What did you eat for Thanksgiving?

This year was a weird Thanksgiving since we had a vegetarian guest with us, but my family made build-your-own pizzas (with plenty of vegetable options for our guest) plus vegetarian snacks like falafel and Indian mixed snacks. Then we had apple pie and brownies for dessert (pretty American). We don’t always or even usually have the traditional ham/turkey so this wasn’t totally out of the ordinary for us. I remember one time we made sushi for Thanksgiving (sushi rice is hard to cook if you’re on your own but a lot easier with help) and I think we may have had pizza for Thanksgiving before this.

The traditional ham/turkey Thanksgiving is definitely not bad, I’d really enjoy it for next year, but I also like the fact that we can sometimes just do whatever we want instead. I like a little variety, especially with friends coming over.

Difficult post: what even is imposter syndrome?

There’s an old joke about a guy going to a fancy party. The party was attended by only the richest and most famous Americans, from Hollywood stars to CEOs of companies to national politicians, so the guy wasn’t sure he really belonged. He voiced his concern to another guy he met at the party saying “I’m not sure what I’ve done to be invited to this, I mean unlike most folks here I didn’t do anything myself, I was only doing what they told me to do.” The other guy says to him “well sure Neil, but most of us never walked on the Moon.”

It’s an old joke but it gets to the heart of what’s been called “imposter syndrome,” people thinking that they aren’t as special or as capable or as important as they really are, people who despite their long list of achievements feel like “imposters” when people congratulate them or talk glowingly about them. It’s been said that this is especially common in Academia, but I don’t know if I buy that since I’ve only been told that factoid by Academics. Every industry thinks they’re special and unique, and I don’t know if a poll or study would find imposter syndrome to be any more common in Academia than in Journalism, Tech, or any other white collar field.

But what if you really are an imposter? What if you really aren’t as good as people think you are, your work isn’t as deserving of praise as what it gets, and you’re just hanging on with the certainty that any deep look at your work would show you for what you really are. I know for a fact that Academics aren’t usually of the ability of looking closely at each others’ work, the sheer number of retracted papers each year speaks to the fact that even the journals and committees that are paid to keep out imposters don’t work all the time. And beyond retractions there’s always a truism that you don’t know someone else’s work as well as you do your own. So when I feel like my work just isn’t good enough and feel helpless not knowing how to improve that, platitudes about “well everyone feels imposter syndrome” aren’t necessarily the solution.

When something fails in science, you can either overturn the hypothesis or conclude that you did the experiment wrong. When something fails again and again in science, you either have strong evidence that the hypothesis is wrong or strong evidence that you’re really bad at doing the experiment. If everyone but you is able to do the experiment and get the results, then the hypothesis is probably correct. That’s what it feels like sometimes in the lab, I have no reason to believe that my experiment is wrong because I see others have been able to do it flawlessly. And so I can only conclude that I’m really bad at doing the experiment, meaning maybe I’m not cut out for doing this “science” thing.

I just don’t know what I could be doing wrong. If I had some idea then I could design some experiment to determine if I’m doing it wrong or if my sample is wrong or if my hypothesis is wrong. But I have no reason to doubt the hypothesis, little reason to doubt the sample, and all the reason in the world to doubt my own abilities. I know I have my flaws, I’m lacking in manual dexterity and attention span, I have poor motivation when things don’t work and this sometimes leads me to doing more bad work because the work I did just prior was bad. So I’m not sure if I’m the problem or if something else is the problem, and I’m not sure what that says about me in science.

我觉得不太好

我觉得不太好。我的工作现在不太好,我做的时候不好可是我不知道为什么。 我应该净化这些蛋白质可是我只净化错的蛋白质。我的ferritin帖子是因为我不知道什么净化真的蛋白质,我每一天试一下净化真的蛋白质我只找得到ferritin。所以那时我的问题。

我的电脑只可以写简体字,可是最多的我的中文说的朋友是台湾人,他们用繁体字。所以我希望他们不是offended我在用简体字。

Can’t think of anything to post

Today I’m having problems because my science isn’t working and I don’t know why. Obviously when science isn’t working it’s time to try something different, but what?

