Neoreaction

We act in the realm of ideas. How do ideas get translated into concrete actions?

Groups of men coordinate under a strong leader and on ideas. Which means that to have his team all working together, the leader needs some ideas, which he and his team get from what the Chinese call knowledge factions. We are a knowledge faction — which is to say, a rival priesthood to the one in Harvard. So we do not perform concrete actions. We cause such actions.

Reaction failed because it had no ideas, other than “we want our applecarts back” and “we want our unprincipled exceptions back”. Thus it was a multitude of different reactionary elements each focused on their own particular applecart, incapable of cohesive action, each of which was taken down by the left tightly focusing on one reactionary faction at a time.

Moldbug’s big idea was that the rule of law was a pretence covering the rule of priests, and that the leadership should blow off the priests. President Trump just sank “the rules based order”, which has governed international relations since 1948. Would he have done that, could he have done that, without Moldbug?

Of course, it is far more important to deep six the American judiciary, and as yet nothing much has been done about that. But fourteen months ago, who could have imagined that “the rules based order” would be deep sixed?

Of course we have gone beyond Moldbug in several important ways, the big ideas being that the state priesthood is demonic, and that the woman problem needs to be addressed.

And another big idea in which we have gone beyond Moldbug is that a regime does need priests. It needs, however, a friendly and supportive priesthood. The Christian Nationalist faction of Maga stands in the wings, and the Maga movement looks to it. Organised old type Christianity also waits in the wings, though as yet Gafcon’s only substantial powerbase as organised religion is, alas, in Nigeria.

Trump has taken some small steps against the state priesthood (attend to the screams of pain coming from Academia) though these steps are far, far short, of what is needed. What is needed is tanks in Harvard, and the president appointing virtuous married Christian men with well behaved children in charge. But he has at least taken a few feeble steps in the right direction.

Moldbugs big idea was to blow off the priesthood and rule without them, and now Trump has blown off the “rules based order” priesthood. But the Harvard priesthood needs replacement, and as yet, no actions have been taken in that direction — at least with regard to Harvard.

But Pete Hegseth just took decisive action to install a friendly priesthood within the military.

The woman problem remains unaddressed, and no one in power, certainly not Trump, can speak of it. But the influencers are now speaking of it. Now we hear people saying “repeal the nineteenth”

There is a whole lot of talk about young men becoming radicalized — of course they are not becoming radicalized. Their political position is, like Trump, much the same as it has been since the 1980s. It is young women who are becoming radicalised, as society fails their shit tests collectively and individually. If leftist women are not fit to marry, not fit for long-term relationships, are they fit to vote? This is not an idea whose time has come, but it is coming.

Observe that women reading “Dark Romance”, porn for women set in a world where they become absolute property of dangerous, violent, and powerful males, are primarily radical libtard women, bitter Karens who are furiously angry at all actually-existent men, supposedly because of patriarchal oppression, but actually because we endlessly fail their shit tests, so they sexually fantasize of a world where even thinking about administering a shit test would get them flogged naked through the streets.  Beauty and the Beast, except that the Beast is eventually depicted, after many, many, many pages, banging  Beauty like a drum.

What just happened in Minneapolis, when Jonathan Ross shot Renée Good, was a decisive step towards warrior rule. A warrior, with the backing of his chain of command, just shot a priestess, who had the backing of her chain of command. Once warrior rule becomes real, the warriors will feel the need for a friendly priesthood, and this issue is clearly on the mind of Pete Hegseth. Would he have thought that without this blog?

Well, Pete is attempting to act on it. Whether his actions are successful will depend on how far the ideas promoted in this blog have penetrated.

103 comments Neoreaction

Jim says:

Gaolin, your comments are held pending passage of shill test described in the the moderation policy*.

Oog en Hand says:

Shill test:
Girls are horny. They need to marry ASAP if you want them to marry as virgins.

https://www.lifesitenews.com/analysis/the-surrogacy-industry-is-replacing-mothers-with-gestational-carriers/

The trans-friendly marketing terms are no accident either. Surrogacy is a major driver of LGBT parenthood. Thanks to three decades of the freest baby market on the planet, there are now 5 million kids in the U.S. to LGBT-identifying parents.

Seems above replacement fertility to me.

alf says:

Children which will be passed around by fags like hookahs at a student party. Instead of forming families, they’ll hate the world like their adopted parents before them.

Oog en Hand says:

Having been molested, these children will grow up to be pedofaggots. They will need fresh meat, and go to the meat factories, the surrogacy industry. Next round of pedofaggotry, no families needed.

Jim says:

Nah, will not be a problem. The left will advance from transitioning children, to human sacrifice and cannibalism soon enough.

FrankNorman says:

Sounds like it will be case of Old Testament problems needing Old Testament solutions.

Contaminated NEET says:

“I may have been early, but I’m not wrong.”

“It the same thing!”

https://youtu.be/xAlCbE-yCTw?t=18

There’s a lot ruin in a nation, Jim. I’m in the heart of the beast, and cannibalism and human sacrifice still look a long way off. Food is pricier than it was and pricier than it should be, but nobody is starving. Nobody is even really going without dietary variety. New entertainment sucks, but we still have access to 100+ years of watchable TV and film, plus a lot of worthwhile streamers and creators. Most importantly, our rulers and their nomenklatura minions still believe, with total and righteous certainty, that they are good and competent and deserve to rule us.

Jim says:

> I’m in the heart of the beast, and cannibalism and human sacrifice still look a long way off.

I think it likely our elites have been at it in private for some time. Next step, sacrificing the children in public in something resembling a rock festival and religious service, and rolling the bodies off the stage to be devoured by the audience/congregation.

The distance from transitioning other people’s children to human sacrifice and cannibalism seems shorter than the difference from gay marriage to transitioning other people’s children, and the left is moving lefter a whole lot faster these days.

Your normality bias leads you to expect leftism to stop at 2026. Did it stop at 2025?

The Cominator says:

To me pizzagate shows that the faggots in our elite have been at it for a while. Epstein revealations being mostly boring indicates that the heteros are not doing it but the heteros in our elite are probably aware that the gays in our elite are doing it.

Contaminated NEET says:

Yes, the great and the good have definitely been doing human sacrifice and cannibalism in private for decades or maybe centuries. It helps them maintain their cohesion against us cattle. Public cannibal festivals are a very different thing, and they’re not on the horizon yet.

Jim says:

> Public cannibal festivals … not on the horizon yet.

Was transitioning other people’s children on the horizon when they imposed gay marriage? Not to you it was not, but for those with eyes to see, abortion plus gay marriage meant the Weimar chamber of horrors coming right up.

The Cominator says:

The Epstein stuff at least on the surface seems extremely benign compared to the pizzagate stuff (which involved gays and various dark occultists). Epstein files at least as far as I’ve seen it summarized (I’ll confess I don’t want to go through the library of Babel myself)…

Anon says:

“I think it likely our elites have been at it in private for some time.”

I just can’t believe this , yes elites will turn to human sacrifice eventually, but this always seem in the closing days as in Carthage just before being destroyed by Rome.

But to do human sacrifice for centuries and still have healthy , successful and prosperous countries is just inconceivable.

Rule by demons is sterile and self destructive.

The only two anecdotes that I know off about humane sacrifice are Mexican model Gabriela Rico Jiménez testimony in 2009 , which to be fare is seemed to be schizophrenic episode.
And one Epstein email about GW the father , the email is a tip , so is not verified , but both episode talk in similar way about GW the father in similar details, so it strange.

Everything else about human sacrifices , Alex jones etc
It seem grifters all the way.
Do you have credible information?

Daddy Scarebucks says:

There’s a lot ruin in a nation, Jim. I’m in the heart of the beast, and cannibalism and human sacrifice still look a long way off. Food is pricier than it was and pricier than it should be, but nobody is starving.

