Marko Jukic Profile picture
Oct 2, 2024 30 tweets 8 min read Read on X
A fertility rate below 1.6 means 50% less new people after three generations, say 100 years. Below 1.2 means an 80% drop.

The U.S. is at 1.64. China, Japan, Poland, Spain all below 1.2. South Korea is at 0.7—96% drop.

Mass extinction numbers.
There is no indication that birth rates are going to stabilize, let alone recover, anywhere. Only Israel and Georgia (?) look like even half-way exceptions.

Unless they drastically and rapidly change, the 21st century will be the century of unbelievable aging and depopulation.
Based on these latest fertility numbers, we can expect the drop in new people in 100 years to be the following: USA (-47%), France (-46%), Russia (-65%), Germany (-68%), Italy (-78%), Japan (-81%), China (-88%), Thailand (-89%).

Turkey, UK, Mexico, etc. all similar.
People haven't really integrated what this means for our civilization, industrial society, and the progress of history because it's too big to wrap your head around.

I think what it means is that our civilization is about to collapse. Meaning sometime before 2200.
It is in every practical sense numerically *impossible* for immigration to fix this. You can't "make up the difference" with immigration when the difference is 50%+ of an entire generation. Especially not if you're China or the EU and your shortfall is in 100s of millions.
People still haven't updated on how rapidly fertility rates in the developing world are falling either. In 2022 already, Brazil was at 1.6, Mexico 1.8, India 2.0, Turkey 1.9, etc.

Numbers above say *Chile* is now at *0.88.* Thailand is at 0.95! What is happening!
The Danish population of Denmark hasn't changed a whit since 1980—44 years ago, or, you know, half a century.

The entire population growth in Denmark since 1980 has been immigrants. I bet this holds for many other countries too. Which means...
...the entire functioning of the quasi-redistributive quasi-capitalist system we have in Europe and North America has been subsidized by immigration for half a century already, while the previous population has stagnated and aged.

The system has been non-functional for decades.
There is no way to sustain the stack of institutions behind our version of modern industrial society when the next generations are collapsing by 50%+. It is as numerically impossible as throwing more immigrants at the problem. The math doesn't add up.
There is a strong psychological need to believe in utopian or apocalyptic visions of the near future, like AI doom/acc or imminent WW3 or ecological catastrophe, because the alternative is staring our incomprehensibly pathetic civilizational population collapse in the face.
I don't expect the dead players and bureaucrats to leap at opportunities for reform, but I think it's a catastrophic distraction for live players and independent thinkers, especially in tech, to forget that the straightforward solution is societal reform.
The solution isn't to hope we can build an AI who will solve all our problems for us or subsidize our incoherent, sociobiologically insolvent system with our wacky technology, the solution is coming up with a new, functional plan for organizing industrial societies.
People used to think that surely the low fertility rates of Asia would stabilize at, like, 1.1 at absolute minimum.

Nope. South Korea (population of 50 million) is now at 0.68. Others following. As @SamoBurja says, no reason not to expect 0.0 TFR societies in the near future.
If we fumble a much-needed reform of industrial society by 2100 or so, I think we miss our opportunity to establish permanent settlements in the Solar System and thus our chance at the stars down the line. It closes the book on that for us. Maybe in another 1000 years.
Everyone proposing to save the day with robots, AI, artificial wombs, longevity, or whatever other speculative wacky tech solution is proposing to do a great favor to the bad and broken system that brought us here.

The system needs reform, not more subsidy. Ideas, not tech.
The global economy and industrial/post-industrial standard of living, and all its attendant social norms, relies on a tremendous scale of population to be viable.

I don't think it's viable anymore when South Korea has 5 million people instead of 50 million.
I'm working on what I think will be a solution to industrial civilization's fertility problem. It's not a quick or easy problem. I published the first piece here in @palladiummag:
Also worth reading (and subscribing to!) @bismarckanlys Brief, which investigated India's rapidly falling fertility rates and near-future population stagnation here: brief.bismarckanalysis.com/p/fewer-than-o…
There is a personal upside to civilization-scale population collapse. If you are one of the few people to prioritize high fertility, your children and grandchildren will inherit a world:
More thoughts on solving industrial society:
Unfounded hope that fertility is a self-correcting problem, yet as @Empty_America is fond of pointing out, falling populations congregate in low-fertility cities even harder. They don't spread out to areas with cheap homes and fruitfully multiply!
If cheap homes attracted young people who automatically used them to be fecund according to some Malthusian logic, it would have happened already in places like rural America or Italy. The opposite is happening.

By @Empty_America in @palladiummag: palladiummag.com/2022/08/16/in-…
If you enjoyed these insights or wish to support further research on solving the problems raised herein, I warmly invite you to become a paid subscriber to @bismarckanlys Brief.

You will receive a new in-depth investigation every Wednesday at 2pm GMT: brief.bismarckanalysis.com/subscribe
You can find every publicly-available Brief to read at no cost here:
One underexplored aspect of the population collapse crisis is how many developing countries simply have fraudulent population numbers for various reasons.

Nigeria's population may be overstated by as much as double.

