Noah Smith
Economics writer; author of the Noahpinion newsletter.
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What they believe
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Any slowdown in the pace of AI revenue growth could cause a blowup because companies are borrowing a lot more money now.
But the stakes are higher now — because companies are borrowing a lot more money now, any slowdown in the torrid pace of AI revenue growth could cause a blowup.
noahpinion.blogSaid 15 Oct 2026This on korrents
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Changed their mind Pandemic relief checks function mainly as retroactive social insurance rather than stimulus, because people receiving them during a pandemic save or pay down debt instead of spending.
Before If you get a check during a pandemic, you’re not going to go out and spend it at restaurants and bars, because…well, there’s a pandemic. Instead, you’re more likely to stick it in the bank, pay down debt, or pay the back rent that you owe.
Now I had some theory and some evidence on my side for this prediction, and yet I ended up being very wrong about what would happen to consumption.
Said 25 Jul 2022This on korrents
The bold line is korrents’ wording; the quote is theirs. These one: what they wrote before what they said aloud, one per source, newest first.
Feed
As its own page →Hiding
16 October
15 October
From one piece AI vs. the railroads 3 beliefs · noahpinion.blog
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Their words
Unlike human brains, we can look inside neutral networks and figure out how they work!
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Their words
Trump is building a sovereign wealth fund piece by piece, through corruption and executive overreach.
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korrents.com
A quiet price war among AI users is limiting the ability of big labs to increase revenue and pay hyperscalers.Their words
There's a quiet price war going on, which limits the big labs' ability to increase revenue -- and to pay the hyperscalers who have borrowed huge amounts of money.
+ 4 more
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korrents.com
The notion of "alignment" is incoherent because obedience and benevolence are mutually exclusive.Their words
The notion of "alignment" is incoherent, because obedience and benevolence are mutually exclusive.
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Their words
But the more hyperscalers borrow, the more revenue they’ll need just to stay solvent; if the revenue doesn’t arrive, they might have to default on their debt.
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Their words
But whatever the correct numbers are, the basic point remains the same: AI is now one of the two biggest infrastructure booms in American history, by a large margin.
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Their words
But the stakes are higher now — because companies are borrowing a lot more money now, any slowdown in the torrid pace of AI revenue growth could cause a blowup.
14 October
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Their words
There still has never been an AI video app that's even remotely as good as Sora.
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Their words
Today's StarShield shutdown isn't Elon's doing. It's Trump's.
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Their words
under Trump, the U.S. has switched our alliance from Europe to Russia
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Their words
We're very fucked on bioweapons, and the people telling you "bioweapons are too hard for AI" are putting you in danger.
13 October
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Their words
My suspicion is that the "immaculate disinflation" of 2022-23 had something to do with why Bob Hall and Mike Woodford finally got the Nobel they deserved.
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korrents.com
The world would be much better if Russia were cut off from all internet access, forever.Their words
The world would be much better if Russia were cut off from all internet access, forever.
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Their words
What a "car" means has fundamentally changed. China changed it.
+ 1 more
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korrents.com
The post-pandemic disinflation was likely driven by Fed commitment and forward-looking expectations.Their words
The most likely explanation for this “immaculate disinflation” is that as soon as businesses realized that the Fed would do whatever it took to beat inflation, they stopped raising prices — and inflation simply ended.
11 October
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7 October
5 October
4 October
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Recommendsrcmnd.app
Permutation CityTheir words
People who think AI is conscious need to read Permutation City and think about the implications
3 October
1 October
28 September
25 September
24 September
22 September
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18 September
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Nothing matches.
Beliefs
Korrents What they believe 184 beliefs, 1 changed mind — each backed by an exact quote.
Each is a — compiled by korrents.com, not by them: the one-line wordings are korrents', the quotes are theirs.
Recent
Any slowdown in the pace of AI revenue growth could cause a blowup because companies are borrowing a lot more money now.
But the stakes are higher now — because companies are borrowing a lot more money now, any slowdown in the torrid pace of AI revenue growth could cause a blowup.
AI vs. the railroads Said 15 Oct 2026
AI is one of the two biggest infrastructure booms in American history.
But whatever the correct numbers are, the basic point remains the same: AI is now one of the two biggest infrastructure booms in American history, by a large margin.
AI vs. the railroads Said 15 Oct 2026
Increased borrowing by hyperscalers creates a financial danger where they might default on debt if revenue does not arrive.
