Yishan Profile picture
Apr 15, 2022 88 tweets 14 min read Read on X
I've now been asked multiple times for my take on Elon's offer for Twitter.

So fine, this is what I think about that. I will assume the takeover succeeds, and he takes Twitter private. (I have little knowledge/insight into how actual takeover battles work or play out)

(long 🧵)
I think if Elon takes over Twitter, he is in for a world of pain. He has no idea.
There is this old culture of the internet, roughly Web 1.0 (late 90s) and early Web 2.0, pre-Facebook (pre-2005), that had a very strong free speech culture.
This free speech idea arose out of a culture of late-90s America where the main people who were interested in censorship were religious conservatives. In practical terms, this meant that they would try to ban porn (or other imagined moral degeneracy) on the internet.
(Remember when it seemed very important to certain people that we ban things like this?) Image
Many of the older tech leaders today (@elonmusk, @pmarca, etc, GenXers basically) grew up with that internet. To them, the internet represented freedom, a new frontier, a flowering of the human spirit, and a great optimism that technology could birth a new golden age of mankind.
I believe that too.

But I also ran Reddit.
Reddit was born in the last years of the "old internet" when free speech meant "freedom from religious conservatives trying to take down porn and sometimes first-person shooters." And so we tried to preserve that ideal.

That is not what free speech is about today.
It's not that the principle is no longer valid (it is), it's that the practical issues around upholding that principle are different, because the world has changed.
The internet is not a "frontier" where people can go "to be free," it's where the entire world is now, and every culture war is being fought on it.

It's the MAIN battlefield for our culture wars.
It means that upholding free speech means you're not standing up against some religious conservatives lobbying to remove Judy Blume books from the library, it means you're standing up against EVERYONE, because every side is trying to take away the speech rights of the other side.
(It's also where Russia is fighting a real war against us, using free speech literally. But that's another story too)
Free speech may be noble, but here's what's it's like these days:
All my left-wing woke friends are CONVINCED that the social media platforms uphold the white supremacist misogynistic patriarchy, and they have plenty of screenshots and evidence ...
... of times when the platform has made enforcement decisions unfairly against innocuous things they've said, and let far more egregious sexist/racist violations by the other side pass.

Woke friends: it's true, right? You have LOTS of examples.
All my alt/center-right/libertarian friends are CONVINCED the social media platforms uphold the woke BLM/Marxist/LGBTQ agenda and they ALSO have plenty of screenshots and evidence of times when...
... the platforms have made enforcement decisions unfair against them for innocuous things they've said merely questioning (in good faith) the woke orthodoxy, and let far more egregious violations by the other side stand.
Right-wingers and libertarians: it's true, right? You can remember PLENTY of examples.
Neither side is lying.

Mostly, it's really because enforcement is hard, and there are LOTS of errors. There's a separate emerging problem (more FB than Twitter) where AI models make inhumane/dystopian judgments that can't be appealed, but that's a separate issue.
Both sides think the platform is institutionally biased against them.

"All the top executives and board members are men."

"Silicon Valley employees are overwhelming woke and left-wing."
I want you to pause for a minute and think about your political alignment and whether you're on the left or right of this issue, because you probably think one of those things.
And the old GenX tech titans are right there with you - vaguely left-wing but also center-right - seeing their version of "censorship" - and drawing all the wrong conclusions from it about what's happening with the management of social platforms.
Elon is one of those, because he doesn't understand what has happened to internet culture since 2004. Or as I call it, just culture.
I KNOW he doesn't, because he was pretty late to Bitcoin, and if he'd been plugged in to internet culture he would've been on Bitcoin way earlier.
Elon's been too busy doing Actual Real Things like making electric cars and reusable rockets and fucking actresses/singers, so he has a Pretty Fucking Good Excuse For Not Paying Attention but this is also something that's hard to understand unless you've RUN a social network.
I'm now going to reveal the institutional bias of every large social network (i.e. FB, Twitter, Reddit):
Are you ready?
Here it is...
They would like you (the users) to stop squabbling over stupid shit and causing drama so that they can spend their time writing more features and not have to adjudicate your stupid little fights.
That's all.
They DON'T CARE ABOUT POLITICS. They really don't.

