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Anton Howes Newsletter
The the words it uses that this site has seen least often elsewhere. Posts are matched on those words alone — nothing here is a summary of this one.
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20 September
19 September
16 September
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korrents.com
The climate impact from NVIDIA's AI products in 2025 is comparable to that of a major state-owned coal company.Their words
we produced our own conservative estimate, finding that the climate impact from 2025's use of NVIDIA'S AI products is on par with the state-owned Russian Coal company.
8 September
4 September
21 August
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Their words
Early in the final stage of the Big Debt Cycle, the market action reflects this dynamic via interest rates rising led by long-term rates, the currency declining especially relative to gold, and the central government’s treasury department shortening the maturities of its debt offerings because of a shortage of the demand for long-term debt.
17 August
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Their words
In Clausewitz’s time, the problem was a scarcity of reliable information; now the information is plentiful, but it can be contradictory, dated, manipulated, and excessive.
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Their words
And if things are bad now, there are reasons to believe they may get even worse over the next two to four years.
14 August
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korrents.com
Delaying the phase-out of coal and gas power plants causes far more deaths than phasing them out quickly.Their words
If we don't stop using these power stations ASAP, the number of people killed by them will be far higher than if we phase them out quickly.
18 June
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korrents.com
The binding constraints on AI's growth are power, helium and memory — and almost nobody has noticed the helium one.Their words
One is of course everybody knows power constraint. Some country the power they just don't have that. They get impacted. And then secondly, a lot of people didn't realize the helium impact can be also very significant for semiconductor. And then the thirdly, is everybody know right now memory is a bigger shortage.
8 May
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Their words
It may still be the case, and I guess it is, that immune traits are the most selected category, but is not at all the case, and in fact, we can prove it's not the case that behavioral traits are not selected.
30 April
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Their words
In the face of weakened renewable roll-out in Australia, the most likely outcome is simply that coal and gas just generate more, and for many more years past their shut down date.
9 April
13 March
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korrents.com
Anthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it.Their words
Because Enthropic saw it before Google. And then Google had Nano Banano and Gemini 3 which caused their user metrics to skyrocket and leadership at Google was like oh and then they started making the statement of we have to double compute every is it 6 months or I don't remember the exact number that they said.
14 October 2025
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Their words
The empirical evidence strongly refutes the idea that rising opportunity costs of childbearing are driving low fertility. Declining marriage due to exogenous technology and economics shocks is tanking fertility irrespective of child direct or opportunity costs.
Falling Fertility Is Not About Opportunity Costlymanstone.substack.com
17 August 2025
15 August 2025
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Their words
the meta problem here is if we don't move our industrial stack off fossil fuels in 10 or 20 years, first of all, we'll get poor the same way you UK did, right? Because they ran out of coal basically. And the second thing is we'll get poor because we'll flood our coastal cities in Florida underneath climate change.
31 July 2025
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Their words
But the one thing that they valued were all the artisans, everybody who had a skill. And that skill could be making a pot. It could be hammering out a metal plate. It can be weaving carpets, it can be translating or just reading and writing. Every person with a skill was spared.
2 July 2025
15 June 2025
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Lovedrcmnd.app
Pillow BookTheir words
A surprising number of my favorite books were not meant to be published. They were private notebooks, or fragments from works-in-progress that never got finished: among them Pascal's Pensées, Simone Weil's private essays, Lichtenberg's waste books, Herzog's Conquest of the Useless, Kafka's diary, Joubert's Carnets, Wittgenstein's Brown and Blue Notebooks, and Sei Shōnagon's Pillow Book.
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Lovedrcmnd.app
Conquest of the UselessTheir words
A surprising number of my favorite books were not meant to be published. They were private notebooks, or fragments from works-in-progress that never got finished: among them Pascal's Pensées, Simone Weil's private essays, Lichtenberg's waste books, Herzog's Conquest of the Useless, Kafka's diary, Joubert's Carnets, Wittgenstein's Brown and Blue Notebooks, and Sei Shōnagon's Pillow Book.