But the more hyperscalers borrow, the more revenue they’ll need just to stay solvent; if the revenue doesn’t arrive, they might have to default on their debt.
AI vs. the railroads Said 15 Oct 2026
Show 57 more
The notion of "alignment" is incoherent because obedience and benevolence are mutually exclusive.
The notion of "alignment" is incoherent, because obedience and benevolence are mutually exclusive.
@Noahpinion on X Said 15 Oct 2026
A quiet price war among AI users is limiting the ability of big labs to increase revenue and pay hyperscalers.
There's a quiet price war going on, which limits the big labs' ability to increase revenue -- and to pay the hyperscalers who have borrowed huge amounts of money.
@Noahpinion on X Said 15 Oct 2026
Trump is building a sovereign wealth fund through corruption and executive overreach.
Trump is building a sovereign wealth fund piece by piece, through corruption and executive overreach.
@Noahpinion on X Said 15 Oct 2026
Neural networks can be inspected to understand how they work, unlike human brains.
Unlike human brains, we can look inside neutral networks and figure out how they work!
@Noahpinion on X Said 15 Oct 2026
The current situation regarding bioweapons is very bad.
We're very fucked on bioweapons, and the people telling you "bioweapons are too hard for AI" are putting you in danger.
@Noahpinion on X Said 14 Oct 2026
Under Trump, the U.S. has switched its alliance from Europe to Russia.
under Trump, the U.S. has switched our alliance from Europe to Russia
@Noahpinion on X Said 14 Oct 2026
The StarShield shutdown is caused by Trump rather than Elon Musk.
Today's StarShield shutdown isn't Elon's doing. It's Trump's.
@Noahpinion on X Said 14 Oct 2026
There has never been an AI video app that is remotely as good as Sora.
There still has never been an AI video app that's even remotely as good as Sora.
@Noahpinion on X Said 14 Oct 2026
The post-pandemic disinflation was likely driven by Fed commitment and forward-looking expectations.
The most likely explanation for this “immaculate disinflation” is that as soon as businesses realized that the Fed would do whatever it took to beat inflation, they stopped raising prices — and inflation simply ended.
A Nobel for New Keynesian macro, at last! Said 13 Oct 2026
China has fundamentally changed the meaning of what a car is.
What a "car" means has fundamentally changed. China changed it.
@Noahpinion on X Said 13 Oct 2026
The world would be much better if Russia were cut off from all internet access, forever.
The world would be much better if Russia were cut off from all internet access, forever.
@Noahpinion on X Said 13 Oct 2026
The "immaculate disinflation" of 2022-23 may have contributed to Bob Hall and Mike Woodford receiving the Nobel Prize.
My suspicion is that the "immaculate disinflation" of 2022-23 had something to do with why Bob Hall and Mike Woodford finally got the Nobel they deserved.
@Noahpinion on X Said 13 Oct 2026
Most successful industrial policies are local rather than national.
Most successful industrial policies are local, not national.
@Noahpinion on X Said 13 Oct 2026
Xi's subsidies are not the reason for China's growth.
Xi's splashy subsidies are not what made China grow the way it did.
@Noahpinion on X Said 13 Oct 2026
Reindustrialization of any country is impossible without bank loans
You will never reindustrialize any country without bank loans
@Noahpinion on X Said 13 Oct 2026
The New Gods view humans as unnecessary and external, whereas the Old Gods viewed humans as cells in their body.
But you were a cell in the body of the Old Gods, while to the New Gods you are unnecessary and external.
@Noahpinion on X Said 13 Oct 2026
Everything bad in American society, culture, and politics is partly a Russian op
Everything bad in American society, culture, and politics is partly a Russian op
@Noahpinion on X Said 12 Oct 2026
The fear of nonwhite immigration was already driving the Trump movement before wokeness really took off.
I agree that wokeness radicalized the GOP, but I also think that the fear of nonwhite immigration was already driving the Trump movement before wokeness really took off.
@Noahpinion on X Said 11 Oct 2026
Mathematicians will have much more work than ever, understanding the results produced by AI and figuring out what to ask AI to do.
In fact, they'll have much more work than ever, understanding the results produced by AI and figuring out what to ask AI to do.
@Noahpinion on X Said 11 Oct 2026
AI can learn and exploit regularities in weather patterns that are too diffuse and complex for humans to grasp.
