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Culture War Roundup for the week of November 2, 2026

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I really don't like making grand pronouncements (I think it's a bit narcissistic) but since I seem to have a reputation on The Motte I think it's only fair to take my licks:

  • Midterms were worse than I thought. I would have guessed 49-53 Senate seats for Dems and 220-230 seats in the House.
  • The collapse is so bad that I think it necessitates some new theories about how American politics works. I.e. I don't think Trump's record right now is worse than Bush in 2006 or Obama in 2010 or Biden in 2022. Voters clearly disagree? Inflation reached 8% in 2022, gas right now is lower adjusted for inflation than it was under Obama.
  • Obviously, Iran is very unpopular. I still accept Trump's judgment that it was the right thing to do and I still believe that the war is (plainly) a military success. (Call me crazy!)
  • Trump is a fighter and is going to strike back. I think all calls for his impeachment or step down are bad politics and also bad reads of Donald Trump.
  • Texas with Blue governance would be worse value than California or Illinois, because you don't even have the nice beaches and beautiful cities. But predictions that Texas is about to precipitously decline are overblown. (Texas has a lot of hot smart and beautiful people.)
  • I think the AI buildout will probably not stop, although it will have to reassess. I maintain that AI is so powerful that it's bad for Democrats to hand it over to Republicans even if it polls extremely well in the short and medium-term. I expect that a lot of AI Pause rhetoric will merely grease the wheels for Dems and tech to come to a new arrangement.
  • A lot of my friends who were loyal Trump guys are crashing out now. I do think it's still too soon to call this the death of MAGA, and there is no going back to the old establishment Republican consensus.
  • We're probably closing the window, globally, on a 10-year exuberance of populism and replacing it with something else. To those inclined to gloat, I suspect that whatever comes next will actually be worse for everybody. (For example, imagine a MAGA-Groyper fusion.) (You're going to miss Trump when he's gone.)
  • I think the Groypers might be earning a place in the future.
  • There have been a lot of predictions about Dems undergoing a realignment 10 years after the Republican realignment. I don't think this will happen at all. DSA and center-lib-left Dems will coexist quite peaceably in the way that only political allies that hate each other can.
  • The results were worse than I expected and losing will carry a lot of political consequences. But I maintain that midterms still matter for very little. The powers that Democrats are unlocking for themselves (such as imperiling the future of a Republican SCOTUS) are weak compared to the powers of the president.
  • I do not believe that Democrats are on the cusp of a permanent one-party state or any other despair narratives I see on the right. I don't think this will be true even if they do win in 2028.

Blah blah blah, words words words, excuses excuses, feel free to get your licks in now.

I think the AI buildout will probably not stop, although it will have to reassess.

I'm not necessarily sure this is a bad thing: the buildout plans were so large that I didn't really think they were practical anyway. Were we really going to grow grid capacity by 300% in under a decade? I buy that it'll be game changing in lots of ways, but is the demand really there to pay for infinite tokens? The models have gotten both better and more efficient recently, too: do we need as much compute as we thought?

Slowing over-eager investment in boom-bust cycles could be stabilizing, even.

If a human office worker earns $70k per year, and companies are willing to pay for this, then an AI which can fully replace their job (with equal quality) is worth up to $70k in tokens to that company. An AI which can half-replace their job (reducing the need for employees of that type by half) is worth up to $35k per year in tokens.

The U.S. electric production and distribution is about 2% GDP. If AI can replace 6% of the economy then that would be worth a 3x grid capacity increase. Now, the actual tradeoff ratio would be less because the whole point is that you replace people using AI that cost less, not equal amounts. And I'm not sure that it would be practical/feasible to physically increase the grid that much that quickly. But I don't think it's an issue of lack of demand.

If a human office worker earns $70k per year, and companies are willing to pay for this, then an AI which can fully replace their job (with equal quality) is worth up to $70k in tokens to that company

Surely, there is value in being independent of foreign software and the ability of human workers to learn and adapt. So the "up to" is probably doing a lot of work here. It probably varies a lot from place to place (what would it take for a hospital to feed patient data to Anthropic?), but I could easily imagine employers only being willing to replace their workers with agents if the savings are substantial.