that isn’t real.

It’s really bizarre that people have more leisure time today than ever before, but feel like they have none. We work at nicer jobs, eat better food and have way more enjoyable and cheaper leisure activities, but somehow feel constantly stressed out and like we don’t have enough time. Despite the average American having 30 hours of free time per week. This misperception is because we’ve decided to chop this time up into 5 minute increments every 20 minutes. Well, decided isn’t the right word. Our brains, prescient venture capitalists, Jony Ive, and the best computer programmers of our generation are working together to make sure that we stare at our phones as much as possible. And today, this is where our leisure time is spent, but it doesn’t feel like leisure. No one thinks to themselves after scrolling through their Facebook feed, “ah, that was a good algorithmically selected set of photos, status updates, and news stories” in the same way that after watching a movie or going for a walk you might reflect. Most of the time if asked people will say they had no leisure time, when in reality, they glanced at their phone for hours. We’ve also replaced previous leisure activities with something literally forgettable and cause us to feel time pressure.

And since we have to do it every 20 minutes, that means we’re spending a lot of leisure time at work. Now whether this extends our workday or shortens it is an open question. But one thing it definitely does is make us worse at work. Switching between tasks hurts your ability to do either activity and primes your brain to switch again making it difficult for you to focus on tasks that take longer than 20 minutes. This would be bad under normal circumstances. But we’re facing falling productivity growth rates as technological innovation and efficiency gains get harder and harder to create. People accomplishing hard things don’t tend to check their phone every 20 minutes.

Whether we think all jobs will be automated because some jobs in their town were outsourced (despite close to full employment) or that American values are in decline (despite the lowest teen birth rate in a half century and low crime rates), the source of modern reactionary behavior is misunderstanding how fast things are changing due to how fast consumer content technology has changed our immediate experience. Everyone is uncomfortable with tech/social change at some rate, although most people are ok with stasis. So creating the appearance of faster change will necessarily increase the number of people who are unhappy, even if the rate of innovation/growth/whatever is unchanged or slowed. It’s easy to joke about the economic anxiety of Trump voters because it’s clear in the data that racial and cultural resentment animated many. The joke is funny because when you look at Trump voters, they are above the median income and live in more rural places, with few immigrants. It’s funny because they misperceive that their world is changing. We laugh and call them racists because we think they’re lying. But what if we believe them? Has consumer content technology fed them the story that they will be replaced and given the rate of change in how addictive their smartphone is, they misperceive how fast that is happening? Obviously, this misperception isn’t the only driver of the populism. But it’s one of them.

Ok, but really, so what?

Global GDP growth is probably the most important priority if you care about getting the most people out of absolute poverty.

  • People who think they don’t have any free time likely won’t do incremental activities that generate more growth or donate money to effective redistribution efforts.
  • People who are incapable of doing their best work are hurting marginal GDP growth at their current job and likely won’t start successful firms that generate even more growth.
  • People who think the world is changing too fast will likely vote for things that are anti-growth.

And those three things are avoidable.

Fine, what do we do?

On a personal level, baby steps are turn off all notifications except for calls and text messages (silence big group texts). Delete social apps—look on the much less well designed browser versions on a laptop. Check email only 3 times a day at work. Practice concentrating for longer periods of time.

On a social level, don’t pull your phone out in social settings. Don’t set your phone on the table. If someone does either of those things, ask if something important has come up.

On a regulatory level, I think we’ll have to regulate consumer content technologies like we regulate tobacco and alcohol. The personal and social sides of this can moderate demand, but we’ll need to restrict supply as well.

It’s possible for you to re-perceive the pace of change accurately, feel less busy and do more focused work. It will feel strange, but it’s possible.

As for the rest of us though. I’m not so sure.

Writing: Painful, Profitable, Hackable

I was having lunch with Will Wilkinson in Iowa City, and as people who write (or in my case try) are apt to do, we complained about the difficulty and pain of writing. It made me feel better that a New York Times columnist and think tank policy director found writing as immiserating as I tend to.

Why writing is painful

Will brought up that it made a fair amount of sense for writing to be so challenging for most people. We evolved spoken language long ago, but alphabets arose only minutes ago in evolutionary time. Few are competent writers, fewer good enough to be paid for it, and almost none talented and find the process pleasant. This is the place we find ourselves when trying to write. Using a relatively new conceptual tool with a brain that isn’t set up to do it.

How to get paid to avoid writing (or something like it)

We agreed that lots of business travel is simply to avoid having to carefully think through scenarios and write clear emails. As someone who works for a consulting firm, I can attest to the truth of this. The higher you are in a Fortune 500 firm, the fewer sentences you write.

On some level, consulting firms are hired to help organizations avoid the pain of careful thought and writing and what they do is something like writing—if writing means introducing a conceptual model to a situation and explaining it. Many consulting engagements are essentially about finding the right mental model to use for a given scenario or creating one if none exists. Many consultants are quick at applying models and a minority are good creating new ones for novel scenarios. But few end up writing about them in helpful ways. Clients demand easily digestible PowerPoint decks, and overly detailed roadmaps, workstreams and swim lanes. White papers written by consultancies are marketing tools rather than documents intended to guide corporate policy in the way think tank papers intend.

Conversation as a writing hack

Strangely, talking is a much more pleasant experience than writing even for Will, who writes for a living. I find this to be true as well. Our brains are simply better equipped for it, and the instant feedback and improvement of ideas that happens within good conversation feel dopamine-esque to me much of the time. Will said the old days of blogging at a rapid clip in response to other folks’ blogs had a back and forth discussion quality that made it easier and more motivating to write. I’d imagine it’s hard on some level to put think tank white papers into the sort of rage-writing zone that many bloggers found themselves in. However, if you start your process by creating a relatively simple mental model, and then use conversation to flesh out the details, you can create some of the motivation that dialogues create. On average, I’ve been talking about a given idea for at least 3 months and normally a year before writing about it. These sorts of timelines won’t work in many instances, but if you have a week and a sympathetic (or captive) audience, you can increase productivity a significant amount by increasing motivation. Whether writing about sales for BTS or for this blog, I find myself in the lucky position that I can mostly write about ongoing conversations and 80% of the time avoid staring into the abyss.

Podcast Idea: The Long View

The concept

Business leaders and executives are high powered, rapid decision engines, but we know very little about why, what and how they think. I want to look underneath the jargon-filled soundbites at what myths and beliefs inspire those decisions, how they live, how they understand themselves as actors on the grand stage, where they believe the next act will play out, and paths young people can take to create a decent future.

These are the people that shape our world, and I want to step back with them and take the long view.

Target interviewees

F500 CxOs, initially non-CEOs. Likely a focus on non-tech executives who already get a disproportionate amount of focus

How to execute

Initially do 6 over Skype and if they all work, publish simultaneously and do blogger/media/B school outreach. If successful, pitch to F500 CxOs and offer to come to their HQs and do a live interview with some of their high potentials and allow for Q/A from audience.

Sample questions

  • Did you always want to be a CxO?
  • I know you (insert some brief history), but tell me about your path to where you are now. (Follow up on how influential event affects how they view X)
  • What do you think about YOU caused you to end up at the top of a global organization, rather than XX?
  • How do you structure your day/time?
  • In any way of living there are tradeoffs, executives aren’t exempted. What are the major tradeoffs you feel you make in your life?
  • What do you see as your core purpose as ROLE at ORG?
  • What big theories are inspiring your work at ORG?
  • Who do you think are the brightest lights in the business/strategy/marketing/operations world?
  • What are the last 3 books you’ve read? (find out in advance and read them)
  • What are the 3 books that underpin your view the business and the world? (find out in advance and read them)
  • How do you see American enterprise’s role in the world?
  • What are the 3 greatest forces operating in the world right now? (Dig on positive/negative)
  • What are the 3 greatest challenges facing the world as you see it? (Dig on how they interpreted–welfare, growth, environment, etc)
  • What role do you see college playing in the future?
  • Given your view on X and Y, how should people think about prioritizing their careers?
  • If you were in a top business school, and dead set on climbing to a Fortune 500 C suite, what advice would you give yourself?
  • Will X exist in 10 years? 20?
  • If you could be a young person and move anywhere, where would it be and why?
  • In lots of ways, the status of large enterprises has fallen in American society’s estimation (exempting large tech orgs), do you think this is fair-compared to the status GE had in say the 70s?
  • Large orgs are often disparaged as slow and uninnovative. This is almost treated as a law of nature. What dynamics do you think give rise to this perception? In what ways is this perception false?

Independence Day and the American City-State

On the Fourth of July we celebrate revolutionaries who sought sovereignty from power that was unfamiliar with their lives and unaccountable to their policy preferences. Today, American cities and rural areas find themselves in a much better place. However, increasingly cities are disenfranchised by a system of government that privileges rural areas and by policymakers who use that structural advantage to extend it. There are many paths forward, but the increased independence of American cities seems like one plausible and desirable future.