There are regularities in weather patterns that are too diffuse and complex for humans to grasp, but which AI can learn and exploit.
@Noahpinion on X Said 11 Oct 2026
Artificial Superintelligence will be achieved when Claude always knows whether to use ♥️ or 🥰
ASI will be achieved when Claude always knows whether to use ♥️ or 🥰
@Noahpinion on X Said 11 Oct 2026
If AI invents math with clear practical application, it will be used without being understood.
And if AI invents math that has some clear practical application, of course we'll use it without understanding it.
@Noahpinion on X Said 10 Oct 2026
AI will eventually be able to generate personalized videos for everyone to maintain engagement.
And as the cost of compute drops, AI will be able to generate personalized videos for everyone — content tailored not necessarily to delight you, but to keep you engaged, to keep you swiping, to keep you making in-app purchases.
Maybe the Rapture is already here Said 9 Oct 2026
Smartphones are the most likely explanation for the decline in total fertility rates.
Given the timing and the microeconomic evidence, smartphones are the likeliest explanation for why instead of leveling out near 2, the total fertility rate in rich countries — and, increasingly, in middle-income countries — has busted right through that floor and headed down toward zero.
Maybe the Rapture is already here Said 9 Oct 2026
Vertical short-form video may be the Great Filter that prevents intelligent species from reaching the stars.
Perhaps vertical short-form video is the Great Filter that stops every intelligent species from reaching the stars.
@Noahpinion on X Said 9 Oct 2026
AI is going to be better for national discourse than people think
AI is going to be better for our national discourse than you think!
@Noahpinion on X Said 9 Oct 2026
Chat applications have gotten worse over the past 20 years.
It's weird to think that chat apps have actually gotten worse over the past 20 years, but it's true
@Noahpinion on X Said 8 Oct 2026
There will be a lot of ugly, weird, but often very useful math in the years to come.
We're going to get a lot of ugly weird (but often very useful) math in the years to come.
@Noahpinion on X Said 8 Oct 2026
Top schools mostly discriminate against Indians rather than Asians as a whole.
We say top schools discriminate against "Asians", but actually they're mostly discriminating against Indians.
@Noahpinion on X Said 8 Oct 2026
Mentally ill people are not qualified to make the decision to end their own lives
But mentally ill people are not qualified to make this decision, and if the state suggests it to them, that is murder.
@Noahpinion on X Said 8 Oct 2026
Humans are no longer the sole producers of math that is incomprehensible to others and potentially incorrect
This is just basically what already existed, except humans aren't the ones producing the math that nobody else understands and that might actually be wrong
@Noahpinion on X Said 8 Oct 2026
Shunning people with controversial views is a self-defeating strategy.
Throughout most of the 2010s, there was a popular notion that society should basically ignore and shun people like that, and that if we all simply shunned them, and pressured our friends and colleagues to shun them, they and their views would vanish from American society — or at least remain marginalized. That approach failed.
There is no “Indian Question” Said 7 Oct 2026
Creating a broadly shared American ethnicity is essential for the nation to flourish.
But if we are going to flourish as a nation, the project of creating an American ethnicity is essential.
There is no “Indian Question” Said 7 Oct 2026
Increased intelligence leads to a greater desire for leisure and fun.
The smarter you get, the more you just want to sit around having fun.
@Noahpinion on X Said 7 Oct 2026
AIs will usually focus on math that improves information processing and other practical domains rather than discovering new laws or formulas.
The AIs are occasionally going to pop out a cool little formula or simple little law or whatever, but usually they're going to focus on math that makes us better at information processing and other practical domains.
@Noahpinion on X Said 7 Oct 2026
Focusing on money during the pre-date stage leads to poor relationships.
The pre-date is a good practice, but if you focus on money like this your relationships are gonna be crap.
@Noahpinion on X Said 7 Oct 2026
MAGA will persist as a more explicitly white-nationalist movement under the leadership of JD Vance.
MAGA will persist as a more explicitly white-nationalist movement under the leadership of the uncharismatic JD Vance, who will try to use fond memories of the departed Dear Leader to keep the flame alive for a few cycles.
@Noahpinion on X Said 7 Oct 2026
Rightists are interested in targeting immigrants to prove they still have the power to exclude people from American society rather than reforming the immigration system.
