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NunoSempere


				

				

				
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joined 2022 September 10 10:19:29 UTC

				

User ID: 1101

NunoSempere


				
				
				

				
0 followers   follows 2 users   joined 2022 September 10 10:19:29 UTC

					

No bio...


					

User ID: 1101

Meanwhile I'm still running my little intelligence agency, and we keep putting out weekly minutes (of which stuff like the above is my draft for Thursday). Today I was very frustrated because someone wants to give us a grant but their ops is fucked up and so we might have to pay $5k in overhead basically just because. On the plus side, my cofounder has been doing very fast wargames for the items in this list and these have generally been very enlightening, because they make it much easier to think through what the "obvious steps" are in catastrophes like that in a way that more abstract thinking doesn't do it for me.

Yesterday I posted a blogpost on the "grain of truth problem", where you can't really update well if you observe something which you previously thought had probability ~0—many of the big picture frameworks people use to make sense of AI have fail and imho will continue to fail because they are too rigid. I put it on twitter, but it failed to reach anybody with real power.

/end of rant.

Pretty quiet week for me, but then again I'm focused on events that could escalate. The South Korea martial law declaration was poorly executed (compare with the 1981 Spanish coup), and overall I thought it wasn't a big deal. Maybe I'm just desensitized. As the Lebanon front closes a new front emerged in Syria, which seems like a bigger deal (because it's a bigger country), but nothing decisive has happened there yet.

Russia moved some assets outside Syria, perhaps suggesting that it will not reinforce Assad.

United Healthcare CEO assassinated

Meta plans to build $10B spanning undersea internet cable for its exclusive use.

Hezbollah fires the first missiles since ceasefire

Estonia launches large-scale NATO exercises near border with Russia, together with France, the United Kingdom, the United States and Latvia. I like Estonia and consider them competent.

Catholic bishop attacked and robbed in Sudan, by the RSF. Meanwhile the pope calls for peace

Marburg virus has been spreading a bit. I previously was vaguely paying attention to it, but now it's come up often enough that I'm more actively tracking it.

UK orders 5M doses of H5 vaccine

China state news point out how the US has repeatedly promised and failed to provide security to Africa.

Pakistan army kills some jihadist insurgents

The South Korea military law declaration seems like a nothingburger.

Syrian conflict continues.

Flu-like disease kills 143 in Congo.

French prime minister resigns. Unclear if Macron (President) will hang on to power.

Meanwhile, Senegal and Chad asked France troops to leave. France presence in Africa has declined a lot over the last few years.

China banned exports of various raw materials to the US.

My answer here is that there is no meaningful "we", and your level of analysis is decoupled from actions you can personally take, because the US natsec blob gains meaning from opposition to China and is thus pretty set on that.

Coupling it with actions would be much more interesting, e.g., "why don't we form a voting block that attempts to influence either mainstream party into doing so?", "why don't we see if we can get 100 people to call their US representatives about [whatever]?", "why don't I personally see how I can meaningfully trade with China, e.g., by manufacturing stuff there".

My recommendation would still be to go to a doctor.

You could just have nasal polyps, i.e., growths in your nose. A doctor can burn them.

What's so special about facebook is that it was the first to offer this at scale in that country, in a way accessible to wide swathes of the population.

This isn't really news

Sure. It was news to me though.

Some items I'm tracking this week:

Austria didn't pay for Russian gas, as a remedy for an arbitration award. This ends Austria's 50 year dependence on Russian gas, mid-winter.

Anti-NATO nationalist won the first round of Romanian presidential election. Calin Georgescu, who has praised Putin's regime and blamed the military-industrial complex for the war in Ukraine, secured over 22.9% of the vote, surpassing pro-western candidates Lasconi and Ciolacu.

Israel <> Hezbollah ceasefire

As a case study for negative impacts of technology, apparently the introduction of Facebook groups allowed larger-scale cooperation in Myanmar to a much larger extant than before, and contributed/enabled/made possible the Rohinya genocide.

Aljazeera looked at whether aid workers are being tagetted, given that relatively many (281 in 2024) were killed this year, articularly in Gaza. This could be important, because killing aid workers potentially makes catastrophes much worse.

