if you don't actually push yourself down to sit alongside your IC engineers and your IC designers and your IC PMs, you don't actually know that stuff. So you can't make good macro decisions without the micro.
My view is that an appreciation of China's REER is very much to be desired, but the real (haha) way to get there is through higher inflation domestically, and that means different macro policies.
And this in turn means that if we really want to find a way out of the impasse, advocacy for protection and support should be tied to demands for systematic reform.
here prices are adjusting in this interesting way that too many macro models don't allow for, right? So, that what what a what's happening is what would be called investment specific technical change where yeah, the price of capital is like falling relative to the price of consumption instead of like the standard doing the standard macro thing of saying there's just output.
Uh but whenever we do a systematic study, um any given problem, an AI tool has a success rate of maybe 1 or 2%. Uh it's just that it's just that they can apply at scale and and you just pick the winners, it looks great.
I think this slop-adjacent realm of dupe products and Instagrammable potions points to our increasingly desperate need to manipulate our own images, and an acceptance of the fact that we're kind of hybridized monsters ourselves in this post-A.I. human-machine moment
Recently I reviewed Adrian Kind’s 2025 book, “How Does the Psychiatrist Know?: On the Epistemology of Psychiatric Diagnostic Reasoning,” on this substack. I had mentioned that Kind’s book is the first systematic, in-depth, book-length philosophical investigation into how psychiatrists arrive at their diagnostic conclusions.
This book is a collection of essays, and some of them are quite profound. One of his essays on Dostoevsky is particularly insightful; it left such an impression on me that I reflected on it and wrote an essay of my own.
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