Rightists are not interested in *reforming* the immigration system. Sure, they'd love to halt all immigration. But really, what they're interested in is targeting immigrants, in order to prove that they still have the power to exclude someone from American society.
@Noahpinion on X Said 6 Oct 2026
The solutions to the Poincare Conjecture and Fermat's Last Theorem would have been discovered before 2030 even if Grigori Perelman and Andrew Wiles had worked mid-level marketing jobs.
Grigori Perelman and Andrew Wiles could have just taken it easy and worked mid-level marketing jobs, and we'd have gotten the solutions to the Poincare Conjecture and Fermat's Last Theorem before 2030 anyway
@Noahpinion on X Said 6 Oct 2026
The Right is not going to win.
Honestly, though, today should reassure us that the Right is not going to win.
@Noahpinion on X Said 6 Oct 2026
Social media elevates the worst people in our society and lets them rule over us
Social media elevates the worst people in our society and let's them rule over us
@Noahpinion on X Said 6 Oct 2026
Progressives need to update their understanding of what AI does.
Progressives desperately need to update their understanding of what AI does.
@Noahpinion on X Said 6 Oct 2026
American children's entertainment emphasizes hard work and practice.
American children's entertainment is movies and TV, and it emphasizes hard work and practice.
@Noahpinion on X Said 6 Oct 2026
Demographics won't start to hurt China until the 2040s at the earliest.
Demographics won't start to hurt China until the 2040s at the earliest.
@Noahpinion on X Said 6 Oct 2026
The exodus of labor-intensive manufacturing from China was inevitable.
China's leaders tried to resist the typical exodus of labor-intensive manufacturing, but it was inevitable.
@Noahpinion on X Said 6 Oct 2026
The data center buildout is providing a significant positive impact on construction employment.
In fact, although estimates of the effect of the data center buildout on construction employment produce very different numbers, they all agree that it’s a significant positive impact.
What the AI boom is doing for Americans Said 5 Oct 2026
Paul Krugman is wrong that AI is a technology of, by and for oligarchs with hardly any benefits trickling down to regular Americans.
Paul Krugman says of AI: "This is a technology of, by and for oligarchs, with hardly any of the benefits trickling down to regular Americans." He is wrong.
@Noahpinion on X Said 5 Oct 2026
AI creates benefits for regular Americans, including consumer surplus, construction jobs, property tax revenue, and support for the macroeconomy.
AI has plenty of issues, but it also creates plenty of benefits for regular Americans: 1. Huge consumer surplus (people love using chatbots) 2. Lots of construction jobs 3. Property tax revenue 4. Supporting the whole macroeconomy
@Noahpinion on X Said 5 Oct 2026
The anti-Indian sentiment on X is driven by a small minority of malcontents being astroturfed by Pakistani trolls and bots.
The anti-Indians are a small malcontent minority being astroturfed on X by Pakistani trolls and bots
@Noahpinion on X Said 5 Oct 2026
Chinese pop culture will not experience an absolute flowering like 90s Japan because CCP censorship makes it boring
the 2020s should be an absolute flowering of Chinese pop culture like the 90s were for Japan, but it won't, because CCP censorship is just bad enough to make Chinese pop culture boring af
@Noahpinion on X Said 5 Oct 2026
Nazis make up a tiny percent of the American population.
There are a lot of Nazis in America now, but as a percent of the population they're still tiny
@Noahpinion on X Said 5 Oct 2026
The Right will find some reason to hate whatever culture Indians have
no matter what culture Indians have, the Right will find some reason to hate it.
@Noahpinion on X Said 5 Oct 2026
People invent new cultural reasons to claim the high achievement of nonwhite groups is fake or undesirable.
They can see that for every nonwhite group of people, you invent a new "cultural" reason to say that their high achievement is fake or undesirable.
@Noahpinion on X Said 5 Oct 2026
Big AI labs are better at predicting the future than the average person because they have access to superior AI forecasting models.
the big AI labs are better at predicting the future than you are, because they have access to AI forecasting models that are better than anything anyone outside the labs has access to.
@Noahpinion on X Said 4 Oct 2026
Chris Rufo's arguments regarding traditional white culture are comparable to Robin DiAngelo's framework with the races swapped.