Donald Trump was not de-platformed for being right-wing.

I talk a bit about this in my thread about Omega Events:
Yes, the execs are (whatever demographic) and the employees are (whatever politics) but they don't care about it. They don't.
Facebook's userbase has at various times been left-leaning, then right-leaning, then bifurcated. So has Reddit's. Twitter's also. The social platforms don't care.
They kind of care about money, but mostly they wish you would shut up and be civil.
But that is impossible: they (we) made a platform where anyone can say anything, largely without consequence, so people are going to be their worst selves, and social networking is now The Internet, and everyone is on it (thank you @chamath), saying WHATEVER THE HELL THEY WANT.
But the platforms have to be polite. They have to pretend to enforce fairness. They have to adopt "principles."

Let me tell you: There are no real principles. They are just trying to be fair because if they weren't, everyone would yell LOUDER and the problem would be worse.
What happens is that because of the fundamental structural nature of social networks, it is always possible for a corner case to emerge where people get into an explosive fight and the company running the social network has to step in.

Again: Omega Events
Because human variability and behavior is infinite. And when that happens, the social network has to make up a new rule, or "derive" it from some prior stated principle, and over time it's really just a tortured game of Twister.
You really want to avoid censorship on social networks? Here is the solution:

Stop arguing. Play nice. The catch: everyone has to do it at once.

I guarantee you, if you do that, there will be NO CENSORSHIP OF ANY TOPIC on any social network.
Because it is not TOPICS that are censored. It is BEHAVIOR.

(This is why people on the left and people on the right both think they are being targeted)

The problem with social networks is the SOCIAL (people) part. Not the NETWORK (company).
"The best antidote to bad ideas is not to censor them, but to allow debate and better ideas."

How naive.
"Debate" is a vague term, and what a social network observes that causes them to "censor" something is masses of people engaging in "debate" - that is to say: abusive volumes of activity violating spam and harrassment rules, sometimes prompting off-site real-world harm.
This is what you think of when you hear "debate."

This is not what is happening on social networks today. Image
Example: the "lab leak" theory (a controversial theory that is now probably true; I personally believe so) was "censored" at a certain time in the history of the pandemic because the "debate" included ...
massive amounts of horrible behavior, spam-level posting, and abuse that spilled over into the real world - e.g. harrassment of public officials and doctors, racially-motivated crimes, etc.
Why is this link not being censored now? Hypocrisy? Because the facts changed?

vanityfair.com/news/2022/03/t…
It was "censored" not because it was a wrong idea, but because ideas really can - at certain times and places - become lightning rods for actual, physical, kinetic mob behavior.
That is just an unpleasant, inconvenient truth that all of you (regardless of your political leaning) need to accept about speech. Ideas really ARE powerful, and like anything else that is powerful, yes, they can be DANGEROUS.

I'm sorry, it's just true.
It would have been perfectly acceptable if the lab leak theory were being discussed in a rational, evidence-based manner by scientists on Twitter, but that is not what happened.
Replace "lab leak theory" with whatever topic you think has been unfairly censored, and the reason it was censored (or any other action taken against it) is not because of the content of that topic, I ABSOLUTELY ASSURE YOU. Image
It is because at Certain Times, given Certain Circumstances, humans will Behave Badly when confronted with Certain Ideas, and if you are The Main Platform Where That Idea is Being Discussed, you cannot do NOTHING, because otherwise humans will continue behaving badly.
Here is what I think about Twitter:

I think the last few years of @jack's administration have been the best years of Twitter's history.
I think Jack really matured as an exec, his prior experience with Twitter, then his success with Square (i.e. doing it wrong, then doing it right) really raised him to a world-class CEO level, and Twitter finally got to be "pretty good."
And "pretty good" is about as good as any social network can possibly be, in my opinion.