The hype

Post-Trump much has been made about predominately liberal cities and mayors being the most important, functional and serious governing bodies left in the US. And cities have led the way on maintaining climate change accords, raising the minimum wage and introducing soda taxes. But, in the grand scheme of American policy, they’re still playing small ball. And for good reason, cities’ ability to capture significant tax revenue is constrained by the fact that state and federal bodies extract such a large take that raising additional funds risks making a city undesirable to the productive folks it wants to attract and retain.

Time for cities’ rights?

What if we were to take seriously the idea that local governments can often craft more optimal solutions for their citizens and should therefore have the most leeway in crafting policy, law and regulations? To do so, they’d have to be the primary taxing entity with state and federal systems taking a back seat.

The US could look like a confederation of city-states and rural areas that band together into regional governing bodies however they like, but for the sake of simplicity imagine cities over with populations over 100,000 get to exit from state governments by popular vote and otherwise states assume most authority currently held by the feds. The federal entity would have to be subordinate to the city-state and regional authorities and primarily responsible for the military, inter-city, inter-state and international trade.

American City-States

Cities could rule themselves however they wanted—likely along quite neoliberal, pro-growth, pro-trade, pro-education lines. And rural areas could rule themselves along the conservative lines it seems that they prefer. One safety net benefit the federal government would need to provide would be a bus ticket to all 18 year olds either from a city to a rural capital or vice versa. Cities could compete additionally for in-migration through voucher systems, tax incentives and public amenities.

Productivity and partisanship

The productivity and partisan divides in America have reached all-time highs and seem to overlap pretty well with density. Conservative, low productivity areas are at odds with liberal, high productivity cities. With the introduction of exit rights and increased autonomy, cities would then compete more aggressively on policy fronts to win business and citizens. Rural areas would compete on policy fronts as well, but likely on best satisfying the cultural preferences of their citizens. Blue dots in red states (like my very own Austin, Texas) could immediately increase productivity and satisfy its citizens with increased services.

With an increased focus on local governance, national partisan divides would quickly lose their emotional salience and urban-rural tensions would subside. Clearly, there would still be lots of trade between city-states and rural areas. But rural areas would get a separate sense of identity, as would city-state residents. Anyone who objected to the policies of one, could take an exit subsidy and move.

The downsides

There are large benefits to having a federal government that can generate transfers between regions and to having a strong national identity. Strangely (fortunately?) the rural areas that receive most government transfers are ideologically opposed to them. Now, who knows how they would feel or what would happen were those transfers removed, but it seems plausible that rural areas could receive transfers from city-states if they agreed to policy concessions, but that’s kind of where we are today. An epiphenomenon of reducing transfers would be that we would reduce our total human capital because fewer people would have the baseline education necessary to exit a rural area. However, perhaps primary education could be funded by the feds.  A strong national identity seems to have value in making people willing to sacrifice for the common good—say pay higher taxes or go to war—but our national identity is breaking down along partisan lines anyway and each side’s willingness to pay taxes or fight wars has decreased accordingly.

We’re already trying this

The strangest part of this argument is that we’re already running this experiment in some ways. San Francisco and New York City might as well be city-states given their output and how dramatically life differs there than anywhere else in the US.

Perhaps it’s time to admit that they truly are world-historical places and give them autonomy. If it works in those places, expand exit rights to cities with populations over 1 million. And then 100,000. (Will Wilkinson has given some thought to how we could operationalize this incrementally.)

In short, give cities and states more sovereignty. Give people more freedom of movement through subsidies. It’s time we consider that the Union needs to flex with the times and the will of the people.

 

Is Effective Altruism Funding Constrained? A Case for Fundraising

Correction: I wasn’t 100% clear on the definition of funding constrained. I stand by my claim that EA orgs should at the margin think about fund raising more.

Is Effective Altruism Funding Constrained?

I posed this question to few folks at EA Global 2018 and got almost exclusively “No’s” in response. Many claimed that charities that work on AI risk are talent constrained— for example they weren’t sure MIRI could hire many more people if their funding 5X’d. I made the counterclaim that surely GiveWell was funding constrained, and was told that they weren’t because of their relationship with Good Ventures and OpenPhil. I’m not sure this is the case.

Good Ventures started with an endowment of $8.3 billion, which is no doubt a lot of money. Annual giving to US charities alone is approximately $400 billion. So even if GV/OpenPhil/GiveWell gave away all of that money tomorrow, EA giving would amount to less than 5% of annual giving by US charities.

Perhaps taking this relative approach isn’t exactly what EAs normally mean when they say funding constrained. But considering that the United Way—the largest charity in the US—gives away $3.5 billion per year, it’s probably time to start considering how to take share from organizations with good intentions but bad execution.

Fundraising likely receives too little attention from EAs because many are more technically oriented and fundraising feels at best fluffy and at worst like sales and marketing. As anyone who has worked in an engineering culture knows, sales is not respectable, at best it’s a necessary evil. Marketing is where buzzwords come from. Given these sorts of aesthetic predispositions, it’s not that surprising EAs have neglected trying to take share from less effective organizations.

But that doesn’t mean it’s the optimal strategy. Especially considering the low hanging fruit of simply copying the most effective fundraising strategies that look a lot like B2B enterprise sales motions. There are strategies that look more like marketing than sales which I may explore separately, but given the cost of sales is predominately time this is a place where EAs with sales aptitude could put in direct work and generate big results.

What Effective Fundraising Would Look Like

Direct Corporate Social Responsibility

Many Fortune 500 companies give away lots of money to causes that are somehow connected to their business and the communities they work in. These large causes have to be approved by very senior executives who are used to making decisions based on businesses cases that show ROI. Winning over CHROs and then the rest of the executive team would by no means be easy. Based on experience I’d guess it would take over a year of conversations.

The initial step would be to have folks with sales aptitude to try to book appointments with junior folks in a few target firms’ Corporate Social Responsibility departments and have big names from EA organizations give presentations.

Indirect CSR

Most F500s have some list of approved charities that they’ll match donations to. The list was created so that there would never be a PR scandal about an organization accidentally matching a donation to a terrorist group or similar. The strategy here would be to first get on those lists, but then to also try to shape criteria going forward for other orgs to get on the list (and perhaps for staying on the list). Those criteria would include effectiveness metrics to benefit EA orgs and steal share.

Government Grants

Getting government grants is a sales process I’m mostly unfamiliar with, but lots of people are and USAID gives away lots of money that EAs aren’t accessing right now.

Why Take Market Share?

EAs may generally be underconfident about their ability to deploy more money effectively, but surely we should be more confident that we can deploy a large share of global charitable giving more effectively than the least effective decile of charitable dollars which are actively harming people and communities. Additionally, creating a fundraising side of EA gives folks with sales and marketing aptitude a role in the community outside of earning to give. On the whole, taking market share from ineffective organizations would at least reduce harm caused, create new opportunities for EA orgs to deliver today, and more optimally utilize the human capital of the EA community.

 

The Things People Do For Meaning Now

I started this blog because I wanted to investigate what people will do for money and meaning in the near and far future. As I approached it obliquely, it may have gotten a bit muddled, but it remains my main concern. To understand where we are going, I needed to construct a model of where we are. I haven’t yet done that, but I have observations on what people like me and unlike me do for meaning today..

Travel

There are two types of meaning being derived from travel. Business travelers often complain about the demands of their job, and they likely genuinely mean it. But I witness and have succumbed to a small delight in the implied status of the fact that “I, personally, am physically needed somewhere else”. The other type of meaning is the one that certain people get from “seeing the world” or interacting with other cultures. This meaning is harder to describe and prove exists, but it’s become such a generic value that I suggest you try telling people at a social gathering that you “don’t like to travel”. You’ll like be looked at askance and interrogated. And will likely lose status in the average person’s eyes. You will have challenged a common mechanism of generating meaning.

My investigations

I flew more in 2017 than I ever have, including 3 trips to Europe and 26 flights total. I explored a fair number of European cities. It’s hard to estimate how much meaning these travels generated, but based on how frequently I talk about it (even if negatively), I would say some. I’ll now introduce a meaning scale from 1-10 of how much meaning it generated for me. This, of course, is approximate at best and will vary considerably by individual.

Meaning rating: 3

Exercise

Thinking about exercise as meaning producing activity is strange. But it’s hard to argue that Crossfitters, yogis and SoulCycle-ists don’t seem to form a part of their identity around exercise. Those specific activities are easy to pick on because they’re group activities that come with obnoxious life advice—but that’s the point, they’re exercise as meaning creation taken to its logical end—not bastardizations. Marathon training is a solitary activity, but anything you do for that many hours a week must be throwing off a lot of meaning.

My investigations

Over the last several years, I’ve run 3 miles a few times a week fairly consistently, but if I felt like I could get away with stopping, I would. On top of that I’m often invited/dragged to yoga, bootcamp style classes, and SoulCycle. I’ve always liked group exercise, but the group and meaning part always made me cringe.