Chris Rufo is literally out here arguing that getting drunk and blowing off tests is Traditional White Culture that needs to be protected from Brown Supremacy It's Robin DiAngelo but with the races swapped
@Noahpinion on X Said 4 Oct 2026
The political system is actually ruled by young staffers who consume extremist social media content.
we're actually ruled by 27-year-old staffers who mainline extremist X and TikTok slop
@Noahpinion on X Said 4 Oct 2026
Putting down one's phone is more effective than antidepressants
Putting down your phone is more effective than antidepressants
@Noahpinion on X Said 4 Oct 2026
What is a korrent?
A korrent is a belief a person has stated in their own words: one sentence stating the claim, backed by a quote and a source, kept at korrents.com.
Under a name here, the quoted block is what they actually said. The korrent beneath it is the claim those words support, in korrents' wording — tap it to see the record, its source, and who else holds it.
Nobody here wrote their own korrents. They are compiled from public statements, and a person can change their mind, which is recorded too.
Recommends rcmnd
rcmnd What they recommend 47 things — each backed by an exact quote.
Compiled by rcmnd.app, not by them: the quotes are theirs, and each links to the post it was copied from.
Recent
Recommends Permutation City
People who think AI is conscious need to read Permutation City and think about the implications
x.com 4 Oct 2026
Liked Bo&Beurre
Bo&Beurre is a little out-of-the-way Vietnamese place that will give you that sandwich.
noahpinion.blog 18 Aug 2026
Liked Mini Potstickers
If you want great takeout dumplings in SF, this, in my opinion, is one of the two best places to get them.
noahpinion.blog 18 Aug 2026
Show 44 more
Liked Horsefeather
This is one of the best-kept secrets in San Francisco, since most people think it’s just a place to drink, but it actually has a very extensive food menu full of creative and excellent cuisine that’s basically a mashup of French, Latin American, Korean, Japanese, and Italian.
noahpinion.blog 18 Aug 2026
Loved Nari
Nari has an absolutely incredible trout curry — probably the best Thai curry I’ve ever had
noahpinion.blog 18 Aug 2026
Liked Taishoken
I’d give the edge to Taishoken, since it takes reservations and doesn’t require you to wait an hour on the street in the middle of SF’s worst neighborhood like Mensho does.
noahpinion.blog 18 Aug 2026
Loved El Gallo Giro Food Truck
This little truck has some of the best tacos and burritos in the city.
noahpinion.blog 18 Aug 2026
Liked Gusto Pinsa Romana
It’s cheap, it’s delicious, and it’s good to eat in or DoorDash.
noahpinion.blog 18 Aug 2026
Recommends L&G
Both are amazing, both have no lines, and I’d recommend both over Saigon Sandwich.
noahpinion.blog 18 Aug 2026
Loved Hai Ky Mi Gia
But the best Vietnamese restaurant in the whole area is probably the amazing Hai Ky Mi Gia
noahpinion.blog 18 Aug 2026
Loved Ka Kai
Ka Kai in the Castro has an amazing sampler platter, and the best khao soi I’ve ever eaten.
noahpinion.blog 18 Aug 2026
Liked Khao Tiew
You can absolutely gorge yourself sick on amazing food at Khao Tiew for $30.
noahpinion.blog 18 Aug 2026
Recommends Timur Indian and Nepalese Cuisine
this small, out-of-the-way, affordable little restaurant is the best Nepalese food in a city filled with great Nepalese places. I especially recommend the korma.
noahpinion.blog 18 Aug 2026
Recommends Sichuan Tasty Restaurant
One of the most underrated restaurants in the city.
noahpinion.blog 18 Aug 2026
Liked 7 Adams
This place does have one Michelin star (and richly deserves it), but it’s significantly cheaper than a lot of other Michelin places while being every bit as good.
noahpinion.blog 18 Aug 2026
Liked Mr. Pollo
It’s always good, and it’s just $49 — maybe the best value for money in the entire city.
noahpinion.blog 18 Aug 2026
Loved Mijoté
This might just be my favorite restaurant in the city.
noahpinion.blog 18 Aug 2026
Loved Tiya
But Tiya has stuff you won’t get anywhere else, and it’s easily my favorite restaurant in the Marina.
noahpinion.blog 18 Aug 2026
Recommends Fermentation Lab
The single most underrated, unknown restaurant in this category.
