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Their words
Creating institutional forms that can incorporate diversity and respond flexibly to a changing environment while maintaining legitimacy in the eyes of citizens is the fundamental project of state capacity that faces us.
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Jennifer Pahlka 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
From one piece @GergelyOrosz on X 2 beliefs · x.com
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Their words
Their business depends on co’s not having enough in-house dev capacity, and thus “renting” devs from them.
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korrents.com
With AI tools, in-house development teams can do more and need less rented developer capacity.Their words
But with AI tools, in-house dev teams can do more, and need less “renting”
18 September
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korrents.com
A competent, empowered civil service that performs crucial government functions with in-house expertise is good.Their words
One unpopular position I’ve stuck to over the years is that a strong bureaucracy is good. I don’t mean “bureaucracy” as in red tape and regulation; I mean a competent, empowered civil service that can perform crucial government functions efficiently and well using in-house expertise. This is also called state capacity.
17 September
9 September
8 September
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korrents.com
Founders are back to coding with AI.Their words
This was when it started, in April. Founders are really back to coding with AI!!
7 September
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Their words
there is actually one thing we do know how to do, and that is build out lots of cheap solar, wind, and batteries.
4 September
2 September
26 August
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Their words
The other thing I'd say is that most organizations don't know what they want. They don't know how to make it better. They're not bottlenecked on implementation. They're bottlenecked on ideas. They're bottlenecked on vision. They're bottlenecked on taste. And if you don't have those element in excess of your implementational capacity, it doesn't help. So you can make a lot of shitty ideas come true, then what?
17 August
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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.
9 August
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korrents.com
Most air roasters perform best near full capacity because larger batches reduce air bypass.Their words
Air bypass is the reason most air roasters function best near full capacity (larger batches allow less air bypass.)
1 August
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korrents.com
Complaining about China's trade surpluses and excess capacity has not worked and will not work.Their words
I think complaining about trade surpluses and excess capacity has not worked, and is not going to work.
25 July
22 July
12 July
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korrents.com
The US federal government has lost the capacity to build basic infrastructure, let alone advanced military hardware.Their words
This US government can’t build a bathroom in San Francisco, let alone a costeffective fighter jet, destroyer, combat ship, or aircraft carrier.
7 July
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Their words
Without a move away from fossil fuels, future heatwaves will keep testing the limits of public health systems and more people will die.
1 July
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korrents.com
He is not the most talented writer in the room and never was; what has carried him is the capacity to grind.Their words
I’m not the most talented writer in the room. Never have been.
25 June
18 June
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Their words
He and I, we share the same view that semiconductor infrastructure actually is not catch up with the AI growth.
2 June
28 May
16 May
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korrents.com
Larger language models already have enough capacity that extra per-layer embedding tricks add little benefit to them.Their words
However, larger models already have sufficient capacity where these extra embeddings may not help that much.
13 May
12 May
8 May
3 May
2 May
29 April
22 April
From one piece Designing Data-intensive Applications with Martin Kleppmann 2 beliefs, in the piece's order there
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korrents.com
Scalability is not a property a system has; it is the set of mechanisms it has for coping with a change in load.Their words
Scalability is just like what mechanisms we have for dealing with changes in load. If load increases, how can we add computing capacity to a system, for example, so that the system still continues working?
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Their words
generally, like you just want the the cost and the computing capacity to be roughly proportional to the load that you have. And at the low end, that means actually being able to scale down to something that is extremely cheap to run.
21 April
20 April
15 April
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Their words
Now why are they willing to make the investments for me and not someone else and the reason for that is because they know that I have the capacity to buy it buy their supply and sell it through my downstream.
11 April
10 April
8 April
2 April
1 April
23 March
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Their words
Now, the second thing is we have to build data centers that gracefully degrade.
13 March
From one piece Dylan Patel — The single biggest bottleneck to scaling AI compute 5 beliefs, in the piece's order there
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Their words
Then all of a sudden, you've unlocked 20% of the US grid for data centers because most of the times that capacity is sitting idle and it's really only there for that peak, right? Which is a day or two, right?
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korrents.com
TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer.Their words
TSMC is much more excited to give allocation to Graviton than they are to tranium because they view CPU business as more stable long-term growth right and as a company that is conservative and doesn't want to ride cycles of growth too hard you actually want to allocate to the uh the market that is more stable and lower growth rate first before you allocate all the incremental capacity to the fast growth rate market.
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Their words
A companies that have locked up, you know, and and don't have commitment issues, you know, have these 5-year contracts for compute, they've kind of locked in a humongous margin advantage because they've locked in compute for 5 years at a price of what it transacted at 5 years ago or three years ago or two years ago, whatever it is.
+ 2 more
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Their words
Um I think at least this year we're going to see margins for the model vendors go up a lot, right? Because they're so capacity constrained, they have to demand destroy demand, right? there is there's no way they can continue anthropic can continue at the current pace without destroying demand.
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Their words
Uh, Micron bought a fab from a company in Taiwan that makes lagging edge chips, right? Um, Heinix and Samsung are doing, you know, some pretty crazy things to try and expand capacity at their existing fabs, uh, that also have like very large knock-on effects in the economy. And so, hey, why can't we build more capacity is like there's nowhere to put the tools, right?
6 March
23 December 2025
1 December 2025
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Their words
So many of us in the education world have seen this precise change in our students over the past decade: They have more difficulty reading books, sitting through a 75-minute class, or doing their homework.
23 November 2025
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Their words
There's even a case to be made that those policies actually depressed the manufacturing share of GDP: by boosting output and capacity above where they would have been otherwise, subsidies probably contributed to the sustained decline in prices for China's manufactured goods over the past few years, weighing on their share of nominal output.