Meaning rating: 1

Art

Strangely, the most predictable and most ancient “hobbyist” way of creating meaning—the production and consumption of art—seems to be on the wane. Or rather, new arts emerged and have taken the place of old arts. Whatever bizarre number of hours Americans watch tv/surf the internet surely count as arts consumption—and truly this is the golden age of TV and hot takes. I’m just not sure how much identity and meaning is drawn from those things compared to going to a metal show or sculpting things with your hands. It’s possible I’m just a Luddite on this topic—no doubt Youtube video hobbyists and internet bloggers would take issue with it.

My investigations

Over the past year, I’ve listened to more albums intentionally, read more fiction and way more non-fiction than any year prior. My film consumption declined. I went to some really amazing concerts. I’ve shared more book and music recommendations than in the past. Art consumption has always been a big identity driver for me, and I think that it grew this year. Art production has been mixed. I took fewer (zero) art classes this year. Conversely, I started writing, which has been ok.

Meaning rating: 6

Altruism

Doing good things for other people generates a warm glow and a sense of purpose. Donating money to earthquake victims, volunteering at a soup kitchen—these things make you feel meaningful. Unfortunately, generating meaning isn’t the same as generating utility most efficiently. Oftentimes meaning and effectiveness are at odds. People who derive a lot of meaning from altruism have been those who reject effective altruism the most in my experience. Their emotional investments are so high that they can’t accept that their work/time/money has been less meaningful than they feel it is.

My investigations

I volunteered at the Austin homeless shelter by running the computer lab. This mostly consisted of sitting around while the clients did what everyone does on the internet—read email, watched Youtube videos, scrolled through Facebook and occasionally applied for government assistance or jobs. I liked doing this, it generated meaning, it felt good to tell people about doing it. But it wasn’t very effective. I also have gotten very interested in effective altruism and have put some time into how best to implement effective giving into my life. The ideas, conversation and people around EA are very interesting and feel meaningful. Giving away 30% of my income anonymously on the internet…doesn’t feel meaningful, even if it would generate the most utility, which is why I give away dramatically less than that to GiveWell. The meaning-utility gap is likely the biggest problem EAs have to overcome.

Meaning rating: 2

Tribe

Tribe is a catchall for both a community you are in dialogue with (think a church congregation) and an identity group that you consider yourself a part of (the Democratic Party). People clearly generate a lot of meaning from both, but I would argue that communities generate a lot more. This is likely because you are a participant rather than an audience member. I see a lot of shifts from community to identity group that go unnoticed because both generate a tribal feeling that occludes your changing role in the tribe.

My investigations

I struggle with being a member of a tribe, so this was really challenging to investigate. This attitude is probably what makes it easier for everyone to join identity groups—I always vote straight ticket Democrat (unless, this being Texas, the real race is between the GOP and Libertarians), but I doubt I could be in dialogue with the party if I tried. The only big community investigation was my attendance of a Rationalist MegaMeetup in New York. It was essentially a bunch of folks interested in rationality staying in a giant house and talking about stuff. Oh, and Scott Alexander was there. I went with some friends from Austin, so that made it reasonably easy. I really enjoyed meeting a lot of smart, interesting folks doing cool work, but for the most part, I didn’t like the community aspect. I know the whole point is to create an in-group, but that was exactly what I didn’t like.

Meaning rating: 2

Work

It is perhaps unfair to split out work from tribe. At least for people, like me, who work for tribal organizations. What most people think of as meaning being generated from work is the productive use of time to make the world a better place (for some business or person). In companies, this means taking your individual skills and combining them with those of other talented individuals and doing something neither of you could do alone. This productive part of work has not started to generate more meaning than it has in the past. It has just always been a huge meaning machine.

Conversely, as other communities have shifted into identity groups, (and perhaps as art has declined in its generic meaning rating) the relative value of productive work has risen. And organizations have responded to the generic decline in meaning by increasing the community, and thus tribal, aspects of their workplaces. I can’t say if this is good or bad.

My investigations

For the past 4 years, I’ve worked for a strange, Swedish consulting firm that helps Fortune 500 companies do something really hard. We help people change how they think and act at work. On average, I think BTS helps organizations and increases global GDP at the margin. The productive work I do is to help explain this work to clients and shape new offerings. But it’s the community aspects of the company that drive such high meaning.

Meaning rating: 6

Family

Family is difficult because almost everyone has one and almost everyone would say they derive a lot of meaning from it. So I will try to look at what people really do. A large majority of people have children, which is a very concrete action and from which most people say they derive a lot of meaning. Given the time and resource expenditures, they seem to be telling the truth. Conversely, very few people live in multigenerational households caring for aging parents or other relatives. Part of this is increase in healthy lifespan, but part of it must be that they deem it to not be worth it. Perhaps people derive more meaning from family they produce than other family.

My investigations

I did not have a child. But I am quite close to my mother and siblings—we all talk on the phone at least once a week. I didn’t change anything this year that would generate meaning.

Meaning rating: 8 (see the first sentence of family section)

Meaning and Yield Curves

I’ve begun to think about meaning as a sort of capital stock that an individual can grow or shrink via investing time in different meaning generating activities. For instance, my returns to time from art would be higher than my returns to time spent exercising, and thus my stock of meaning would go up.

A potential flaw in this logic is you seem to attribute more meaning to things as the time spent on that thing increases. It’s likely that there is a class of meaning activities that have positive yields that increase as you spend time on them, and others that hit diminishing margin returns (exercise, for me).

There are, of course, also activities that have neutral or even negative yields depending on duration.

A Month In Europe

I spent 34 days of 2017 in Europe. (And yes, I’m a little bummed that I didn’t make it to the full ten percent.) In most years, I spend about 10 days, so this is a notable amount of time.

I wish to say that I set out to do an intensive study of Europe. But in reality airline pricing algorithms, competitive markets and my working for a European company led to several extended stays on the continent.

March: Brussels*, Ghent, Antwerp*, Amsterdam and Cologne

September: Lyon, St. Emilion*, Bordeaux and Paris

December: Vienna, Austrian Alps (Innsbruck/Igls), Munich, Karlovy Vary, Prague

*Day trip

Quick reflections with a future oriented tilt:

  1. Like everyone, I prefer train travel immensely for these sorts of multicity trips.
  2. Also like everyone, I don’t understand why they haven’t adopted American style showers. Why not just finish the other half of the shower door?
  3. We may want to rethink how we value and compensate large parts of Europe for preserving past history and culture. In the same way that technology innovation is part of America’s competitive advantage, Europe has a unique advantage that I worry will degrade if not properly valued. Conserving historical assets can’t be a high growth industry.
  4. Europe’s slow growth has me more worried than I was. In one city, everyone I met was a government employee of some sort. Frequently waiters or baristas would speak better English than I do. I didn’t expect human capital waste to be so evident.
  5. Immigration is a source of hope. Exploring immigrant run businesses and restaurants I was struck by the optimism and innovation on display. This jolt of youth and entrepreneurship is where I place a lot of my hope.

Why All New College Grads Should Try Sales

As college seniors who don’t yet have job offers and don’t know what to do with their lives start the annual gauntlet of getting their first real job, I have a suggestion that is broadly applicable and will lead to above average outcomes:

Go work in sales at a Fortune 1000 company.

Reasons why:

You don’t know what you want to do.

Good, sales jobs don’t require you to know how to do anything specific except have structured conversations. College students who don’t know what they want to do tend to go into finance, consulting or law, so your competition is less fierce.

All jobs require some amount of sales skills.

Want to get anything done in a large organization—you have to sell it, so the skills you learn in your first sales job will translate into any job you have afterwards.

Things about large sales orgs:

They hire a lot.

Large sales orgs hire hundreds or thousands of entry level salespeople per year. Your odds are simply better at getting a sales job than they are for any other function.  

They aren’t looking for experience.

Sales orgs won’t be looking for job experience. A lot will privilege sports or club leadership experience, but they know you won’t have sold before.

There’s a lot of training. Way more than anywhere else.

Since they know you won’t have any experience, sales orgs are one of the few places that spend a lot on training recent college grads. When you look at learning and development budgets for F1000s, there are two major categories: sales training, which goes primarily to salespeople like you, and leadership training, which goes to people with 10+ years of experience.

How it could work out:

Some people are naturals.

Here’s the good news: if you’re naturally great at sales, then you now have a job that you’ll find easy and enjoy. You’ll likely be on the fast track to leadership.

A lot of people can get good.

Not naturally a rockstar? That’s ok! Lots of people get good because of the massive investment F1000s put into developing sales skills.

It’s highly compensated.

If you’re good at selling, regardless of how you became good, you’ll make in the low six figures consistently. Sales compensation follows a power law, so if you’re really good you can have a $1m year before you’re 35.

If it doesn’t work out:

You’ll learn at least two businesses deeply.

You will have learned the business of your employer AND you’ll know the ins and outs of your customers’ business. Consider your time spent in sales as a hands on Intro to Business course.

You’ll learn to fail.

A lot of smart college kids have never really failed at anything. Entry level sales gigs give you the opportunity to fail on a daily basis. And if you aren’t succeeding in the role, you’ll now have experience of slowly failing at a relatively important thing.

You’ll have a foot in the door to a large org.

This organization has spent a lot of time and money on you already, they’d certainly prefer to rotate you into a position where you can be successful. This will likely be in marketing or customer success.  