The question is, is the problem that my protocol doesn’t work (change the protocol!) or is the problem that I am unable to do the protocol right (how could I fix this?). I don’t know the answer and it’s really making me stressed.

So I’ll instead write an incomprehensible poem

油危

冬天

总统说

“穿毛衣”

It’s easy to support a boycott that would never affect you

I know a guy who, after the Dobbs decision (which overturned Roe v Wade this year), said that red states that ban abortion need to be boycotted (this was not an uncommon suggestion in Liberal spaces). I asked him yesterday what he was up to and he said “oh, just watching the World Cup in Qatar.”. It’s very easy to call for boycotts of things you’d never pay for anyway. if you have no interest in going to Arkansas then you can call for a boycott of Arkansas and feel smug that you’re standing up for human rights. But it’s much harder to obey a boycott for something you like, if the World Cup we’re being held in Arkansas then I know millions of pro-choice pro-LGBT people who would put their morals aside just to watch.

I will not be watching this year’s World Cup. But with how may people I know who will be watching, people who called for boycotts just earlier this year, it’s become clear to me that those calls for boycotts were purely performative, with zero moral backing behind them.

Pointless prognosticating, what is the “Next Big Thing”

If you follow the Tech industry, you know that everyone’s always searching for the Next Big Thing, and if you remember my series on The American Challenge, you might remember that I talked about how that book badly missed on some of its predictions of what The Next Big Thing would actually be. This got me thinking, what do I think the Next Big Thing is? What do I think will be the next trillion-dollar industry, the type of thing countries will want to focus on and people will want to invest in, things like semiconductors and computers in the 80s, mass-built automobiles in the 1910s, or trains in the 1800s. The kind of thing that will change the way we do everything, and if you have a chance to get in at the ground floor you’ll be kicking yourself in 20 years if you don’t take it.

To start with, I’ll talk about others’ predictions.

I’ve heard some people talk about Cloud Computing as the Next Big Thing, but it’s hard to tell if it’s truly Next or if it’s more of a continuation of the Current Big Thing. Like, would it make sense to separate the internet revolution from the computer revolution? Both happened concurrently, the first couldn’t have happened without the second and the second was truly skyrocketted by the first. So how does Cloud Computing fit into all this, it’s already a trillion dollar industry with the largest tech companies in the world all throwing money into it, and even if I can’t explain how it works personally I can definitely see that others are talking about it as a revolution. But again it feels hard to tease it apart from computers and internet as a whole, and it doesn’t seem like we’re on the ground floor anymore. Microsoft, Google, Amazon and Meta have all put so much money into their cloud infrastructure that I don’t see any small fries really taking pieces off of them. I’d say Cloud Computing is the current Big Thing.

But that’s mostly semantics, I’ve also heard people say 3D printing is the Next Big Thing. The University of Nottingham for instance has a department that wants to be able to 3D print a smartphone, circuitry and all, using just metal and plastics as inputs. The ability to mass-produce using 3D printing has long been a holy grail of the field, and the ability to custom manufacture pretty much anything by just fiddling with a computer model would certainly be a game-changer. But 3D printing has so many technological limitations that I still wonder if it will truly take off, most glaringly, 3D printed items tend to not work well out of the printer, and fall apart quickly even if they do, which is a big barrier for mass-production. Ultimately I just wonder if 3D printing will be something more like Supersonic Travel was in the 70s, something that was seen as the mass-market future but was in fact relegated to only specialized roles while more boring “old fashioned” things kept their market share.

The Internet of Things is something I’ve never really gotten the hype for. There are certain applications where having a device always connected to the wifi seems like it could be value added, but most of the hype seems to be marketers trying to see a subscription service for a device that used be be a one-time purchase, or from unrealistic promises that don’t fix the Oracle Problem (ie suppose you give you machine a wifi connection so it can always tell you when certain conditions are met, but will you necessarily trust that your machine is giving you good data or will you have to double check each time anyway, negating the benefits of having the wifi in your machine). Frankly, I don’t want anything in my house to be connected to the wifi unless I expect or need to play Youtube on it.

