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Parenting thought: Just over a month in and I can say with certainty my son's existence is already worthwhile. The cake is made, everything else is frosting. He's already brought so much joy to so many. The world could end tomorrow and it would have been worth it.
Daniel retweeted
Couple thoughts:
1) After several people pointed out that Lyman couldn't substitute all-cause mortality for malaria-specific mortality like he had done, he fixed it. His initial estimate for $/lives saved was $19000; revised it’s about $8,200.
2) I think, though I could be wrong about this, that his calculation to get $8200 still has a problem: he calculates the costs of the distribution based on the whole population but the benefits based on 75% of the population (since he argues the other 25% is already sleeping under nets). But as he himself identifies, the nice thing about an intention-to-treat analysis is that you don't need to do this and shouldn't: you just ask how much to expect mortality to fall in a village after handing out the nets, and the answer is 17%. (You only care about the fact some people are already sleeping under nets if that makes your village unlike the one where the 17% was measured; more on that below.) If he changed this one factor this would make his numbers quite close to GiveWell's.
3) He then applies an adjustment for the long-term: "If bednets reduced short-run all-cause mortality by 18% in the 1990s and maybe reduce it by (who knows?) 14% today, they probably reduce actual child mortality (i.e. across 5 years of early childhood) by 7-11%."
But GiveWell actually accounts for that even more stringently by just excluding all benefits past the first two years, one of several places where they are intentionally conservative.
4) He accuses GiveWell of misrepresenting Cochrane's statistics but they actually just report a bunch of different numbers and I think he mixed them up. He complains "GiveWell cites that review to support a “45% reduction in malaria incidence.” That’s an error, that review did not find a 45% reduction in malaria incidence." But the review absolutely does report almost exactly that: "Insecticide-treated nets also reduce the incidence of uncomplicated episodes of Plasmodium falciparum malaria by almost a half (rate ratio 0.55, 95% CI 0.48 to 0.64; 5 trials, 35,551 participants, high-certainty evidence". Rate ratio 0.55 means a 45% reduction.
5) He expresses concern that a lot of the Cochrane studies are old and describe a different environment (Africa in the late 1990s/early 2000s). However, GiveWell's most recent grant to nets in the DRC - which I believe that my donations helped to fund - is based on data from a 2023-2024 large scale demographic survey in the DRC, so the nets are being distributed in an environment very close to the one studied. It found about a 14% all-cause mortality reduction in the first year after a distribution, close to the 17% in Cochrane.
He also expresses concern that Cochrane's mortality estimate here is low-powered but I don't think it is (the analysis says "rate ratio 0.83, 95% CI 0.77 to 0.89; 5 trials, 200,833 participants, high-certainty evidence") so it's between 11% and 23% with a 95% CI!
6) He also raises questions about whether there are more people trying to hand out nets than nets to be handed out. GiveWell looked into that and determined that in the DRC, there was not enough funding to do all the distributions that were indicated, in part because the Global Fund caps how much it'll spend in any one country.
7) Finally, he argues we should instead - from an altruistic perspective - spend our money however maximizes GDP. But I think there's a serious case that health interventions like combatting malaria are necessary for GDP growth to take off in DRC, just like the American South was kind of a backwater until we eradicated malaria there. Being constantly sick is horrible for productivity. Being only able to hire employees who are constantly sick is horrible for a business environment. GiveWell estimates that a $1,000,000 donation increases adult income for 80,000 children by 0.6%, which means that much of their modelled benefit of malaria nets *is* their GDP effects.
My best guess is that if you were a hard-nosed GDP maxxer you'd invest a lot in reducing the disease burden in poor countries. Or maybe you'd go all in on making AI happen as fast as possible, something I rarely see EAs criticized for failing to do. I would probably donate more money to making AI go well if I had more of an idea of how to do that and it wouldn't create a bunch of conflicts of interest with my reporting work.
I agree it would be cool if there were an organization focused on effective institutional capacity building in poor countries, but the reason I and man others don't donate to this is not that everyone fails to realize how important institutions are, it's that even though many people have worked very hard on the problem for a long time they do not have a way better than the nets to turn my money into GDP growth in poor countries.
There was a bit of a Our World In Data article I read this fall that has stuck with me:
"I’ve never had malaria, but I know several people who have. They describe it as one of the worst experiences of their life.
What starts out feeling like the flu — which is bad enough — can quickly progress into something far worse. The body swings from intense fever and sweats to chills deep enough to make you shake uncontrollably. Everything aches, from your muscles and joints to the pounding headache that makes it impossible to think clearly. Your body is so fatigued that it’s a battle to make it to the bathroom when the nausea and vomiting arrive.
That’s what a pretty standard infection feels like. For some, it goes much further. Here is how one account describes it:
“I awoke to what felt like lightning going through my legs, and then spreading through my body and in my head. Probably the worst headache, body aches, and chills you could possibly imagine. It felt like I was being stung repeatedly by an electric shock gun and could barely control my movements. The pain was so intense; I actually believed I was dying, literally crying out in pain so bad that I was taken to a 24-hour clinic that night at 3am.”
