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Razib Khan Newsletter
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20 September
19 September
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Their words
lossy self-improvement remains my baseline on the trajectory of progress, and the increased discussion of extinction risk seems very misplaced
17 September
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korrents.com
As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.Their words
Margins will not climb to 100%. As inference gets cheaper, buyers will ask more of their agents, shifting the equilibrium over time in response to competition.
16 September
15 September
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Their words
Perhaps this is a bold claim, but I think anyone writing about or from the southwest who isn't also in some way clocking how drought and rising temperatures and pollution are affecting the region is being disingenuous.
Processing: How Nicholas Russell Wrote Observercountercraft.substack.com
14 September
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korrents.com
AI will raise capitalists' incomes and the capital share of income, increasing inequality.Their words
Income of capitalists is likely to increase because AI companies are owned by actual people and these people, like shareholders in general, are well-off. Thus the rise in the capital share also means rising incomes of the rich and higher inequality of income.
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korrents.com
Rising atmospheric water vapor raises the ceiling on how extreme rainfall events can becomeTheir words
So the increase in PWAT is not just a weirdo statistic. It is a statement about the ceiling on the worst rain events we can face.
The Atmosphere Just Set a Water Vapor Recordtheclimatebrink.com
13 September
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Their words
It's hard to escape that economic engine, and easy to mistake its machinations for reality-a supply rising to meet demand, say, rather than a warped supply that whips up demand.
12 September
11 September
10 September
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korrents.com
The simplest explanation for rising long-term interest rates is a surge in demand for funds from the AI boom.Their words
The simplest story consistent with the facts is that we’re seeing a surge in demand for funds as a result of the AI boom.
9 September
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Their words
"Carbon intensity" is a greenwashing term: It measures pollution per barrel, allowing oil companies to claim climate progress even as rising production drives up total overall emissions.
7 September
6 September
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korrents.com
Rising concentration in the stock market is a feature of bull markets rather than a warning sign.Their words
Stock market concentration is a bull market phenomenon.
3 September
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korrents.com
Rising AI capability is undermining the assumptions that justify slow, manual government processes.Their words
AI creates a crisis by making the assumptions on which government operates untenable.
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.
19 August
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Their words
And it's effectively the next step of, you know, every phase of of software evolution is just like a rising tide of abstractions. This is the next abstraction.
22 July
19 July
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Their words
So, we are hiring more people who can look across all the business domains and abstract that to here's the building blocks we're going to need in a world with AI.
15 July
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korrents.com
Under rising uncertainty, people should shorten their planning horizon rather than invest in a distant future.Their words
When uncertainty rises, your horizon should become shorter-term.
13 July
2 July
9 June
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korrents.com
Atmospheric CO2 concentrations will keep rising until global emissions are cut to less than half of current levels.Their words
But broadly speaking we expect atmospheric CO2 to keep growing until we cut emissions pretty substantially (e.g. to <50% of current levels).
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Their words
You set them up to fail, you destabilize the rising, you ingest the failing, and you set up buffer zones in between, and you await the opportune moment to pounce and absorb. This is Vladimir Putin's game.
4 June
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Their words
then the quantity of everything that's not a ballerina, say, goes to infinity, but our the marginal utility in that stuff goes to zero faster than the quantity is rising.
26 May
15 January
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korrents.com
Public scrutiny of a new technology tends to jump only after a deadly incident, otherwise rising slowly over decadesTheir words
Scrutiny typically either jumps several points on any 10-point scale after an incident that kills a bunch of people, or increases very slowly over decades.
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
11 October 2025
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