In the end:

You’ll either find a highly paid job, a different job at your employer or customer, or at the very least will have bought a year or so of getting paid reasonably well to figure out what you want to do with your life. It beats freelancing or waiting tables.

A Non-Education, Market-based Approach to Certifying Ability, Conscientiousness and Conformity

Update: Bryan said it “seems plausible it could work for someone”–which is close to saying impossible, without doing exactly that. Not sure, but plausibly the most positive attitude toward an alternative educational approach.

Bryan Caplan’s The Case Against Education has persuaded me that a majority of the education premium is essentially really costly signaling of ability, conscientiousness and conformity, and that it’s reasonably good at this task since employers are willing to pay that premium.

This led me to consider how else one might certify these qualities in a non-educational/productive way. In Caplan’s book, he argues against the “IQ laundering” argument for education saying that the test tax really isn’t that high and that education is discriminatory as well and clearly employers are allowed to use credentials as hiring criteria. And essentially argues, that the education premium isn’t solely IQ laundering, but also filters for conscientiousness and conformity as well.

But IQ is a big part of the premium. And in the letter of the law, you are allowed to use IQ tests if it’s necessary to your business.

So here’s the pitch: start a professional services firm doing generalist work and hire anyone who scores above a quite high threshold on an IQ test or equivalent (for ease, just limit it to people who score 1600 on the SAT, this way you can brand the firm “1600”) and pay them whatever the current average starting salary of a college graduate is (perhaps even more than this). You’ll quickly filter for smart people who don’t have a college degrees. A large percentage of them will be recent high school graduates, but not all. Promise them the finest education imaginable—lessons from the real world.

In year 1, the work they do will largely be non-client facing, but you can promise clients high quality work at a fraction of the price compared to standard professional services firms. This will prove that they are conscientious enough to do professional quality work. Those who fail will have gotten paid to try and can always go back to the standard education system.

In year 2, give the now experienced staffer a raise to the average starting salary of recent graduate school graduate and put them into client facing scenarios. They’ll continue to learn and will build a network that would make any MBA envious. Their ability to navigate interpersonal situations should certify their ability further, and to a lesser extent conformity to workplace norms.

After year 2, most employees will likely choose to leave, but will have certified their ability and conscientiousness while earning an income rather than paying for education. They will not have certified conformity as much, but I think this trait is in declining demand among elite knowledge workers.

It’s pretty simple. Build a professional services firm, hire solely based on very high IQ, base salary solely on IQ, sell your services at a steep discount from those who are paying massive education premiums for similar talent, and ensure your employees and alumni are considered elite. You’ll have built a parallel certification system that takes advantages of market forces to avoid the pitfalls of other alternatives. It won’t take down the entire education system, but could work at the margin. Most importantly, you’ll have saved the world from wasting some of its smartest peoples’ time and effort.

An Open Source Plan To Rid The World of Landmines

Note: I did not put 80% of these pieces together, nor am I really an expert. I was exposed to most of the ideas by Rick Dygert at the 2017 East Coast Rationalist MegaMeetup.

First things, first—this is going to sound crazy. When I and about 40 other people first heard this idea being presented, everyone gasped or laughed. It took a while for people to take it seriously. I know that it sounds crazy, but a review of the literature makes it seem…not crazy. Maybe even plausible. Worth trying.

Skip to 2 Facts and 1 Early Result: if you already think landmines are a serious but not cost effective problem to solve because it takes too long.

Some facts about landmines:

  • “It is estimated that there are 110 million land mines in the ground right now. An equal amount is in stockpiles waiting to be planted or destroyed.
  • The cost of removing all existing mines would be $50- to $100-billion.
  • According to the ‘International Campaign to Ban Landmines network’, more than 4,200 people, of whom 42% are children, have been falling victim to landmines and ERWs annually in many of the countries affected by war or in post-conflict situations around the world.”

Source: Minesweepers

Some facts about demining: it’s slow, boring and dangerous work according to the military. And lots of people think it isn’t really worth it (and they’ve done the NPV calculations).

Interestingly, what causes it to be not cost effective is that it’s slow. It takes humans, dogs or machines (or all three) a really long time to find each individual landmine. And yes, they are essentially walking through minefields with metal detectors and probes, wearing Kevlar vests, helmets and visors. Since there are normally lots of landmines and you really can’t miss any before you declare an area “landmine free”, it costs a ton to clear an area even using low wage human labor—a deminer in Afghanistan only makes $145/month. And again, it costs a lot even though labor is cheap because it takes a long time, a study in Mozambique looked at a $40m project to clear 20 sq. miles OVER 10 YEARS.

So this leaves the average person (and certainly effective altruist) in the position of essentially thinking landmine clearance isn’t worth it. And they’re right.

Unless you can reduce the cost of clearance by 10,000 times.

And we can.

(This is where everyone’s jaws drop.)

With bees.

(And this where everyone laughs.)

But to convince you, I only need to you to accept 2 facts and that 1 early research effort is worth pursuing further.

2 Facts and 1 Early Result

Fact 1: Bees accurately communicate where sources of nectar are through something called the Waggle Dance.

From Wikipedia:

“Waggle dance is a term used in beekeeping and ethology for a particular figure-eight dance of the honey bee. By performing this dance, successful foragers can share, with other members of the colony, information about the direction and distance to patches of flowers yielding nectar and pollen, to water sources, or to new nest-site locations.[1][2]…Austrian ethologist and Nobel laureate Karl von Frisch was one of the first who translated the meaning of the waggle dance.[5]

The direction and duration of waggle runs are closely correlated with the direction and distance of the resource being advertised by the dancing bee. The resource can include the location of a food source or a potential nesting site.[7] For cavity-nesting honey bees, like Apis mellifera or Apis nigrocincta, flowers that are located directly in line with the sun are represented by waggle runs in an upward direction on the vertical combs, and any angle to the right or left of the sun is coded by a corresponding angle to the right or left of the upward direction. The distance between hive and recruitment target is encoded in the duration of the waggle runs.[1][8] The farther the target, the longer the waggle phase. The more excited the bee is about the location, the more rapidly it will waggle, so it will grab the attention of the observing bees, and try to convince them.”

Bees essentially communicate a direction and distance based on the location of the sun and the hive! Cool, interesting, but not unbelievable. As yet unclear how it connects to landmines.

Fact 2: Humans can hijack the waggle dance and train bees to detect things that aren’t nectar using their insanely good sense of smell.

From Wikipedia:

“Sniffer bees or sniffer wasps are insects in the order Hymenoptera that can be trained to perform a variety of tasks to detect substances such as explosive materials or illegal drugs, as well as some human and plant diseases. The sensitivity of the olfactory senses of bees and wasps in particular have been shown to rival the abilities of sniffer dogs, though they can only be trained to detect a single scent each.

Bees and wasps are trained using classical conditioning, being exposed to a particular odour and then rewarded with a sugar solution.[3] Within five minutes they learn to associate the smell with an impending supply of food and this triggers the proboscis extension reflex (sticking out their tongues).[4]

Trained hymenopterans have been shown to successfully detect explosive materials including TNTSemtex, and C-4 as well as gunpowder and propellants.[3][5] . ”

So bees can be trained to identify the scent of explosives. Now we’re getting somewhere. Oh, and good news, here’s a prototype of a machine that can train bees at scale. The company it was designed for went out of business, but it’s plausible their business model didn’t work, not that their product (tubes of bomb sniffing bees for airports) didn’t work.

At this point, we know that we can train bees to find mines and they can tell each other and highly trained humans where they are with a high degree of accuracy. That’s good and all, but watching bees do the waggle dance is labor intensive and requires highly skilled humans. We haven’t solved the problem yet. Other methods tried involve using thermal imaging to follow bees in coordination with other high tech mechanisms.

  1. An Early Research Effort Worth Pursuing: We can use computer vision to decode the waggle dance.

From The MIT Technology Review:

“Enter Tim Landgraf and pals at the Free University of Berlin in Germany. These guys have developed a neural network that can automatically decode honeybee waggle dances. “We have developed a system capable of automatically detecting, decoding, and mapping communication dances in real time,” they say. The new method has the potential revolutionize the study of honeybee foraging.

The waggle dance decoding system is simple in principle. It consists of a video camera that records the movement of bees on a honeycomb. This may look like a seething mass of random motion but there is considerable order here.

In tests on bees trained to visit a known food source some 300 meters from a hive, Landgraf and co say their system accurately identified the position of the food source over 90 percent of the time. That’s just as good as human observers. But crucially the machine vison system can work on much larger groups of bees over much longer time scales.”

To clarify what these folks have done: they used a $10 Playstation3 Eye camera to watch 2000 bees do the waggle dance and their machine vision software output this map that corresponded with 90% accuracy to the location of artificial feeders:

The full paper including setup and source code are here.

A Quick and Dirty Plan:

If you bring all these things together, then it looks to me like you have a possible plan to map minefields and demine them with blistering speed compared to the status quo.

