Arthur Clune

@arthur.clune.org

Geek. Likes bikes, climbing and tech Work: IT at University of Sheffield

I'm not sure folks have realized just how crazy the second half of 2026 and 2027 will be for global temperatures – on the back of a record-smashing El Niño event. Here is my latest estimate of where both years will end up compared to global temperatures since 1850.

Bild

In the 20th century, there were many years where the temperature never exceeded 30°C *anywhere* in the UK. In 1974, the highest temperature was a mere 28.0°C, which really underscores how extreme 1976 was for the time. That climate no longer exists.

Zeke Hausfather@zekehausfather.com · 4w ago

Why is AC so rare in much of Europe? Well, until recently it simply wasn't hot enough to need it. Here is the average number of days above 30C (86F) for major cities over time:

I always liked Ben Evans. this is an especially good example of what a good version of Zitron's analysis would look like: axes of variation, how they could play out, this or that is more likely. as opposed to "I'm certain what will happen next despite having been wrong every day for three years"

Ways to think about token pricing — Benedict Evans

AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price,...

ben-evans.com

Starting to develop some hot takes on LLM for research. Even the best model is actually very dumb at doing brainstorming, lit review, all that. Just boring word salads - I can do better while drunk (is there any other way to do lit review?). BUT there is clearly some potential for climate science:

in a side note on a podcast, JD Vance explains how the people in political power are thinking about AI Trump & Vance both are wanting partial equity stake in most frontier labs as a hedge against what happened in the industrial revolution I’m honestly confused, these feel like good ideas, but..

Ricardo & @Ric_RTP
X.com
JD Vance just admitted the White House plan is to take ownership of every major Al company in America.
Steven Bartlett brought up Bernie Sanders' proposal that workers should own 50% of the major Al companies.
Vance's response: "The president by the way likes that idea too. He likes that idea."
Trump's preferred mechanism, Vance said, is a sovereign wealth fund where the US government takes equity stakes in private Al companies.
The Vice President literally just confirmed that an administration is planning the most radical economic policy proposed in modern American history. Partial nationalization of the MOST valuable private companies on earth. And the idea originally came from Bernie Sanders, who Vance said Trump agrees with on this point.This is not a small thing:
The US has spent 80 years selling the world on the model where private companies stay private and the government stays off the cap table.
The countries that did the opposite, with sovereign wealth funds owning slices of their biggest firms, are Norway, Saudi Arabia, China, and Singapore. And the Trump administration told you on a podcast it wants to do the same to Silicon Valley.
But the reasoning Vance gave for it is where it gets really interesting...
He said the historical analogy that scares him is the original Industrial Revolution. His own words:
"Rich people got way richer. And that led to in Europe fascism and communism."
He believes Al will not cause mass
unemployment but mass inequality, and that mass inequality is what breaks societies. His fix is that workers need a seat at the bargaining table before the wealth gets created, not a redistribution check after."I think labor unions are a very important model here."
And the other thing about Al that scares him is surveillance. His exact phrase was that Al is
"fundamentally a communist technology" because it lets governments and corporations watch and score people in ways NOTHING else can.
He said he doesn't want a social credit system, doesn't want a tech CEO deciding whether you can buy a beer based on an algorithm nobody understands, and is afraid of exactly that outcome.
So here is the full picture:
The sitting Republican administration believes Al will make the rich dramatically richer, that this will radicalize the country the way the Industrial Revolution radicalized Europe, that the answer is government equity stakes plus stronger labor unions, and that the second-biggest threat is the surveillance state these companies are building.
That is not a Republican worldview. That is not even a Democratic worldview.This is a worldview that has no political home in the United States right now.
Most people are still arguing about whether ChatGPT will take their jobs. But the people with the actual power are already past that argument.
They are quietly designing the framework for owning the companies that will.
The craziest part is how casually Vance dropped it as a sidenote on a podcast millions will half-listen to in the background.
If you have money in OpenAl, Anthropic, or anything like that, you should be watching the full thing yourself.

THIS IS ABSOLUTELY NOT “NORMAL SUMMER WEATHER” FOR THE UK — ESPECIALLY IN JUNE! (Record is 35.6°C) We are seeing the effects of climate change due to human activity playing out. Image is the latest Met Office forecast for London

Bild