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  • Ceuta Migrant Wave

    Ceuta Migrant Wave
    2026/08/04
    This week we talk about Melilla, hybrid warfare, and migration.We also discuss Morocco, civil conflict, and immigration politics.Recommended Book: Playground by Richard PowersTranscriptCeuta is a Spanish-owned territory located in northwestern Africa, along the top of Morocco. It’s small—about seven square miles—and is unusual because it is a city owned by a European Union member state that isn’t located on the European continent; it’s bordered by Morocco and the Mediterranean, and is located at the entrance of the Strait of Gibraltar, which is the strait that separates the Mediterranean Sea from the Atlantic Ocean.Ceuta is one of two territories that Spain still holds in Africa, the other being a smaller, just 4.7 square mile city called Melilla, which is located further west but still along the Mediterranean coast, bordered by the sea on one side, and by Morocco on the other.Spain has held both of these territories for hundreds of years: Ceuta since 1580 and Melilla since 1497, so it’s actually held them far longer than Morocco has been an independent state, in 1956. The populations of these territories, just over 85,000 people in each, also heavily identify as Spanish, despite many residents having Moroccan ancestry, so theres a cultural component here, too.That said, Morocco officially claims both areas as their own, considering them to be occupied territories, a bit like the Crimean peninsula has been militarily held by Russia since 2014, but it’s still claimed by Ukraine as an occupied territory. So the Moroccan government isn’t thrilled about having these small chunks of land, autonomous cities that are technically part of Spain, right there in the midst of their own territory. But these cities have been part of Spain for so long, and the residents are all Spanish citizens, with the same rights and sense of culture as the rest of Spain and Europe, that simply handing them over to Morocco has never seemed terribly feasible or desirable to the Spanish government, despite neither territory providing much strategic or economic value to Spain. So they remain a point of contention between these two governments.They’ve also served as migration hot-spots in recent decades, because they are the only two European territories that border an African country. And this is important because, in some cases, under some governments and in accordance with some laws, if you can make it across a border and into another country, you might be able to enter the system and eventually become a citizen, maybe claiming asylum or maybe getting slotted into some other path to citizenship. Or failing that, there’s a chance you might be able to just fade into the background, working and living in that country, despite not legally being there.What I’d like to talk about today is a recent surge in migrants crossing the border from Morocco into Ceuta, and the larger state of play, migration-wise, globally right now.—On the last day of July, 2026, an estimated 50-60 thousand African migrants illegally crossed from Morocco into Ceuta, some of them swimming to bypass the 20-foot-high border fences, others climbing those fences, or piling into overflowing boats, arriving in Ceuta en masse and overwhelming the guards who tried to stop them, though generally just trying to run past them, not attacking the guards—this wasn’t an attack, it was a rush to get into Spanish territory.Eventually the guards were reinforced by police and the Spanish military, and they started to push the waves of migrants back using water cannons and tear gas. But despite the less-lethal crowd control methods that were applied, at least 67 people, that’s the number as of the day I’m recording this at least, it’s been updated many times over the past few days, 67 people died as a result of stampedes, either headed inland or back into the sea, away from the gas and water cannons, or they drowned while trying to cross over the water.By the following day, the wave of migrants had become just a trickle, mostly a few stragglers who tried to swim to Ceuta, and who were swiftly returned to Morocco by local law enforcement. Almost everyone else who illegally crossed the border also returned to Morocco moved on by police or of their own volition, and though, again, this wasn’t some kind of violent incursion, to get a sense of the scale of this wave of humanity, Ceuta only has about 85,000 people living there, and this wave of migrants was about 60,000 people strong. So the locals mostly closed up all their shops and locked their doors, the people who arrived found themselves unable to get food or water, and law enforcement told them they need to leave, so most did. As of the day I’m recording this there are still several hundred migrants hiding in the nearby hills and lounging on the beach, exhausted and still hopeful they’ll be able to enter the asylum system—many of them saying they fled conflicts further south, like the ...