12 November 2025
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korrents.com
Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts.Their words
Oh by the way the other thing is I didn't want to get stuck with massive scale of one generation.
10 November 2025
17 October 2025
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Their words
Um so I almost feel like because the internet is so terrible, we actually have to sort of like build really big models to compress all that. Uh most of that compression is memory work instead of like cognitive work. But what we really want is the cognitive part actually delete the memory
8 September 2025
From one piece Thoughts on the Conviction of Donna Adelson 2 beliefs, in the piece's order there
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Their words
We are all - each and every one of us - capable of great evil, and we are far better of is we recognize it.
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Their words
People who insist they're harmless aren't safe; they're naive. People who know exactly how dangerous they could become-and fear it-are the ones who deliberately yoke that force to good aims.
4 September 2025
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Their words, before
There are obvious pricing problems in this scenario. With a new fab, a company can’t turn a profit selling a lagging-edge chip at the price that was previously dictated by a fully depreciated fab. Prices have to go up.
Their words now
The COVID super-cycle, plus a new China supply line that does not care about capacity economics, points to a forever glut.
29 August 2025
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korrents.com
China's stronger local-level state capacity than India's helps explain their diverging long-run economic performance.Their words
On this measure, state capacity at the local level looks much stronger in China than in India, which helps explain some of the long-running economic differences between them.
15 August 2025
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Their words
You you also don't know like in order to make that money back, you have to then operate that plant at that capacity for 20 years, right? And if I was looking at the same charts as they're looking at right now, I'd say what are the odds that in 25 years time we can produce gas turbines at a price that is relevant in a world where solar is already at its current price and batteries at a price where they're already like you cannot win.
24 May 2025
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Their words
He might have amazing attention to detail, he might be able to understand, have an enormous capacity to remember units and where they are on a map, but he was only a half corporal in the First World war. He’s never been to staff college.
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Recommendsaffiliate linkrcmnd.app
The Art of Capacity PlanningTheir words
The Art of Capacity Planning - John Allspaw (O'Reilly, 2008)
12 May 2025
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Their words
this technology, consistently underestimated, now adds more capacity to the global grid than anything ever and will soon add more power in any given year than anything ever as well.
7 April 2025
6 April 2025
1 April 2025
2 February 2025
13 January 2025
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Their words
A glut follows every semiconductor shortage.
31 December 2024
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korrents.com
Reading fiction is necessary to an engineer's creative capacity; reading only technical books drains itTheir words
Yet, I also need to read fiction because if I only read tech books, they take away my creative energy rather than grant it, as fiction does.
5 September 2024
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Their words
The U.S. Navy estimates that China’s shipbuilding capacity is 232 times our own.
18 April 2024
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Their words
Installed generators cost ~$800/kW, and the data center capital cost, including servers, is ~$40,000/kW, so adding 1% more makeup compute capacity is money ahead of purchasing generators.
How to Make Off Grid Data Centers Affordableaustinvernon.site
1 April 2024
22 March 2024
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Their words
I mean, the submarines are what are called second strike capacity. Submarines were described to me this way, they are as dangerous to civilization… And let me say a nuclear-armed, nuclear-powered submarine is as dangerous to civilization as an asteroid. They’re unstoppable. They are unlocatable, the former Chief of the Nuclear Submarine Forces, Admiral Michael Connor, told me it’s easier to find a grapefruit-sized object in space than a submarine under the sea.
9 March 2024
3 March 2024
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Their words
They will shift what cash they generate to HBM capacity, which will keep supply growth in DRAM and NAND low.
Why HBM is the Hottest Thing in Memoryfabricatedknowledge.com
23 January 2024
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Their words
China built half of the world’s ships (by gross tonnage) in 2022, while the US had 0.2 percent of capacity: in practice, this meant that while China builds hundreds of new ships a year, the US builds three to five.
7 August 2023
4 March 2023
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Their words
Second, China’s problem is usually not too little state capacity, but too much.
12 January 2023
13 December 2022
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Their words
This extremely bad system is worse than nothing because it fools people into thinking they’re safe when they’re not.
15 July 2022
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Their words
So there are sharp limits to how much extra range an army can get by adding carrying capacity; in practice about a month and a half’s logistics buffer is the maximum that’s possible and even doing that is expensive.
28 January 2022
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Their words
Of course that assumes a loss of state capacity, but as we’re going to see, the evidence for that loss is actually quite ample.
1 January 2022
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Their words
The US focus on efficiency has revealed the brittleness of its economy, which has neither the manufacturing capability to scale up domestic production of goods nor the logistics capacity to handle greater imports.
25 October 2021
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korrents.com
The constraint on point-to-point air travel is runway and tarmac capacity, not room in the sky.Their words
There is much more space in the air than on the airport tarmac. Our current hub and spoke system means some hub airports operate near runway capacity already.
29 July 2021
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Their words
The truly valuable skill here isn't the capacity to push yourself harder, but to stop and recuperate despite the discomfort of knowing that work remains unfinished, emails unanswered, other people's demands unfulfilled.
14 May 2020
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Their words, before
And beyond that, by the time solar scale has doubled 4 more times, to the equivalent of 16% of today’s electricity demand (and somewhat less of future demand), we should see solar at 3 cents per kwh in the sunniest areas, and 4.5 cents per kwh in moderately sunny areas.
Their words now
Both of those forecasts were wrong. Solar has plunged in price faster than anyone – including me – predicted.
15 March 2020
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