Further protests in Pakistan about releasing Imran Khan

His wives kept dying mysteriously. His secret poison: Insulin

William Dale Archerd was a charming sociopath who married frequently, drank highballs, and despised 9-to-5 employment. He was a natural salesman who married seven women from 1930 to 1965, sometimes not bothering to divorce the previous one. Archerd was finally arrested in 1967 for a series of murders carried out using insulin injections to mimic fatal illnesses.

Israel and Lebanon instituted a ceasefire, which was then broken. However, Lebanese are returning to their abandoned homes

Per Biden's announcement of the ceasefire, it is between the governments of Lebanon and Israel, and their respective security forces. It doesn't seem to bind Hezbollah?. Over the next 60 days, the Lebanese Army and the State Security Forces will deploy and take control of their own territory once again. Hezbollah terrorist infrastructure in southern Lebanon will not be allowed to be rebuilt.

Food conditions continue to worsen in Gaza, in part because Israel has been blocking aid

The US and Japan are High Mobility Artillery Rocket Systems (HIMARS) on Japan's Nansei islands to defend Taiwan in case of a Chinese invasion, as reported by Voice of America.

Trump team weighs direct talks with Kim Jong Un. Meanwhile, in his final meeting with Chinese President Xi Jinping earlier this month in Peru, Biden asked for Beijing to use its leverage to reel in North Korea.

Documents declassified by the US reveal a list of assassination targets authorized/ordered by Putin

North Korea reveals uranium enrichment facility for the first time. DHL cargo plane crashed just outside the Vilnius airport, killing the Spanish pilot and injuring the three other crew members. Lithuania cannot rule out terrorism.

If Trump introduces tariffs against other nations, inflation in the US would go up, and other countries would likely retaliate.

Bird flu found in sample of California raw unpasteurized milk sold to the public. group of access leaked api access keys to OpenAI's Sora model in protest to considering themselves "free PR"

I don't necessarily disagree, but to me the most salient fact is that there is not a clearly dominant gang that can keep the peace.

Stuff I'm tracking this week

Top items:

  • Two undersea cables in Baltic Sea cut, Germany and Finland fear, sabotage suspected
  • Ukraine fired UK, US missiles into Russia. Russia retaliated by sending an ICBM-lite missile into Ukraine
  • Sweden sent a brochure to its citizens "in case of crisis or war". Seems worth reading
  • The Adani empire is stumbling a bit.

T-Mobile hacked as part of a broader Chinese effort.

Nearly 100 trucks carrying food for Palestinians were looted in Gaza. Hamas security forces retaliated by killing over 20 gang members involved in the looting. Israel cited distribution challenges as the main obstacle in aiding Gaza.

China-Pakistan to conduct joint military/anti-terrorist exercise

Maybe worth purchasing big ticket items soon, before Trump tariffs hit.

DeepSeek will release large models

Russia / Ukraine heating up a bit.

volcano erupted in Indonesia.

US Secret Service using data from phones to locate users, without a warrant

Talks between Hezbollah, Lebanon and Israel are ongoing, with talks being between Israel and Lebanon, and Israel wanting to preserve its ability to attack Hezbollah if needed.

Biden authorizes Ukraine to use US-supplied longer range missiles for deeper strikes inside Russia

Deutsche Welle reports that a chance in Russia's nuclear doctrine preceeded the US allowing Ukraine to use long-range weapons.

300 Colombian mercenaries killed in Ukraine, out of 500 that went there

Russia has begun production of nuclear shelters

Russia Today, a Russian state-affiliated media outlet summarizes the key changes in Russia's new nuclear policy

CNN looks at some satellite images of the infrastructure damage in Ukraine

China and Russia are acting together in the Artic

Special US-Russia Hotline To Defuse Crises Not In Use, Says Kremlin

Zelensky gave an interview to Fox News, in which he recognizes that Ukraine probably wouldn't be able to survive without US support.

Greek Intelligence declassifies reports on 1974 coup and Turkish invasion

Pakistan starts a larger operation against Balochistan terrorists

US arms stockpiles strained by Ukraine, Israel support, says the head of US Indo-Pacific Command.