Another Next Big Thing could be the DNA/protein revolution. The Human Genome Project was a massive success, as was the development of modern Mass spectrometry, and a huge amount of modern biochemistry couldn’t exist without these techniques. Our ability to read the sequence of any protein or piece of DNA we want to, and to alter them in any way we please, have definitely given us a leg up in fighting genetic diseases and engineering proteins for a number of different purposes. In theory, biochemistry can let us create proteins to do just about any job that ordinary chemistry does, only faster and better. This includes highly speculative roles like uranium enrichment and carbon capture to even humdrum every day roles like plastic production. The ability to use genetics and proteomics to both cure our diseases and for industrial purposes is certainly enticing, but I’m still not sure the technology is there or will be there soon. Without getting too jargon-y, proteins can only do their job if they have the correct shape, and our ability to create any shape we want is not fully developed. When you change a single piece of a protein, it can have enormous effects on the protein’s structure and function, and it’s often difficult to even test these effects. Some people have told me that “genes and proteins are the next coding language” but until it’s as easy to test a protein as it is to test a program, I’m not sure that’s true.

Finally, outer space. Will the next trillion dollar company be a space company and not a tech company? I’d love that to be true, but I’m not sure. The best argument I’ve heard for the economic viability of space colonies was actually a really dumb and technical one. If you assume that there is already people living on both the Moon and on Earth, then in theory it is cheaper to ship anything from the Moon to the Earth, versus shipping something from the Earth to the Moon (due to differing gravity and atmospheric drag effects). If we then assume that economies of scale can be harnessed to make producing things on the Moon and producing things on Earth cost almost the same amount, then any company that moves its production from the Earth to the Moon has a comparative advantage that cannot be taken away, and it can service both the population on the Moon and the population on Earth more cheaply. Thus a Moon colony should be (economically) self-sustaining once it reaches a certain size. There are of course a hell of a lot of assumptions with this plan, and some of them are even bad assumptions, but this is genuinely the only compelling argument I’ve heard for colonizing space other than the Tsiolkovsky argument, which isn’t much more of an argument than but I WANT it to happen.

So what is the Next Big Thing? Honestly I don’t know, and I don’t think anyone does at this point. That was one thing I kept thinking about while reading The American Challenge. JJSS and people like him seemed to think that the best way to run a country was to foresee what would be the “Next Big Thing” and then invest in it. But JJSS’s predictions on The Next Big Thing were 1/3 or 1/4 depending on how you wanted to score him, and frankly redirecting national budgets into government projects with all the bureaucratic inertia and election-cycle-thinking that comes with them just seems like a terrible idea. Better to let the free market create a virtuous cycle where the good ideas win and the bad ideas lose, rather than create a government system that can be handcuffed by political or interest-group concerns to throw good money after bad and ignore successes in favor of prestigious failures. I don’t know what the Next Big Thing is, but what do you think? Feel free to comment below.

I don’t think Twitter is dying

You can stop tweeting #RIPTwitter

Over this past week, Twitter has gotten weird. Reports flying that Musk fired literally everybody, that there’s no engineers managing the servers, that he demanded everyone work 80 hours or quit and most of them quit. Forgive me for not posting sources but most of this is ultimately unsourced info from social media anyway. Regardless, people on Twitter are tweeting up a storm about how this is The End of Twitter and how they’ll all move to Facebook or Instagram or Mastodon when Twitter inevitably goes down for good. I don’t think that’s going to happen, at least not for another year or more.

Twitter may lose some of userbase as its billionaire owner continues to go crazy, but I highly doubt it will be replaced all at once, or even in the next year, or so and for a few reasons:

  • 1.) Lack of alternatives

When MySpace lost the battle to Facebook, it was a true battle between two platforms that did mostly the same thing. Both were neck and neck in terms of usercount and both focused on very similar styles of content and posting. Twitter doesn’t have that problem, Facebook and Instagram are nothing like Twitter in terms of its microblogging content or its ability to spread content to every corner of the userbase by latching onto its trending topics. And Mastodon has a tiny fraction of the total usersbase, if it continues to grow every year and Twitter loses half its userbase every year, then in around 5 years they’ll be neck and neck like Myspace and Facebook were in 2008. Until I see a sustained long-term trend of that nature, I’m not ready to proclaim that This Is The Death Of Twitter.