Read the @bismarckanlys Brief here: brief.bismarckanalysis.com/p/nigeria-is-a…
Every week, Bismarck Brief sends paid subscribers a new in-depth investigation of the strategy of a key institution, industry, or influential individual, from China to Silicon Valley.

You can search all 150+ Briefs we have completed geographically here: google.com/maps/d/u/1/edi…
Some more of our work here, make sure to follow:
The news is structurally designed to keep you uninformed and losing money.

Bismarck Brief is designed to be your guide to the individuals and hidden forces shaping our world—like the demographic collapse.

As a bonus, we even beat the S&P 500. Read here: brief.bismarckanalysis.com/p/why-you-shou…
Finding solutions to civilization-scale threats like the imminent demographic collapse is part of our daily work at @bismarckanlys. Make sure to follow our founder and president @SamoBurja and my colleagues @benlandautaylor and @RianCFFWhitton to stay up to date on our work!
Indeed. We could call the current demographic collapse trajectory "the Thanos Plan." Many think it will turn out very well, strangely enough. But maybe we shouldn't Thanos ourselves.

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More from @mmjukic

Mar 8
97% price reduction? 16% deflation year over year on durable consumer goods? We should put the people who make plasma TVs in charge of the government. That means we need to elect the *opens book* wait a second *flips pages* oh no *sweating profusely* oh no no no not like that Image
Do I want to simp for China? No. But China is run by the "97% price reduction" party. Europe and America are run by the "increase the price of housing and education by 500% party," with brief interruptions by the "let's accidentally blow up the world's oil and gas supply" party.
You would think (a) don't blow up the world's supply of oil and gas and (b) if you're sitting on your hands, just build nuclear plants until the cost of energy is zero would be table stakes. For some incredible reason however only the Chinese communists manage to clear this bar.
Read 7 tweets
Feb 24
If DeepSeek (160 employees) can somehow smuggle huge numbers of scarce, cutting-edge chips into a secret AI facility on the Mongolian steppe in violation of the strictest U.S. government export controls ever, and thus build the AGI before we do—they basically deserve to win.
Nobody seems to notice that the overwhelmingly obvious implication of all this breathless fulminating about Chinese AI labs getting any kind of access to Nvidia chips is that, if China had unrestricted access to said chips, they would have left U.S. labs in the dust years ago!
Imagine thinking you are going to win the future of the lightcone by tripping up your rivals with wordcel government regulations and restrictions rather than honorably shape-rotating technology into being. Then getting mad they ignore your wordcel spells.
Read 7 tweets
Feb 24
I love these posts because they present a cold mathematical fact then try to soften the heavy blow with some non-sequitur pop psychology. No, the real meaning is that no matter how much agency you exercise, everyone older than early 20s is already basically a walking corpse.
Here are some actual implications to take away: (1) children and the young deserve any resources far more than decrepit delusional olds (2) olds begin at 30 (3) school robs us of most of our perceived life, that's how evil it is.
In my opinion, positions of power, wealth, authority should be given to 13-year-olds, so they can use them wisely and profitably until they retire at 29, right about the time they can begin schooling and work after 30 years old when the drudgery doesn't matter anymore anyway.
Read 6 tweets
Feb 13
The West has two kinds of elites. Those who earn their money from suspiciously skyrocketing asset prices. And those who earn it from fraudulent nonprofits with government contracts. The former wants to audit the government. The latter wants a tax on unrealized capital gains.
As a Western elite, these are basically your two options to actually cash in on your hard-earned status. In practice you either end up owning enough infinitely-growing tech stocks to never have to work again, or you end up with a suspiciously highly-salaried fake nonprofit job.
In some other time and place, our elites could cash in on their status with grants of landholdings, appropriately labeled government sinecures, or active ownership of a productive factory.
Read 6 tweets
Feb 11
A bad AI future nobody is currently modeling is we approximate AGI but never create it, resulting in largely automated economies with huge unemployment, redistribution, and demographic decline, but fail to maintain themselves without human expertise and collapse by 2100 or so.
Any automated AI economy outcome that falls even one-tenth of a percentage point short of true AGI will require large amounts of human expertise and labor to maintain itself. But the closer it gets, the more it incentivizes the human race to give up even harder on living.
If AI progress hits true AGI, the human race is over. If it just gets 99.999% of the way there, it only turbocharges all of the terrible political economy incentives that have plagued the human race since we first climbed the techno-industrial ladder in the late 1800s.
Read 10 tweets
Jan 28
The purpose of dysfunctional migrants in every country is to create problems that justify bureaucratic budgets for upper-class college-educated white people to give themselves no-show e-mail jobs safe from market forces. Also those migrants vote for continuing the system.
The way to solve this problem would be to give upper-class college-educated white people no-show e-mail jobs safe from market forces by fiat. But there are too many people who want such jobs now. So the actual solution is to aggressively remove the status of no-show e-mail jobs.
The only conceivable way to aggressively remove the status of no-show e-mail jobs is to inspire our elites to want to expand across space and time rather than die comfortably alone after a lifetime of petty status games.
Read 7 tweets

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