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    16 分
  • Hugging Face Hack

    Hugging Face Hack
    2026/07/28
    This week we talk about Fable, sandboxes, and the Jacobian conjecture.We also discuss counterexamples, X, and ChatGPT.Recommended Book: After the Fall by Edward AshtonTranscriptIn mathematics, a conjecture is a proposition, something like a guess by someone who knows what they’re talking about, about something believed to be true, but not yet proven in a formal sense. The goal is to then eventually come up with a formal proof for that informed guess, at which point the conjecture becomes a theorem. If even a single exception is found to the proposition, however, that exception called a counterexample, the conjecture is considered disproven, and it can then never become a theorem.The Jacobian conjecture—and this is a radical simplification of a very complex concept—but it basically says that if a formula-based map of coordinates stretches or moves without experiencing any local crushing or folding along its surface (which in more formal language would mean the Jacobian determinant is always a constant number that isn’t zero), if that’s true, that map can always be completely reversed, and that will return all the points to their original positions.This conjecture has been posited and tested since the late 19th century, and it’s generally been considered very compelling by mathematicians, many of whom have proposed proofs which were, ultimately, found to have subtle errors, keeping them from becoming theorems. No one was able to find a counterexample, either, which would definitively prove the conjecture was wrong.No one, that is, until a mathematician named Levent Alpöge, who works as a researcher at Anthropic, decided to task the company’s currently most capable, publicly available model, Fable, to find a counterexample. He posted the counterexample—and again, this is a formal mathematical finding that disproves a conjecture, keeping it from ever becoming a theorem, something that would typically be presented in a far more formal setting, and to much fanfare—but he posted it to the social network X, saying “hello there the jacobian conjecture is false thanx to my close friend akhil for asking about it and my other close friend fable for working during the world cup final.”Terence Tao, who’s considered by many to be the finest mathematician of his generation, reviewed the posted counterexample on his blog and said that it “appears like a massive miracle,” before going on to use ChatGPT, a competing LLM-based AI tool, to “discuss various aspects of this problem and to confirm several of the calculations.”Another mathematician named Dmitry Rybin, within days of all that happening, used ChatGPT to do something similar, disproving the Dinitz-Garg-Goemans conjecture.Both men posted the prompts that they used to make all this happen, and while Tao’s conversation with ChatGPT, checking the math on the Jacobian conjecture counterexample, was pretty mathematically dense, the latter counterexample was derived by using exactly four prompts, which are the messages typed into the text box built into these AI tools, telling the model what to do. In their totality those prompts read:“You should do a breakthroughplease continue research and find a complete unconditional counterexampleContinue the search. Have a clear strategy obtained from deeper understanding of the problem structure.it’s enough of partial results. let’s finish with a complete unconditional counterexample”What I’d like to talk about today is another new, interesting thing these top-of-the-line, frontier models are doing, that would seem to violate our sense of what a clever AI tool is capable of doing, and why this thing has some facets of the technology and cybersecurity world on high alert.—In mid-July 2026, AI company Hugging Face announced that autonomous AI agents compromised their infrastructure, hacking their system, basically. The following week, AI company OpenAI announced that, after investigating, they determined that two of their models were responsible for the attack.Here’s what happened:OpenAI was internally testing its recently released flagship model, GPT-5.6 Sol, and an even more powerful, not yet released model, which is rumored to be the next-step flagship, GPT-6, and they were checking these models’ capacity in cybersecurity using a testing benchmark called ExploitGym; so when they test these sorts of things, they don’t typically have them hack a real computer or system, they use these kinds of benchmarks which have consistent levels of difficulty, and which replicate real world systems without putting any real world systems at actual risk.Importantly, these sorts of tests also occur inside what’s called a sandbox, which is a software testing environment that cuts these systems off from external resources, including the internet.Despite those limitations, the AI hacked its way out of the testing environment, out of that sandbox, then launched what’s been called a nation-state...