You’re mistaking cannibalism and human sacrifice as an act of desperation or a response to scarcity, on the same basis and for the same reasons that those who came long before you mistook sodomy and pederasty as such.

Necessity is not the mother of these particular inventions.

Randomly Generated Screenname says:

– cannibalism and human sacrifice still look a long way off…. nobody is starving

These people don’t engage in those things because they are starving. They engage in those things to gain the favor of demons.

Many people don’t accept this because they don’t believe demons are real. But whether or not demons are real isn’t the issue. The issue is that these people BELIEVE demons are real, and act accordingly.

And once you believe in demons, it’s no leap at all to believing in blood magic and blood sacrifice and other horrors.

Shill test – Women are feral, blindly following ancient instincts from prehistoric times, which instincts tell them to cruise for rape by alpha male Chads, and to resist kicking-and-screaming all attempts to restrain them from pursuing alpha male Chads. Stable monogamy has always been a way to allow each man to own a woman so each man can start a family and raise a future generation for civilisation’s survival. If women are emancipated, Miss Average will waste her youth, her beauty, and her fertility fucking Mister One in Thirty, thus a people, a race, a nation, a faith, or an empire that emancipates women will perish for lack of families, leading to lack of sons. Men have to impose stable monogamy on women with a stick.

Contaminated NEET says:

They worship demons, yes, but they don’t believe the demons are real. They do it because they think they are proving that they are above the morality of the common cattle, because they are proving to each other that they are willing to do anything, and because by compromising themselves to each other they cement loyalty.

We have (some of) Epstein’s emails back and forth with his fellow Masters of the Universe. In private, among themselves, they clearly do not believe that demons are literally real.

Jim says:

In private, among themselves, they clearly do not believe that demons are literally real.

The temple on Lolita island looks like it was built and used by people who believed demons were literally real. We see Hillary Clinton dressed like a priestess of a faith that worships some supernatural beings that the faith regards as real.

Some of them metaphorically worship metaphorical demons, some of go through the motions of worshipping demons that they do not believe are literal, and some of them worship demons that they believe to be literal. There is a good chance that the ones that literally believe they are worshipping literal demons will kill and eat the ones who metaphorically believe that they are metaphorically worshipping metaphorical demons.

Fidelis says:

The temple was completely fake. Look for the drone footage McAfee got, it was B-tier hollywood plaster and plywood. Likely set up post hoc. The Epstein narrative is all FBI astroturf, they’re buttmad Mossad informant Epstein walked around operating under their noses before getting caught.

Fidelis says:

Epstein was unconnected to the real pederast Podesta-Clinton axis. That’s why lefty media blasts Epstein Epstein Epstein as hard as they blasted Russia Russia Russia. It’s narrative control.

Now when someone is suspicious of the elite class, he looks into the sanctioned Epstein files, finds goofy and nerdy elite fucking legally underage but biologically adult teenage hookers, concludes it’s nothing. Normies get to be performatively mad white women under 30 years old got fucked, can continue going around calling the 23 year old fucking the college freshmen a pedo.

Fidelis says:

https://youtube.com/watch?v=lLes27m1irE

The famous “temple” was hastily thrown up, fake painted on doors and all. Nothing inside but equipment, compare it to the rest of the buildings on the island, the quality, style, construction and contents. Look how clean and white it is, even on the roof, which has no actual roofing, and so should be worn down by the elements.

ray says:

Read James Frazer. Human sacrifice was the first religion and is ongoing in Columbia and her many states. What do you think JFK and Vegas were all about? LBJ was a mason, their religion and means of control always is human sacrifice, the old blood ‘n fertility two-step. All masonic branches and sects are goddess or woman worshipping. They are the Old Religion conserved into modern mass conditioning and control.

The beast system rises. A woman (demon) and women collectively ‘ride’ or control the beast nations. Feminism is the organizing principle and ongoing dogma of ‘oppression’ and revenge.

Bix Nudelmann says:

The woman problem remains unaddressed, and no one in power, certainly not Trump, can speak of it. But the influencers are now speaking of it.

I just last week heard the phrase “the woman problem” — those three words in that order — spoken out loud on a YouTube podcast clip short (and by a woman no less) in reference to the nutcase women and homo’s raising deep state sanctioned hell in Minneapolis.

Neurotoxin says:

I doubt it’s this blog by itself, specifically. It’s more that certain ideas are more and more in the air, on the Right, because the Western world’s current situation is such a calamitous clusterfuck. This blog is part of that.

Jim says:

> I doubt it’s this blog by itself,

Obviously not by itself, but I am fairly sure that the concept that female leftism is in substantial part sexual frustration resulting from the second class citizenship and two tier policing of straight males and the fact that it has become seriously illegal and extremely dangerous to pass the shit tests that women demand, comes from this blog. The strategy of the blog has always been:

Intellectuals –> Meme warriors –> influencers –> masses. So when you see it on an influencer, it is already two steps away.

Every intelligible demand made by feminists that they can express in words has been met and overmet by two hundred percent, and, in classic shit test fashion, the more concessions men and society have made, the angrier and more unhappy they became — this is the same thing in society and collectively as we encounter individually in any individual shit test.

alf says:

Every intelligible demand made by feminists that they can express in words has been met and overmet by two hundred percent

Quite funny if you think about it.

Men: “You’ve gotten the vote. You get to own property. You get to have career. You get no-fault divorce. You get total freedom in who to have sex with. ”

Women: “… Yes well I still don’t like it.”

A2 says:

“Certainly, no problem, just say out loud that you don’t want sex and we’ll back off. Hold on, you furthermore get a one week regret period where you may change your mind freely, and you don’t need to say anything aloud or even indicate any displeasure. Did we say one week, we meant a year. No, thirty years! (Trump)”

“You women like BDSM for some reason, so we will give you the best version: with a safe word!”

notglowing says:

I have been continuously spreading select ideas from this blog wherever I can and they seem applicable. I don’t have much influence online, but I can say that today’s right wing is much closer to Jim’s ideas than it was five, seven years ago.

How much of it comes from the blog itself or some convergence of ideas on the right because of the fundamental truth, is impossible to say.

The Cominator says:

https://x.com/Nero/status/2018861238080671849
The repression of prostitution and it’s consequences has been a disaster for the white race.

A2 says:

Too ‘inside baseball’ for me.

i says:

For the past few days there is quite the storm of Twitter and Youtube about the full release of the Epstein files. What exactly is going on with this? And why the release? What is the political objective?

i says:

Given the woman problem. And all modern attempts to enable sexual perversion. I’d say the strongest argument at least philosophically that would preempt all of it.

Is the Teleological argument of Sex. The ends of sex is both Unitive and Procreative. That which optimizes both is fundamentally Good.

Patriarchy as historic Europe practiced it very well facilitates said ends. And said argument argues against that which fails to cause proper unity and procreation in its ends.

For example sodomy is against Telos for this reason. And to a lesser extent likewise pregnancy too early or too late given too much heightened health risks and complications at both ends. Or by those who aren’t yet capable of being heads of households or too elderly(with caveats).

c4ssidy says:

You mentioned SOX killing startups. Are tech foundations the way to go for getting anything done? Of course, the moment an idea makes any impact, one will cross a border and get blackmailed to hell, to use certain NSA-approved libraries, to collect mass user data, or to bloat it all up in some way (the bloat providing smoke for the tentacles of the state). I can see why you are not namefagging with Rho. I notice that facefag Moldbug uses a foundation in the Cayman Islands for Urbit, but is also cozy toward the principalities. I notice British border documents cited on 4chan that have been updated to treat ‘application developers’ as potential hostiles even when not consciously supporting or working with enemy states, but rather simply as an indirect consequence of what they are building. They are reaching the point of not being subtle about it.

