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I publish a monthly email newsletter with personal updates and interesting things I read or learned that month. The latter is archived below. If you’d like to be added to the newsletter, email me. February 2026 RoundupPlenty was written on the Pentagon's falling out with Anthropic this week. This was one of the more clear-headed articles. Lawfare, Alan Z. Rozenshtein A good visualization of grid-scale energy being brought online in 2026. A two-part series considering the policy implications of recursively improving AI systems. I agree with Dean that policymakers should seriously discuss recursive self-improvement. However, his last two premises are weak. "Competence" is too vague to be useful. Models have exceeded human "competence" on narrowly defined math and coding tasks for 12 months. It shouldn't be a surprise they write most code at these companies. However, without metacognitive monitoring and self-directed planning, these look more like another step in the evolution of compilers, IDEs, and build tools than a drop-in labor replacement. I'm not saying that won't happen, just that he's missing a premise. On Recursive Self-Improvement (Part 1), Dean Ball The vegetables in VeggieTales are not Christian.
Substack, Justin Kuiper
Scott Alexander's rebuttal to the "stochastic parrot" argument
Scott argues that the "LLMs are just next token predictors" argument
is confused. It can't say anything about a model's intelligence or
world model. After all, humans are "just next sensory input
predictors".
Next-Token Predictor Is An AI's Job, Not Its Species, Scott Alexander Film students can't sit through films. A lot of discussion around this article focused on attention span. I think it's as much a sign of decreasing effort/standards. If I had to guess, I'd say fewer than 50 percent of students at IU read the assigned books in English classes. The Atlantic, Rose Horowitch Bacteria as a treatment for cancer. An idea I hadn't heard before. These are mice studies, so take with a grain of salt. Discovery and characterization of antitumor gut microbiota from amphibians and reptiles, Iwata et al. Luxury apartment construction is bringing down rent.
Building more housing brings down rent prices (not surprising). More
important, rent prices come down for Class-C housing even when most of
those additions are in luxury apartments. Austin, Phoenix, and Denver
have had an average growth in new units of 6.8%, 4.9%, and 4.3%
respectively over the past 5 years.
Luxury Apartments Are Bringing Rent Down in Some Big Cities, Bloomberg |