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    15 分
  • Cyclosporiasis

    Cyclosporiasis
    2026/07/21
    This week we talk about cyclospora, FoodNet, and Taylor Farms.We also discuss iceberg lettuce, Taco Bell, and foodborne pathogens.Recommended Book: Babel by R.F. KuangTranscriptFoodborne pathogens cause about 48 million illnesses and around 3000 deaths in the US alone each year.The Centers for Disease Control and Prevention is the main agency tasked with keeping those numbers as low as possible, and the CDC’s Foodborne Diseases Active Surveillance Network, or FoodNet, is one way that they’ve tackled this pernicious, persistent problem since 1995, in partnership with the Food and Drug Administration, the US Department of Agriculture, and 10 state health departments: those of California, Colorado, Connecticut, Georgia, Maryland, Minnesota, New Mexico, New York, Oregon, and Tennessee.Collectively, this FoodNet network covers about 16% of the US population, which seems like a small number, and in some ways it is, but that grid of laboratories and surveillance sites has typically been capable of detecting foodborne problems before they’ve scaled-up into something more significant, growing from a localized issue into a nationwide outbreak. They’re generally not capable of preventing them outright, but they can keep them relatively small and regionalized.FoodNet was created in response to a series of huge, deadly E. coli outbreaks in 1992 and 1993, and in contrast to other common methods of detection, which are usually passive and thus a little slow to respond to potential outbreak indicators, this program was built around active surveillance methods, which means proactively gathering data from medical treatment records, hospitalizations, and even individual patient outcomes (including their travel history)—anything they can pair with diagnostic samples to better understand the context surrounding the products that contain dangerous pathogens—and this was intended to help them move faster to identify issues, triangulate the source of those issues, and then implement measures to solve these issues before they harm a bunch of people, as happened during another round of E. coli outbreaks in 2012 and 2013, which sickened dozens of people across multiple states, about half of the afflicted requiring hospitalization, in addition to at least one known death.At its height, FoodNet tracked 9 pathogens, so it cast a pretty broad net, encompassing the most common and dangerous of these potential vectors, including listeria, campylobacter, shigella, vibrio, yersinia, cyclospora, cryptosporidium, e coli, and salmonella.In July of 2025, as part of a larger wave of sweeping cuts across the nation’s safety nets, tracking systems, and scientific agencies, the CDC, under the second Trump administration, downgraded FoodNet so that it was only mandatory to track salmonella and E coli—the rest were no longer on the docket, because these agencies no longer had the budget to keep tracking them.What I’d like to talk about today is a recent, and as of the day I’m recording this ongoing, outbreak of cyclospora-induced cyclosporiasis, what we know about this outbreak, and what might happen next.—Cyclospora cayetanensis is a protozoan that can infect human beings, and which is usually transmitted via contaminated fruits and vegetables. This contamination is typically the consequence of inadequate sanitation standards, as it’s not transmitted via coughing or blood or anything like that, it’s carried via human feces.So this parasite gets into a human, sporulates, which means it releases a bunch of spores within its host, and then usually between 1 and 2 weeks after entering its new host, the host develops cyclosporiasis, the disease caused by cyclospora producing all those spores. This disease is notorious for sometimes causing what’s colorfully called explosive diarrhea, alongside general watery bowel movements, intense cramping and severe gas and bloating, and that’s sometimes paired with nausea, vomiting, fever, and dehydration, due to all the frequent, intense, watery bowel-movement-related output.This is how cyclospora reproduces and spreads: it infects a host, that host has urgent diarrhea for a while, usually more than two days, sometimes as long as several weeks or even a month or more, with all the pain and discomfort and life-disrupting issues you might assume from that sort of persistent symptom, and then it sometimes finds new hosts via that watery output.Sometimes, cyclospora works its way into food systems because sanitation standards at a particular farm will be not good. Specifically, workers will sometimes not be allowed to take restroom breaks, and they’ll simply do their business right there in the field; so if they’re sick and can’t afford to take a sick day, and might be fired if they do, or if they’re asymptomatic, which some people infected with cyclospora are, they might do their business in the field, unaware that waste can then go on to spread this pathogen into the food ...
