I was able to catch a little bit of this live, and I just want to say thank you to Substack for finally allowing us to watch it on the web--that was quite the irritation beforehand. Looking forward to seeing the rest.
On the battery subject, we may well be almost far enough along where subsidies are needed less as EVs are expensive even with them and sales are stagnating. The de
successful development and manufacturing of the solid state battery will likely be the game changer that will make people WANT to give up their ICEs: 900 mile range, charge time like a gas station visit, much longer lifetimes than lithium, and made with cheaper metals. Autonomy eventually another bonus.
Successfu scaling of battery across multiple chemistries and beyond EV, and indeed notably solid state, although tha'ts not yet there - in interim the fixation with pure EV over hybrid as a bridge strikes me as a fundamental purist error in context of a USA with its particular geographic and car culture.
Given the title, I expected a higher percentage of the runtime to be devoted to Sino-industrial policy? What's there was still pretty good, a nicely nostalgic teaser of non-MY neoliberal thought (I don't get to read Noahpinion that often, since unlike SB, so many of the banger posts are paywalled...4 paid substacks is already too much reading). And a couple of the tangents were certainly interesting, even if I continue to think Noah beclowned himself by falling for the SB 1040 FUD astroturf campaign. Overall though, this was a fairly rambly meander that could have either been much shorter + focused, or much longer + expounded at length. Left me slightly depressed at the shrinking number of outs left to play to, all while running out of runway. I'm not quite cosmopolitan enough to view a world with China as the new hegemon as something other than, if not a loss condition, certainly a suboptimal outcome at best. Immigrating from there to instead chase the American Dream(tm), and watching that get foolishly frittered away over ~a generation...I think the reaction "Sad!" is on the Pareto frontier of pith and brevity.
Et voila, illustration of why the Democrats are progressively losing wider swaths of America. Identarian politics.
Working class white people with declining economic prospects of course vote against Democrats with their identarian fixations, dissolving rather than building potential broad voting bases.
Well.... your understanding is "interesting". ... and again voila, illustrating why Democrats have spent past decade or two losing ground in once 'base' D demographic profiles
-An AI tax that funnels money earned from AI to poorer Americans.
-A tax on NEW AI that covers more generous unemployment benefits to those lose their jobs to AI.
-Invest in a VERY POWERFUL government owned AI open to public use. Make this AI a specially good at teaching people how to use the resources available. For example by identifying businesses that will do well where the user lives.
China: I wish we could be serious enough about China to do all the pro-growth stuff we should do anyway -- Deficits not more than public investment through consumption taxes, Lots of Science and technology investment, reduced trade restrictions (basically free trade with everyone but China), fix the border/recruit world talent immigration reform, Abundance regulatory reform, taxation of net CO2 emission -- without hostility to China.
Good. Bluetooth is an overly complex protocol that creates more compatibility issues than it solves. Even just the debate over Harris's, GenX fixation, on wired headphones where it matters [1] just highlight's the fractal, IP stacking of software licenses to guard increasingly differentiated offerings from captive, hardware, IP-holders. Be it Apple on the phone side or Sennheiser [2] on the peripheral side, everyone wants to guard their margins with this increasingly, needlessly complicated protocol.
Even the EU doesn't want to push a truly open standard (as they did with USB C) because they have their own special interests to defend in terms of electronics IP. Let the CCP and SEA have it all, if that's what it takes.
[1] [2021-12-09] "What Kamala Harris’s wired headphones tell us about US politics today
[2] Used to love Sennheiser for the good balance of performance, durability, and value. But they increasingly want their own app and pages of settings. I just want to prevent them from interacting with phone calling. See my recent Mar 2025 rant, https://www.amazon.com/review/RFDO74RA67F5O/ref=cm_cr_srp_d_rdp_perm?ie=UTF8
I was able to catch a little bit of this live, and I just want to say thank you to Substack for finally allowing us to watch it on the web--that was quite the irritation beforehand. Looking forward to seeing the rest.
Is this going to be in a podcast? I particularly enjoy consuming content in podcast form.
Matt has said that the reason 80% of his readers are men is that women don't like his direct communication style, which is a male trait.
Because of this, I'm always surprised by how high pitched his voice is.
Is there going to be a transcript sorry to ask!
I still prefer to see it written out.
What was Matt drinking?
NIMBY tears!
