“If the Strait of Hormuz is functionally closed [for] two weeks, I think we’re going to get $100-plus oil. If we go beyond that, then oil prices could start to get into Scary Land.”
www.derekthompson.org/p/the-econom...
We need candidates who fall firmly into “looks like a cinnamon roll, could actually kill you” overlap.
Great piece by @dkthomp.bsky.social on GLPs, AI, and how we make progress in biomedicine. First thing to notice: without early studies on the biology of anglerfish and gila monsters, this trillion-dollar breakthrough likely wouldn't exist.
open.substack.com/pub/derektho...
Striking @dkthomp.bsky.social interview w/ Eli Lilly CEO Dave Ricks covering the widespread effects of GLP-1 drugs, AI as a bad cancer-cure finder, why people hate Big Pharma, and more.
Gotta say, I often wonder if these drugs will end up having way more long-term impact on our lives than AI.
Very interesting piece - @dkthomp.bsky.social talks to Eli Lilly CEO Dave Ricks about GLP-1s.
These drugs will be up there with vaccines and antibiotics in their impact on public health. Remarkable seeing it unfold in real time.
HT @charlescmann.bsky.social
www.derekthompson.org/p/why-ai-is-...
podcasts.apple.com/us/podcast/p...
@dkthomp.bsky.social and @add-hawk.bsky.social clearly I am a total dork, that what a fun conversation about philosophy, games, the world and teaching!
FWIW @dkthomp.bsky.social says he’s not a new contributor at CBS and has been on contract with the network for the past seven years.
YIR: The most thought-provoking analysis of the major economic, cultural, ideas that are affecting the U.S. in profound ways. @dkthomp.bsky.social certainly has his ear to the rails, together with a human touch to explain it all. Certainly one of the best reads this season. #longreads
Wow. Tracking Americans using alcohol vs cannabis:
onlinelibrary.wiley.com/doi/full/10....
(via @dkthomp.bsky.social )
New post by @dkthomp.bsky.social is excellent, although I wish he had raised the saliency of good news in the world. GLP-1 drugs are miracles. AVs are saving lives. Solar + Batteries are simply winning. mRNA, cultured meat, EVs, robotics....the future is here. www.derekthompson.org/p/the-26-mos...
DKTHOMP: “.. Last week, we were discussing how one could capture the entire AI-bubble debate in about 12 statistics .. we thought: What the hell, let’s just publish the whole playbook!”
@dkthomp.bsky.social
www.derekthompson.org/p/how-to-sou...
Every AI-bubble debate is the same 12 facts, studies, and arguments quoted back and forth, over and over.
So Tim Lee at @understandingai.skystack.xyz and I teamed up to publish a 4,000 word deep-dive analysis of all 12.
www.derekthompson.org/p/how-to-sou...
This will be the most useful thing you will read this month
There are 12 statistics, factoids, and studies that dominate every discussion about whether artificial intelligence is a bubble. Here's a deep-dive into all 12 arguments.
via @dkthomp.bsky.social
www.derekthompson.org/p/how-to-sou...
I was glad to be on the latest episode of @dkthomp.bsky.social's Plain English podcast, discussing how to turn around declining US math skills.
We know at least some of the solutions but in many cases have been doing just the opposite.
Listen here:
open.spotify.com/episode/06Ve...
New pod: I think AI is a bubble. But, suddenly, so does everybody else.
I don't like it when conventional wisdoms get too conventional.
So I asked @azeem.bsky.social: What is the single strongest case that AI is NOT a bubble?
This episode is his answer.
podcasts.apple.com/us/podcast/e...
I loved chatting with the always-sharp @dkthomp.bsky.social about the catastrophic recent loss of work for Hollywood's middle-class and why AI may lead to a creative renaissance for the entertainment industry akin to 1970s cinema. open.spotify.com/episode/2P3w...
1. Social media is now 5% following friends and 95% watching videos made by strangers.
2. Every podcast is turning into a YouTube show.
3. AI companies can't stop building TikTok clones.
Everything is becoming television.
I wrote about why that matters.
www.derekthompson.org/p/why-everyt...
> @dkthomp.bsky.social
"Total AI capex is projected to exceed $500 billion in 2026 and 2027—roughly the annual GDP of Singapore. Meanwhile, American consumers spend only $12 billion a year on AI services—roughly the GDP of Somalia."
www.derekthompson.org/p/this-is-ho...
“The demise of writing matters because writing is not a second thing that happens after thinking. The act of writing is an act of thinking.”
@dkthomp.bsky.social captures the high stakes of academic declines: we need to be training our brains to compete w AI.
www.theargumentmag.com/p/you-have-1...
Another great discussion from @dkthomp.bsky.social
podcasts.apple.com/us/podcast/p...
Well whatever we want to call it it’s bad!
Loved this episode of Plain English with @dkthomp.bsky.social. Suzanne O’Sullivan is such a sane, compassionate and helpful voice in the field of medicine and mental health.
pca.st/episode/5972...
“.. a historic, if dubious, achievement ..”
@dkthomp.bsky.social
open.substack.com/pub/derektho...
New newsletter: Pilates is surging, yoga's on fire, gyms are packed, and Americans are working out more than ever. Why?
www.derekthompson.org/p/the-great-...
I'm going to lose my mind here.
Lance said he sees no evidence for your position.
Your whole Dallas oligopoly case is: Big builders use market share to create shortages and drive up profits.
Lance just said: Nope! I don't see any evidence that they do.
What sentence in the article is a lie?
There's a thread from Matt Stoller going around accusing me of lying and purposefully misrepresenting my conversation with the real estate analyst Lance Lambert.
Well, I knew that was wrong.
So I called Lance.
Here's what happened next.
Antitrust critics of Abundance claim homebuilding oligopolies are holding back supply and driving up prices, esp in Texas.
I did something really simple. I called up their sources.
Everyone I spoke to told me the same thing: Their claims are bullshit.
www.derekthompson.org/p/the-anti-a...
