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

Jun 6
Still waiting for any investigative journalism outlet to write the piece explaining how and why every single country in Eastern Europe and Japan overnight decided to begin mass-importing low-wage laborers from the Indian subcontinent and Southeast Asia sometime in 2022-23.
As far as I can tell the Potato-Shaped Boomers visited Dubai and discovered that the only thing they love more than grandstanding about immigration and nationalism at home is undercutting wages and getting a new roof installed for even cheaper than before.
The Potato-Shaped Boomer fingerprints are all over it, you can tell they are deliberately not accepting migrants from Africa, the Middle East, or Muslim countries but instead Hindu/Buddhist/Catholic Asians, so as not to look too mendaciously greedy and hypocritical.
Read 18 tweets
Jun 3
The best tourists are Germans: despite their tastelessness, they are Olympic cheapskates interested only in nudism and ice cream. The worst by far are Americans whose infinite demand for "fusion tacos" and other atrocities—plus tip—turn idylls into circuses of scams and garbage.
When Americans with too much money and negative taste begin arriving in droves, you can kiss any sincere and authentic atmosphere or establishment goodbye. What's the point? They'll pay ten times more for garbage from the freezer that costs ten times less—and tip you too!
The British alcoholics are somewhere in between. But simply nobody compares to the noble German tourist who brings his own beer, cigarettes, and sandwiches to the beach all the way from Stuttgart. He understands that, in tourism, one must never feed the zoo animals.
Read 4 tweets
May 27
It appears that since 2024, Putin has pursued a bold new strategy for Russian government reform: simply find the most handsome and least potato-shaped Russians around, and then appoint them to high positions to replace the positions filled by the most potato-like officials. Image
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Attention all Eastern European leaders: DO NOT select your high officials from "Alexander Lukashenko's eldest son" type of Slavic man. DO select your high officials from "Alexander Lukashenko's youngest son" type of Slavic man.
Unfortunately I am however seeing A LOT of room for improvement still. Image
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Read 5 tweets
May 26
Is 95% of modern awe and prestige of the medical profession just stolen valor from late 19th century sewage and sanitation engineers who finally built cities with streets that weren't literally swimming in feces?
Mid-19th century medicine was so bad that they not only dismissed the idea of washing their hands but mocked the guy who suggested it to the point he was committed to and beaten to death in a mental asylum. To be fair, I guess he was technically a doctor too! Image
Mid-19th century hygiene was so bad people were wading through horseshit, doctors were operating without washing their hands, and men would willingly sleep with syphilis-ridden prostitutes. When there is this much low-hanging fruit, maybe we should focus on that effect first!
Read 7 tweets
May 15
Nothing puzzling about it. Communism fell because of exhaustion and institutional annexation to the U.S. bloc, not revolution. Therefore elite turnover was partial at best and communist elites and institutions are now "democratic" elites and institutions in many countries still.
Many even found it natural and relaxing to simply switch from taking orders from impersonal institutions in Moscow to taking cues from impersonal institutions in Washington, and joyfully imposing both on their populations, whom they view as primitive cavemen that need uplifting.
There was no tradition of sovereignty in Eastern Europe since 1945 and the fall of communism didn't change that. The satellite states just switched sides. The exception to this, in fact, was Yugoslavia, and look what happened there!
Read 5 tweets
May 14
"Immigration," "debt," and "tourism" should be curse words with the same status as "corruption." All three are fundamentally ways for failing and incompetent governments to sell out the country. The cure for the disease has a wholly different name: industry.
Oh, and "real estate." Let's not forget that one.
This is a de-development program no different from more on-the-nose degrowth or South African-style extraction. The rent-seeking accelerates until you have a "Greece moment" and the whole country becomes permanently poorer, more backwards, and ungovernable.
Read 4 tweets

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