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    17 分
  • NATO Summit 2026

    NATO Summit 2026
    2026/07/14
    This week we talk about Russia, Ukraine, and the Warsaw Pact.We also discuss Patriot interceptors, Hungary, and Article 5.Recommended Book: The Alternative by Nick RomeoTranscriptThe North Atlantic Treaty Organization, or NATO, was founded in the wake of WWII, in 1949, in order to affirm unity between non-Soviet European nations, Atlantic nations like Greenland and Iceland, and the US and Canada, over in North America.The main purpose of this unity was to establish a sort of firewall around the western perimeter of the Soviet Union, which at the time was the only global superpower other than the US, because much of the world, but especially Europe, was struggling to recover from the destruction wrought during the second world war, and the Soviets had made pretty clear that they intended to take over everything: they’d already gobbled up most of their neighbors, creating an increasingly expansive buffer zone of Soviet states around their central, Russian territory, and most of the conflicts still playing out, or threatening to play out, globally at this point were either overt or slightly concealed proxy fights between the capitalist democratic forces of the West and the authoritarian, Stalinist forces of the Eastern Soviet bloc.NATO was thus a wall of nations that said, hey, if you attack any of us, that will mean you’re attacking all of us. And that ‘all of us’ included the United States, which was the only individual force capable of standing up to the Soviets at this point, due to its massive conventional military force, and the threat posed by its huge, and still growing, nuclear weapons arsenal.The Soviet counter to NATO was called the Warsaw Pact, which formed in 1955, and these rival alliances carved up Europe during the latter half of the 20th century, until the Soviet Union collapsed in 1991.As military alliances go, NATO has been fairly successful—Article 5, the portion of the agreement that triggers if a NATO member is attacked, calling the other members to come to their aid, was only activated once, following the terrorist attacks on the US on September 11, 2001; that led to NATO involvement in the US’s attacks on Afghanistan in subsequent years, though NATO forces also periodically got involved in other regional conflicts, like the Kosovo War in 1999, and the Libyan Civil War in 2011, in both cases working with the UN to protect civilians from the actions of violent leaders or assailants. But beyond that, no one, including the Soviets, messed with NATO.NATO has since accepted sixteen new member states, and that expansion is one of the supposed rationales for Russian President Putin’s invasion of Ukraine. During Putin’s first presidency, Russia and NATO had been on pretty solid, even cooperative terms, which had some questioning the point of the treaty, since it was originally formed to counter Russian aggression. In Putin’s second presidency, though, things took an antagonistic turn, and when Russia illegally invaded and annexed a part of Ukraine, called Crimea, back in 2014, NATO ceased all cooperation with Russia.When Russian forces launched a full invasion of Ukraine in 2022, NATO suddenly seemed more important than ever, as a reinvigorated Russia, with the stated purpose of, in Putin’s words, reclaiming portions of Europe that were previously part of the extended Soviet Union, parts of the Warsaw Pact, that posed a serious threat to just about everyone, especially European nations that border Russia and Russian allies, like Belarus.What I’d like to talk about today is the 2026 meeting of NATO leaders, and the general state of affairs on the ground in Ukraine, as of mid-2026.—Leaders of NATO member nations typically meet for a summit each year, though the schedule varies a bit, depending on the needs of the moment, and whether there are any NATO-relevant crises that might nudge things forward or cause them to be delayed.The 2026 NATO summit was held in Turkey’s capitol city, Ankara, on July 7 and 8. It was the second such summit hosted by Turkey, and the 36th NATO summit, overall.This meeting was notable for several reasons, many of them directly related to Russia’s ongoing invasion of Ukraine, but also the US’s continued ambivalence, at times bordering on active antagonism, toward the treaty, under the Trump administration.Over the course of the past 4 years, Russia has continued to make threats toward the rest of Europe, implying or suggesting that it might have to act militarily against its NATO-member neighbors. During the same period, the US has criticized European NATO member states for not carrying their own weight, most of these nations not spending enough of their GDP on their military and defense infrastructure, in accordance with their treaty obligations, and most more or less relying on the US’s military (and nuclear) umbrella to threaten would-be attackers.This has long been the NATO state of affairs, but under the Trump administration, the ...