  • 2.) Institutional Buy-In

Twitter gives institutions something that they really really want, the ability to spread their message easily to all its users at almost no cost. There’s a good reason that Justin Trudeau, his holiness The Pope, and the People’s Daily (most read newspaper in China) all have official active accounts on twitter. Most would never be caught dead on Reddit in an official capacity, and Facebook/Instagram/other sites don’t allow them to reach every user in the way that Twitter does. Even if everyone with a net worth under 1 million dollars left Twitter TODAY, the site would likely continue on the inertia from Institutions for quite some time, as they would find tweeting something and having it get picked up by other institutions (especially newspapers) would still be a great way to get their viewpoint out into the wider world. Institutions don’t change rapidly, and even if Twitter does die it could take years for many institutions to migrate off of it. And the key is that as long as those institutions remain on Twitter, Twitter will still have value to many different users. Users who like to troll politicians’ comments, or bloggers/journalists looking to keep up with what the institutions are putting out, these people will stay on Twitter as long as the institutions stay on Twitter. So even if you start posting your dog pictures solely to Instagram, I doubt the Washington Post newsroom will abandon Twitter any time soon.

  • 3.) The Court of Lord Musk

People like to see billionaires as unaccountable god-kings creating or destroying everything in their path. This is partly because that is the image most billionaires cultivate and partly because they are certainly held less accountable than those of us who work for a living. But Musk isn’t the sole proprietor of Twitter, or even the sole proprietor of Musk Enterprises. There are a legion of accountants, lawyers, and investors who check and double check his every move. It seems strange that a man flaunts both the SEC and slander laws is being checked and double checked, but the very fact that he has never been punished for what he’s done is a testament to the work of his lawyers, accountants, and investors. These intermediaries act as a moderating influence on Musk the auteur CEO and so will likely ensure that no matter what he does the bills will keep getting paid and the lights will stay on at Twitter Enterprises.

  • 4.) Ease of use

Twitter has already been integrated into just about everything imaginable. I only have a Twitter handle (@streamsofconsc) to tweet out my daily blog posts. But WordPress (and basically every other posting software) has made it super easy to link your Twitter handle to your blog and auto-post everything you do with no added work necessary. Mastodon isn’t integrated into this ecosystem and probably won’t be any time soon.

  • 5.) I’ve seen this game before with Musk

This is a bit personal, but I’ve predicted the downfall of Musk before myself. I was part of the Musk hate-culture in r/enoughmuskspam for a fair bit, and fell easily into the echo chamber which pushed a narrative where Musk was constantly on the edge of destruction. I eventually got out, but it made me realize how easily hatred and castigation get amplified in such an echo chamber. Twitter is currently a strong echo chamber declaring the death of the platform and the End of Musk, and since there’s no social benefit to going against the grain, the most hyperbolic and outrageous claims of destruction are shared and amplified. This reminds me all too much of the patterns I saw with the hate-culture surrounding previous Musk ventures, and it makes me skeptical about people’s claims for this one.

I don’t think Twitter will go down because Musk fired too many of the people doing server maintenance. I don’t think Twitter will be replaced by Mastodon within the next few years. I don’t think Musk will be charged with market manipulation or treason for how he’s purchases a major avenue of public speech and trashed it. And I don’t think the people who are declaring the death of Twitter today will ever look back and admit they were wrong (if they are indeed proven wrong) any more than the people who declared the death of Tesla back in 2018 or the peak-oilers of the early 2000s. I think most people will either forget entirely or will claim that they were “early, but not wrong,” eternally pushing back their predicted death-date as they get more and more wrong by the year.

I may be wrong on this, and I’ll try to revisit this post in a year or so to either give my mea culpa or to declare how much smarter I am than everyone, but at this point I’d happily take the gamble that Twitter won’t be dying any time soon.