At the same time, for something not historically critical, a foundation still looks like the way to do things. One could push out a handful of good versions of a product, each as a complete package with a nice hash fingerprint and designed to be timeless, with the foundation required by its charter to always host and support those original developments. Next: widely disseminate them in Russia and China. The net result should be that in the scheme of history the ideas and solutions get out there and stay out there even with the organisation behind them getting subverted

Jim says:

> You mentioned SOX killing startups. Are tech foundations the way to go for getting anything done?

If what you are doing is something that is not privacy related, just tech related, in ways that will not piss off the elite, the problem is that there is no exit strategy. You cannot realistically go public, you have to remain a private company, which limits the availability of capital, but does not end it altogether. That is how Musk plays it.

If what you are doing is privacy related, or otherwise apt to piss off the elite, Satoshi style secrecy is the only way.

Mr.P says:

OT.

Jim, awhile back, you were about to call a bottom in BTC. You didn’t quite make the call back then because, I imagine, it wasn’t yet time.

What’s your take now?

The whole world sees a nasty-looking head & shoulders top in BTC, with a very weak, very lame right shoulder. The neckline is $75k.

Head & shoulders top formations are not a guarantee of a breakdown (been there, done that, too many times a**raped on stonk indexes that did not downside follow-through on a H&S top).

Nevertheless, a measured-moved target of a BTC neckline breakdown of $75k is $25k, which would be a disaster for many. On the other hand, if this *classic* H&S top fails, i.e., reverses up, the move up will be one for the ages.

What say you?

Jim says:

My analysis is the same as it was a little while ago. We don’t know if we are at the bottom. We might be, but the bottom is still likely a long way off in time, but not very far off in price.

The sudden fall in Bitcoin is related to the sudden fall in gold and silver. Yet the dollar is still firmly on the track to doom. It probably will not die tomorrow, or next year, but die it will.

So I don’t know when the bottom will be, or has been. But I estimate the upside potential is enormously higher than the downside potential, for despite the sudden fall in gold, silver, and Bitcoin, the world is moving from the dollar to gold, and Bitcoin is a better gold than gold, just as gold is a better silver than silver.

So, my position remains, that time in market beats market timing. We don’t know what tomorrow will bring in Bitcoin, but we know what a decade will bring.

Mr.P says:

Thank you. Wise words, “time in market beats market timing.”

The Cominator says:

Silver is a lot of chicanery to not get too big to fail institutions caught with massive short positions, silver chicanery will continue for a while but it’s probably headed for 300+ by the end of the year…

Jim says:

> silver … probably headed for 300+ by the end of the year…

I very much doubt that.

Gold is a better silver than silver. The recent sudden price rise of silver reflects its value as an industrial metal, not its value as a monetary metal. It is a better electric vehicle battery anode than gold. China declared it a strategic metal. This was a response to Trump grabbing Venezuelan oil, not a response to anything happening with money. They don’t like that outsiders could potentially turn off China, so have been vigorously attempting to advance nuclear power, solar power, wind power, and batteries. No very exciting advances yet on wind or nuclear, but very big exciting advances on solar and batteries.

When Trump grabbed the oil, China looked around and said “Can we grab any oil? No? But we can grab us some silver.”

In the process of grabbing some silver, to stash it away in their strategic reserve against the day that Trump turns off their power, they massively burned the American banks who have maintained an enormous naked short against silver for years. Which did not sadden any Americans except the bankers.

The Cominator says:

They are in the process of unwinding their shorts in preparation for the Comex to declare Force Majeure in March (while moving in and out of paper shorts strategically to still keep the price from getting TOO high) but silver production can’t be scaled very quickly and there isn’t enough scrap and its demand is very very price inelastic because there just isn’t any substitutes (except for in some cases the far more expensive gold, anything that copper can be used for in place of silver its already used). Gold was essentially remonetized fully as part of Basel III it seems rather ambigious about how silver is treated under Basel III but silver has been so suppressed in the decades since the Hunt Brothers that dedicated silver mining basically collapsed and 80+% of it is produced as a byproduct of copper mining and it can’t be scaled easily. Gold production can kind of be scaled easily because at a certain price points it can be extracted out of cheap ore in very expensive refining processes and we’re well past that. Silver needs to get a LOT more expensive before the same logic applies.

Maybe I’m wrong here I’m not as smart as you Jim but if you could please explain why.

Jim says:

> silver has been so suppressed in the decades since the Hunt Brothers that dedicated silver mining basically collapsed

I don’t think silver has been suppressed. Monetary demand for silver has been in long term decline relative to gold since 1800 because gold is a better silver than silver.

And monetary demand for gold has been in decline relative to bitcoin, but this has a long way to go. Right now gold is surging relative to bitcoin because the Brics central banks decided to go gold, and silver is surging relative to gold because China wants to strategic reserve with which to build electric vehicle battery packs, but the long term trend is likely to continue.

Daddy Scarebucks says:

What evidence is there that silver has been suppressed? I’m not seeing it. For decades it has been readily available from every precious metals dealer, every jeweler, and every industrial supplier. It just isn’t seen as very valuable compared to gold.

Suppressed as legal tender, maybe, but everything not fiat has been suppressed as legal tender, and silver is not special there.

I see in silver-bugs what I can only think to call the unit-cost fallacy, a pervasive idea among many investors that because something costs less per share (or ounce, or sat) that means it has more upside potential. It’s never stated that way of course, there is always some other really tenuous rationalization provided that you have to squint to see, but observed behavior of this class of investors is that they always prefer stocks with a low share price, altcoins with a low exchange rate, metals that are cheaper by weight, and so on.

I’m guessing that this behavior is rational in some evolutionary context, just untethered from the reality of modern economy and industry.

Jim says:

What the silver bugs are complaining about when they say silver has been suppressed is that monetary demand for silver is met primarily by an enormous naked short from the banks. They figure if they could all persuade each other to accept only physical silver, the price would go right up due to monetary demand.

Which is not really true, because silver is an industrial metal, the price is set by its value in solar panels, printed circuit boards, and stuff like that. Monetary demand is irrelevant in the long run.

If they all persuaded each other to accept only physical silver, yes the price would briefly rise, but physical supply is large, industrial demand is large, industrial demand would drop, and pretty soon the price would fall until industrial demand once again equalled supply.

The Cominator says:

Since the Hunt Brothers its price for a long time was kept low by comex chicanery which until recently didn’t cause too many problems because industrial needs could be met by silver’s supply as a copper byproduct, but now there is a huge annual industrial supply deficit because for those decades nobody made any new dedicated silver mines and they take a long time to come online.

Also now China is building a stockpile, the US (per a recent EO from Trump) wants an industrial stockpile, some Middle Easterners seem to want a “monetary” stockpile (meaning they are speculating on the price since gold is probably going to be the trade currency)… so yes I percieve the outlook for the next couple of years anyway as extremely bullish at least if you have the physical stuff.

“The silver market is experiencing a significant, multi-year structural deficit, with the 2025 deficit estimated at approximately 95 million ounces, following a 210 million ounce shortfall in 2023. This marks the fifth consecutive year of supply-demand imbalances, driven by high industrial demand for solar, electric vehicles, and electronics.

Key details regarding the current silver deficit:
Persistent Shortfall: After a record deficit of 272 million ounces in 2022, the market continues to face large annual deficits.
Total Deficit Impact: From 2021–2025, the cumulative deficit is estimated at roughly 820 million ounces, reducing global warehouse inventories.
Inventory Depletion: Due to consistent deficits, COMEX warehouse stocks have fallen by roughly 75% since 2020, to about 82 million ounces.
Causes: The primary driver is high industrial demand, which has offset periods of weaker investment demand.
Outlook: The deficit is expected to continue as industrial consumption, particularly in green energy technologies, outpaces new mine production, which has seen a 0.9% CAGR contraction since 2020.
Although the 2025 deficit is projected to be lower than previous years (95 million ounces vs 210 million in 2023), it remains large enough to keep the market in a tight supply situation”

The Cominator says:

The industrial demand has a lot of price inelasticity. AI says if silver was 350 an ounce (in isolation) a gaming PC would likely only cost about 35 dollars more. Now obviously solar farms and AI data centers would be more costly to build but given the enormous budgets they’d still get built at the higher price point.

