1/ My friend Jon Haidt @JonHaidt has written the MOST important article you can read today...
"Why the Past 10 Years of American Life Have Been Uniquely Stupid––it's not just a phase"
2/ He begins by analogy to parable of Tower of Babel
Noting THEY were fragmented by different languages
While WE for causes he diagnoses are...
"disoriented, unable to speak the same language or recognize the same truth. We are cut off from one another and from the past."
3/ Haidt describes what I like to call
a "directional arrow of progress"
of EVER more cooperation at EVER larger scales
He invokes excellent must-read Robert Wright book NON-ZERO @robertwrighter (also author of Moral Animal) which reminds me of (Sims') Will Wright illustration
4/ Here is Haidt on this directional arrow of progress toward non-zero cooperation
5/ Haidt notes
"The high point of techno-democratic optimism was arguably 2011, a yr that began w/the Arab Spring + ended w/ the global Occupy movement. And when Google Translate became available on virtually all smartphones making '11 the yr humanity rebuilt the Tower of Babel.
6/ Haidt notes in the BEGINNING social media helped maintain social ties (and was virtue)––but THEN
as people felt comfortable sharing with strangers + co's––it became performative signaling + amplifying and exploitative.
7/ "This new game encouraged DISHONESTY and mob dynamics"
"We might have just handed a 4-year old a loaded weapon.
8/ "It was just this kind of twitchy + explosive spread of anger 😡that Madison had tried to protect us from in drafting the Constitution. The Framers were excellent social psychologists. The KEY🔑was to build in mechanisms to slow things down, cool passions, require compromise"
9/ Haidt then turns to the EROSION of TRUST
He invokes @mgurri the ex CIA analyst who predicted our fracturing (even without Russian + Chinese agents making it worse"
10/ Haidt then turns to the importance of NORMS + INSTITUTIONS for error-correction
+ the ease today of tribes silencing not just critics but their own members from dissent––creating echo chamber + bubbles of homogenous belief–– & diversity breakdowns
11/ Haidt again quoting Gurri
"The digital revolution has shattered that mirror, and now the public inhabits those broken pieces of glass. The public is highly fragmented + it’s basically mutually hostile––mostly people yelling at each other + living in bubbles
12/ Haidt notes both the LEFT + RIGHT in different ways have been handed darts making each side STUPIDER
and leading to
CANCEL CULTURE +
DEPLATFORMING +
SOCIAL DEATH
for anyone who doesn't self-censor or silence to as @pmarca would say "support the current thing"
13/ Haidt cites awesome work from @noUpside Renée DiResta on DISINFORMATION
We already know Russia + China have exploited social media as a weapon turning our own technology + open systems on OURSELVES (the way hijackers turned our own planes on our own buildings)...
some touch on continuing phenomena he + @glukianoff first identified in "Coddling of The American Mind"–– on Gen Z not knowing how to resolve conflict, needing authorities + needing to just get OUT
15/ Here is full MUST-READ piece by my friend @JonHaidt on democracy after our disintegration...
CZI led by Mark Zuckerberg + Priscilla Chan who've admirably committed tens of billions (and the entirety of their wealth to CZI) has acquired Lux family co Evolutionary Scale––just 2yrs after it's founding at a great multiple...
2/ We first teamed w/ @alexrives cofounder of EvolutionaryScale ~10yrs ago
cofounding Lux family Kallyope (cutting-edge bioetch focused on gut-brain axis)
Alex had the prescience to see the future of bio was computer science + AI. So he got his PhD at NYU and then...
@alexrives 3/...then Alex went to Meta, built an absolute cutting-edge AI bio group and published work that competed with Alphafold/Deepmind.
I tried to convince him to spinout in late winter of 2022––but Meta was funding him too well...
-Over 50% of small VCs will involuntarily exit as ~5 VCs are planning to voluntarily exit (IPO)
-Lux team has invested over half a billion dollars across 82 companies (new + existing) in the past few months…
2/
-Zuck’s “ Poachapalooza 2025”
-L&A (License + Acquihire) is the new M&A
-the AI capex surge (5% of GDP) ~ fiber-optic + router binge of 2000 tech boom (5.2%) and short step below sheet-rock bonanza of 2005 housing bubble (6.7%).
-Open source vs Closed…
3/great irony in frenzy for ARTIFICIAL intelligence––what’s acquired isnt hardware but HUMAN intelligence
-frontier of agentic Al not defined by model size-but what we can verify
-99% reliable agent degrades to 60.5% after 50 sequential decision tasks––each error cascading like cracks in glass
NVDA = 19% of that––and 42% of NVDA revenue comes from just 5 Big Tech co's buying GPUs:
Meta, Amazon, Microsoft, Google, Tesla
2/At recent lunch with LP who put Lux in business I talked about shift from consensus cloud inference (GPUs + datacenters + power) to on-device inference (memory + batteries)...
3/ This valued LP talked about CAPEX:
Meta, AMZN, MSFT, GOOG TLSA spending $560B by EOY 2025