First case of clade I mpox diagnosed in the US

Trump seemed to confirm on Truth Social that he'd declare a national emergency and use military assets to institute a mass deportation program

WHO added another mpox vaccine to their emergency listing. This allows countries & procurement processes to coordinate a bit better around acquiring it.

EU isn't cutting antibiotic use fast enough to slow antibiotic resistance, the EU CDC says

H5N1 bird flu infects six more humans in California, Oregon

Here is an overview of nuclear events

Here are a few bullet points on the "Talibanization of Bangladesh"

Is your startup a solution to my problem?

No. Rather, some internal tooling I am not willing to release is. I am not willing to release it because it would take too much effort, and it might not end up meeting your needs (it uses the terminal extensively). However, from the description you could get an AI tool (maybe this) to try to replicate it.

Also, I've sometimes entered Data secrets lox, but bumped out pretty quickly; what is an example of a discussion you've found valuable there, if that's not too much trouble?

A straightforward answer could be to write a parser for each source of information that you are interested in, and then a frontend to consume that information. I am partially doing this (and it provides some of the magic sauce for my startup), though I also use email and rss. And Twitter; the serendipity factor for the algorithm is still too high to leave it be.

What says The Motte?

This makes a lot of sense to me, particularly on the Ukraine side. On the Russian side, I'm not so sure, and in particularly I'm not so sure that both sides will share an understanding of what is a reasonable compromise.

Lol, this makes sense :)

Elon Musk shared a perspective from Jeffrey Sachs, outlined in more detail here or here, about how Russia was provoked by NATO expansion into invading Ukraine, in the same way that the US was provoked by Soviet cooperation with Cuba. This matters because Musk has become an important Trump advisor.

African countries face cybersecurity vulnerabilities due to foreign control over critical technological infrastructure, with notable cases of Chinese cyber espionage in African Union headquarters and Kenyan government ministries. Chinese and U.S. companies dominate the application and operating system layers.

Theravada Budhist rebel militias control most of a state (province) in Myanmar. Seems like it could tickle some people here.

Otherwise, I'm thinking about how states just seem like a bad abstraction. Alliance blocks, ideologies, religions, dynasties seem like somewhat better building blocks. In particular, states seem like an easy abstraction, but recently they have mislead me when... a) thinking about the Iran/Hamas/Hezbollah/Houthis: it seems much easier to think about them in terms of religion than in terms of their geographic boundaries; b) there are a few governments that are pretty weak, and they are so just because the west recognizes and supports them. Yemen, the former government of Afghanistan come to mind, c) borders are important, but not that important. There is free travel between Paraguay/Argentina/Brazil, between the European Union, between the US and Canada, between Russia and Belarus, etc., d) at the lower level, a few governments are just a few families in a trench coat (Saudi Arabia, El Salvador, etc.).


Longer list of items below. Some may be wrong.

Protest in Hyderabad against Punjab's construction of more canals on the Indus river.

Canada forces are training for deployment in Latvia—an a potential

Potential prophylactic against Ricin, in case somebody is wanting to recreate a Pricess Bride scene irl.

A paper in nature warns about the danger of a repeat of the 1815 Mount Tambora eruption

Iranian foreign minister Abbas Araghchi warned of the potential spillover effects of the wars in Gaza and Lebanon, where Iran-backed groups are battling Israel. Araghchi stated that if the conflict expands, it could result in insecurity and instability spreading to other regions beyond the Middle East. I'm particularly worried about that scenario.

Biden administration "under pressure" to respond to Iran's plot to kill Trump, reports Fox News.

Turkish President Recep Tayyip Erdogan has called for imposing a weapons embargo on Israel and severing trade relations with the country

Far-right Israeli minister calls for annexation of West Bank

IDF says it destroyed most of Hezbollah's manufacturing, storage sites

Iran is building 'defensive tunnels' in Tehran metro network to save people from Israeli air strikes

Iran might have developed chemical weapons. These would have been tactical, rather than wide-area.. British tabloid claims that Liz Truss thought that there was a 50% that Putin would use a nuclear weapon in Ukraine in the eve of her administration

The Famine Early Warning System warns that if food supplies remain blocked, then Famine (IPC Phase 5) will most likely occur in North Gaza

An Iranian MP says Iran should move forward with a nuclear test

China is building nuclear reactor to power new aircraft carrier

France sent a nuclear-powered aircraft carrier to Japan

North Korea ratifies mutual defence treaty with Russia. The treaty commits both countries to providing immediate military assistance to each other using “all means” necessary if either faces “aggression”.