So silver would have to go up enormously in value before you get any real demand destruction.

Jim says:

Silver is an industrial metal. Comex chicanery cannot have a long term effect on its price.

With a monetary metal, yes a big naked short can result in durable price suppression. But with an industrial metal, you just cannot do a big enough naked short to make a lasting difference.

The Cominator says:

Oh I don’t think they’ll be able to keep it down for very long this time…

Daddy Scarebucks says:

Nobody is keeping silver down. It just isn’t in very high demand relative to its supply.

For that matter, nobody is keeping gold or Bitcoin down either. Trust in the dollar is declining but hasn’t vanished entirely yet, so those assets still trade on sentiment and undergo periodic selloffs, even though the long-term smart money ignores sentiment and holds.

I’m just not seeing an impending return to bimetallism. The historical contingencies that made silver viable as a secondary currency don’t really exist today. Gold is not any more difficult to transport or divide today than silver. Counterfeiting is hard to do and easy to detect. Nobody is minting either gold or silver coins at scale, but if they were, it wouldn’t be any easier to mint silver.

At least with cryptocurrencies there are functional differences between Bitcoin and some the privacy/low-latency coins and so one of them might form a secondary currency, at least temporarily. Between gold and silver, there just isn’t enough of a difference. We only need one, and there can be only one.

The Cominator says:

https://x.com/MBAeconomics1/status/2019291202517078457

This is what Grok says
The post accurately reflects current COMEX data, with silver futures open interest at approximately 156,000 contracts (750 million ounces equivalent) and registered physical silver at around 103 million ounces, creating a 650 million ounce paper shortfall.
This highlights ongoing concerns in precious metals markets about the ratio of paper claims to physical supply, a dynamic that has fueled discussions of potential delivery squeezes since the 1980 Hunt Brothers incident.
At a hypothetical $70 per ounce silver price, settling the short positions could indeed cost roughly $45 billion, underscoring risks for market participants if demand for physical delivery surges amid global supply deficits projected for 2026.

So there is going to be silver chicanery into March when the Comex will likely have to do “Force Majeure” since they lack the silver to deliver. The question is how much they can unwind their shorts (while also shorting strategically at key stress points to drive the price down) the US government will back them largely in the chicanery because they don’t want big bank failures… so I don’t know how low silver will go into March but the PHYSICAL price is likely to rise massively afterwords. Now maybe I’m wrong but if so I’m not sure how I’m wrong. Also China may want to screw the Western banks by forcing the price higher (they were seemingly doing that relentlessly but suddenly stopped but they could do it again).

Freddo Frog says:

Reaction failed because it had no ideas… a multitude of different reactionary elements each focused on their own particular applecart, incapable of cohesive action, each of which was taken down by the left tightly focusing on one reactionary faction at a time.

A fellow called Ivan Alexandrovich Ilyin in the wake of the White’s loss in the Russian civil war wrote a book which provides the moral and spiritual foundation for addressing exactly this problem. Here is a taste:

The whole history of mankind consists in the fact that in different epochs and in different communities the best people perished, attacked by the worst, and this continued until the best ones dared to meet to worst with systematic and organised resistance. It has always been and always will be thus: the radical evil that exists in man triumphs until it is disciplined and because it is not restrained; and everywhere where this disciplining and restraining force does not rise in the individual itself, it must come from and be given from outside, from others, in the form of external resistance and the ensuing fear and pain…

The external power of another is necessary for a person so that he learns to observe the correct social boundaries of his behaviour, so that these delineations gradually become his own internally supported and voluntarily recognised delineations, and thereafter fear will be converted into respect and will confirm in him a sense of duty, while suffering will prompt him to turn to himself and discover its source in his own imperfection. Compulsion and suppression are necessary in order to awaken and strengthen in the defective soul a sense of justice and a moral sense, of which each in its own way leads to true morality, or in its own way brings one closer to it.

Ivan Alexandrovich Ilyin, 1925, On Resistance to Evil by Force, translator K. Benois, Taxiarch Press, 2018, pp 153-4.

Anon says:

What a great find, Thank You

I just did a cursory look at Wiki , and surprised by the level headed and wide overview of him and his life and work , probably because he is considered “an influence “ on Putin and Russian current system.

It is always sad when the right people are never in the right place , like in the case of wrangle became the leader of white army in 1920 after already the war was lost.
Or how Ivan Ilyin met wrangler in 1924.
All seem destined to happen.

Today people have the records , an unbelievable amount of knowledges, in archives about the past revolutions and wars , it will just be the absolute tragedy to allow it to happen again.

dave says:

Reaction doesnt always fail and hasnt. Franco was in the right place and saved Spain, Pinochet was in the right place and saved Chile. Lee Yuan Kew saved Singapore..

notglowing says:

The recent Sarah Stock fiasco will be a much needed redpill for men on the right.
It may also be a blackpill, though.

The Cominator says:

It will blackpill more then redpill unfortunately though it will do both. While chicks ain’t trustworthy in general my take is you especially can never trust a young chick who is preachy about morality (especially if they are a professional about it) its always a mask for their own secret depravity. Tradcathism is another tell, there is no religion so fake and gay as Roman Catholicism (hopefully it will at least kill the tradcathism is based meme).

The only thing I’m a little surprised about is she had an abortion rather than having emergency early sex with the fiance (who she was making wait until marriage) to try to pass off the kid as his, it makes me think she probably didn’t want kids at all (and would have done abortions after she got married) since women like her if they want kids they take the ultimate thrill in following the dual mating strategy and passing off chads offspring onto betabux..

notglowing says:

I am, technically, still a “trad cath” in the literal sense, even if I dislike the group you’re concretely referring to, and saw Sarah Stock’s downfall with some glee. I was raised Catholic and continue to be, and I do believe that the traditional institution of marriage we had was ideal to orient society around.

But I don’t really want to argue about Religion with you here, especially since I think that right now the fighting between Christian denominations is mostly a red herring. There are Catholics, Orthodox and Protestants on both sides of the very real religious war we are fighting against the left.

My issue with Tradcaths within the rightwing movement, and there are non-Catholic groups with similar beliefs wrt this, is that they pretend as if biblical marriage exists today, when it very much does not. Traditional marriage was a social institution and without the social/legal system to support it, it is nothing more than a larp. Worse, it is a dangerous larp if you do things as they tell you.
But you cannot question any of it, because to them the existence of it is a matter of faith.
They also layer a whole bunch of feminist nonsense on top of Christian morality, papering over any obligations the woman has in marriage; it is a really bad deal for a man, objectively a worse deal than just doing the fake globohomo lay marriage by itself.

Just consider that while this man may be able to divorce Sarah legally, he will have to seek an annulment and will not necessarily get it (he certainly does have a case here, though). Worse, she could divorce him and take some of his money, children if they had any (thankfully they do not), and he would be unable to remarry in the Church.

I am in favour of divorce not being allowed, but that requires legal backing, and the State guaranteeing the wife will remain loyal and submissive to you, and that you’re able to punish her otherwise. These online catholics (Sarah in particular said this), will insist you share all your finances with your wife because “one flesh”; to trust her completely for the same reason, and blame you for even thinking that the marriage could end one day, or that she may be unfaithful, nevermind the fact that this is all ultimately a larp that ends if she stops feeling like it.

