Abundance
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Ebook Opening Notes
- Promotional Simon & Schuster ebook signup offer for a free ebook, updates, deals, and recommendations.
- Dedications from the authors to family members.
- Authors’ note stating that some material previously appeared in work for The New York Times and The Atlantic.
- Introduction begins with the title “Beyond Scarcity.”
A Vision of 2050
- The global energy grid has transitioned from fossil fuels to a clean, cheap mix of solar, wind, nuclear, and geothermal power.
- Desalination technology and vertical farming have restored natural ecosystems by reducing the human footprint on rivers and land.
- Cultivated cellular meat and high-tech agriculture have allowed 25 percent of global land to be rewilded.
- Space-based manufacturing in zero-gravity provides affordable, life-extending medications delivered by autonomous drones.
- The integration of AI and labor reforms has significantly shortened the workweek and increased general prosperity.
Forty years ago, your parents cooled their bedrooms with joules dredged out of coal mines and oil pits.
The Choice of Scarcity
- Technological advancement and AI have the potential to drastically reduce work hours while maintaining pay and sharing collective profits.
- Modern infrastructure and transportation could be revolutionized, such as Mach 2 jetliners that utilize green synthetic fuels.
- The crises of the early twenty-first century—housing, climate, and health—are largely the result of 'chosen scarcities' rather than a lack of solutions.
- Well-intentioned twentieth-century regulations designed to protect the environment now paradoxically block the clean energy projects needed for the twenty-first.
- Societal progress is often hindered by ideological collusion and a system that prioritizes local interests over broader human advancement.
- Institutional renewal is a necessary labor for every generation to prevent past solutions from becoming current obstacles.
Recognizing that these scarcities are chosen—that we could choose otherwise—is thrilling. Confronting the reasons we choose otherwise is maddening.
The Supply-Side Mistake
- Political polarization has split economics, with Republicans focusing on supply and Democrats focusing on demand.
- The right-wing association of 'supply-side' economics with failed tax-cut theories has made the topic disreputable for serious policy discussion.
- Conservative ideology framed production solely as a result of unfettered markets, ignoring areas where government intervention is necessary for supply.
- Democrats, influenced by the Reagan revolution, retreated to the demand side, focusing on vouchers and subsidies rather than direct production.
- A bipartisan consensus emerged that government is incapable of solving problems, leading to a focus on consumer goods over infrastructure and scientific breakthroughs.
- Modern progressivism primarily functions by giving people money to buy existing market goods rather than ensuring those goods are actually being built.
It’s as if the nonsense of phrenology made it sordid for doctors to treat disorders of the brain.
The Subsidy Trap
- Democrats focused heavily on subsidizing consumer demand for essential services while neglecting the actual supply of those goods.
- Subsidizing demand for scarce resources like housing and healthcare inevitably leads to skyrocketing prices and rationing.
- A blind faith in the private sector's ability to meet social goals led to a disregard for the regulatory and bureaucratic hurdles stifling production.
- The modern economy has created a paradox where luxury consumer goods are cheap, but the pillars of a middle-class life—education, homeownership, and healthcare—are increasingly unaffordable.
- Society has attempted to mask this affordability crisis through massive accumulation of student, medical, and housing debt.
But giving people a subsidy for a good whose supply is choked is like building a ladder to try to reach an elevator that is racing ever upward.
The Shift to Supply
- The Obama administration's focus on stimulating demand during the 2009 crisis led Democrats to prioritize a 'hot economy' over joblessness during the COVID-19 pandemic.
- Massive fiscal stimulus combined with global supply chain disruptions triggered a return of inflation, shifting the economic problem from too little demand to too little supply.
- The Biden administration faced a stark choice between increasing the supply of goods or reducing demand by making Americans poorer.
- Persistent affordability issues and geopolitical tensions have led to a rethinking of globalization and a new focus on domestic manufacturing and infrastructure.
- A new political and economic theory is emerging that prioritizes the 'supply problem' over traditional demand-side management.