The End of Growth part 5: How much more improvement is possible?

As I continue The End of Growth by Richard Heinberg, I’m struck most of all by his lack of creativity. When thinking about the future, most of us should be able to conjure up some ideas of how the world could be a modestly better place to live. Cars will become electric so no more filling up with gas, telework will get more common and we can all work from home, over 400 clinical trials are currently trials are currently studying Alzheimer’s disease, maybe one of them will cure it. These are all things that could change our society for the better and would contribute to economic growth. More efficient cars mean transportation is cheaper and so people can partake in more of it, in a very real way the supply of transportation will be increased, leading to an increase in GDP and a decrease in prices. And this is true of pretty much all technological advancements, technology is supposed to be deflationary, growing our economy while reducing prices. Yet Richard Heinberg doesn’t really see how technology could ever improve our lives from his lofty vantage point of 2011

We may be able to further improve the functionality of the Microsoft Office software package, the speed of transactions on the computer, computer storage capacity, or the number of sites available on the internet. Yet on many of these development trajectories we will face a point when the value of yet another improvement will be lower than its cost to the consumer

Yeah let me stop you right there Rick. If the cost is greater than the utility, then the product is unprofitable and it fails. Like the Nimslo Camera or the Quibi streaming platform, the world of tech is littered with big fails where product designers make something that consumers don’t buy. Yet here’s the secret Rick, if people do buy it then it is adding value to their lives greater than the price they pay for it. Richard Heinberg wants to paint a picture where our ever improving technology isn’t actually bringing any net good to consumers, yet by definition it IS otherwise the consumers just wouldn’t buy it. Consumers aren’t brainwashed automatons (as much as marketers wish they were) you can’t force them to buy something they don’t want. And consumers over the years have proven very willing to turn up their nose at goods and services which bring them less value than what they cost.

He continues:

At this point, further product “improvements” will be driven almost solely by aesthetic considerations […] for many consumer products this stage was reached decades ago.

Damn Rick, you’re right, the only reason people buy iPhones instead of old rotary-dialers is because of the aesthetics, not because you can access the whole world at the touch of a screen. And TVs, who needs a big plasma TV? Hell life was better in black and white anyway! And don’t get me started on ovens, pots, and dishware, sure these modern fancy kitchen appliances are less likely to burn your house down or leach carcinogens into your food, but is that really worth the cost?

If it sounds like I’m mocking Richard Heinberg it’s because I am. I diagnose him with a terminal lack of creativity, and an inability to see the improvements in life happening all around him. Every year consumer products, not just our electronics but our cookware, our houseware, our vehicles, they all continue to improve and become more safe, more efficient, and more useful. But Rick can’t understand why Microsoft Office became a subscription service and so questions whether technological improvement is even possible. Here’s a thought Rick: maybe you aren’t the target market for improving technology? Maybe you’d be happier with a typewriter and a sundial and thus don’t represent the average consumer? I can tell you that as a scientist, modern Microsoft Office is WAY better for me than what we had a decade ago. Since all my programs and files are on the cloud, I can sit down at any computer anywhere in the world and do my work. I don’t need to lug a PC everywhere I go, I can sit down at any PC and get to work. I can also collaborate easily with people anywhere on earth because all our files are in the cloud so we can work on them together instead of editing on our local machines and then sending versions back and forth through email.

My job has become immeasurably easier since Richard Heinberg wrote his book in 2011, the increased utility from technological advances like computer software, computer hardware, and internet communication have made me more productive and a hell of a lot more happy. Technology has worked great for me and I’m glad to pay for the privilege of it. Rick can stick to his sundials if he really thinks technology peaked in the past.

Flywheel investments, an anatomy of most crypto scams

FTX is in the news for both the enormity of its bankruptcy and the moral bankruptcy of its founder, Sam Bankman-Fried. Before even reading the news I knew in general how FTX went bankrupt, because it’s the same way every crypto ponzi scheme, sorry crypto “exchange” goes bankrupt. Here’s how it always happens.