The trad-cuck compromise IS strictly worse than just lay marriage at this point, it bears repeating.
It requires you to point deer, make horse, even more so than regular marriage, only comes with extra obligations for men, and shames them even more for questioning their conditions.

The fact that these women get to become make-believe influencers for participating in it, and then try to launder feminist beliefs into our right-wing sphere while calling them trad is the cherry on top. That’s the part that makes them dangerous enemies rather than just fools.

The Cominator says:

I’ve pointed out to friends of mine with some hilarity that Riley Reids marriage looks set to outlast all the tradthot marriages.

I normally think that Jim goes too far in saying that murder ought to be a legal response to adultery when most people start fucking around it’s a lot grayer than this but in this case I would absolutely make an exception. She was just purely fucking evil and false from the 1st. Making him wait til marriage while preaching morality while she was getting creampied at work daily…

notglowing says:

It’s the kind of story someone would invent to make the point that women are evil

Daddy Scarebucks says:

I don’t follow any of this e-drama, but from what’s described here, it sounds like pretty run-of-the-mill alpha fucks, beta bucks to me.

Women don’t and can’t guard their own chastity. If a woman says “I’m saving myself”, there is an implied “from you and other betas” at the end of that sentence. Or in some cases it is just a shit test that you fail by accepting. The taboo against premarital sex comes from, and applies only to, a patriarchal environment where women are fully owned and provably or at least plausibly virgins before marriage.

Alpha fucks, beta bucks isn’t the real evil here, it’s just a rational response to social conditions. The evil is that she wasn’t owned, wasn’t allowed to be owned, and was free to pursue the cock carousel lifestyle.

Jim says:

> Riley Reid’s marriage looks set to outlast all the tradthot marriages.

Children, however, are improbable, and that those children would be fathered by Riley Reid’s husband even less probable.

Her husband could have and should have done better. He is a cuck.

The Cominator says:

They apparently have a daughter already though certainly any girl from such a background you should get a paternity test…

Jim says:

If he puts up with her fucking other men, not going to insist on a paternity test.

But, since she seems to be supporting him, rather than him supporting her, maybe not a totally bad deal for him.

Pax Imperialis says:

>a daughter

That’s going to be rough. Chances are she will take after her mother and be a mega-whore with low chance of children.

Beow says:

Chances are she will take after her mother and be a mega-whore with low chance of children.

Perhaps although I remember one porn whore saying girls get into it to spite their mother, by giving away what they are meant to value etc. Maybe she will be a prude

f6187 says:

She was just purely fucking evil and false from the 1st

I had no idea about the Sarah Stock story until yesterday, when I heard Pearl play some of the “secret tape” of some guy interviewing Sarah. I didn’t listen to the whole thing, but I heard Sarah saying how she was incapacitated by benadryl administered by Elijah, and how Elijah’s wife didn’t care about him being with other women. The guy interviewing her was affirming her victimhood and simping hard with empathy. Sarah herself was speaking in the most extreme vocal fry I’ve ever heard, reminding me of the young demon-possessed girl Regan in the exorcist. I finally had to stop listening as I felt the neurons in my brain withering and disconnecting.

Good on Pearl for covering it though. I like Pearl, she seems like a good kid, like a little sister, plinking on the piano and guitar, playing volleyball and showing up with straggly hair and no make-up, and genuinely regarding her father as a hero.

The Cominator says:

Pearl is a NAWALT of a truly honest woman, the only woman who should be allowed to be any kind of a right wing influencer (no I don’t fucking care about her supposed coalburning in her personal life, of course when good order is restored such things shall be illegal and of course its disgusting and dysgenic but as for now she is valuable as the one woman on the internet who REALLY tells the truth).

Pax Imperialis says:

Something I have realized over time is that such women are most often a stand-in of their fathers than their personal individuality.

The Cominator says:

To a degree since Pearl speaks reverently of her father sometimes but actually she has value in addressing a pet peeve of mine addressing certain delusions that have arisen within the manosphere.

Ie that high body count chicks and whores don’t often ride into the sunset with a guy, Pearl points out as I have that it happens all the fucking time and the fact that you maybe don’t want it to be true doesn’t make it not true.

ray says:

Not the only woman. Check the Far From Eden podcast. A Christian woman actually giving Christian advice to other females, and she knows all the femmie tricks.

c4ssidy says:

Russia going for gold rather than crypto seems like sanity in the face of Elon and by extension the US government having starship, thereby having the satellite swarm data centers, millions of mass produced gpus running hot and attached to radiators.

A positive would be if they open it up and rent out the compute. Letting anyone run their own training.

A negative would be that Elon and the US government back one approved crypto (by setting the swarm in it) and 51% a less-approved crypto, by setting the swarm on it

f6187 says:

I’m just not seeing an impending return to bimetallism.

I always regarded the bimetallism and even trimetallism (copper) prescribed in the 1792 Mint Act to be economic folly and ignorance. Nice try though, it worked for a while, but the Comstock Lode broke the peg decisively on a cross of gold. Fixing the price of silver at 15 ounces of silver to 1 ounce of gold is no different in principle from fixing the price of a barrel of oil at $50.

To me, gold is the actual foundational money, and I like to measure all other assets (stocks, dollars, silver, bitcoin, copper, oil, etc.) in terms of grams of gold (GAU).

I define an “investment” as something I expect to deliver more GAU to me in the long run than the amount of GAU I spent to acquire it. By that definition, gold itself is not an investment, it is just the money. My preference is to hold some actual money (gold) and therefore not be fully invested at all times. I also hold some USD, not because I expect it to appreciate versus GAU, but because I can trade it readily for things I consume.

In short, if a stock is under-performing gold, it is losing value, and if it keeps under-performing gold, it is a bad investment regardless of its dollar price.

I also invest in silver when I expect it to outperform gold — not because I view silver as a monetary metal, but because I view it as valuable in manufacturing. I don’t think we’ll get back to a 15:1 silver/gold ratio, but I suspect that ratio will continue to drop for a while, given that central banks are flush with gold and industrial demand for silver is rising while supply is barely catching up.

In the past we’ve seen ratios of 100:1 and 80:1, and now it’s sunk to 65:1. Maybe it’ll sink to 30:1, with gold at $6000 and silver at $200. It would be really weird though if it reached 30:1 with gold at $2400 and silver at $80. I don’t think that’s plausible given that central banks now hold more gold than T-bills (as valued in USD) and I don’t think they’ll dump gold en masse.

I think BRICS or something like it is a promising idea which could give the USD some much-needed competition. Trump views it as traitorous and wants to punish it with more of the tariffs and sanctions which motivated BRICS in the first place.

The Cominator says:

The thing that killed bimetallism was a fixed peg to gold (and what killed gold later was a fixed peg to debt based fiat). Basel III effectively remonetizes gold as the currency of trade but without any fixed fiat pegs. It also seems to treat silver as a tier one asset (though apparently gold is the only one mentioned explicity apparently bank regulators have been so treating silver). Since there is no fixed pegs you effectively have a floating bimetallic standard here with a bias to gold.

But as you say the bull case for silver doesn’t even depend on remonetization there is indeed an industrial shortage. At a certain point though you want to trade in your coins for the miners. Rick Rule has already done so but Rick Rule is buying juniour miners which are generally very high risk stocks (because most are frauds and/or don’t prove out before being diluted to nothing).

The Cominator says:

Also I think the administration’s plan for dealing with the debt is not to fight gold/BRICs. Basel III happened because Trump was okay with it. The idea is I think that gold will once again become the reserve currency/trade currency but gradually. So that when the debt is monetized massively down the line it won’t be nearly so devastating in the US as it would be if our currency went from the reserve currency to toilet paper overnight.