  1. Get some test mines.
  2. Have a third party hide them in an area.
  3. Buy the bee training machine.
  4. Build waggle dance decoding rig.
  5. Rent bees from a nearby apiary.
  6. Train bees to find landmines.
  7. Install waggle dance decoding rig in hive.
  8. Set bees loose.
  9. Wait 3 days.
  10. Look at decoding map.
  11. Check for accuracy.
  12. Improve on machine vision algorithm as needed.
  13. When 98% accurate, proceed.

How To Go From Testing To Demining The Whole World

  1. I am offering to fund the first steps of any serious effort with up to $10,000USD and support further fundraising with additional capital and time/effort.
  2. Create a self-sustaining business model: use the above plan, but for truffles.
  3. Create a map of truffles in the Perigord region in early fall.
  4. Show proof that it’s real by finding one.
  5. Sell it to the highest bidding trufflieres.
  6. Fund large scale trials.
  7. If it’s effective, get OpenPhil and GiveWell involved.
  8. If it’s not effective enough, simply self-fund by finding commercial applications.
  9. Demine the whole world.

Opportunity Flow

A Theory Of Moments That Can Change Your Trajectory

What is it?

Opportunity flow is to you and me what deal flow is to a VC firm. It is the sum of things like conversations about research breakthroughs a grad student friend had, the inside access to a job opportunity, and an old coworker pitching you to join her startup as a cofounder. (Although I’ll mostly be discussing in the context of paid work, it could be used avocationally or in personal relationships.)

Opportunity flow is the sum of moments that could alter the trajectory of your life. And like any sort of deal flow, depending on your investment hypothesis, you could consistently get opportunities to incrementally alter that trajectory or infrequently get the option to radically change. Most people land somewhere in between, but closer to the former.

Why is it an important concept?

If you can generate 1% more lifetime income or utility, then both you and the world will be richer and happier. While the concept of opportunity flow by itself likely won’t generate that, thinking in more structured ways about your future will.

Opportunity flow is an additional tool rather than a replacement for your other planning tools, as it will be high variance across both the population and at the individual level. However, even a small increase in opportunity identification and execution would increase global wealth and utility—which I believe is the most important moral consideration.

How to get started

Understand your risk profile.

Decide how much risk you are willing to take on. Are you simply looking for a new job or are you looking to invest a high percentage of your liquid net worth in a high risk venture? Most people will be in the middle. Decide if you will make many small bets or one big one.

Set aside your risk capital.

You will invest both time and money in generating opportunity flow. Initially, this will probably be writing down your ideas and previous work, reaching out to people who will mostly ignore you, going on awkward coffee meetings, and flying to events and meetings.  

The amount of time and money is clearly individual, but I would suggest setting aside more than feels comfortable. Once you have identified an opportunity you want to execute on, the time and money needed will be uncomfortable, so it’s best to start feeling that way now.

Be aware of all your skills. Not just your best or most obvious ones.

It’s easy to define your skillset as the graduate degree you have, or the function or industry you work in. However, in any high risk venture you will likely have to do a lot more than that anyway, so it’s best not to box yourself in from the jump. If you are a physicist, you can clearly do the statistics involved in forecasting. If you are a marketing person, but are willing to make sales calls, congratulations—you are now your venture’s salesperson.

Connect with people who have complementary skills—not people who are like you.

Many people looking to generate opportunity flow go to industry or functional events. This is fine as far as it goes if you’re looking to learn from whomever they could convince to speak. But if you’re looking for opportunity, don’t go to a place where there are a thousand people who proclaim to have the same expertise as you.

Go to where your skills are scarce. This could mean a researcher seeking out business types or someone from the developing world offering access to their market to a group of folks from the developed world. You will be rare and interesting, and opportunities will flow to you.

Come at problems from an angle.

If there is a problem that you understand, then seek out people who have no expertise in it, but have expertise in an adjacency. Look for people who deeply understand the first principles of the problem but likely have never considered your higher order problem. If you have an engineering problem, find a physicist. If you have a marketing problem, find a biologist. The flipside also works, if you have a psychology problem, find an art director from an ad agency.

If the people already working on your problem could have solved it, they already would have. And if they are going to solve it, then they likely won’t invite you into the room filled with people like you.

Privilege talent and passion, rather than a specific way of solving a problem (or even a specific problem).

This is a VC firm truism that probably doesn’t work for them. But I think it works for an individual’s opportunity flow. For VC firms, the number of people who have the talent and passion to dramatically alter the world is vanishingly small and their ability to identify them is…questionable. However, the number of people with the talent and passion to dramatically alter their own worlds is…well it isn’t vanishingly small. Fuck—it isn’t even small. Your ability to identify them is also likely much better.

If you find an opportunity with someone who is wildly smart with the passion to will their vision into existence, then I suggest you join them regardless of the problem they’re trying to solve.

A Travel Strategy For Understanding the Future

There are lots of guides to help you understand the past of a place—a fine and noble thing to do that will help you to understand the present. My approach to travel takes for granted that you can access enough a place’s history fairly easily, and can then move on to a more interesting question: how will its present shape the future?

Strategy:

Luckily, we already have a good starting skillset to predict a place’s future at least on a decade or so timeframe. When investigating a city, I find that the best mindset is to ask “would I want to live here?”, rather than aiming to understand the culture more broadly. I chose this starting point because we already try to predict the future of a place when we are deciding to live there or not. Given that most people seem reasonably happy with their choices and not continually surprised about the state of their chosen locale, this seemed a reasonable method. I suggest one minor tweak, rather than immediately asking about preferences, a better frame is “how would I live here”. Simply digging into the logistics of life now.

The questions I want answers to are:

  • How is economic value created?
  • What are the major industries?
  • What are the untapped opportunities?
  • Is there untapped human capital?
  • What are the best neighborhoods?
  • How do people spend their leisure time?
  • How does the exchange rate affect my purchasing power for products I care about the most?
  • How good are the bookstores?
  • How regulated is the average person’s life?
  • How hard is it to start a business?
  • Can you get decent coffee and beer?
  • Is late night street food diverse, cheap and delicious?
  • How optimistic about the future is the average person?

Tactics:

Note: these tactics apply primarily to the developed world.

My normal approach for visiting new cities is to stay in an Airbnb in an up and coming, hip neighborhood or the cheapest centrally located neighborhood—often they are the same. Airbnb is chosen because it provides a kind of domestic tourism—how is the home laid out, what sorts of appliances are being used, etc. I’ll try to eat at home for at least a few meals because then you get to navigate the different lay out of the grocery store and figure out its inventory, rather than simply walking around browsing, and you’ll get to use a new set of utensils and appliances.

Outside the home, I am normally forced to see the main tourist sights, which is perhaps not all bad for checking out the informal and formal tourist economy, but I would probably skip them if alone. As I’m interested in the culture and economy now, the hip neighborhoods of today provide more diversions and insights than museums to the past.

There are various angles you can take to find rapidly developing areas, but the following lenses tend to work:

Food

Reading food blogs tend to get you a really early in. Craft breweries provide insight into how well capital is finding good culinary opportunities. Searching for boutique hotels tends to put you in more developed areas given the different risk profile of building a hotel, but is also not a bad tack. Once in a burgeoning area, see how innovative versus derivative the food and drink scene is.

Startups

To find the tech scene, visit a startup accelerator and talk to people. Ask about the fundraising situation and exit opportunities. A quick walk around the central business district will provide you with a limited understanding of how money is moving through the city’s economy and fueling innovative production and consumption.

Immigration

Find immigrant neighborhoods and explore the markets and restaurants. These folks’ recent arrival means they can’t have affected the past, and they will have above average business creation rates, thus creating a higher than average share of the city’s future.

Human Capital

Go walk around the leading university in the city. Typically the academic buildings are unlocked and you can see the infrastructure and what sorts of things people are studying and doing in their leisure time. Visit a café or cafeteria and try to eavesdrop—English is pretty frequently used. Find the main student drag.

Art

Visual arts tend to be pretty accessible to tourists, so a visit to a high end art gallery will be fruitful. Especially note the commercial side—ask how much a piece is and evaluate that against how much you would pay. Concerts are harder to find and often feel more exclusionary, but music is a more rapidly evolving art and can give you a look at whether globalization has led to homogenization or productive innovation. Concerts also just tend to be more fun than art galleries.

Why I Stopped Reading the News: Notes on a News Blackout

Why a News Blackout?

(If you’re already convinced or don’t care about my specific reasons, skip to the methods and findings)

I’ve been a news junkie for a decade. The addiction began during my final year of high school as a blend of historical research and discovering left wing news sites. My consumption varied a lot over the years, with my commentary touchstones becoming Ta-Nehisi Coates blog at the Atlantic, Matt Yglesias’ Moneybox at Slate, and Ezra Klein’s Wonkblog at WashPost. I followed those guys and the people in their circles from about 2008 until the present.

