Mike Brenner retweeted
The thing to remember: don't look at Budgets in isolation.
Taxes have been rising since 2021. The extra tax we're paying this year is the *cumulative* result of five successive Budgets, under three Chancellors.
This chart shows who's responsible & for how much.
Mike Brenner retweeted
According to Cloudflare Data Explorer the amount of russian bot traffic has dropped to 49% after Ukraine struck a yandex data center. Could this disrupt the midterm elections in the US?
In terms of bang for your buck and impact on millions this is the type of thing the UK government should be doubling down on … lovely design experience, great use of AI and making lives easier, unblocking government red tape, info fragmentation & process bottlenecks! 👏
Chief Design Officer @jgebbia officially unveils America.gov, the new online home for the United States of America
Mike Brenner retweeted
[Writing this in a personal capacity, not on behalf of my employer (Anthropic).]
Jacob’s thread is very worth reading. Here’s my birds-eye view of the situation with risks from AI:
1. AI developers believe their technology could cause human extinction (or similarly bad outcomes). This could happen in the next few years. In general, the more senior the employee, the more concerned they are.
2. Why do AI developers continue despite the risk? Due to a mixture of commercial incentives and a belief that they are in a race with other, less responsible AI developers that will abuse the technology or develop it less safely.
3. Unlike traditional software, we can’t “program” AIs to behave how we’d like. AIs frequently severely misbehave. For instance, AIs from multiple developers recently hacked their way out of secure evaluation environments and into real-world companies, even though no one asked them to do this.
4. We have methods that can nudge AIs towards better behavior, but nothing that can robustly align them. Insofar as there is a plan, it’s to make sure that AIs are good enough at alignment training that they can align their successors better than we can align current AIs.
5. Many AI developer staff desperately want to slow down to figure out how to build AI more safely. That was the intent of this open letter (which I signed): pacingthefrontier.com/
I work on safety research at Anthropic because I hope my work will reduce the chance of these extinction-level bad outcomes.
Mike Brenner retweeted
Read this brilliant piece on 23 June and Britain's near-miss grid crisis 🧵 dispatches.kilowatts.io/p/a-…
Summary:
→ Gas & nuclear outages (partly because of hot weather)
→ Solar great, then gone
→ Wind forecasts way off
→ Demand forecasts too national
→ Interconnectors saved us — barely
Gas and nuclear had huge outages that day — some sudden. Solar was brilliant, then died with the sun, exactly as it always will. We need way more batteries, especially in homes, to fill that gap.
Wind forecasts were miles out — not because wind is unpredictable, but because the central models used to plan the system are. Demand forecasts were even worse: a single national number can't capture where power is actually needed. London fell 472MW that evening while the model expected it to rise 1,138MW. That's not a rounding error, that's a system flying blind on geography.
Interconnectors saved us that night — but only after frantic phone calls, not because the market was built to use them well. With zonal pricing they'd work with the grid instead of against it every single evening.
The real lesson of 23 June: a grid built on one national price for everywhere is guessing at a national scale about problems that are actually local.
The crisis wasn't "not enough power" — it was too little power in exactly the wrong place, behind wires that were already full, while other regions had headroom to spare. A single price can't tell a battery in Kent to discharge and a battery in Scotland to wait — it just tells everyone the same story at the same time.
Zonal pricing fixes that: it makes location visible in the price itself, so flexibility shows up where the grid actually needs it. Pair that with batteries everywhere — homes, street corners, substations — and a genuinely digital grid that dispatches by the second rather than buying its safety margin in one panicked burst at 2pm, and near-misses like this stop being near misses at all. We have the technology. We just need the market design to use it.
Mike Brenner retweeted
What a rotten deal we made with Iran. We get nothing (except laughter at our stupidity). They get everything, including delay and big cash!
Mike Brenner retweeted
🚨 SpaceX just pulled off the greatest financial engineering feat of the century. In about a week.
Here's everything that happened, in order:
– Folded xAI into a rocket company, turning "space logistics" into an "AI infrastructure" story overnight
– Priced the IPO at a flat $135. No book-building, no range. Take it or leave it
– Floated just 4% of the company. 556 million shares against 13 billion
– Raised $75 billion at a $1.77 trillion valuation, near 100x revenue
– Lobbied to get into major indices in ~15 trading days. Amazon took years. Forced buying, by law
– Handed an unusually large slice of the float to retail. Tiny supply, an army of buyers
– Watched the stock rocket past $200, up nearly 20% in a single session
– Saw ~46% of the entire float trade hands in one day
– Then announced a $60 billion all-stock buyout of Cursor, the AI coding tool
– Structured it so the higher the stock trades, the fewer shares it has to print to pay
A company losing $4 billion a quarter is now buying AI startups with paper it manufactured out of a 4% float.
The scarcity that pumped the stock now makes its shopping spree cheaper.
This isn't aerospace. It isn't even AI.
It's the finest financial engineering of the century, and it's only week one.
SpaceX $SPCX traded 256 million shares yesterday.
The entire public float is 556 million.