NATO military chief says troops would be on ground if not for Russian nukes

US flights to Haiti banned after 3 airplanes shot. government information campaign in Norway is urging citizens to prepare for emergencies, with a checklist of supplies including water, food, candles, iodine, a radio, and cash.

Doctors Without Borders ambulance in Haiti ambushed, patients executed by police officers and vigilantes.

Colombia has declared a state of disaster following days of torrential flooding impacting tens of thousands of families.

European Forum for Disaster Risk Reduction

Canada records its first human bird flu case

Global talks to reach an agreement on better fighting pandemics will continue into next year

The largest-yet multilingual open pretraining dataset was released.

China arms itself for potential trade war with Donald Trump. "You think you’ve priced-in geopolitical risk and US-China trade warfare, but you haven’t, because China hasn’t seriously retaliated yet"

Ukraine could build a crude nuclear bomb within months, similar to the Fat Man bomb dropped in Nagasaki, from spent plutonium

An elephant seal colony lost 95%+ of its pups because of H5N1

An Australian site makes the point that misinformation laws prevent converging to the truth when the official version is wrong, as it was in the early days of covid when the mechanism for transmission was thought to be droplets, rather than the virus being more generally airborne.

ChinaTalk reports on the state of model testing in China

Looking into this a bit more, using a stack-based fermi estimation tool I like

600K 700K # tonnes of rice
=> 600.00K 700.00K
* 1K # kg in a tone
=> 600.00M 700.00M
* 1.2K 1.4K # calories per kg of rice
=> 753.25B 936.74B
/ 1.9K 2.5K # daily caloric intake
=> 323.46M 459.24M
/ 25M 28M # population of NK
=> 12.12 17.51
/ 365 # years of food this buys
=> 0.033 0.048
/ 1% # as a percentage
=> 3.32 4.80
exit

So Russia is giving 3-5% of North Korea's caloric intake, and NK previously was short maybe 5-10%. Somewhat wild.

Makes much more sense, still kinda blows my mind.

maybe kilotonnes

I'm presuming they're migrating to Southern Europe

Yes, but also within Africa. Within Africa migration is much easier than moving to another continent.

"Politics begins with grasping reality, and the reality is... [that I am right]"

Honestly he is taking the moral high ground, but it's kinda fake. I expect it to be convincing to the German people though.

It's a good speech. But it doesn't accept the concept of tradeoffs between climate goals, social goals, defense goals: min 15:

My strong conviction is that we must never play inner, outer and social security against each other. It threatens our cohesion, and ultimately our democracy...

Makes sense that the FPD would be against it.

Some news stories I'm tracking; thoughts welcome on any of them, particularly the first two.

South Korean intelligence reports that an agreement between North Korea and Russia includes an annual supply of 600-700 tonnes of rice to North Korea, a salary of US$2,000 for North Korean soldiers deployed in Ukraine, space technology, and provisions for Russian involvement in potential conflicts on the Korean Peninsula. With around 10,000 North Korean troops expected to be deployed to Ukraine, this could generate over US$200 million annually for Pyongyang. The 4 million tonnes of grains that North Korea says it produces per year are actually about 1 million tonnes short of what it needs to feed the country.

Six people have been killed in NY after a "subway surfing" trend, where people get on top of subway trends, has been going "viral". The number is really small, but the vector "social media leads people to do really stupid shit" seems like it could scale (anorexia and tumblr, lying flat in China, etc.) Admittedly, the subway surfing in question looks pretty lit.

There is a crunch in the transformer industry

Canada's National Cyber Threat Assessment classifies India a "state adversary"

198 killed, 111 injured in separate terrorist attacks in Pakistan during October.

Volcano erupted in Indonesia, killing ten people (and thousands will be relocated), but the region has a lot of volcanoes and a lot of people.