I watched Coates study WW2 and the Civil War, publicizing his education, learning from the Horde, and become the author of Between the World and Me. I watched Matt and Ezra morph from college bloggers to founding (with Sarah Kliff, an awesome talent but who I didn’t know pre-Vox) a new media powerhouse. I obviously followed a lot of other writers over the decade, but these guys always updated me daily on how to interpret events and their context. I would expect my media consumption to be pretty similar to a lot of folks’ given that this cohort has become as acclaimed as it has. Starting in college, I quasi-trained as and very seriously pretended to be a journalist. I was an editor of the school newspaper and interned at a newspaper in Chile for a summer. For a long time, I could pretend that my media diet was professionally beneficial.

Blogs, Twitter and traditional media figuring out how to transition to digital increased exponentially the amount of news content that was created daily. We truly are living in the golden age of hot takes. And I, for the most part, tried to keep up. Eventually, the daily slog through the even the traditional outlets: NYT, WSJ, Bloomberg, WashPost, The Atlantic, Politico and Vox became too much—there was probably a qualitative change to the media in the Trump era, but I think the volume itself was too high. In response, in early summer 2017,I tried to dial it back by deleting Twitter and the Apple News app and only allowing myself to writers/commentators I liked on Twitter in the browser by googling “WRITER NAME Twitter”. This worked for a while. But my world of writers/commentators I liked just expanded. And all too often, I would fall down link black holes.

Despite my best efforts at moderation, the debate over repealing Obamacare in summer/fall 2017 broke me. We all watched it breathlessly—repeal, skinny repeal, whatever the last ditch Hail Mary was called. Countless adrenaline and cortisol spikes, internecine fights about collaborating on a subsidies fix or some other policy detail. And why not? Healthcare is 20% of GDP (and rising)—bending the cost curve is either important or really fucking important. And you know, lives are at stake.

But, as we all know, in the end, nothing changed. Months of debate. Speculation. Rumors. Scoring. And then. Nothing. What killed me then, and I realized more broadly, was that most “news” is essentially speculative. Beyond that, the expected value of most news stories is ludicrously small in comparison to their coverage. What real benefit did spending…hours…per day reading news and commentary really serve me if a large percentage of the time, nothing actually happened.

At the end of it all, sometime in September, I was leaving for a two week trip through France. Lyon. A drive through the Dordogne and Loire Valleys. A stop in St. Emilion. A few nights in Bordeaux. And a few more in Paris in the Marais. I decided the last thing I needed to do in any of these places was read the fucking news. So I didn’t. And then I didn’t when I got back. And I still haven’t.

Here’s what I did and what I found.

Methods
  • Do not go on social media. At all. (This is probably good advice generally, but necessary to avoid the most inflammatory news.)
  • Do not read anything that can be construed as news including event driven blogs, opinion pieces or features from news outles.
  • Do not watch the news (this was pretty easy because I never do).
  • Do not engage in conversation with anyone about the news. UNLESS they insist.
  • The clear exception to this is ACTUALLY IMPORTANT EVENTS. If the expected value of a story is really, really high, then someone will insist on you knowing about it, despite initial protest. And if anyone breached this threshold, I would allow myself to read about it by googling the topic and reading a few stories at the top of Google News.
  • When asked to defend myself, I ask the individual what they think the most important story in the world is. They tell me what they think it is, and unfailingly in turn, ask me. I show them this chart.

Source

And almost without fail, they would admit that they’ve missed the most important human development in the last 20 years.

Findings
  • The news is really addictive. I haven’t smoked a cigarette in three years, two months and eleven days. I can tell you, that our news environment is as addictive as cigarettes. I’ve quit caffeine for six month intervals. The news is far more addictive than caffeine. Receiving little information bursts clearly gives you a dopamine hit.

Most days when I wake up, I want to check the news. I don’t want a cigarette.

  • I haven’t missed much. Every time there was a mass shooting, I would know within a few hours. When the Harvey Weinstein story broke, I found out about it the next day and was kept informed of the reckoning with workplace sexual harassment as it happened. I will say that I’m still not very informed about the tax bill that finally passed, but from what I’ve gathered from people I trust—it seems to be made out of spider webs and magic, so I expect negative externalities regardless of its intentional distributional and distortionary effects.
  • The status signaling effects were mixed. People who I had just met seemed to interpret my lack of engagement with the news as a lack of sophistication or civic spirit. Not being able to hold forth on policy proposals had a status lowering effect. Those who knew me before the blackout seemed to think I was misguided but respected the discipline to stay away.
  • I’ve gotten to read a lot more intentionally. The time once devoted to reading political or macroeconomic speculation is now spent on the books I set out to read and the few writers I follow whose work isn’t news-driven.
  • I feel considerably less partisan. I know that everyone thinks they’re less partisan than they truly are, and I’m sure that’s true of me too. But, I can admit, I used to be a party hack—even though I was an avowed independent. I now find myself feeling less passionate about either side, considerably more willing to critique the left and willing to hear out right wing intellectuals. I find this…suspicious at best.

It could be that I can spend more time thinking about political issues rather than applying broad heuristics in a rapid fire manner to the 100 pieces of news that hit each day.

Or the outlets I read are much more effective at shaping my beliefs than I would have liked to believe.

  • I’m continually shocked by how many people are convinced that the world is getting worse, when it has gotten and is getting dramatically better.
  • I want to reiterate: the news feed is more addictive than nicotine. I miss the feed daily in a way that I don’t miss cigarettes.
Conclusion

I’m going to continue on with the news blackout. It’s weird and hard to fight the urge to check the news every day. But the greater control over my time, attention, policy views and blood pressure is worth it.

Top Reads of 2017

These are the texts that caused view quakes or inspired/haunted me to the point where I had to recommend them.

Fiction

The End of Eddy by Edouard Louis

Picked up in Paris on a recommendation as a book that took France by storm. Absolutely gut wrenching, brutal and immiserating. Sort of like a French Hillbilly Elegy, if JD Vance were gay and had no extended family to intermittently rely on. Gave me insight strangely into a lot of rural, French (and maybe Western) culture and how inescapable it is for many. And a clearer idea on the “double consciousness” that those who escape have. My favorite novel since the equally, viscerally dark A Little Life.

Forest Dark by Nicole Krauss

It’s brilliant, like all of her work. Deep and generationally intertwined, about impermanence and eternity. Whatever all of her books are about—the power of narrative to tie people together across space and time. If you’re unfamiliar with Krauss, start with The History of Love—my favorite novel and one of the book I buy every time I see it, so I always have copies to give away.

The Chalk Artist by Allegra Goodman

Allegra Goodman is back to form, writing about tech and its discontents. I’ll always be a Cookbook Collector fanboy, but her latest book is more open about its loyalty to literature and education as a…shield, respite or solution to the modern world.

Nonfiction

Reasons and Persons by Derek Parfit

One line interpretation: focus on easy ways to maximize utility regardless of time, space and personal identity up to the point right before it makes you miserable. This interpretation inspired my Ethical Laffer Curve post.

I hesitate to say that this is the most important book I’ve ever read. But I have the impulse to say it. It’s certainly the most important book I read this year. Parfit makes the case for a utilitarianism that isn’t bound by time, space or personal identity. Parfit’s work is hard to summarize, but I’ll foolishly try: he makes the case that we are wrong to think of different people at the same time as fundamentally different as the same people at different times. Essentially that our past and future selves are as different from our present selves as other people. He then makes the case that if this is true, it affects utilitarian ethics substantially. In the same way that it is wrong to harm a different person, it becomes equally wrong to harm your future self (by smoking for example). I’m going to stop trying to summarize it because it’s a 400 page book of logical proofs and thought experiments.

We Were Eight Years in Power by Ta-Nehisi Coates

TC once praised another writer as having “courage to look dead-eyed at ideology and all its limitations without lapsing into nostalgia or cynicism” something he called “ice water vision” and wished that to be the quality he cultivated most. Me too. TC is one of the few writers/intellectuals I’ve had the privilege to watch develop because he was so open throughout his career at the Atlantic. If you haven’t followed him since the beginning, this is an absolute must. His most famous work, Between The World and Me is undeniably important, but WWEYIP is a better place to start.

The Hard Thing About Hard Things by Ben Horowitz

This is the best business book I’ve read in a while—maybe ever. An admittedly low bar. Ben puts on display the cutting intelligence, compassion and ruthlessness that has made Andreesen Horowitz the greatest venture capital firm of all time. His intro below does better than I could.

Inadequate Equilibria by Eliezer Yudkowsky

This book is an interesting look at why certain markets or institutions fail, and how to recognize failures that YOU can see and fix or exploit (often the same thing). Unfortunately, half of the book is really inside baseball stuff about modest epistemology—but that can for the most part be safely skimmed. Suffice it to say: taking the outside view is often appropriate, but sometimes an individual can do better–the book is about recognizing those times.

Eliezer is a strange dude. He founded one of the world’s foremost AI safety research organizations, but then decided that unless humanity became more rational then his work there wouldn’t matter. So he set about to “raise the sanity water line”. What a fucking insane thing. Strangely, he seems to have succeeded somewhat—his ideas have permeated influential thinkers and think tanks, and MIRI continues to hum and help lead AI safety research.