(@jack, if you are reading this, my hat's off to you. Saying this as one of the few people who have ever run a social platform: you showed the world how it should've been done)
There is a reason why Jack has a crazy meditation routine and eats one meal a deal and goes on spiritual retreats. Because it takes an INHUMAN level of mentality to be able to run something like this.
Because the problems are NOT about politics, or topics of discussion. They are about all the ways that humans misbehave when there are no immediately visible consequences, when talking to (essentially) strangers, and the endless ingenuity they display trying to get around rules.
These last few years, @jack did a really good job.

And whoever the midwits were who didn't think so have kicked him out, and now Elon thinks he's going to come in and fix some problems.
Elon is not going to fix some problems. I am absolutely sure of this. He has no idea what he's in for.

(He might hire back Jack, which might be ok, but I don't know if Jack wants the job. Who knows. All the tech titans are buddies, kind of)
Elon is going to try like heck to "fix" the problems he sees. Each problem he "fixes" will just cause 3 more problems.
And the worst part, the part that is going to hurt ALL OF HUMANITY, is that this will distract from his mission at SpaceX and Tesla, because it's not just going to suck up his time and attention, IT WILL DAMAGE HIS PSYCHE.
I mean, it's not like he isn't already an emotionally damaged guy. (Sorry Elon, it's pretty obvious) But he has overcome a lot. And he does not need more trauma from running Twitter.
And I know I'm not just projecting my own traumas from the time of running Reddit, because:
Mark Zuckerberg talks about e-foiling in the mornings to avoid having to think about bad news coming in that's like "being punched in the face."
Ellen Pao was horrifically scarred by her run as Reddit CEO and the active harrassment, far beyond merely adjudicating community misbehavior.
Jack has his meditation retreats and unusual diets and spiritual journeys - he's an odd guy yeah - but I'm pretty sure some of that is so he can cope with All You Fucking Assholes.
Never heard much from Dick Costolo, but I haven't seen him do much stand-up improv since he left Twitter, have you? Dick might still be recovering.
It's not a fun job, and it's not like how anyone on the outside imagines. Elon is a very public personality, and he will be faulted by ALL SIDES any time Twitter Does Anything to Solve A Problem, even if he isn't the CEO.
"Why is chairman of the board @elonmusk standing by while @<newtwitterceo> is doing X, which is wrecking Y?"

"@elonmusk, how can you allow X horrible thing to happen? I thought you were against censorship!"
So: my take is this:

@elonmusk, I'm all with you on the Values Of The Old Internet.

This is not The Old Internet. That is gone. It is sad. It's not because the platforms killed it.
It is because we brought all of our old horrible collective dysfunctions onto the internet, and the internet is very fast and everyone can say anything to anyone, and the place where that happens the most is on the social platforms.
(It doesn't happen very often on e.g. Amazon, except when it does, and of course that's when Amazon Censors You!)
After Reddit, I took a break, and now I work in the world of Real Atoms.

terraformation.com
It is hard. It is VERY hard. Like eating glass, as Elon would put it.

But it is not as hard as running a social network. And if Elon knows what's good for him AND HUMANITY, he won't do it - he will stick with the Real Atoms, which is what we really need.
If you like this thread, here's some more stuff about what I'm working on and how you can support it:
And if you want the Next Big Thing:
Addenda: a few people have interpreted this thread as meaning that I support or that it was a justification for censorship.

(That is a reasonable misinterpretation) but it is not true.
I am very much against censorship. I am, for example, against the censorship of every topic that the social networks blocked during the pandemic especially. I have personally been harmed by this.
However, I also understand many non-obvious things about the complex dynamics that arise in large social network platforms, and I will tell you this:
Censorship is inevitable on large social network platforms. If you run one of sufficient size, you will be FORCED to censor things. Not by governments, or even by "users," but by the emergent dynamics of the social network itself.
Someone also said something like, "it's unacceptable that anyone be considered the omniscient arbiter of what's true or not" (sorry if I'm misquoting you; there's a lot of replies)

I also agree with that. It is impossible for anyone to do, and also terrible.
Yet, the structure and dynamics of running a large social network will FORCE you to do it.