- Economic growth is fundamentally about radical change and divergence from the past, rather than simply making a larger version of the existing 'pie'.
“If car prices are too high right now, there are two solutions,” Biden said. “You increase the supply of cars by making more of them, or you reduce demand for cars by making Americans poorer. That’s the choice.”
The Stagnation of Progress
- Economic growth relies on productivity, which is the ability to create more value and entirely new inventions using the same amount of resources.
- The period between 1875 and 1905 saw a radical transformation of the physical world, introducing everything from skyscrapers and cars to aspirin and recorded music.
- In contrast, the interval between 1990 and 2020 saw massive digital innovation but relatively stagnant progress in the physical and material environment.
- This slowdown in productivity and physical innovation has fueled political nostalgia and a loss of optimism about a better future.
- A 'post-scarcity' vision requires embracing emerging technologies like AI and gene editing to solve systemic challenges rather than just redistributing existing wealth.
When you passed into slumber, nobody had taken a picture with a Kodak camera or used a machine that made motion pictures, or bought a device to play recorded music.
A Liberalism That Builds
- Addressing climate change while fighting poverty requires inventing and deploying plentiful, cheap clean energy.
- The market alone cannot distinguish between wealth from coal and wealth from battery storage, necessitating government intervention for social payoffs.
- Government is often both the problem and the solution, as seen in the failure to expand nuclear power despite its safety and low emissions.
- Technology is not neutral; it is infused with values and politics that shape the future possibilities of society.
- A lack of a program to harness technology for social change is a form of blindness that limits political vision.
- The authors advocate for a 'liberalism that builds' to solve core problems like housing, health inequality, and wages.
To take technology seriously as a force for change is to take it seriously as infused with values and, yes, politics.
The Pathologies of Liberal Governance
- The authors focus on the failures of the American left because they believe the right does not share the fundamental goal of decarbonization.
- California serves as a cautionary tale where total Democratic control has failed to solve crises in housing, homelessness, and infrastructure.
- Ineffective liberal governance provides a vacuum that right-wing populists fill by promising autocratic efficiency.
- Recent election data shows a significant rightward shift in deep-blue urban strongholds like Los Angeles, Chicago, and New York City.
- The authors argue that liberals must fix their own 'pathologies' to prove that democratic governance can still be effective.
Liberals should be able to say: Vote for us, and we will govern the country the way we govern California! Instead, conservatives are able to say: Vote for them, and they will govern the country the way they govern California!
The Case for Abundance
- Blue states and major urban centers are experiencing significant population loss, which threatens to shift the Electoral College and future political power to the right.
- Major cities like New York, Chicago, and Los Angeles are on track to lose half of their under-five childhood population within twenty years as young families flee.
- The authors argue that liberals must move beyond mere redistribution to provide effective government and tangible results to counter the rise of political strongmen.
- The 'Abundant Society' is proposed as a rejection of scarcity-based ideologies that seek to limit immigration or growth in the name of climate change.
- A distinction is made between a 'Consumers' Republic' and a 'Producers' Culture,' prioritizing the ability to build housing and energy over the ability to buy goods.
- Abundance is defined as a state where there are sufficient building blocks—housing, transportation, and health—to create a better future than the present.
We have a startling abundance of the goods that fill a house and a shortage of what’s needed to build a good life.
The Urban Frontier Paradox
- Horace Greeley's life contradicted his famous advice to 'go West,' as he built his fortune and influence in the dense urban environment of New York City.
- While American mythology prioritizes the frontier, cities have historically been the primary engines of economic mobility and the transformation of resources into wealth.
- Early 20th-century thinkers feared that the closing of the physical frontier would lead to national stagnation and economic maturity.
- Modern economic growth is driven by ideas and technology concentrated in urban centers rather than the expansion of physical land.
- A severe housing supply crisis in high-productivity cities now prevents families from following Greeley's example of seeking urban opportunity.
- Since the 1970s, home construction has failed to keep pace with population growth, leading to astronomical prices in America's most vital economic hubs.
