"The future is already here, it's just not evenly distributed." @GreatDismal

Corollary: The fastest way to accelerate the future is to distribute it.

unchartedterritories.tomaspueyo.com/p/distribute-t…
To distribute it, you need to spot it 1st
So how do you spot the future in the present?

Example: COVID
In early March, the future was SK and IT. They had gone through a wave before most other countries. They had taken ≠ measures with ≠ results.

Which one would you rather be?
Defining a successful strategy for COVID was as easy as: "Hey guys, looks like SK is doing it well. Let's do the same!"

Unfortunately, we did like Italy 🤷‍♂️
Distributing the future meant looking at what already worked and spreading it. You could do that in many ways.

Don't know how a new outbreak will evolve? Look at early regions/countries.
Don't know what measures work? Look at countries that performed well
Discussing scientific papers is more of the same: distributing their insights was distributing the future. Masks look like they work? Let's shape the future by spreading the word.
More broadly, you can distribute the future by taking past trends that are unlikely to stop.

Tech adoption is an example. If a tech's adoption curve picks up momentum, odds are it will keep it.
Same thing for worldwide GDP growth: it's pretty stable
between 2 and 4%. You can make bets on where it's going by projecting from the past.
Or for population: its underlying drivers are ppl in (fertility rate, immigration) minus ppl out (life expectancy, emigration).

The biggest ones (fertility, LE) are usually sticky, and the others (migration) are usually small, sticky, or both
Or for languages: it will be very hard for any language to pass the inertia of English. You can bet on an English-speaking world within 1-2 generations
unchartedterritories.tomaspueyo.com/p/should-every…
That's what VCs do when they invest: they look at early trends in industries or companies that make continued growth likely.
The look for S curves
unchartedterritories.tomaspueyo.com/p/s-curves
Knowing which past trends are most likely to continue in the future is the best way to increase confidence in your forecasts of the future.

And forecasting the future with accuracy makes you rich.
I'll go into much more detail on how to make accurate forecasts in my next premium article.

Subscribe to get it!
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More from @tomaspueyo

30 Jul
Analogies have a bad rap vs. 1st principles. But both have a role to play.

When should you use Analogies vs. First Principles?

It depends on the novelty-complexity relationship. Image
The more you've seen a situation, the more you can predict what will happen next without understanding it. The ancients might not have known how the solar system worked, but they knew the sun was going to come up tomorrow.
So you can use analogies when you've seen something a lot and it's very replicable.

That's how a lot of the medical sciences work today, for example. We're not sure how things work, but if they work over and over again, let's keep doing them.
Read 10 tweets
29 Jul
The US economy has completed a V-shape and is now at pre-crisis levels.

This was predictable

The reason was simple: it's what happened in every other pandemic
Read 4 tweets
28 Jul
Here's one way to understand vaccines vs. variants, why they're still good even if there are breakthroughs, and why you should protect yourself even if vaccinated:

Think of the virus like an invading army, and vaccines like your defense army. Thread 🧵
If an enemy army is about to invade, how are you better off: with, or without a defense army?

Obviously, with a defense.
Does it mean you will always win?
No.
The enemy might have lots of soldiers (high viral load), or its soldiers might be seasoned by war (aggressive variants).

The stronger it is, the more likely it is to run over your defenses, ravage you, and kill you.
Read 13 tweets
17 Jul
I’m seeing vaccine hesitancy from things like “60% of patients in serious condition got a vaccine. Does it work?”

This is a statistical artifact. Yes, vaccines work, but because of how they work and on whom, we get results like this. Let me explain

m.jpost.com/breaking-news/…
Good vaccines reduce hospitalizations & death by ~10x.

But being young reduces them by even more. Depending on your age, 10, 100, 1000x…

So being old and vaccinated is still more dangerous than being young and unvaccinated.
The likelihood of death of a 90yo if infected might be ~1.5%

The likelihood of death of an unvaccinated 25yo might be 0.01%.

So even if all 90yo are vaccinated and no 25yo are, you will still see more 90yo hospitalized (and dead) than 25yo
Read 5 tweets
13 Jul
Everything you need to know about the Delta Variant

Quick summary thread 🧵
unchartedterritories.tomaspueyo.com/p/delta-varian…
Cases are exploding around the world
Mostly due to Delta
Read 14 tweets
12 Jul
Vaccines: mix them.

We have to realize that the only reason why we mandate 2 doses of some vaccines is because that's what we tested and it turned out to work.

It doesn't mean 2 doses is ideal.
It doesn't mean that amount is ideal.
It doesn't mean 3 weeks apart is ideal.
The question then is: what is ideal?
We can't test all combinations w/ RCT (randomized controlled trial). It's hard enough to just test vaccines.

We can rely on priors and new evidence.
Priors: the world is messy. The variants present during a RCT are not all the variants ppl will face. Things evolve.

Which combination do you think will be more effective: one that prepares you twice to the exact same enemy, or one that shows you different enemies?
Read 13 tweets

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