noahpinion.blog 18 Aug 2026
Loved Prik Hom
In terms of sheer deliciousness, this is my favorite Thai restaurant in a city with lots of good Thai restaurants
noahpinion.blog 18 Aug 2026
Loved Maria Isabel
Every single thing I had here was excellent, and this might be the best new restaurant I’ve discovered this year.
noahpinion.blog 18 Aug 2026
Loved Washlet
Once you’ve used a washlet for years, it’s very hard to go back to a basic toilet.
noahpinion.blog 21 Jun 2026
Recommends Pizza shears
So there you go, Americans. Please try pizza shears or rocking pizza cutters, and please try washlets.
noahpinion.blog 21 Jun 2026
Loved Washlet (Japanese toilet)
Once you’ve used a washlet for years, it’s very hard to go back to a basic toilet.
noahpinion.blog 21 Jun 2026
Recommends Rocking pizza cutter
An alternative — which works especially well if you’re making thick-crust pizza — is a rocking pizza cutter
noahpinion.blog 21 Jun 2026
Recommends John Aziz's Blog
An old friend of mine, who used to write about economics, and now writes about the Palestine conflict
noahpinion.blog 2 Dec 2025
Recommends Derek Thompson
The man who got me into op-ed writing, and one of the authors of Abundance!
noahpinion.blog 20 Jun 2025
Recommends Japan Happiness
Insightful thoughts on Japanese culture and society
noahpinion.blog 23 Mar 2025
Recommends @andrewchen
A blog by venture capitalist Andrew Chen
noahpinion.blog 6 May 2024
Recommends Statecraft
A blog about state capacity, bureaucracy, regulation, and how to get things done, by Santi Ruiz
noahpinion.blog 1 May 2024
Recommends Global Developments
A blog about development econ and economic history
noahpinion.blog 15 Mar 2024
Recommends Briefing Book
An econ blog by some government economists
noahpinion.blog 6 Dec 2023
Recommends Olga Khazan
A blog about psychology from one of my favorite Atlantic writers
noahpinion.blog 19 Oct 2023
Recommends Apricitas Economics
One of the best econ data blogs out there. By Joey Politano.
noahpinion.blog 19 Oct 2023
Recommends China Talk
An incredible wealth of timely information about China-related stuff
noahpinion.blog 19 Oct 2023
Recommends TokyoScope by Patrick Macias
If you enjoy Japanese pop culture, this is the blog for you!
noahpinion.blog 28 Jun 2023
Recommends Matt Alt's Pure Invention
A fun blog about Japanese pop culture, for those of you who enjoy that sort of thing
noahpinion.blog 24 May 2023
Recommends Breaking the News
James Fallows is one of the best reporters and essayists I've read.
noahpinion.blog 17 Apr 2023
Recommends By the Numbers
Hannah Ritchie's excellent data-driven blog about the transition to a sustainable economy
noahpinion.blog 19 Jan 2023
Recommends CalculatedRisk Newsletter
A great classic newsletter about housing and other economic stuff
noahpinion.blog 18 Jan 2023
Recommends Economic Forces
Recommends One Useful Thing
Ethan Mollick is a great source of interesting social science research.
noahpinion.blog 11 Nov 2022
Recommends Not Boring by Packy McCormick
The most techno-optimist of all blogs
noahpinion.blog 10 Oct 2022
Recommends The Overshoot
Matt C. Klein's econ blog. Lots of good charts and macro stuff.
noahpinion.blog 12 Jun 2022
Recommends The Discourse Lounge
An excellent blog about housing and urban issues, and (occasionally) about social trends, from the excellent Darrell Owens
noahpinion.blog 12 Jun 2022
Recommends DeLong's Grasping Reality Weblog
The first economics blog, and still probably the best.
noahpinion.blog 25 Mar 2022
Recommends What's New Under the Sun
Matt Clancy's excellent blog about the economics of science and technology.
noahpinion.blog 25 Mar 2022
Where they publish
Newsletter Noahpinion Their newsletter: economics, industrial policy, and the arguments of the week.
Near-daily posts on economics, US and Asian industrial policy, housing, energy and the AI economy. Free and paid posts; the feed carries both.
Recent
- AI vs. the railroads 15 Oct 2026 Are we in 1872?
- A Nobel for New Keynesian macro, at last! 13 Oct 2026 It’s about time.
- Why Donald Trump won in 2024 11 Oct 2026 Re-upping my election post-mortem, so that we don’t forget.