IIRC, almost every large social platform started out wanting to uphold free speech. They all buckle.
And it's not because certain ideas are good or bad, or true or false. It has to do purely with operational issues that arise with humans that disagree in large numbers on digital platforms.
The social platforms aren't censoring you (or some idea you like) because they disagree with you. They are censoring because they are large social platforms, and ideas are POWERFUL and DANGEROUS.
(That is the whole point. Ideas wouldn't be worth much if they weren't dangerous or powerful. But you can't always control what people are going to do with powerful things)
What they censor has little to do with what is true or false. It has a little bit to do with whatever the current politics are, but not in the way you probably expect.
Let me be clear: if you run a large social network, you will be forced by inexorable circumstance to censor certain things, you will be forced to "arbitrate" on topics you have an (inevitably) limited understanding of, and it will all be really really shitty.
(The alternative is just collapse of the platform, so I guess you do always have a choice - but then you're not a social platform anymore)
The process through which all of that will happen is painful, which is why I don't think Elon should do it. It is not a good use of his time, and I think his time is uniquely valuable and limited.

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More from @yishan

Dec 13
I feel like there is an ancient desire common to all peoples, stretching back through history. Our ancestors knew the fundamental value of water megaprojects: land otherwise dry, but made fertile by applying patient labor, putting into place crucial water-moving infrastructure.
If you think about what real wealth is, like if economies collapsed and money had no meaning: it's the ability to make food.

Food is made from land, water, and sunlight. There's plenty of land, and sunlight all around. It's always a question of water.

grist.org/agriculture/dr…
Our planet actually has lots of water. The modern notion of "abundance mentality" is key here: are you willing to do the work to bring water from where it exists to where you need it?

If you can, you can be wealthy. Our willingness to do so at whatever level our civlization's then-current technology allows is the most basic expression of abundance mentality: we can have water, we can have food, we can be wealthy - if we are willing to do the work and build the systems to bring the water.

There is, literally, enough water for everyone to thrive.
Read 5 tweets
Oct 16
Moral hazard or not, I now feel the climate situation is bad enough that we should begin scalability work for stratospheric aerosol injection (SAI) immediately.

This is not the same conclusion I would have had even two years ago, but the increase in ocean temperature and extreme climate events indicates a trend that will rapidly get worse unless we are able to take global-scale action within the next 1-5 years, and SAI is the only feasible one.

For those whose initial reaction is opposed, there are a few key things you should be aware of:

- One common fear is that this will be bad for crop yields. I thought this too, but the existing data from volcanic eruptions (which have similar effect) indicated a neutral to positive (!) productivity effect on crops.

- This is not "polluting the air with sulphur." The amount of SO2 needed to significantly induce cooling is on the order of 1% of the SO2 pollution we currently emit, and we would be injecting it into the upper atmosphere. Existing SO2 pollution occurs much lower down, so moving it much higher would likely be better, in terms of health/pollution effects.

- The cessation of sulphur emissions from ships since the 2020 ban on those fuels has given us strong evidence that the prior SO2 emitted by those ships had an (unintended) anti-warming effect on the Atlantic shipping lanes, which is now warming rapidly. While it was also unhealthy pollution, it gives us strong real-world data that this would work at large scale, and we can do it without the harmful pollution side effects by injecting it in the higher atmosphere.

At this point I believe the facts now this conclusion should be relatively uncontroversial if one is practical about looking for solutions.

I am the "tree guy" and in 2020 I would not have supported this, as I felt the world could move quickly to a large-scale reforestation and land restoration effort to make significant progress by 2030. But pandemic, wars, and recession have prevented this (along with good ol' inertia), and warming has accelerated.

Would successful implementation of SAI reduce incentive to move away from fossil fuels? It is a very real risk, yes. In fact, I personally think it is likely.

But the hard brutal reality is that the heating trends right now are very dire, and immediate action to reduce the heating are necessary.

We must begin scaling SAI immediately precisely so that things like reforestation and other carbon capture solutions have time for implementation, which in turn buys time for decarbonization of our economies.
If you want to support this, @MakeSunsets seems to have highest ROI and most scalable method of doing this. You can donate to them or utilize their DIY guide, as SAI can be done in a decentralized way.