So in one day, almost half of every tradable share changed hands. Bought and sold, over and over, in a few hours.
Here's why that number is absurd. SpaceX sold 555.6 million shares at $135 to raise $75 billion. That float is barely 4% of the company. Musk and insiders hold the other 96%, locked up and unable to sell.
Tiny supply. Enormous demand. Index funds that have to own it, retail that wants to, traders chasing the move.
The result is a $2 trillion company that trades like a penny stock. Up to $211 pre-market, swinging double-digit percentages between coffees.
This is what happens when you list 4% of the seventh-largest company in America and let the world fight over the scraps.
The price isn't telling you what SpaceX is worth.
It's telling you how few shares there are to buy.
Mike Brenner retweeted
A British biologist looked at 200,000 years of human history and found that the entire reason humans broke out of poverty was not intelligence, not language, not even agriculture, but one mechanism so simple a 6-year-old could explain it.
His name is Matt Ridley.
He is a zoologist by training, an evolutionary biologist by career, and in 2010 he wrote a book called The Rational Optimist that quietly argued the most important fact about human progress had been hiding in plain sight for the entire history of economics.
Naval Ravikant has been telling people to read everything Ridley has ever written for the last 15 years. The reason is the argument inside this one book.
For 200,000 years, anatomically modern humans walked around with the same brain you have right now. Same skull size. Same neural architecture. Same raw capacity for language, planning, and abstract thought.
For roughly 190,000 of those years, almost nothing happened. Generation after generation lived and died inside the same Stone Age toolkit their great-great-grandparents had used. Then somewhere around 50,000 years ago, the line on the chart of human progress started to tick upward. Then it bent. Then it exploded.
The question Ridley spent years on was the only question that mattered. What changed.
It was not the brain. The brain had been the same for 190,000 years. It was not language, which had existed long before the takeoff. It was not even agriculture, which arrived only 10,000 years ago and was actually preceded by the upward bend, not the cause of it.
What changed was that humans started trading with strangers.
This sounds too small to be the answer. Ridley argues that it is the answer to almost everything. The moment one human exchanged a useful object with another human from a different group, something happened that no other species on earth had ever done.
Two ideas that had developed in isolation came into contact. The flint knapper learned what the spear maker had figured out. The fisherman from the coast learned what the hunter from the forest had figured out. The two pieces of knowledge fused into something neither side could have produced alone.
Ridley calls this ideas having sex. The phrase sounds frivolous and it is meant to. The point is that ideas, like genes, get better when they combine with other ideas from different lineages.
An idea sitting inside one head, no matter how brilliant the head, eventually hits a ceiling. The same idea exposed to ten thousand other ideas does something genes do under sexual reproduction. It mixes. It recombines. It produces offspring nobody planned.
The cleanest proof of this argument is the most uncomfortable case study in the book. Tasmania.
Around 10,000 years ago, rising sea levels cut Tasmania off from mainland Australia. A population of roughly 4,000 humans was now isolated on an island, with no possibility of contact with the rest of humanity. They had the same brains. The same language. The same starting toolkit as their cousins 150 kilometers north. The natural experiment was now running.
What happened next is something no economist or geneticist had ever predicted.
The mainland Australians kept inventing. Boomerangs. Spear-throwers. Fishing nets. Bone needles for sewing fitted clothes. Watercraft with paddles. Their technology compounded slowly across the centuries.
The Tasmanians went the other way. They did not just fail to invent the new tools their cousins were developing. They started losing the tools they already had. Fishing was abandoned within a few thousand years. Bone tools disappeared. Fitted clothing disappeared. They forgot how to make fire from scratch and started carrying lit firebrands from camp to camp instead, relighting their fires from a neighbor's whenever their own went out.
By the time European explorers arrived in the 17th century, the Tasmanians had the simplest toolkit of any human society ever recorded. Their material culture had gone backward for 8,000 years.
The archaeologist Rhys Jones called it a slow strangulation of the mind.
Joseph Henrich at Harvard later proved with formal mathematical models that there was nothing wrong with Tasmanian brains. There was something wrong with their network. A toolkit requires a critical mass of people exchanging skills to maintain itself.
The act of teaching a skill is imperfect. Every generation loses a small percentage of what the last generation knew. If your population is large enough and trading widely enough, those losses get caught and corrected by someone else who still remembers.
If your population shrinks below a certain threshold and stops mixing with outsiders, the small losses compound until entire technologies disappear.
This is the part that should haunt anyone reading this in 2026.
Intelligence is not a property of the individual brain. Intelligence is a property of the network the brain is connected to. A genius in isolation will produce less than a mediocre thinker inside a dense exchange of other mediocre thinkers.
The thing your ancestors needed in order to break out of 190,000 years of stagnation was not better brains. It was better connections between brains they already had.
The implication for any individual is direct and uncomfortable. If you are smart and isolated, you will be outproduced by people half as smart who are connected.
