I live for a high disagree-to-upvote ratio
huw
I think it’s worth noting that Larissa and Kerry have denied being involved with Leverage until after they departed CEA.
There is a thread here where Kerry (now deleted) makes claims on his side of this story.
I’m also willing to make a longer-term bet that the AI industry is in a bubble
This should be fairly realisable as a short on NVIDIA, may I ask why you’d prefer a bet?
The acceptable baseline amount of sexual harassment in a community that is otherwise steadfastly committed to rejecting the status quo and improving the state of the world, is zero. We are not comparing ourselves to the average workplace or university.
Alternatively, I have my 1:1s without a recording and then immediately debrief over voice to a transcriber afterward. Seems to bridge the best of both worlds.
For Australians and Singaporeans, you can order it from Vow, who I understand are one of the world’s largest cultivated meat producers. However, they mostly produce delicacy formats such as pâté and croquettes—steaks are probably a few years off, regardless of where you eat.
I hosted ~12 friends or so at my place for a vegetarian meal last year and offered the pâté and croquettes as starters. They were well received, essentially just perfect substitutes for the real thing.
Ex-DeepMind scientist David Silver has just raised a $5 billion valuation for his new startup, and pledged to donate 100% of the proceeds from his equity stake via Founders Pledge.
Are we prepared for the AI money to start hitting?
For Kalshi specifically, it seems to have essentially become a backdoor to deregulate sports gambling in every US state. The mass deregulation of gambling in the US this decade feels harmful and like something we’ll probably really regret (legalisation seems fine but not like this).
It doesn’t seem popular to criticise the gambling aspects of prediction markets here, but it does seem strange to me that EAs seem to care a lot about reducing harms from tobacco and alcohol, but seem indifferent to gambling.
Yes, sorry, I should be clear I am arguing for new tobacco legislation to be paired with stronger enforcement, and not for new tobacco legislation to be avoided.
Here’s the data from Australia:
(FMC: Factory Made Cigarettes; RYO: Roll Your Own)
Australia instituted a full vaping ban in 2024 to combat the rise in total nicotine use, which had been trending toward before 2020. It’s a little early to tell, but a similar rise in taxation for cigarettes seems to have really pumped up the illicit market because the price of illegal cigarettes inverted below the price of legal ones. Anecdotally, there are way more drugstores than before that are straight up selling illegal cigarettes, and enforcement has been lacking.
I think this kind of generational ban can be done, but governments need to strictly enforce and tamp down on the underground market. I don’t know what the right policies are here.
The problem here is that mental health is just unbelievably neglected and cheap. You can plausibly provide a WELLBY (a tenth of a year of full wellbeing) for $20 or so. Saving lives or reducing disease is often substantially more expensive, to the point where it washes out, even if the per unit gains are massive. If you naïvely valued WELLBYs 1:1 with life years, you could spend around $200 per DALY, but that assumes people saved by GiveWell interventions live 10⁄10 lives, which they don’t.
There are some promising NCD interventions, usually around nutritional deficiencies or poisonings, that could be better than that (see HLI for more). Livelihoods may also fall into this category as a way of systematically preventing some diseases of despair.
Anyhow, the crux of my point was more that an evaluator with different moral weights could produce different results from GiveWell, which is the thesis (and to my understanding, the conclusion) of GWWC’s Evaluations of Evaluators project, which I think we broadly agree on.
Some great discussion in the original report here too, if you wanna deep dive
FWIW, I was mostly referring to this article and the one it’s responding to. Given that StrongMinds’ cost per participant is now 75% lower, it should appear cost-effective with AMF under GiveWell’s assumptions. However, my understanding is that they simply don’t take a worldview that values wellbeing a priori, and existing DALY computations undercount WELLBYs for, say, mental health. So if they changed their worldview, it seems reasonable they could value mental health as a top cost-effective option, and a future EA Global Health Fund could try and hedge against these positions if it wanted to expand.
Yeah, this is a trend I’ve seen a lot in these circles—I think the broader thing you’re looking at is people who are very good at systems thinking (ex. programming) assuming that social dynamics are, in fact, ordered and well-behaved enough to be manipulated in a particular way. Whereas instead, they are actually highly chaotic and unpredictable.
(I think the same impulse leads people to believe in longtermism, specifically tractability/cluelessness)
I’m interested in exploring whether there are additional ways GHDF can add value beyond that model. But this is not the most immediate priority given GiveWell’s continued support.
FWIW, it could be interesting to look at cruxes in GHD where GiveWell have taken a specific philosophical position, and hedge against those. I’m in mental health, so we see this in our field—lots of great EA charities with a lot of potential, but it really depends on your worldview and GiveWell don’t share one which would make mental health compelling.
I think this is an excellent idea!
Out of curiosity, is CE’s ideal outcome to have two specialist founders in each idea, or to pair one specialist with one non-specialist for a kind of balance?
This is the kind of GHD discussion that makes the Forum so good! Thanks for putting it together!
(Small nitpick—you shouldn’t really add DALYs and WELLBYs. WELLBYs are, in theory, a strict superset of DALYs.)
Very well said—always appreciate your clarity of thought on things like this.
I’ve been surprised at how little rigour funders have asked for with monitoring. There’s definitely an extent to which it matters less for smaller orgs (the ToC funders are operating with is much more catalytic), but I was expecting to at least have to show someone around our systems a bit. I’ve spent a lot of time trying to think about and reduce measurement biases, etc, because knowing my real impact matters a lot to me! I’m sure Evidence Action felt the same way and still failed, which is as good proof as any that these kinds of evaluations should be handled externally, by genuine critics, for anything serious. Incentive blindness is so real and so pervasive.
One other reason worth considering is that AIM may be hiring to a set bar, rather than filling a pre-determined number of seats. People who miss this bar, in AIM’s eyes, won’t make exceptional founders. Of course, many people grow and improve between rounds, but equally, many don’t.
AIM do maintain a list of second-placers internally, who are offered as candidates for high-level roles within their incubated charities.
(Disclosure: I know people on the team, but don’t actually know if this is the case)
This is really nice, I really like it. Millenarianism feels all too easy to reach for in AI risk—as you note, there is a subtle self-satisfaction in predicting the end of the world that we have to be careful not to use as a crutch. In the world where we succeed, it will have been important to have done so pro-socially for the world after to have any chance of being worth living in.
I’m not sure about whether this argument is reassuring even if you buy it. In economies with a lot of surplus labour, jobs certainly get filled, but we find menial things for people to do. Last time I was in India, there was a man employed to open the door for me at the bank so that I could use the ATM, in an example that feels particularly prescient. (There was a separate person standing next to him who was qualified to give directions, and a third who was a security guard—this man’s job was just to open the door for me).
I can imagine that this man feels like he is getting paid and can put food on the table, perhaps, but it is a stretch to imagine that his job gives him meaning, needed to happen, or had any point at all. Indeed, it is probably the case that a lot of India’s economic development has not occurred because of the vast amounts of surplus labour available—automatic doors do exist, after all.
India does not use genetically modified crops, for example, even though they have demonstrably higher yield. Why? Well, in one telling, GM crops would require less labour to tend to them, but they already have plenty of labour to slosh around. And you know what they say about idle hands…
A vast and rapid injection of surplus labour into the global economy is potentially very bad, but perhaps not in a way that is measurable in income or employment.