Online Reads

Stubborn Attachments by Tyler Cowen

The polymath economist of Marginal Revolution fame turns his lens on…ethics, or something like it. He makes the case for economic growth as a moral good above almost all else—excepting certain inviolable rights. And argues for a social discount rate of 0. In the 8 months since I read it, I’ve concluded that the optimal discount rate is non-zero, but very close to zero. Based on this disagreement, but with a lot of respect for Cowen’s framework, I propose a Portfolio Theory for Effective Altruism as a way to think about efforts with different levels of certainty and time scales.

I rank this as his best work, followed by MR, and finally his Great Stagnation series–I wonder whether he would agree.

Update: I asked Tyler and he agrees with my ranking.

Definite optimism as human capital by Dan Wang

This piece theorizes about how optimism might be a driving force of innovation. As in, people literally being optimistic that things can change for the better drives productivity growth. He attacks our current productivity slowdown from multiple weird, creative angles.

Neuralink and the Brain’s Magical Future by Tim Urban

Tim Urban is the writer Elon Musk calls when he wants the world to understand him. If you haven’t read his Elon Musk series, start at the beginning and end with this one.

THE 2017 STRATECHERY YEAR IN REVIEW by Ben Thompson

I’m cheating a little bit because I’m letting him curate his top 5, but Ben Thompson is probably the smartest person writing about strategy and tech (fuck, business in any sense) today. Everything he writes is worth reading.

Top Albums of 2017

Favorite albums (approx. in order of time spent listening):

The Far Field – Future Islands

The Nashville Sound – Jason Isbell and the 400 Unit

A Moment Apart – Odesza

Rainbow – Kesha

Saw You in a Dream – The Japanese House

Out in the Storm – Waxahatchee

A Deeper Understanding – The War on Drugs

Turn Out the Lights – Julien Baker

A Crow Looked at Me – Mount Eerie

Busted Jukebox Vol 2 – Shovels and Rope

Old, iconic bands that put out new albums I liked but weren’t close to their best work:

Goths – Mountain Goats

Heartworms – The Shins

Crack Up – Fleet Foxes

Science Fiction – Brand New

American Dream – LCD Soundsystem

Best Reissue:

The Spirit of Memphis – Isaac Hayes

A Portfolio Theory For Effective Altruism

It concerns me that many in the effective altruism world focus on optimizing for “the best” use of time and resources and often direct people to donate to one non-profit. This strikes me like trying to choose the best investment. Altruism directed toward one cause seems to suffer from the same flaws as investing in a single asset (or even asset class). The flaw essentially being: you might be wrong about the best use of your marginal dollar.

This essay lays out the underpinnings of my portfolio theory of altruism and a rough structure of how I will place bets. I may develop a clearer model for portfolio development, but that is not my intent here.

What Are The Right Causes

This question can feel almost settled by places like GiveWell and Giving What We Can. However, there’s a lot variation in the effective altruism community in terms of what people actually work on and donate to. There are those who care deeply about the suffering of wild animals or those who worry that suffering is a fundamental aspect of the physical universe and so want to destroy it (I don’t fully understand this idea and could be misconstruing it). Largely this variation is created by:

  • The moral status of non-humans
  • Moral uncertainty
  • How much to value the future (human or otherwise)
  • Nonlinearity

What Is The Moral Status of Non-humans?

Animals likely have non-zero moral status. This is the overwhelming consensus of humans since we tend not to inflict pain on animals directly, and most will go out of their way to avoid directly killing them inadvertently. The fight here is over how much moral status.

If you were to give them 10% as much moral status as a human, it strikes me as quite strange that you would be willing to support the murder of an animal for food. I am personally a vegetarian and fair-weather vegan, and 1/10th of a human is probably the amount of moral status I ascribe to animals. (Others seem to assign less status, but at what point does something go from non-murderable to murderable?)

In my model, 10% of moral status indicates that I would have to have run out of almost all opportunities to improve human utility before I began to shift resources toward animals. Vegetarianism will be the exception because the negligible effort is non-transitive and meat-eating is itself actually detrimental to human welfare. I won’t put any transferable effort or resources into animal causes—unless there are clear benefits to humans as a by-product.

The Role of Moral Uncertainty

Moral uncertainty asks us to make decisions on issues where we are uncertain. Pascal’s Wager is the classic example of moral uncertainty. Say you thought there was a 1% chance of Pascal’s God existing, but believing led to infinite utility. The expected value of believing is infinite.

Moral uncertainty plays a more interesting role in finite situations. For instance, say you think there is a .001% chance that human fetuses have human-equivalent moral status. This is a very small chance, but the expected harm of 664,000 abortions per year is 6.64 human deaths. In my personal model, the utility derived from those abortions far outweighs that expected disutility. Uncertainty in the correctness of your moral stances is rarely factored into decisions where you feel pretty sure, but given how frequently the moral consensus shifts over time, ever being 100% certain of something feels like a mistake.

In my model, I’ll attempt to avoid supporting or opposing issues where I feel morally uncertain (beyond the standard passage of time could prove me wrong uncertainty) on the issue itself.

What Is The Right Social Discount Rate

The social discount rate can be thought of akin to a financial discount rate. The lower the discount rate, the more we should value the world and people in the future. The higher the discount rate, the more we should care about people alive today.

I tend to side with Parfit and Tyler Cowen, that the appropriate discount rate is close to zero, if not actually zero. I’m not convinced that people alive today have much more moral status than people who could potentially exist. But to presuppose the argument that we’re valuing non-existent (and potentially never existing) people, I’ll frame my time horizon as close to infinite in order to create the best circumstances for human flourishing.

Of course, a discount rate of near zero does not imply a clear course of action.

Oh, and the Universe is Literally Unpredictable Because It’s A Nonlinear System

Not only do our moral choices have to contend with how to value the far future, they have to at least acknowledge that chaos theory means small changes in initial conditions can cause large changes in future states.

A way to potentially combat this is to create utility in the present, so that at least the future starts from a higher base. Another is to make choices that don’t require you to be right about what happens in the future.

Where I’ll Place My Bets

In my model, I will face up to the discount rate and nonlinearity by trying to clearly maximize utility in the initial conditions (today) and as the time horizon extends make increasingly diverse bets with low probabilities, but given population and economic growth, potentially very large payoffs. Because of how these bets work, I can direct 70% of my resources to clear benefits for people and the world today, 20% toward organizations working to reduce the risks of reasonably foreseeable existential threats, and 10% toward speculative bets for the far future and expect similar utility payoffs.

A portfolio could be:

Today

  1. Carbon offsets 2X my current consumption: 150k kT
  2. GiveWell to do with as they see fit

100 Years

  1. International Campaign To Abolish Nuclear Weapons
  2. OpenAI
  3. Long Term Future Fund

 1000 Years

  1. ???

On an Ethical Laffer Curve

Note: I’m not concerned here with whether or not the Laffer Curve as originally intended is a useful idea or what the optimal marginal tax rate is.

I’ve always broadly believed that act utilitarianism was correct in its most demanding form. However, I rarely actually maximize utility impartially because, well, it’s really fucking demanding. Outside of being a vegetarian, Peter Singer would probably not approve of my lifestyle—I travel carbon-intensively a lot, donate way below 10% of my income to effective non-profits, and constantly waste time and money on anything that isn’t literally saving human lives.

Convinced that maximizing utility is correct, I went to one of the main sources for 20th century ethical thought, Derek Parfit, and his first work, Reasons and Persons. Having never really read analytical philosophy before, it was indeed slow going. I covered maybe only 5-15 pages of dense argumentation per day, and many days I was too intimidated to open it at all. After a month, I’m only through the first section of the book, on whether or not ethical systems are self-defeating.

BUT I have already had one view quake. My prior view was that there should be an unlimited focus on impartially maximizing utility.

  1. All people, all the time should do what would generate the best outcome.
  2. For people in the developed world, this would mean focusing 75% or more of their time and resources on altruistic endeavors, with an increasing percentage as your amount of time and resources increased.

One obvious problem with that is that even as someone who believes the above, I have never come close to that standard. The problem Parfit found with the above formulation is that if we could somehow convince (or more likely coerce) everyone to act to maximize utility, then a very large majority would be miserable and thus actually lower total utility.

Thus the Ethical Laffer Curve:

My new formulation:

  1. All people, all the time should do what would generate the best outcome.
  2. This means focusing as much of your time and resources as you can on maximizing utility, up to the point where that focus begins to decrease personal utility at a faster rate than total utility is increasing.

Some interesting points:

  • The X axis allows for some combination of personal preference. Person 1 may focus 95% of their time on utility maximization, Person 2 may focus on 30% of their time before hitting a negative return.
  • The Y axis allows for a lot of debate over what utility really is, although the boundaries seem defined as a slow, painful death and literally being Bill Gates—infinitely wealthy and pursuing work you find meaningful. It’s not clear that we need to precisely define utility in order to pursue such a varied utilitarianism as this model proposes.
  • People who think about utility maximization often leave out economic growth as an avenue for increasing total utility, but it is likely the most important (if pretty abstract) lever. That being said, most private sector jobs don’t increase GDP all that much. Entrepreneurs, technologists, engineers, consultants scaling innovations and financiers efficiently allocating capital should likely focus their time on driving productivity growth and donating their financial resources.