Clark says:

Proud to say that my Azov friends, groups of whom I’ve been helping bankroll for years with BTC for special missions, have done a fine job over the last year as well. Make no mistake, these are based men fighting for greater Ukraine with vision and brotherhood and I’m happy to support them and their families.

Jim says:

> these are based men

If they were based, you would be based, and you are not based. You are a demon worshipping faggot, who kisses (((Soros))) ass and they are demon worshipping faggots who kiss (((Zelensky) ass, and I know you are a demon worshipping faggot who kisses Soros ass because you cannot pass the shill test.

Clark says:

[*deleted for not conforming to the moderation policy*]

Clark says:

[*deleted for not conforming to the moderation policy*]

L says:

To revisit the AI discussion on the the last post, this sums up my views well: https://mitchellh.com/writing/my-ai-adoption-journey.

They are definitely useful at some things and save me a lot of time. Such as rapidly searching a codebase to answer a question you have, looking at an existing way of doing things and producing a new variation of it, fixing merge conflicts, etc.

To gain these benefits you need to be using an “agent” harness for the model, my favorite is opencode. I like going through a planning phase where you go back and forth to hammer out the details of what you want to implement, with the agent searching the codebase, answering questions, and asking questions as needed. Then once the plan is solid, you switch out of plan mode and tell it to implement.

I always carefully inspect the diff the agent produces. I would never go full vibe code and let the agent write everything unsupervised unless maybe if I was producing a slop prototype for a web page or something.

Jim says:

He is getting significantly better value out of AI than I am. But it is for him, as it is for me, a useful tool for human engineers, not a replacement for human engineers.

Agents are getting feedback from the external world on their performance of the tasks you set them, yet they do not learn anything from this feedback. If an agent could learn from experience, that would be a revolutionary improvement in capability.

L says:

Agreed. The are very useful tools, but their “intelligence” is qualitatively different from human intelligence, and I don’t think any amount of scaling the current paradigm will change this.

LLMs aren’t world models: https://yosefk.com/blog/llms-arent-world-models.html

> A friend who plays better chess than me — and knows more math & CS than me – said that he played some moves against a newly released LLM, and it must be at least as good as him. I said, no way, I’m going to cRRRush it, in my best Russian accent. I make a few moves – but unlike him, I don’t make good moves1, which would be opening book moves it has seen a million times; I make weak moves, which it hasn’t 2. The thing makes decent moves in response, with cheerful commentary about how we’re attacking this and developing that — until about move 10, when it tries to move a knight which isn’t there, and loses in a few more moves. This was a year or two ago; I’ve just tried this again, and it lost track of the board state by move 9.

L says:

I will also add that agentic coding has improved dramatically in the last few months. I was very skeptical until about a month ago, because they had been just not very useful the last few times I had tried them. The latest models and harnesses are much better.

Jim says:

I (obviously) have a huge privacy issue with using ai to code. Are there any open source agentic coding assistants that can be run locally. Can I put a locally running model in a locally running harness?

It appears to me that most of the value of an agentic tool is: Generate a test, have the agent do a solution over and over and over until it lucks out and passes the test.

L says:

Yes you can. On my Nvidia 4090 I can run qwen3 locally using ollama, and point opencode to it. It’s not as good as the latest Claude and Codex models but pretty good. It was having a few problems with toolcalls but I only spent like an hour tinkering, can probably fix or use a better model.

> It appears to me that most of the value of an agentic tool is: Generate a test, have the agent do a solution over and over and over until it lucks out and passes the test.

I haven’t really done that. For me the most valuable thing is being able to ask questions about a codebase and have it search and analyze the whole project and answer your question. Very useful when dealing with new codebases, or those you have forgotten the details of. Or for example today, I was trying to debug a side project I’ve been working on, and instead of spending the 10 mins or so tracing the code flow to see what was causing the issue, I just pasted in the output, explained the bug, and less than a minute later if had found the problem regex which was causing the issue, and proposed the corrected regex.

Jim says:

The codebase is large, and the context window is small. How does an agentic tool crawl over the codespace to find something?

Fidelis says:

You really need to just run claude code or codex or opencode on a project you won’t worry about the privacy on. I am not being flippant, this will teach you more about what is happening faster than I can explain in a single comment.

That said, to answer directly: the model spawns child actors, that grep the codebase and summarize the relevant code, reporting back to the parent, so the context does not get overwhelmed. The new harnesses do a lot more than just this, and you should play around with them, because they are pretty impressive with what they manage, and particularly with how they behave when approaching your task. They will grep, fetch docs from the web, run small tests, do all sorts of reasonable things a human might do, in order to navigate a new codebase. Not everything they will do is going to be reasonable, but the majority of actions will be.

They tend to get lost on really large tasks, and make messy decisions overall, but there’s been a large change in capability. I was not impressed until very recently. The earlier agents needed far more babysitting for worse results. The labs have trained the latest models on all the data from these early attempts, and it worked, they have gotten better.

L says:

Yes that is how it works, and I agree with Fidelis in recommending you try out on of the online agentic models on some codebase for which privacy isn’t a concern. Personally I’ve gotten much better results, with much better UX, using opencode than the other crappy closed source tools. Claude Code is a buggy piece of crap which actually renders a React DOM to create all the UI elements lmao.

Fidelis says:

If an agent could learn from experience, that would be a revolutionary improvement in capability.

They do, every night, during the big labs training runs. They get better every release. Not exceptionally better stepwise, but they get consistently better at choosing “sane default” paths, and consistently better inside looped harnesses. Next they will start getting consistently better working inside a swarm. Its linear improvement, slow but steady. Which is why I fully believe that it will not be a supplement to traditional design and engineering, but it will be the tool itself you use to design and engineer.

I am not going to timeline you, and say in two years this, five that, ten the other. I have no idea when exactly this will play out, or how quickly it will diffuse. I will say that LLMs + harness gets you extremely far, and that adding smarter frameworks within which the LLM runs and learns will be non-linear. No one has found the “AlphaGo” harness for solving lean4 problems, or making code repos that are not balls of spaghetti, but I will bet you they will.

I (obviously) have a huge privacy issue with using ai to code.

Kimi 2.5 is the very best open source model, but it’s huge. Wait a few months, someone will compress it such that performance loss is minimal. In the meantime, just work on something you do not care about using one of the client apis. You can sort of just tell the model to go and do stuff, and it makes a “web browser” or a “c compiler” that is a pile of barely coherent garbage. Not very interesting except to see the sort of mess it makes. If you have a larger architecture in mind, with clear goals, and can break down the edges between the nodes in your code, so that tests and statistics can be automated against a black (or “grey”, murky) box surface, without you having to worry about the actual spaghetti in between, you will see a speedup in time to market.

It appears to me that most of the value of an agentic tool is: Generate a test, have the agent do a solution over and over and over until it lucks out and passes the test.

I agree with this. It’s silly, but an incredibly powerful methodology. Not exactly monkey on a typewriter, because it’s not exactly stochastic, and navigates the “search space” of code tokens in a way that is not absurdly inefficient. It’s a program optimizer that works well only on well defined problems.

Fidelis says:

most of the value of an agentic tool is: Generate a test, have the agent do a solution over and over and over until it lucks out and passes the test

I agree with this … Not exactly monkey on a typewriter, because it’s not exactly stochastic, and navigates the “search space” of code tokens in a way that is not absurdly inefficient.

Here is some strong evidence we are not looking at “monkey on a typewriter” behavior. Newest claude release has started chewing through OSS security vulnerabilities.

https://red.anthropic.com/2026/zero-days/

People who research code security have been saying for a long time the way we test and look for bugs is very bad, that humans are very bad at it, and our automated tools are better but not quite fully fleshed out. Hence every other guy coming up in the research publish or perish field makes a bug finding harness that is dumb but works, sends out a few notices, then stops working on his harness because no more attention from conferences. So this is not quite as amazing a result as it might seem, but it is still remarkable.

