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

May 30
I mean, it's a good question. Why hasn't human civilization naturally developed into a brutal aristocracy of the highly moral and high-IQ? Why don't we have a global "130 IQ high-trust Anglo" paradise already?

What mysterious force obviously overcomes and beats intelligence?
I think the only way I can answer it is something like: the force that mysteriously overcomes intelligence is the inertial collapse of structures put together by still yet more intelligent players in the past.
Why is it so hard to reform institutions even with great intelligence? It's because when functional institutions are built in the first place, they are designed with multitudinous failsafes and killswitches to prevent them from being changed (and thus also from being reformed).
Read 19 tweets
May 26
It is a massive gaping fallacy threatening to swallow up all organized religions entirely that the only choices are "instrumentalizing religion for other ends" or "total and deliberate inward obscurantism with no outwardly verifiable or tangible signs of functionality needed."
E-trads are fully aware that essentially all notable organized religions are in massive decline and incapable of fighting the forces of the secular world in any meaningful way, but somehow also refuse to admit this obviously means religious institutions are dysfunctional.
The institutional decline of organized religion has obviously not resulted in a decline of religiously-inspired action and thinking. It has just been taken up by nominally irreligious ideologies and groups that nonetheless make moral and theological claims with great enthusiasm.
Read 5 tweets
May 25
The real problem with organized religions today is the same problem as in any organization: they are too vulnerable to becoming ossified husks full of gerontocrats in expensive clothing who are trivially mogged and defeated by the few young moral and theological entrepreneurs.
I think @bronzeagemantis is right about a huge fraction of "religious trads" as functionally suck-ups and suckers for these types of gerontocrats who have in fact failed to keep their tradition alive but are coasting on insights and achievements from literally >1000 years ago.
@bronzeagemantis The small clique of Bay Area "Effective Altruists" behind Anthropic are more dynamic moral and theological thinkers than the entire Catholic Church, which is why one of them is lecturing the gerontocrats in this video and the Pope is aping their ideas rather than the reverse.
Read 8 tweets
Apr 2
There is really no way to explain the U.S. government's decision to launch this Iran War the way it did without reference to extreme ignorance, stupidity, or recklessness. It seems like not one relevant person actually understood the consequences of Iran closing the Strait.
If a single relevant person truly grasped the magnitude of what they were doing, they would have had shouting matches with everyone until it was decided against. Even if somehow not, there would have been crystal-clear messaging and five contingency plans ready to go from day 1.
This isn't some unpredictable third-order effect. Any economics or foreign policy halfwit could have told you that Iran is dangerous because it threatens to close the Strait and even a brief investigation would have confirmed this beyond all doubt.
Read 5 tweets
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

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