Diet Coke
Far less delicious than NIMBY tears, but still a respectable choice if you have to drink a sugar-free soft drink!
You should upgrade to Coke Zero
On the battery subject, we may well be almost far enough along where subsidies are needed less as EVs are expensive even with them and sales are stagnating. The de
successful development and manufacturing of the solid state battery will likely be the game changer that will make people WANT to give up their ICEs: 900 mile range, charge time like a gas station visit, much longer lifetimes than lithium, and made with cheaper metals. Autonomy eventually another bonus.
Successfu scaling of battery across multiple chemistries and beyond EV, and indeed notably solid state, although tha'ts not yet there - in interim the fixation with pure EV over hybrid as a bridge strikes me as a fundamental purist error in context of a USA with its particular geographic and car culture.
Given the title, I expected a higher percentage of the runtime to be devoted to Sino-industrial policy? What's there was still pretty good, a nicely nostalgic teaser of non-MY neoliberal thought (I don't get to read Noahpinion that often, since unlike SB, so many of the banger posts are paywalled...4 paid substacks is already too much reading). And a couple of the tangents were certainly interesting, even if I continue to think Noah beclowned himself by falling for the SB 1040 FUD astroturf campaign. Overall though, this was a fairly rambly meander that could have either been much shorter + focused, or much longer + expounded at length. Left me slightly depressed at the shrinking number of outs left to play to, all while running out of runway. I'm not quite cosmopolitan enough to view a world with China as the new hegemon as something other than, if not a loss condition, certainly a suboptimal outcome at best. Immigrating from there to instead chase the American Dream(tm), and watching that get foolishly frittered away over ~a generation...I think the reaction "Sad!" is on the Pareto frontier of pith and brevity.
Wtf are you talking about, "protections for white people"?
White people are still the wealthiest, the most CEOs, the most members of congress, the most educated...!
Et voila, illustration of why the Democrats are progressively losing wider swaths of America. Identarian politics.
Working class white people with declining economic prospects of course vote against Democrats with their identarian fixations, dissolving rather than building potential broad voting bases.
And Matt is on purpose being a dick by proposing a white focused counter identity politics.
Well.... your understanding is "interesting". ... and again voila, illustrating why Democrats have spent past decade or two losing ground in once 'base' D demographic profiles
Okay, spit balling here:
-An AI tax that funnels money earned from AI to poorer Americans.
-A tax on NEW AI that covers more generous unemployment benefits to those lose their jobs to AI.
-Invest in a VERY POWERFUL government owned AI open to public use. Make this AI a specially good at teaching people how to use the resources available. For example by identifying businesses that will do well where the user lives.
Kaffeeklatsch of the Neoliberals.
No transcript?
I just skimmed, but interview seemed great. I can't stand Noah's posts and tweets. But he seemed like not a total douche in this interview.
China: I wish we could be serious enough about China to do all the pro-growth stuff we should do anyway -- Deficits not more than public investment through consumption taxes, Lots of Science and technology investment, reduced trade restrictions (basically free trade with everyone but China), fix the border/recruit world talent immigration reform, Abundance regulatory reform, taxation of net CO2 emission -- without hostility to China.
Wish I could listen to this, but the substack app doesn't broadcast via Bluetooth to other devices.
Good. Bluetooth is an overly complex protocol that creates more compatibility issues than it solves. Even just the debate over Harris's, GenX fixation, on wired headphones where it matters [1] just highlight's the fractal, IP stacking of software licenses to guard increasingly differentiated offerings from captive, hardware, IP-holders. Be it Apple on the phone side or Sennheiser [2] on the peripheral side, everyone wants to guard their margins with this increasingly, needlessly complicated protocol.
Even the EU doesn't want to push a truly open standard (as they did with USB C) because they have their own special interests to defend in terms of electronics IP. Let the CCP and SEA have it all, if that's what it takes.
[1] [2021-12-09] "What Kamala Harris’s wired headphones tell us about US politics today
" https://www.independent.co.uk/independentpremium/editors-letters/what-kamala-harris-s-wired-headphones-tell-us-about-us-politics-today-b1972187.html
[2] Used to love Sennheiser for the good balance of performance, durability, and value. But they increasingly want their own app and pages of settings. I just want to prevent them from interacting with phone calling. See my recent Mar 2025 rant, https://www.amazon.com/review/RFDO74RA67F5O/ref=cm_cr_srp_d_rdp_perm?ie=UTF8