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    15 分
  • Digital Gaming

    Digital Gaming
    2026/07/07
    This week we talk about Sony, Nintendo, and the Playstation.We also discuss Grand Theft Auto, the 3DO, and digital dark ages.Recommended Book: 3 Days, 9 Months, 27 Years by John ScalziTranscriptThe earliest video game consoles that were made to be used in the home, as opposed to being set up in an arcade, were hardwired like their arcade kin. That means rather than being able to play a bunch of different games, they were basically just single-game boxes: you would buy a machine that allowed you to play Pong, for instance, and if you wanted to play another game, even by the same maker, Atari, you would have to buy another whole console with its own screen, controls, etc, to do so.That was the state of the art in the early to mid 1970s. By the late-70s, the concept of swappable games became reality with the introduction of what are called ROM cartridges. ROM stands for read-only memory and is a type of storage common in computers and other devices, which allows whatever you store on it to persist, which is a contrast to RAM, which is the type of memory that determines how much you can do on a device at any given moment, and which disappears when the device is turned off.So these ROM cartridges were kind of like the portion of the hard drive that’s used to boot up your computer, storing the bare-basics of the system so it can be initialized and understand how to run all the other software that builds upon that baseline. And that memory was stored in durable, plastic cases that made them usable by ordinary, non-techy people. You could buy a game and handle the cartridge, popping it into your game console hardware and removing it, to make way for another game, over and over and over again, and that use would be unlikely to damage the ROM chip.This same general format was flexible enough that it lasted through the mid-90s, the capacity of the ROM chip continuing to grow as the associated tech improved, and the capabilities of the central console hardware that used these cartridges became more sophisticated. Upgrades were slowly added to the innards of the plastic case, as well, including things like battery backups that enabled saved games, and the Super Nintendo’s Super FX chip, which enabled 3D graphics that would have otherwise been impossible with the contemporary state of the art.The next generation of gaming consoles relied on another medium, though, and one that had several benefits over the long-lived game cartridge.CD-ROM discs, which were flat, circular, and contained information that was encoded and read with lasers, had been around in some form since the late-1980s, and were even used in a few early gaming consoles, like the PC Engine CD-ROM, which barely anyone bought, and the Sega-CD add-on for the Sega Genesis, and 3DO consoles, which a few more, but still relatively few people purchased.The release of the first Sony Playstation, now known as the PS1, in 1994 changed that, though, and this shift was partially the result of Sony’s impressive game lineup, but was also due to the strength of the CD medium. Each CD-ROM could hold 650-700 MB of information, which was more than 100-times the capacity of the competing Nintendo 64’s cartridges.There were downsides to this new standard; CD-ROMs were less durable than plastic-encased cartridges, and they were very slow to load, as well, because information stored in ROM chips could be more or less instantly booted, while the info stored on discs had to be spun up and read first, resulting in sluggish load screens throughout the gaming experience, and especially on the initial boot-up of the system.That said, the far superior storage, and the dramatically reduced cost of these laser-etched discs—cartridges could cost $15-20 apiece to manufacture, while CD-ROMs often cost pennies apiece—that triggered a rapid transition in the gaming world to this new medium. Handheld consoles stuck with cartridges for a lot longer, due to the nature of the use-case and difficulties associated with trying to use spinning discs in portable hardware, but everyone else moved to discs pretty rapidly, after Sony proved the utility of the model, and many aspects of video gaming were upgraded as a result of all that additional storage capacity.That capacity continued to grow as CD-ROM were replaced with DVDs, which could hold 4.7-8.5 GB per disc, again, up from 650-700 MB; the industry made that change in the years 2000 and 2001, with the PS2 and Xbox consoles. And then in 2006, the PS3 moved to Blu-ray discs, which could hold a whopping 25-50 GB per disc, once again resetting gaming expectations—though Xbox stuck with DVDs, and Nintendo’s Wii, Wii U, and Gamecube consoles used proprietary disc formats that had a lot lower capacity compared to their competition.Leading into the 2010s, even those Blu-rays were straining under the weight of some big-name, AAA games, some of which required multiple discs and mandatory hard drive installs from those discs, because ...