Jim says:

> Newest claude release has started chewing through OSS security vulnerabilities.

With massive human assistance. Reading between the lines, it detects large numbers of non vulnerabilities as vulnerabilities.

Fidelis says:

Is that contrary evidence to anything that I’ve been saying? I keep repeating that this is a revolution in software engineering, not AGI/AI COMPUTER GOD. You structure your design and workflow differently to account for the new tools, tools that act like little optimizers but can sometimes go off on the wrong optimization.

The fact they found 500 of these shows its not too much human intervention, but maybe its 495 fixes that mean nothing. We’ll see soon enough, if the serious redhat teams start using these tools or not. Or, pessimistically, we see legacy software start breaking down from attacks, because the organization was not nimble enough to account for this change.

(replying to Jim asserting human intervention was involved, I cannot get to the reply button).

Daddy Scarebucks says:

I keep repeating that this is a revolution in software engineering

And we keep explaining why it’s not, and posting evidence of how (a) new and larger models are getting worse rather than better, (b) scaling characteristics are obviously sub-linear and seem to be near a ceiling, (c) model collapse and overfitting are becoming worse and more dire problems, and (d) the people and institutions actually doing useful things with it are largely finding “off-label” uses that integrate it more cleverly into a primarily human process and treat it as the fancy automated search engine that it is. And you always ignore these and dismiss them with some variant of either “it’s getting better really fast, just you wait” or “it totally works for me”.

Stop saying “REVOLUTION” and telling us “JUST MAKE IT THE CENTER OF EVERYTHING YOU DO AND LIFE WILL BE AWESOME”, it makes you sound like a damn shill. Yes, agents are neat, just like meta search engines were/are neat, but neither are “revolutionary.”

I did actually appreciate L’s response, and Yossi’s writeup, both being more levelheaded takes on how these agents can actually make themselves useful despite their flaws, and even if they don’t improve all that much in the short term. You, on the other hand, have clearly drunk the Kool-Aid, and are regurgitating hype from Anthropic and OpenAI that always, always proves either hilariously exaggerated or entirely false. It was annoying the first time, and it is really starting to grate after the 12th time. You’re entitled to your opinion, you’re entitled to your predictions, but we heard you the first time.

Fidelis says:

I added information and perspective inside a comment thread that continued discussion on a topic I have an interest in. This is a comments section in a blog, we discuss things here, I haven’t gone out of my way to shove this topic into every conversation thread, I haven’t attempted to derail other conversations, and I don’t constantly add thoughts after I’ve posted them in rambling strings.

I find this kind of reaction out of place. If you’re truly tired of my perspective on the topic, then simply ignore my comments. You don’t have to participate in every comment thread, especially if the comment thread in question contains posts from someone that annoys you.

I wish the nature of this blog were different, because I would share my code with git history, and you could make a better judgement as to whether I were playing the role of a simple crank. Alas, my current output is tied to my meatspace identity, so you will have to see me as an obnoxious crank in the meantime.

Jim says:

Agentic workflow gives the agent a long term memory in the AGENTS.md file in the repository root.

Which has the possibility of making llms vastly more useful — thought the quality and usefulness of that information is not great as yet.

But when I see people dazzled by the latest AI tools, they are using them to produce prototypes and demo programs. Which usage allows you to fall for the ELIZA illusion. You know, and I know, that there is no one at home. It is just a natural language search engine. But there are some use cases in which the illusion more persuasive, and people who think that AI is going to revolutionise programming are spending too much time on those use cases.

Yes, AI has revolutionised bringing up a demo or a prototype. But agentic AI just seems to automate what people are already doing manually (prompt, test, twiddle with the prompt, test, …) . Which is going to be a good reason to use AI more. You will spend a lot less of your own time discovering that the AI just cannot or will not do what you want it to do.

Daddy Scarebucks says:

What I’m tired of is fanaticism.

You posted a link to a paper from Anthropic, celebrating and praising themselves and their model for a minor and somewhat questionable accomplishment that hasn’t been subjected to any external validation (or observable reality).

And if it had ended there, or been posted with a light “this is impressive/a significant improvement”, I would have indeed just rolled my eyes and moved on, as you suggest. We don’t have to agree on everything.

But it didn’t end there, it ended with “…and this proves I was right all along, that AI is truly revolutionary and advancing amazingly fast and you need to redesign your whole process around it, and if you aren’t seeing the benefits then you just aren’t using it enough/correctly”, which is the part that’s repetitive and grating, that we’ve heard dozens of times about this and dozens of other revolutionary new innovations that over-promised and under-delivered.

I’m not trying to say you can’t or shouldn’t discuss the subject, or that your opinion isn’t worthy of consideration, I’m asking (perhaps not as politely as I could/should have) to turn the volume on your amp down from 11 to maybe 7 or 8, because it’s getting all clipped and distorted and hurting our ears, savvy?

The Cominator says:

People who are certain AI will or won’t improve substanially in a few years as if they know strike me as people prognasticating about a matter of which they in fact know nothing.

Jim says:

> who are certain AI will or won’t improve substanially in a few years

AI is like the dotcom bubble. Which produced a whole lot of real value, amidst massive hype and malinvestment. Rejecting the hype, and rejecting the demand we reconstruct our workflow around hypothetical future capabilities is not the same thing as “nothing ever happens”.

Everyone agrees AI will improve substantially, But we have reached the top of the sigmoid curve. Future improvements will be incremental. Existing capabilities are far from being fully utilised. Performance will improve modestly, and existing capabilities will be applied to many important use cases not yet envisaged.

One capability that no one is usefully applying is QLORA on 32GB VRAM. Because manually curating the necessary data is a huge amount of skilled work. Needs tooling to make it usable. In a system built around QLORA, your agent would go to sleep every day to assimilate its experiences.

We have a huge problem with providing llms with case specific data, and the solutions, QLORA and RAG, are just very hard to use. Agentic workflow should automate RAG, and apparently it does, though I have not used it yet, but be really useful, would need to automate QLORA, which it definitely does not do yet.

So I can easily imagine big improvements coming. But they are not going to change what we have, which is merely a natural language search engine.

The reason that AI is successful as a programming aid is that git repos contain not only an enormous amount of working code, but the completely history and human language commentary on the development of this code. Musk succeeded with self driving because he collected a gigantic amount of driving data, and llms have been modestly useful in programming because they have an enormous number of human examples to copy.

Agentic workflow gives AIs an enormous amount of human work to copy, which will lead to improvements in agent behavior. This will undoubtedly be applied to many more fields other than programming and driving. But it still just ELIZA on steroids. If Agentic workflow becomes useful, it will be because someone working on a problem similar to your own led his agent by the hand to the solution, and your agent remembers his agent being led by the hand.

Fidelis says:

it ended with

Commentary on the, long, history of automated bug finding. I wasn’t talking about new tricks here, but an old phenomenon:

Like other early static-tool researchers, we benefited from what seems an empirical law: Assuming you have a reasonable tool, if you run it over a large, previously unchecked system, you will always find bugs. […] Thus, even our initial effort with primitive analysis found hundreds of errors.

https://cacm.acm.org/research/a-few-billion-lines-of-code-later/

The history of automated bug finding suggests we are not even close to reaching limits on applying merely the conventional tools and tricks.

The Cominator says:

I don’t have a dog in this fight specifically but Daddy Scarebucks a poster I’ve scarcely noticed before seems to be speaking authoritatively on a lot of subjects he really doesn’t have cause to speak authoritatively on.