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Lovedrcmnd.app
PenséesTheir words
A surprising number of my favorite books were not meant to be published. They were private notebooks, or fragments from works-in-progress that never got finished: among them Pascal's Pensées, Simone Weil's private essays, Lichtenberg's waste books, Herzog's Conquest of the Useless, Kafka's diary, Joubert's Carnets, Wittgenstein's Brown and Blue Notebooks, and Sei Shōnagon's Pillow Book.
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Lovedrcmnd.app
CarnetsTheir words
A surprising number of my favorite books were not meant to be published. They were private notebooks, or fragments from works-in-progress that never got finished: among them Pascal's Pensées, Simone Weil's private essays, Lichtenberg's waste books, Herzog's Conquest of the Useless, Kafka's diary, Joubert's Carnets, Wittgenstein's Brown and Blue Notebooks, and Sei Shōnagon's Pillow Book.
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Lovedrcmnd.app
Brown and Blue NotebooksTheir words
A surprising number of my favorite books were not meant to be published. They were private notebooks, or fragments from works-in-progress that never got finished: among them Pascal's Pensées, Simone Weil's private essays, Lichtenberg's waste books, Herzog's Conquest of the Useless, Kafka's diary, Joubert's Carnets, Wittgenstein's Brown and Blue Notebooks, and Sei Shōnagon's Pillow Book.
12 February 2025
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On changing their mind
As I set out last time, the usual story — that this was caused by deforestation, making firewood so scarce that people resorted to burning an inferior but cheaper fuel — simply does not stack up.
From one piece Age of Invention: How Coal Really Won 2 beliefs, in the piece's order there
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Their words
Far from being the laboratory that brought coal into the home, then, London was actually a laggard — all the more so given it had been buying coal from Newcastle for centuries.
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Their words
England’s deforestation — along with the draining of its peat-filled fens and marshes, and the clearing of its gorse-growing heaths — was instead itself caused by the arrival of cheap coal.
3 February 2025
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Their words
Interesting thing is certain regions of the US transmitting power cost more than actually generating it because the grid is so slow to build. And the demand for power, and the ability to build power, and re-ramping on a natural gas plant or even a coal plant is easy enough to do, but transmitting the power's really hard.
13 January 2025
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Their words
A glut follows every semiconductor shortage.
1 November 2024
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Their words
From the 1960s, US fertility fell primarily due to fewer births among couples. In that context, baby bonuses might raise fertility. But today, the major contributing factor is the decline of coupling.
29 May 2024
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Their words
So, when housing demand can’t be met in a given place, it doesn’t evaporate. It spills over. It goes somewhere.
18 March 2024
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Their words
A lot more people have died of air pollution than nuclear reactors, for example. But most people worry more about living next to a nuclear reactor than a coal plant. But something about the way we’re wired is that although there’s many different kinds of risks we have to confront, the ones that make a good climax scene of a movie carry much more weight with us than the ones that are very bad over a long period of time but on a slow burn.
25 October 2023
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Their words
Yet lime is a huge blind spot for economic historians, despite it increasing the productivity of what was still by far the largest portion of the economy: agriculture.
Age of Invention: Lessons from the Rise of Coalageofinvention.xyz
2 March 2023
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Their words
If we collectively devoted the same levels of investment and inventive power and entrepreneurship to developing more and better legal pathways for people to move across borders to needed jobs, including a variety of modalities for labor mobility, we could solve the growing challenge of labor scarcity.
11 May 2022
From one piece Is There a Housing Shortage or Not? 2 beliefs, in the piece's order there
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Their words
So, historical evidence suggests that the US is short at least several million housing units.
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Their words
If there’s one thing to take away from this essay, it's that you can’t infer a housing shortage by looking at housing construction rates in isolation.
2 April 2019
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