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    19 分
  • 2026 European Heat Wave

    2026 European Heat Wave
    2026/06/30
    This week we talk about air conditioners, pressure systems, and heat stress.We also discuss weather memes, climate change, and dirty grids.Recommended Book: Battle of the Linguist Mages by Scotto MooreTranscriptAn air conditioner, or AC, or maybe air con if you’re in the UK, is a device that moves heat from one location to another. In doing so, it usually dehumidifies the air, as well, so it can rapidly cool a room or entire building by shifting both heat and humidity from that room or building, elsewhere—usually outside.This is basically the same technology used in refrigerators, a process called vapor compression allowing the device to circulate a substance called refrigerant using a compressor, a condenser, an evaporator, and an expansion valve, which—and this is a very superficial explanation of what’s happening—but these components take advantage of forced circulation and a phase-change between gas and liquid to transfer heat from the room you want to cool, or the inside of the refrigerator, and move that heat outside your building, or to the back and/or bottom of the fridge.This is a far more active mode of air conditioning, of cooling and dehumidifying the air, than has been used throughout history. Most early methods relied on passive approaches, including but not limited to architectural elements, the use of plants and optimization of air flow, or creating basement areas for things that needed to stay cool.Researchers have dabbled with more active methods of conditioning air for centuries, though, and several 19th century inventions served as precursors for the first iteration of modern ACs, some of which were used to create ice, which was useful unto itself, but could also be used to cool a room, if far less effectively and efficiently than an actual, holistic AC unit.In 1894, industrial-grade ammonia compressors, powered by electricity, made this category of device suitable for urban environments; previously they just were far too bulky and difficult to power for city use. By 1896, the Hungarian engineer who came up with this new riff on the theme, István Röck, was manufacturing what he called dry air cooling apparatuses for hospitals, theaters, and other large spaces.Just five years later, in 1901, an American inventor named Willis H Carrier developed what’s widely considered to be the first modern electrical AC unit, selling the first one to a lithography company in New York, before patenting the term air conditioning in 1906. The first residential version of this device was installed in 1914, and in 1915 the Carrier Air Conditioning Company of America was formed—a business that still exists today.The impact of air conditioning, and this general technology category, as again, it’s also used in modern refrigeration units, cannot be overstated. This tech didn’t become widespread in the US, which is where it initially took off, in large part due to Carrier and other AC businesses’ presence in the States, until the mid-20th century, and before that, before the 1950s, the state of Florida was technically occupied, but only just barely because of its extreme heat and humidity and abundance of mosquitos. The population of Florida in 1950 was about 2.7 million, and today it’s about 23.5 million—that influx of people began after AC units became standard in buildings across the state, and the country. We’ve seen similar migrations as a result of too-hot places sudden becoming a lot more pleasant.Similarly, refrigeration enabled a boggling amount of change within the food and beverage industry, the chemicals and industrial materials industries, and the healthcare and life science industries, because before the advent of the cold chain—the system of refrigerated spaces, including boxes and trucks and planes and ships that allowed medicines and foods and other substances to stay cold from their origin to their end-consumer—it simply wasn’t possible to sell or create or work with many of these products and materials.The distribution of this technology is not universal or equal, however, and in some cases that inequality, that lack of access to this technology in some spaces, is the result of choice, not inaccessibility. And that’s what I’d like to talk about today: the spread, or lack thereof, of AC technologies and products, and how a recent heat wave in Europe may lead to more installations of this type of product across the continent.—Beginning in late-May of 2026, a series of severe heatwaves engulfed Europe, and especially Western Europe, breaking all sorts of temperature records and leading to a bunch of heat-related deaths.A recent meme gives a good sense of just how bad this heat wave has been.Back in 2014, as part of a campaign by the World Meteorological Organization, dozens of weather presenters from around the world were invited to record fictionalized weather reports from 2050, with the intention of giving people a sense of how global climate change ...