In Senegal, the median child experienced 43 attacks of malaria over the course of their childhood. My hard-nosed productivity obsessed persona says "I bet that's rough on their human capital development, and it's quite cheap to prevent." But mostly I don't, actually, say that to myself. I just buy some nets. If something even better comes along I'll do that, but I haven't seen it yet.
GiveWell overestimates the effect of bednets on mortality by probably 5 times.
This size of error isn't even uncommon for EA-influenced assessments.
Once you understand how small the effect of aid is, other things look better by comparison.
lymanstone.substack.com/p/wh…
Readers added context they thought people might want to know
The author himself corrected his claims here in response to pushback from EA folks.
x.com/lymanstoneky/s…
Daniel retweeted
I understand the popularity of left populism and the tax revolt, separately. But I’m a bit worried about the policy implications of their combination (… in a high deficit, high rate environment)
Very glad she won, but Gina Hinojosa maybe a rare example of a red state Dem who I think is genuinely much too conservative on the merits.
slowboring.com/p/bernie-sand…
Daniel retweeted
It is amazing to me how quickly obviously tenuous common wisdom about AI, whether it be capabilities or governance, springs up out of nowhere and people talk as if all smart people believe it
Daniel retweeted
Norway now has more than 2,000 underwater AI laser robots shooting lice off its salmon
they're made by a company called Stingray, and they already guard more than 50 million salmon and trout 24/7
the reason is sea lice, tiny parasites that latch onto salmon and feed on them
as few as 11 can kill a small fish, and one pen can hold 150,000 salmon
the usual fix is pumping the fish out and blasting them with warm water or water jets to knock the lice off
but the handling is so rough that Norway's fish health report ranks it the top cause of death in full-grown farmed salmon
so instead, Stingray puts a robot inside the pen that hunts lice one at a time, all day:
> two cameras watch every salmon that swims past
> AI checks two frames to make sure it's really a louse
> then a green laser fires from up to 2 meters away
> the salmon's scales reflect the beam, so the fish swims off fine and the louse is dead
we now live in a world where AI lasers do pest control on your dinner lmao
I think about this a lot when driving! It's pretty wild how many people who can't even ride a bike or swim or do other simple tasks can successfully operate complex two ton machines going 75 miles an hour. People adapt so well to it.
I do actually find it kind of remarkable how reliable humans are at operating cars (Claude estimates a crash every ~10000 hours). Basically nothing else humans do has that level of reliability with so few guardrails! Not even walking!
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Daniel retweeted
The breakneck race to destroy *any* connection to a shared or objective reality is one of the most repulsive things going on right now in tech
You WILL be alienated from every other human on earth. You WILL be embalmed in your own delusions, and you’ll pay us $20/month for it
Microsoft has filed a patent for an AI system that could rewrite what people say during livestreams in real time. It could change words depending on who's watching, taking into account their age, location, and language.
The idea is to clean up broadcasts by removing filler words, censoring swearing, or even replacing certain words.
The AI could also adjust the speaker's lip movements so viewers wouldn't notice anything had been changed.
Daniel retweeted
she has the opportunity to do the funniest thing
Minnesota governor-elect @amyklobuchar (D) on who she will appoint to fill her Senate seat: "I will do right by the state of Minnesota with that person."
Daniel retweeted
Very interesting on the progressive v moderate performance debate.
"the 39 moderates in qualifying races beat their benchmarks by just under one percentage point of vote share. The 21 progressives fell short by a similar amount. However, these effects varied by geography: the penalty for progressivism was greatest in redder areas. All eight lefties in our analysis who ran in places where Kamala Harris won less than 55% of the vote finished short of their benchmarks, by an average of 2.7 percentage points. That may sound modest, but subtracting it from the winner’s vote share in every state would have changed the outcome in six of the past seven presidential elections. For moderates, the trend was reversed: their overperformance was concentrated in Republican-voting areas."
My contribution to the interminable progressives-vs-moderates electability debate. Modeled expected vote shares for every race. tl;dr I had weak priors but landed on team mods. economist.com/graphic-detail… cc @mattyglesias @MattBruenig @gelliottmorris @JakeMGrumbach @neeratanden
Analysis of tonight’s election results (and why I don’t need to do it anymore)
statmodeling.stat.columbia.e…
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Daniel retweeted
The best way to celebrate is by governing well, and that starts with making energy cheaper. Pass BAAJA now!
Daniel retweeted
everyone is doing a pronouns/land acknowledgement bit but actually the fucking awesome thing is that a large part of why this sweep happened is we had a lot of really strong candidates that didn't lean into the woke 1.0 nonsense
10,000 years of bill clinton neoliberal abundance
Daniel retweeted
I keep warning election tweeps who want the new Anthropic billionaires to dump money into elections:
1. In overfunded races, money in politics doesn't do anything
2. Even the *illusion* that elections can be bought (they mostly can't!) is incredibly toxic to our democracy – at Boston, MA
This is the thing for 2028. Hard to imagine a Republican winning without at least partially repudiating Trump. But Trump has such a stranglehold on the party that he can shut that down (and very likely will since he doesn't care about the party). It's Dems race to lose.