Most of the copy on their website talks about it as “cooling power equivalent to trees” which is really scientifically awful if you are STEM-literate, but I talked to them and they do it because (as measured in donation effectiveness), it drives the most action.

They have done the science properly under the hood, so it is just part of the unfortunate reality of climate where you need to speak differently to audiences with different levels of sophistication. One of the things I like about them is that they have very good telemetry and measurement so they can report accurately on what they’re doing.

The advantage of using high-altitude balloons is that they are cheap and scalable to produce, rather than needing to design-build expensive new aircraft to deploy it, which was how SAI was originally conceived.
If you just want to support tree-planting (forest restoration), you can still send money to terraformation.org. We will direct it to maximally catalytic tree-planting (native biodiverse forest restoration) efforts.

If you wish to invest larger amounts, you can contact us and we can arrange for you to fund any number of projects that we have coming through our forest creation accelerator.
Read 4 tweets
Oct 8
Conspiracy theorists who keep saying there’s “no way” the hurricane could have intensified so much without some human cause are so close to getting it.
I mean, literally there was a decades-long conspiracy and people have been trying to tell you about it

theguardian.com/environment/20…
"As early as 1959, oil industry executives understood the connection between burning fossil fuels and climate change. Soon thereafter, industry scientists confirmed beyond a reasonable doubt that the burning of fossil fuels contributed to anthropogenic climate change. In response, oil companies scrambled to promulgate climate change denial and disinformation in order to avoid government regulation. It was not until the late 1990s and early 2000s that oil companies began publicly acknowledging the scientific consensus on climate change and responded by promoting market-based solutions to mitigating emissions.

Popular concern for anthropogenic climate change did not emerge until the late 1980s, but formerly secret industry documents that are now available through the Climate Files database reveal that oil industry scientists were raising concern about oil’s impacts on the climate as early as the 1950s and 1960s."

commonhome.georgetown.edu/topics/climate…
Read 5 tweets
Aug 1
There's this hypothetical climate scenario where a summer heat wave hits a city, temp is high enough that:
- internal combustion engines don't work
- HVAC is overloaded and also breaks
- because people can't leave or be cooled, thousands or millions die in the span of a week

Given the non-linear rise in high temp records, I actually think it is within the realm of possibility that this occurs as soon as NEXT SUMMER.
I hate to bring it up because it's going to sound like fear-mongering, but I promise it's not.

I've always thought of "deadly-too-hot" scenarios as being vaguely further in the future, but in looking at trends and what we've seen this summer, it may be closer than we imagine.
Here is a graph showing surface air temps. The increases in high temps seems to be non-linear (i.e. accelerating).

It's worth noting that the reduction in sulphur emissions from ships is partially responsible for this jump (IYKYK). Image
Read 12 tweets
Jul 25
Fine, I did what I suggested and looked up the SEC docs because, you know, some parts of the government still kinda work.

(often these days it's the part that goes and fucks up private business, but sometimes I guess a private business needs someone to do that)

Onward...
Here is the administrative proceeding from the SEC. I recall much of this personally in the news at the time. If we steelman PG/YC side's comments, maybe the news narrative was controlled by Sacks, but official docs from the SEC are another thing:

sec.gov/files/litigati…
It starts out with:

"These proceedings arise out of materially false and misleading statements and omissions to investors by Zenefits…"

(So Sacks and co would have rightful cause to intervene)
Read 18 tweets
May 23
Big Tech has announced an Advance Market Commitment to buy 20M tons of nature-based removal credits.

This is good news, but it will only work if they also fix key broken elements of the buying market:



(1/n)
1: Pay more - as much as $46/ton.

Forward carbon sale prices for nature-based removals need to be higher, or the economics just don’t work for organizations doing the work.

Right now the forward carbon price is around $6-8/ton, with spot market prices around $12-18/ton.
Terraformation now has extensive experience analyzing the cost structure of high-quality ARR projects and the organizations who can do it.

The long-term value of this carbon removal is not adequately reflected in today’s price.

Read 24 tweets

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