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    17 分
  • Balcony Solar

    Balcony Solar
    2026/06/23
    This week we talk about plug-in power, renewables, and Germany.We also discuss inverters, solar arrays, and microgrids.Recommended Book: Consider This by Chuck PalahnuikTranscriptMost climate scientists and knowledgable folks in adjacent fields will tell you that, as a species, we’re way behind where we need to be if we’re going to avoid a whole lot of negative consequences caused by global climate change.We’ve blazed past a bunch of tipping points already, and while the worst-case scenarios we were worried about a decade ago are no longer likely because of the energy-generation and related changes we’ve made globally, since then, the damage caused up to this point is already doing some pretty bad things to our water cycle and other temperature-regulating systems, and that’s looking like it will get even worse over the next several decades—even if worse no longer means cataclysmic in the sense of ending all life on the planet.That said, even noting that progress has been a lot slower than most experts would prefer, progress is happening in regards to the deployment of renewable energy sources, and in the replacement and retirement of dirty, carbon- and methane-spewing sources, like coal, petroleum, and gas.As of 2026, the global share of total electricity generation, so all electricity produced by all sources for all purposes, is about 33.8% for renewables, marking the first time renewables have been used to produce more than a third of the total electricity produced, globally; that also means renewables have surpassed coal for electricity generation for the first time.While hydro and wind continue to contribute to the growth of renewables deployment and electricity generation, solar power is by far the biggest growth area for renewables right now, and solar, alone, covers 75% of total electricity demand growth in 2025—which means as countries around the world deploy more electricity generation assets to account for electricity demand growth, three-quarters of that demand is being met by solar. And this is notable because typically that kind of demand, the majority of which arises in huge, rapidly scaling countries like China and India, has up till recently been met by the dirtiest of energy production sources, coal.There’s also been a 0.2% reduction in fossil fuel generation, year-on-year, which is a very small number, but that level of production is massive, and there are a lot of subsidies and other mechanisms that keep fossil fuels flourishing around the world, so every little sliver of fossil fuel energy production reduction is still a pretty significant thing.Many of these renewables-related wins, in recent years, have been attributable to the large-scale installation of solar facilities, backed by massive, utility-scale battery backups, primarily in China.China is by far the largest producer of solar panels and related technologies—Chinese companies produce somewhere between 80-90% of all the key components and perform the same portion of all key manufacturing stages for the global supply chain, while also controlling the vast majority of resources necessary to manufacture solar panels. And it has been on a tear over the past decade or so, installing just a silly amount of solar infrastructure. Which is good, because China is also seeing a lot of growth in energy demand, so if they weren’t deploying that much solar, they would likely be deploying that much coal infrastructure, instead.That said, while huge solar arrays are important to renewables growth, there’s also been a recent boom in smaller-scale solar energy deployment in recent years, especially but not exclusively across Europe. And that’s what I’d like to talk about today: the emergence of so-called ‘balcony solar,’ and what it might mean for the further expansion of solar’s footprint around the world.—In 2025, Utah, which is a deeply Conservative, Republican state, became the first US state to pass a bill that makes it easier to legally install plug-in solar panel systems.As of mid-2026, about 30 states have followed suit, and even more are considering it, laws allowing for the installation of such solar technologies winding their way through legislative bodies on the back of the popularity and seeming no-downsides nature of this tech product category.Plug-in solar, also sometimes called balcony solar or garden solar, is currently most popular in Germany, which is the biggest market for this product right now, with about four million such systems installed as of 2025.To understand the popularity of this type of solar installation, it’s useful to understand that conventional solar installations have typically required a decent amount of electrical surgery to install. They’ve usually involved a large number of panels operating as an array, and that array has produced quite a lot of electricity that then has to be funneled as a direct current either back into the local grid using what amounts to ...