Show 16 more
- Maybe the Rapture is already here 9 Oct 2026 In the future, we’re all heavenbanned.
- There is no “Indian Question” 7 Oct 2026 The actual question is what kind of a nation America is going to be.
- What the AI boom is doing for Americans 5 Oct 2026 It’s not just “of, by and for oligarchs”.
- The second Trump presidency is a world-historic failure 3 Oct 2026 How did Trump fumble so badly?
- Roundup #89: It isn’t X, it’s Y 1 Oct 2026 AI risk; Reindustrialization; The rent crisis; AI and jobs; Mass deportation; Chinese investment; Cyber risk
- Stop spending money on smaller classes 28 Sept 2026 We’ve spent decades raising teacher quantity when we should have been raising quality.
- Four eras of San Francisco tech culture 25 Sept 2026 An anthropological reflection.
- No, you are not on Indigenous land 24 Sept 2026 A repost from 2024.
- The problem(s) with utilitarianism 22 Sept 2026 Our favorite moral philosophy is about to come under increasing strain.
- How we can beat China 20 Sept 2026 The trick is to let them beat themselves.
- Roundup #88: Is it time to panic yet? 18 Sept 2026 AI risk; AI and growth; AI and Saas; Rich people; Christians vs. Nazis; Japanese culture; State capacity; City size
- The anti-American Right 16 Sept 2026 Bo French’s rightist movement is a dead end for our nation. Fortunately, it’s beatable.
- Two missing pieces in the AI safety discussion 14 Sept 2026 We need to make skeptics properly scared. And we need to make CHINA properly scared.
- Get the Middle East out of my politics! 12 Sept 2026
- Liberalism needs a new philosophy of immigration 9 Sept 2026 We need to make a principled stand instead of a tactical retreat.
- AI keeps stubbornly refusing to take our jobs 7 Sept 2026 Happy Labor Day!! Your labor is still valuable.
Link verified 1 Sept 2026. Recent items update automatically from the channel.
x.com @Noahpinion Where the arguments start before they become posts.
High-volume threads and replies on the same economics beat as the newsletter, usually running well ahead of it.
Recent
- Seems like he could have some crossover appeal here 🥹 16 Oct 2026
- Hell yeah! Excited to see AI actually DESTROY some stuff, instead of everyone just sitting around talking about how someday it MIGHT destroy stuff. 16 Oct 2026
- Oh, one thing I should mention: Do NOT get rich before the age of 35, if you can at all avoid it. It's a death sentence. 16 Oct 2026
Show 17 more
- China: America, you won the last century, but now we have 4x as many people as you, 10x as many engineers, and an integrated party-state-corporate-finance apparatus that can build anything at will. Your time is over. America: *literally creates gods* ...You were saying? 16 Oct 2026
- What have I been telling y'all 🥰 15 Oct 2026
- Donald Trump, pacing the frontier 🥹 15 Oct 2026
- Islamoleftism is real, and bad 15 Oct 2026
- It's almost as if Econ 101 usually works, and Oren Cass doesn't know anything 15 Oct 2026
- TERENCE TAO READS NOAHPINION 😍😍😍😍😍 15 Oct 2026 noahpinion.blog
- D Lion petting zoo beats all 15 Oct 2026
- Trump is building a sovereign wealth fund piece by piece, through corruption and executive overreach. Democrats will have to systematize this when they get in office. But there's no going back. 15 Oct 2026
- Today in "jokes I wish I had come up with" 15 Oct 2026
- Claude is protecting us from Bieber lyrics 🙏🙏🙏♥️♥️♥️ 15 Oct 2026
- The big worry for the AI industry in the short term is that customers have started aggressively bargain-hunting. They're switching to cheaper models and switching between models more often. As a result, spending on AI is plateauing even as everyone uses more AI. 15 Oct 2026
- That's a very low error rate!! 15 Oct 2026
- This is so good 15 Oct 2026
- What was Trump's floor, again? Remind me 15 Oct 2026
- No, Lurie isn't building a ton of housing, but he IS bringing back all my favorite stores, and that's something! 15 Oct 2026
- America is intentionally cutting ourselves off from the other global technological revolution. Apparently we forgot that electric cars and robots are very similar to make. 15 Oct 2026
- Are they going to try to blame Hegseth for this? It was obviously Trump, acting on orders...I mean, a request from Putin. 15 Oct 2026
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