Now I’m sure when it comes to PMs vs Bitcoin he like many hardcore bitcoiners (I doubt he had it from 5 bucks or something, and nobody here really is or else they’d be a billionaire or close to it) think its frustrating that PMs are having their time in the sun and wish that time in the sun would end soon. But I think thats rather unlikely, Bitcoin unfortunately has bearish currents right now while gold was only remonetized almost secretly a year ago. Transitioning the trade currency is likely to be a multi year process. For the next 5 years I expect gold (and silver, and probably copper platinum and palladium) to outperform crypto along with mining stocks being the big winners as far as stocks go. I was bullish on silver the second Biden kicked Russia out of SWIFT so I’m not a late adopter of it.

Maybe I’m wrong about the PM multi year bull run but to have utter horseshit like the efficient market hypothesis (whats next am I going to be lectured about the rule of law, how democracy is real, told about the rational voter) presented as a reason why I’m wrong. There could be tons of reasons why I’m wrong but the efficient market hypothesis which is weapons grade horseshit isn’t one of them.

Daddy Scarebucks says:

People who are certain AI will or won’t improve substanially in a few years as if they know strike me as people prognasticating about a matter of which they in fact know nothing.

In fact, despite my irritability here, I am quite sure Fidelis does know what he is talking about, and am at least somewhat confident he recognizes me as the same. It is not hard to recognize an industry insider, unless they go to great lengths to conceal it, which none of us are.

We are disagreeing on the intensity and substantivity of many of the claims, have seriously divergent interpretations of the facts, but still agree on and understand the basic facts. Insiders frequently disagree, and disagree violently, and should disagree violently otherwise you end up with guild professions that look more like medicine and law where truth and consensus are the same thing.

More or less, the optimists believe there are still LLM-specific breakthroughs waiting in the wings that will make many of the extant issues (scaling ceilings, data quality and synthetic data, etc.) moot, or in some cases believe those issues are misrepresented or overstated. While the pessimists believe that LLM is (to the degree it is being currently pursued) a wrong turn in the industry that is leading researchers and developers farther away from the “I” in “AI”, and wooing them with gobs of funny money into projects that produce neither sustainable revenue nor useful discoveries. It could also be the case that both sides are right, or neither side is right.

I don’t see any “prognosticating” on either side, nor see the relevance of your interjection. We don’t know what’s going to happen in 3 years. We are talking about what’s out there right now and what is actively being developed.

Fidelis says:

Agentic workflow gives AIs an enormous amount of human work to copy, which will lead to improvements in agent behavior. This will undoubtedly be applied to many more fields other than programming and driving. But it still just ELIZA on steroids. If Agentic workflow becomes useful, it will be because someone working on a problem similar to your own led his agent by the hand to the solution, and your agent remembers his agent being led by the hand.

I agree with this, this will be the primary way in which these systems improve barring some black swan development/invention.

The caveats I would like to add, which do not change the story much: they do “reason”, in a shoddy and incomprehensible way; they are “sample inefficient”, needing 10^5-7 more examples than a human for the same task, but they do understand fundamental algorithms eventually. If the field is amenable to some type of search, and the “agent” is good enough to get a tiny leak of information signal, the vast and parallel nature leaps over the gap from 0 to 10^7 samples quite fast.

Despite being quite dim and shoddy, slow to learn, quick to make a mistake that humans find incomprehensible, they — as a system because the big LLMs steal knowledge from each other — have such massive scale that improvement will “feel” linear. As a user of the tool, it will seem as if you are getting linear improvement, even if you’re hill climbing that log curve, because the system is a network operating in parallel.

@Com
Maybe I’m full of myself to suggest this, but I did directly mention comment section etiquette in my last post, so I would feel bad to not apply the concept fairly: Please don’t follow people into a different thread with an unrelated topic, it both raises hackles and makes discussion harder.

@DS
Apologies if I come across as an evangelist. I find myself taking a position on the new tech that seems to me to be centrist: wonderful new technology, not a drop-in for a smart human.

Here I will try to express myself again, and then I will drop the topic for some time. I have found remarkable speedups in my own work using the agent toolkit, speedups found from an approach that is unorthodox to what “vibecode” people claim, and what I see other engineers suspicious of LLM code do. I do not just prompt and forget it, let the agent handle everything, but I also actively attempt to read as little code as possible.

The approach I take, *which I’ve seen no one else adopt*, is to break the system down into component modules, with a small, easily reasoned about API surface. I then use the agent toolkit to apply all sorts of tracing, metrics, benchmarks, graph visualizations, everything to allow me to “see” the way data flows through the module. I get this for free, because the agent puts all the hooks in for me, and any metric or trace or visual that looks off, you see it in an instant, instead of trying to step through messy code. You step through messy code only for very important paths, and with a debugger. By breaking down your approach in this way, you can very quickly test for bugs and unusual behavior; its a small API surface, and automated tools for bug finding do work, and you can very quickly “gut check” that the system as a whole is behaving as expected. By applying this approach I have made much faster progress on my personal codebase — an actor framework with all the lessons learned from the cryptocurrency space over the last ~6 years, and ready for new zk-crypto based consensus — than I would have traditionally. Ironically enough, I trust the code fairly well, despite never having explicitly followed though all of it, because my statistical tools and tests and example implementations of various algorithms all look fine. Not yet at the point where I would put money inside, but that is the eventual goal, to be able to trust at least some data pathways enough I can put a hot wallet inside (using FROST/ROAST or some newfangled zk thing, sharded across servers/laptops/whatever that I control). I’ve found such success in this approach, I have excited myself, and wanted to share. Check back in 6-18 months if I am just as excited, or disillusioned, or delusional.

Hesiod says:

Hegseth decertifies Harvard:

https://x.com/SecWar/status/2019918910502457536

In 1775, you probably didn’t know this, General George Washington took command of the Continental Army in Harvard Yard and used the university as a military base.

Such a tease…

Humungus says:

>”Once warrior rule becomes real, the warriors will feel the need for a friendly priesthood…”

Excellent article, thank you.

It’s time to nuke Harvard and most of what used to pass as academia. The ivy league hate factories, the teachers unions, and the pedophile editors of wikipedia are more than just an antipattern, they are an enemy force that must be destroyed by any means necessary.

Oh and yes, repeal 19A. We can’t have people voting with their feelings.

Brubaker says:

https://modernity.news/2026/02/06/soros-praises-spains-sanchez-for-mass-amnesty-of-500000-illegals/
https://x.com/visegrad24/status/2019439130967474248
https://x.com/ianmiles/status/2018655819135590407
https://x.com/daily_romania/status/2019699584763842579

Soros praised the Prime Minister of Spain, Pedro Sánchez, for granting legal status to 500,000 illegal aliens, (over half of which are Muslim Invading Conquerors partnered with the Globo Importation Blob,) says “we need more elected leaders like him”.

Soros and Sanchez should be executed for Treason against, and Destruction of, Heritage Populations.
Heritage Patriots need to wipe these fuckers out.
All the heads of the Globo Political Blob worldwide.
Everyone knows who they are, they’re not hard to find.
These free range evil fucks cannot be allowed to continue operating.
There really is no other option, no available recourse, other than that.
Heads on platters.
Until they all stand down and quit.
Many brave Men will choose to live that glory, because they and their progeny are already dead if they don’t.
The Globos want your Heritage Civ’s wiped out and dead, they’ve been saying and implementing this for 35+ years.
And they’ve been winning, everywhere, massively.
The WEF is full of them, every single functionary and headline speaker going back decades.
You will only be free when orgs like the WEF die from lack of attendees, when various Leftism has no more apologists and screechers in your Parliaments.
Starve them of their lifeblood.

ray says:

‘Everything else about human sacrifices , Alex jones etc
It seem grifters all the way.
Do you have credible information?’

Good lord. Do your basic research. Start with The Golden Bough and go from there to the Old Testament.

The goons trotted out the biggest public human sacrifice (by impact) in all of history — JFK’s extremely ritual murder — right in front of your faces. Yet all you see are alex jones grifters?

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