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    14 分
  • Cholesterol Therapies

    Cholesterol Therapies
    2026/06/16
    This week we talk about LDL, HDL, and cardiovascular issues.We also discuss one-time therapies, statins, and pharmaceutical economics.Recommended Book: Blood by Dr. Jen GunterTranscriptCholesterol is the most common type of what’s called a sterol, which is a type of steroid, but also structurally technically an alcohol. But functionally, and classified by scientists, cholesterol is a lipid, which in this case is similar to a fat in all but how the body uses it. Cholesterol is the type of sterol most commonly found in animals—other types are found in plants and fungi—and its function, and this is where it varies from fats, which are used to store energy, is to basically help hold the cell membrane together, and it also serves as an intracellular messenger.Cholesterol is especially prevalent in the brain and spinal cord of animals, but it’s found throughout their bodily tissues, as well, and again, it’s vital for holding everything together and helping things communicate, in addition to being a precursor for vitamin D, steroid hormones, and bile.You want to have cholesterol, then, as without it you would be dead.Too much cholesterol in the blood, however, can also make you dead, especially when it’s bound to what’s called low-density lipoprotein, or LDL, as that contributes to cardiovascular disease like heart attacks and aneurysms, which can massively impact one’s overall wellness and quality of life, and at extremes lead to the whole system shutting down as a consequence of heart attack, stroke, and the like.A lot of things can contribute to the development of cardiovascular disease, including habits like smoking, genetic predisposition, and the enthusiastic consumption of alcohol and unhealthy foods. But high blood cholesterol, of the LDL variety, is one of the top contributors, as these low-density clusters of lipoprotein can clog the pathways that blood takes throughout our bodies. Other, denser types of lipoproteins, HDLs, can clear it, like a heavier, denser substance pushing through clogs of less-dense materials that are gumming up a pipe, but LDL is at times accumulated as a result of consuming delicious but unhealthy foods, which are hard to avoid, and for some people the only consistently available and affordable foods; and for other people LDL accumulates as a result of their genetic predispositions—two things that are devilishly difficult to change.What I’d like to talk about today is a new type of therapy that may be very good news for people who struggle with the accumulation of LDL, and why this is being seen as very good news more broadly, at the scale of entire nations, as well.—Pharmaceutical company Eli Lilly is testing a new, experimental drug called VERVE-102 which is a one-time infusion that is currently administered over the course of about four hours, and once completed, it turns off a gene called PCSK9, which is responsible for making a protein that regulates cholesterol levels in humans.As I said, this drug is still being tested, so these are early results. But in a study of 35 people with high cholesterol levels, high levels of LDL or LDL-C, which is short for lipoprotein cholesterol, they found that this infusion, which again, is a one-time treatment, so get it once and then theoretically at least you never have to get anything done ever again, it reduced those LDL and LDL-C levels by as much as 62%, and that reduction was maintained a year and a half after the infusion; that’s how far out they’re retested so far, and the hope is that each retest will continue to show the same.On the strength of those very promising results, a Phase 2 study has been planned by the end of 2026, and the US Food and Drug Administration, the FDA, previously fast-tracked this existing study, because of the promise and potential this drug already demonstrated in early studies; all of which is considered to be very significant progress and possibility.To understand that significance, though, it’s useful to know some health stats. And I’m going to focus on the US here, as that’s where this drug is being developed, but many wealthy countries have similar stats, at least in terms of cardiovascular disease struggles.As of 2024, which is the last year we had good, cohesive data on this in the US, it was estimated that about 11-12% of the US adult population has high cholesterol levels. This typically doesn’t come with any symptoms, but it can contribute a higher risk for all those cardiovascular diseases, including heart attack and stroke. A further 86 million US adults have borderline or elevated cholesterol levels, which can easily tip higher, but also, even in that existing, elevated state, contribute to negative cardiovascular outcomes.There are treatments for high cholesterol, the most common of category of which are called statins, which reduce the production of LDL by inhibiting an enzyme that produces cholesterol in the body.Unfortunately, these drugs do come ...
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