Replying to @Chris_arnade
Under what conditions does Trump become popular enough within two years to hand the presidency to his chosen successor? Under what conditions does he not try to force the party to nominate his chosen successor? Anything can happen, I guess, but I just don't see a path.
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Daniel retweeted
This will be held up as a victory for pollsters. I'd be careful on that. Good pollsters did well.
But what we see is that polling error is not one-sided, and that polls can undershoot Democrats. Feels like we saw a lot of herding from pollsters who couldn't believe their data.
Daniel retweeted
If you think the AI trade is collapsing after today, and data centers delivery next year will be pretty much stalled, you would think that 10 year should be substantially lower than 4.9%, cuz we’d be talking about sub-1% GDP growth, possibly even talking about the R-word (which i am specifically banned from saying).
But if not…. Then what world are we in?
Daniel retweeted
Republicans are going to have a terrible night, and the simple reason why is that Trump has put up perhaps the worst *performance* this term of any president in a century or more.
Remember that he entered with an actual mandate: the House and Senate, a popular vote victory and a swing-state sweep, and 6-3 Supreme Court. Democrats were afraid enough to vote for mild but real immigration restrictionist legislation in the Laken Riley Act. Everyone wondered how far the "Vibe Shift" would go.
Trump managed to turn that into essentially zero durable wins whatsoever. He personally *hates* the very idea of legislation, the notion that he would have to spend time going back and forth with Congress, learning details and making compromises. So he simply didn't do it! He didn't make a compelling case for abolishing the filibuster. He didn't try communicating clearly to the public in support of popular bills to get to 60 votes. He just decided not to do it at all.
So they passed an unpopular tax cut, some funding for ICE, and a sop to the crypto industry, and that was basically it. Least productive Congress in decades, due to the tastes of one man.
Trump adopted one of the worst macro policies we've ever had: high deficits, high tariffs, and attacks on central bank independence. We managed to pay higher interest rates while still having high trade deficits AND weakening the dollar. Just a total failure.
On immigration, perhaps THE signature issue, Trump essentially min-maxxed effectiveness and backlash. Instead of trying to leverage the political moment for new laws and a self-deportation agenda (that is, walling off the economy to remove the benefit of irregular presence in the US), he opted for a maximally aggressive approach. The administration spent attention, funds, legal manpower on stunts like deporting random people to Salvadoran prisons with essentially no due process. ICE and Border Patrol were encouraged to be aggressive and confrontational, which helped contribute to the shooting deaths of American protestors. It turns out, that's extremely unpopular!
What about the approach of going after employers? The obvious vector? Trump hated that idea! He repeatedly has said he doesn't want to target businesses (especially farms) that use large amounts of illegal labor. This is just an incomprehensible position. Instead of charging a few dozen businessmen and removing the incentive for millions of illegal workers to be here, you arrest people off the street one by one at the cost of thousands of dollars in manpower per each, while their crying wives and kids post TikToks about it.
Upshot on immigration: electoral strength turned into a crippling electoral weakness in exchange for deporting maybe 6% of the illegally present population.
The tariffs were a total shitshow. Embarrassing rollout, no underlying theory of action at all. No targeted focus on key industries. Our country tariffed products we can't grow. We tariffed *inputs* of our own valuable exports. The schemes and amounts changed constantly, sending the stock market reeling and presenting scenes of chaos to the world.
Trump's messaging throughout has been generationally bad. While facing nearly 2:1 unpopularity, he spends his days posting AI slop, saying he'll rename New Mexico or invade allies, among other bizarre remarks. He brags about a ballroom and a pool repainting while gas hits records. At no point has he ever attempted any kind of message discipline.
Then there are the deeply unpopular attacks on rule of law, his "game-recognize-game" pardons for all manner of scammers and criminals, the crypto schemes that he and his family engage in, the evilly conceived and embarrassingly executed legal attacks on Comey, Jerome Powell, and others. With his monthslong stand on NOT releasing the Epstein files, he became maybe the first president ever to stake out a 99-1 issue on the 1% side.
That's not even getting into Iran, DOGE, his candidate recruitment choices, or countless other things. Simply put: Trump has managed to royally screw up virtually every single facet of his presidency. It's been undeniable, voters have noticed, and there's really no escape from it. This is what the GOP base chose in early 2024, and this is the world they're living with now. Where they handed the reins of history to a fat, vain, washed-up old man and let him drive.
Daniel retweeted
Being anti-AI has become video gaming’s biggest, most counterproductive virtue signal.
Want fewer sequels and more weird, original games? You need AI.
My latest, free to read:
bloomberg.com/graphics/2026-…










