Like with a Laffer Curve, the debate is where the average and marginal “ethical tax rates” should be. It seems very apparent given the level of suffering in the world that the average rate is still too low, but that we’ve been steadily raising it—mostly through economic growth and the creation of international norms against war.

As for my ethical tax rate, I’m still certain mine is above my current contributions to utility maximization, but clearly not at Singer-esque rates.

Why Firms Are Relying More On Inside Salespeople

The topic of a recent piece I wrote for BTS, reflects the fact that the division of labor, specialization and ops research is making its way to sales–a function often enthrall of itself as more art than science.

Firms are shifting to inside sales because their customers want it—many buyers prefer to communicate over the phone and email, are used to handling meaningful business virtually, and don’t want the interruption of a sales rep coming to their workplace.

On the organizational side, through specialization and lack of unnecessary travel time, sales organizations see big productivity gains. Inside sales reps are able to spend a higher percentage of their time having meaningful selling conversations with customers, and any field reps that remain can focus on those buyers and deals that really do require face to face interactions and skip those that are unwarranted (or even unwanted).

Read the whole thing if you wonder how it’s different than the traditional inside/outside split, want to know what will happen to field reps, or want to do this for your own organization.

How Much Should You Read?

I shoot to read about an hour a day. Falling short perhaps half of week days and often reading for multiple hours per weekend day. At any given time, I’m probably actively reading 5 books, with maybe an additional 5 cast aside. There are seemingly cultural and aesthetic reasons I endeavor to read this much, but really I read 7-10 hours per week, starting 20 books and finishing 5-10 per month because I currently believe:

  1. Reading books is the most efficient way to seem a lot smarter (both crystallized and fluid intelligence)
  2. There aren’t easy ways to separate seeming smart from being smart
  3. Being smart is beneficial in a knowledge economy
  4. So seeming smarter (than you are) is beneficial economically

If the above is true, then what is the optimal amount of reading a knowledge worker should do?

The largest returns will clearly go to someone who jumps from 0 books per month to 1 book per month. Carefully curated (acclaimed overviews of scientific fields, historical eras, groundbreaking economic texts, etc), 12 books a year would make you seem a whole lot smarter, able to make cross-disciplinary connections, and generally more engaged with the world. Choosing the initial 12 would also be quite easy to select because classic texts are relatively obvious.

Increasing your pace to 2-4 books per month will likely accelerate returns as you can more quickly build up a corpus of knowledge AND make connections between fields of knowledge faster. At 4 books per month (almost 50 books per year!) you will seem considerably smarter than you did before.

After perhaps 4 books per month, curation begins to be more challenging and in reality is difficult to sustain. I think this is the point of diminishing marginal returns and that each book over 4 increases “output” minimally.

I expect the economic returns of reading 2-4 books per month will be highest for people in client-facing or persuasive roles (sales, commercial banking, wealth management, business/corp development, fundraising, etc) and fields that value analytical horsepower (law, consulting, finance (IB, PE, HF) and tech/engineering), but should generally flow to any knowledge worker reading this much.

Ok, so read 2-4 books per month. Easy, right?

I’ll follow up with a post on approximating the economic return on reading, why people don’t read what seems to be the optimal amount, and whether I need to update my belief that the above argument is correct.

Nonfiction Read in Early 2017

And recommended now:

Our Mathematical Universe by Max Tegmark

This book will probably undercut a lot of what you think about the world–and a fair amount of it is unaccepted, bordering on speculative. BUT it covers the basics of cosmology all the way out to the mathematical universe hypothesis for which Tegmark is famous. Worth reading even if you doubt you’ll come away believing that the universe literally is math.

The LessWrong Quantum Physics Sequence

This series of articles explains quantum physics better than any book or textbook I’ve ever looked at on the topic. Just skip any math you don’t understand (that’s what I always do).

If you only read one in the sequence, read this one. It explains why most people are confused by QM and will probably convince you to read on. Even if it doesn’t, this will make you sound reasonably smart when discussing QM with anyone with advanced physics training (for 30ish seconds, then change the subject).

The Greatest Show on Earth by Richard Dawkins

Dawkins reminds readers of just how cool life and evolution really are. I think it’s worth taking an annual refresher in evolutionary biology, whether that’s reading Darwin or something along these lines.

Overcomplicated by Sam Arbesman 

I think this take on the limits of human’s ability to understand (and even further afield, control) complex, nonlinear systems like AI, large organizations, or god forbid, societies is…pretty sobering. Sam actually explained this work to me when we shared an Uber to Reagan Airport, and I’ve since referred AI startups to him in his role as scientist in residence at Lux Capital.

Economics Rules by Dani Rodrik

Shows you how to use models like an economist would. And also the limits of this approach.

The Complacent Class by Tyler Cowen 

Third in Cowen’s trilogy on what’s happening in/plaguing the American economy. I can’t tell if the trends he identifies are actually connected. Throughout I felt like dynamism was used non-rigorously and also that he waved away Baumol’s cost disease as an explanation for rising healthcare costs (he waved it away over email as well).

Stubborn Attachments by Tyler Cowen

The polymath economist turns his lens on…ethics, or something like it. Tries to make the case for economic growth as a moral good above almost all else. And argues for a social discount rate of 0. I tend to agree with his first major point, but am uncertain about how non-linearity affects the discount rate.

Deep Work by Cal Newport

Fairly standard productivity advice from someone quite productive at writing popular self-help books. I got off social media after following his advice to ask myself what each tool was helping me accomplish.

Stratechery by Ben Thompson

Possibly the smartest person writing on business today. The article linked is his core idea.

 

Let’s Not Count Trump As A Businessperson In Government

We Should Wait for a Fortune 500 Executive

The lack of Fortune 500 C-level executives in US government is striking. If you exclude finance and oil and gas (FOG), it’s even more bizarre given how high status legislative posts and executive branch positions are, and worrisome given their proven effectiveness in private sector roles. I’m not sure if their talents and perspectives would lead to better outcomes, except for the gut instinct that smart outsiders often contribute a lot. At the very least, we should experiment more than we do. Unfortunately, Donald Trump and his band of private sector sycophants have probably soured people on this idea for a generation.

The presence of businesspeople in government most often takes the shape of people who have run a closely held family business. This does not represent the experience in navigating complex markets, operations and supply chains–to say nothing of acting ethically in the eyes of shareholders–that VPs or above in F500s have.

The exceptions to this strange scarcity of businesspeople in government are transplants from FOG industries that are especially prone to regulatory capture, extractive businesses, who see global commerce in a pretty warped fashion AND don’t experience the same competitive pressures for talent, so their good old boys clubs are still functioning quite well. Additionally, both industries (O&G moreso) see the world as more zero-sum than most and thus executives leaving those firms are less likely to look for Pareto improvements–we can see how this thinking plays out. Note, I’d much rather have someone from Goldman or Exxon than someone that ran a family business semi-successfully, but the FOG examples we have don’t represent either the level of talent or quality of perspective you would get from a VP from–say–a multinational CPG firm.

The worldview of a CPG executive would be dramatically more data-driven and meritocratic than FOG. In both dealing with nations, firms and people, the CPG executive would recognize that short term prejudicial treatment of industry or people would long term hurt the our firms competitiveness, our economy, and by definition, the global economy.

They would understand that diverse workforces perform better because you are in fact more discriminatory, you discriminate explicitly based on talent rather than implicitly on irrelevant factors. As knowledge workers become ever more central, it’s bizarre not to do this. Compared to a privately held firm leader, public firms require internal and often external coalition building to get anything done, experience that could plausibly translate to legislative and diplomatic prowess. Experience negotiating up and down the value chain would necessarily provide insight into both firm-level decision making and how trade really functions rather than abstract macro-level understandings (or misunderstandings).

 

I’m not making a claim that the outcomes of drawing corporate talent into governing roles would be definitively positive, just that it’s strange it doesn’t happen more often and the examples of financiers and oil and gas execs aren’t reflective of non-FOG leaders’ performance. Like most theories, I think we should test this one.

Unfortunately, the test date has probably been pushed back years, if not decades.

Who Are You? What is this?

I’m an Austin-based person currently focused on what people will do for income and meaning in the near and far future, and beyond that figuring out what matters and what to do about it. Right now, a lot of that thought goes into how technology will shape the future of work, if financial derivatives are the solution to climate change, and if we can translate the progress seen in engineering complex technologies to social organizations primarily through randomized, controlled trials. Almost all of this is speculative and changes as I learn.

By day I help big companies sell stuff better and the weird Swedish consulting firm that employs me sell itself better.  I work on how enterprise salespeople can help their customers allocate resources most effectively. If you’ve ever read a sales-focused book, you know that there’s a lot of room for improvement. We use buzzwords to make companies buzzword-ier. Prior to this I co-founded a tech company that raised $500k to make the labor market for films more efficient–it didn’t work but we learned a lot.

I started this blog to chart a public education in the above.