Someone creates a whole bunch of magic beans, a billion in fact, then sells one of the beans to a sucker for a dollar. Their billion beans are now worth 1 billion dollars, because the most recent sale multiplied by the total number of items must be the fair value of them all, right? With net assets of 1 billion dollars, you can start doing some real financial malfeasance. You can take out big loans (using beans as collateral) or trade your beans for someone else’s beans, since you’re both playing a game where you pretend these beans have value. This gives you cashflow (although most of your “cash” is just other people’s beans) and the ability to pretend you’re running a business.

Once you’re trading beans, you tell suckers (retail investors) that your business is profitable and they should invest. Not by buying stocks in your company on the stock market, that’s a mug’s game. Stocks actually have value and are regulated by the government, no we’re in the business of beans. You tell people that to invest in your beans they just have to hand you over some of their dollars and in exchange you’ll give them beans. You tell them that the beans are interest payments on the dollars they’ve deposited with you, and since you’re still claiming the beans have value these suckers can then trade the beans amongst themselves. You then take those dollars they deposited and gamble them away on over-leveraged stock and crypto bets, all while pretending you’re the Wolf of Wall Street.

As long as people keep giving you dollars in exchange for beans, the scheme is solvent. The beans cost you nothing and you can print as many as you like. If a few people want to exchange their beans for dollars again, well that’s OK too because you’ve still got a big pot of dollars that you haven’t lost yet, so you can give them back their dollars and take back your beans to maintain the illusion of solvency. Your beans are your main asset remember, they’re what you are selling to raise money, they’re what is underwriting all your loans, so people need to believe that the beans have value and the best way to maintain that lie is to always be willing to buy back beans at the current market price.

It seems like the magic of a flywheel, once you spin it up it keeps going and going forever. As more and more people see your company as being profitable, more and more will want to buy your beans to “invest” in you. And when they invest, you give them all the beans they could ever ask for. As long as you keep buying back beans, fear of missing out (FOMO) will drive many investors to throw more and more money at you, driving up the price of your beans and making your company seem like a can’t lose bet. But nothing lasts forever, entropy will eventually slow down a flywheel and risky bets will eventually end a crypto exchange. There’s always some trigger, whether it be too many bad bets, a collapse in the price of bitcoin (which is probably one of your main “assets” after your magic beans) or you or an employee just steals everything and runs. But eventually people will start to catch on that you’re probably insolvent, and they’ll want their money back.

The reason FTX was insolvent is the same reason every crypto “exchange” is insolvent, there is absolutely no profit to be made in doing what they claim to do which is hold people’s money and always be willing to give it back. There is zero profit in doing this, banks write loans using depositor’s funds because that’s the only way to make a profit, and for the same reason exchanges gamble with depositor’s money because that’s the only way they make a profit. But banks are highly regulated to prevent insolvency and stupid bets, whereas crypto exchanges just aren’t. So eventually all exchanges make stupid bets and go insolvent, while most banks don’t.

So insolvency, it’s just a fancy word meaning people want their money back and you don’t have it. You gambled it all away and now all you have are magic beans, magic beans which only have value because you’ve been claiming you’d always buy them back at the market price. So the price of your beans collapse once people learn what’s up and that you no longer have the money to support your beans. Everyone tries to get their money out but you’re broke and can’t give it to them, then the people you took loans from realize you can’t pay them back either. As long as the numbers were going up, people kept buying beans from you and you could use more and more deposits to pay back your loans and keep up the fascade, now you can’t so you’ve got no choice but to default on those loans. And those loans and other obligations were underwritten with beans, which are now worthless as you won’t buy them back from anybody.

This above scenario is more or less how every crypto collapse has operated, plus or minus a few cases of an insider just taking all the money and leaving. They always issue their own coin because it’s an easy way to create the illusion of assets, they always take deposits and gamble them because it’s the only way to make money, and their balance sheet is always nothing but crypto so when the price of crypto goes down, they collapse under the weight of their own coins. Sam Bankman-Fried isn’t the first crypto scammer (although he does have the most appropriate name for one), he’s just the biggest one so far.