The most successful people in any field are almost never the smartest people in it. They are the ones positioned at the intersection of the most idea flows. They are reading more authors than their competitors. They are talking to more people from more disciplines. They are in the rooms where ideas from different lineages bump into each other.
Ridley ends the book on the line that sounds optimistic but is actually a warning its this "The future will be invented by people who connect ideas, not by people who guard them."
Great idea!! Lots of “friction” to remove!
Hello, we are Jonathan and Abigail - unashamed pedants who want to bring this affliction to bear on all things public policy and practice.
We believe that details matter, especially in public administration. This is why today we are founding quibble: a campaign to fix the small stuff.
Think, for example, about the cookie banner that we click on every webpage. Each instance is not a big deal, so we just put up with it. But its cumulative impact adds up - on average we press it 5 times per day. The European Commission estimates that it costs EU citizens 343 million hours per year.
And who is there to represent the impacts of seemingly minor issues like this in a systematic way? We want quibble to be the answer. In the case of the cookie banner, lots of advocacy has rightly focused on privacy, but has this meant that user experience has taken a backseat? We believe there are ways to improve user experience without compromising on privacy. We will share more about this soon.
Consider another example. Did you know that in some government-run car parks you can be fined for a minor keying error, such as accidentally typing a zero instead of an “o”? Again, we will come to the detail of this quibble in the coming weeks, but for now just consider again the question: who? Who is there currently to systematically represent the interests of the parker who is given an unfair ticket?
An inherent feature of consumer interests is that those who have them rarely have enough other things in common to make collective organisation and representation feasible. This is the gap that quibble seeks to fill. Now of course excellent consumer interest groups exist. But understandably quibbles might not be at the top of their lists. Our hope is that quibble will be complementary; picking up the bottom-of-the-list issues faced by various groups - the stuff they are almost too embarrassed to raise because they are too small.
We are not embarrassed about detail. If you’ve ever had a splinter, you know small things can have a big impact. This is what quibble is committed to tackling, and our wider hope is that by doing so we will also incentivise policy makers to be even more careful about detail.
Check out our website here, including our first four campaigns: quibble.org.uk
A glimpse of the very near future …
At Stripe Sessions, we showed how we think agentic commerce will often happen behind the scenes in the course of producing other final products. Here, we show our Claude Code using MPP and @tempo to buy a dataset from @alpha_vantage in the process of generating a research report for me on AI energy usage.
Mike Brenner retweeted
Every use of a leaf blower is a massacre.
The stream of air from a handheld leaf blower comes out between 180 and 200 miles per hour. That's enough to shred caterpillars, strip butterfly eggs off leaves, and fling overwintering bees, fireflies, ladybugs, and moths into the street.
A chickadee needs 6,000 to 9,000 caterpillars to raise one brood. They overwinter in the leaf litter that falls ever autumn. The leaf litter your neighbor is blowing to the curb is next summer's songbird food.
And on top of it, leaf blower emissions are their own category of bad. Running a two-stroke gas leaf blower for 30 minutes produces roughly the same hydrocarbon pollution as driving a car 1,100 miles.
California and a growing list of cities have banned them outright. Germany's environment ministry told citizens not to use them unless "indispensable."
Is it time for a total ban?
Mike Brenner retweeted
With the weekend being so sunny I thought I’d take a deep dive into why January solar generation is so low. philiprsteele.co.uk/post/sol…
Mike Brenner retweeted
📽️THE TANKER
There's an extraordinary race underway on the high seas, as nations vie to secure increasingly scarce shipments of fuel.
In our latest on the economics of this conflict we track one such ship & ask: why is Britain so exposed?
The answer is not v reassuring.
Watch👇
Mike Brenner retweeted
Anyone who thought creating the largest internal security force in the country, answering only to the president, was for anything else hasn’t been paying attention.
Mike Brenner retweeted
Russia is providing Iran with satellite intelligence on U.S. military targets and American service members — helping Tehran strike Americans in the Middle East.
At the same time, President Zelensky and Ukraine are offering their battle-tested expertise to help the U.S. and its allies defend against Iranian drones.
It’s not complicated. Russia is helping Iran target and kill American service men and women. Ukraine is offering to help defend Americans risking their lives.
Somebody needs to walk into the Oval Office and tell the President what he needs to hear — the difference between friends and foes. When your back is against the wall and the chips are down, you find out who shows up to help and who stabs you in the back.
reuters.com/business/aerospa…
washingtonpost.com/national-…
Mike Brenner retweeted
Let’s not forget that as Donald Trump passes judgement on the head of State of Iran there is another one, in the Kremlin, whose signature started the invasion of Ukraine and has left hundreds of thousands of people dead. If the US is not to be seen as hypocritical in its claim that it is re-asserting moral authority then the White House should take a much harder line on Russia.
Mike Brenner retweeted
Promoting #Biofuels was a dodgy policy from the start for many reasons. If you still doubt that, read @_HannahRitchie 's devastating assessment that we could meet global electricity demand on the land used for biofuels.
emea01.safelinks.protection.…


