Myanmar <> India border conflict. Over 200 people have died, 60,000 displaced, and 30 km of fencing completed. The influx of refugees from Myanmar, over 60,000 in Mizoram and 5,000 in Manipur,

The Houthis have developed what they call a "marching submarine", something between a moveable landmine and an unmanned submarine.

Veterinarians back mass testing of milk for avian flu

Egypt hosted Fatah <> Hamas post war Gaza talks

US Deploys B-52 Bombers and Missile Destroyers in Warning to Iran Amid Escalating Regional Tensions

Another Hezbollah commander killed

Houthis pledge to continue red sea attacks despite Israeli asset sales. They allege that Israeli shipping companies are transferring assets to avoid detection.

Israel conducted airstrikes on military targets in Iran, damaging their missile program and air defenses.

Israel Ends Agreement With UN Agency Providing Aid in Gaza

Israel has ended the agreement enabling the United Nations agency for Palestinian refugees to operate, citing alleged infiltration by Hamas, a claim the agency denies.

Israeli Prime Minister Benjamin Netanyahu has fired Defence Minister Yoav Gallant and appointed Israel Katz as his successor. The move comes following open disagreements between Netanyahu and Gallant over the management of Israel's wars in Gaza and Lebanon. Thousands protested the move in Tel Aviv

Palestinians say Israel struck Gaza clinic during polio campaign; army denies it

Lebanon filed a formal complaint against Israel at the United Nations following deadly explosions caused by rigged communication devices. Shows how impotent Lebanon is imho

The Philippine military has opened two weeks of combat drills in the South China Sea, with more than 3,000 personnel participating in maneuvers that include seizing an island. The drills have raised tensions with China, which claims most of the South China Sea.

Newly revealed documents show that Russia's proposed agreement to end the special operation in 2022 included giving up Crimea and parts of eastern Ukraine, reducing Ukraine's military size, prohibiting missile development, joining NATO

Mariana Katzarova, the United Nations special rapporteur on human rights in Russia, reported on the widespread and systematic use of torture by Russian authorities to oppress and control society. The torture has worsened during Russia's invasion of Ukraine, with thousands of Ukrainian civilians detained, deported, and tortured in Russian prisons. Despite the shocking human rights violations, Katzarova hopes for a constructive dialogue with Russian officials to address the issues. Note that the source is Voice of America; a US state-controlled outlet.

Russian operatives shipped two incendiary devices in attempts to start fires aboard cargo or passenger aircraft heading to the U.S. and Canada. DHL was used to ship electric massagers containing a magnesium-based flammable substance as part of a covert Russian sabotage campaign. Seems like an escalation of US<>Russia tensions.

There are ongoing jihadist insurgencies in Chad, Libya, Sudan, the Central African Republic, Cameroon, Nigeria, and Niger. These are generally attacking Christians, causing large population movements,

Chaucer has launched a new nuclear insurance policy called CyNuC to provide insurance cover for cyberattacks on nuclear power plants. It doesn't include war and hostile state-sponsored action though. I thought this was cool.

Sudan conflict spirals into civil war, if it hadn't already

The US State Department is giving some assistance to Somalia's police to build counterterrorism capacity. state-funded radio show in Poland replaced all its presenters with experimental AI hosts. This initially increased listenership but then sparked backlash.

Another case of the new, more infectious mpox strain (clade 1b) has been detected in the UK, bringing the total confirmed number of cases to four. The cases are all from the same household

Norway invests ~22M USD in global pandemic preparedness

Global pandemic accord negotiations continue

Scientists track emergence of novel H5N1 flu reassortant in Cambodia The novel reassortant virus combines genes from two H5N1 clades and has worrisome mutations, including one linked to adaptation to mammals and airborne transmission. This is kind of the next worrying step between on the way between now and H5N1 being a global pandemic.

UK government to create surveillance system for future pandemics

UK raises avian influenza risk level to high

The US carried a test of its Minuteman III missile, to showcase its nuclear readiness

I've bet a small amount on the outcome on the elections. The Kelly criterion suggests being more aggressive than what I've been though.

Thanks, I had been wondering about this and this neatly explains it.