That we preferred the romance of the West to the math of the tenements is no new fact.
The Closing Urban Frontier
- The United States suffers from a severe housing shortage compared to other developed nations, with only 425 houses per 1,000 people.
- Rising housing costs in 'superstar cities' have effectively negated the wage premiums that once attracted workers to economic hubs like New York City.
- A cultural shift has reframed cities as luxury products for the wealthy rather than engines of middle-class social mobility.
- The 'central paradox' of the modern era is that physical proximity has become more valuable even as digital communication has made distance irrelevant.
- Restrictive housing policies are described as 'closing the American frontier' by preventing people from moving to where opportunity is greatest.
New York was once where you went to make your fortune; it is now where you go to spend it.
The Geography of Innovation
- The modern economy has shifted from producing physical goods to selling intangible ideas, services, and code.
- Manufacturing and innovation are deeply linked; losing production capabilities can lead to a loss of innovation primacy, as seen in the semiconductor industry.
- Technological advances that collapsed distance actually increased the value of cities by expanding the global markets for top-tier products.
- Productivity in large metropolitan areas is 50 percent higher than in smaller areas, even when accounting for IQ and education.
- Cities are unique ecosystems of people and practice that are nearly impossible to replicate or transplant through mere density.
America lost its primacy in semiconductor innovation because much is learned in the making of things—a theme to which we’ll return.
The Centripetal Power of Place
- Global industries remain rooted in local clusters because the frontier of ideas is best breached through close personal proximity.
- The concentration of generative AI companies in a few square miles of California demonstrates that digital businesses still rely on physical density.
- High operating costs in 'superstar cities' are offset by the concentration of talent and the rapid dissipation of knowledge over distance.
- Even frugal corporations like Walmart choose expensive hubs like the Bay Area when launching critical tech initiatives to ensure access to top-tier expertise.
- The post-pandemic era has seen a return to the office because remote work struggles to foster the trust and spontaneous collaboration necessary for innovation.
- Major tech firms, including Zoom itself, have mandated a return to physical offices, acknowledging that digital tools cannot fully replace face-to-face contact.
Those much-mocked Bay Area parties where young AI engineers gather in group houses to ingest psychedelics and contemplate the singularity matter.
The Paradox of the Metropolis
- Cities serve as dual engines for both technological innovation and economic mobility.
- High housing costs act as a barrier that prevents working-class families from accessing high-opportunity areas.
- The local service sector benefits from the wealth of high-productivity firms, but only if workers can afford to live nearby.
- Upward mobility in America has declined from a 92 percent certainty in 1940 to a 50 percent 'coin toss' for those born in the 1980s.
- Economic outcomes for children are heavily influenced by the specific 'innovation rate' and industry specialty of the neighborhood where they grow up.
- The historical convergence of income levels across different states has stalled due to housing prices gating off productive cities.
In forty years, the American dream went from being a widespread reality to a coin toss.
The Crisis of Blue-State Exclusion
- Rising housing costs in wealthy cities have effectively ended the historical trend of income convergence between rich and poor regions.
- Low-wage workers like janitors are now forced to migrate away from high-opportunity cities because housing consumes over half their income.
- Blue-state voters often exhibit 'operational conservatism,' supporting liberal symbols while using zoning policies to block the housing that would enable diversity.
- The decline of the Black population in San Francisco since 1970 illustrates the failure of progressive rhetoric to match material outcomes.
- Red states like Texas have become the primary beneficiaries of California's housing crisis by permitting new construction at significantly higher rates.
- This policy-driven reversal of mobility has transformed dynamic cities into engines of inequality rather than ladders of opportunity.
In many blue states, voters exhibit the same split political personality, but in reverse: they are symbolically liberal but operationally conservative.
The Birth of Zoning
- Growing communities often resist densification because developers can profit more by replacing single-family homes with multi-unit buildings.
- Zoning emerged in the early 20th century, exploding from a handful of cities in 1916 to over 1,200 municipalities by 1936.
- The rise of trucks and buses broke the natural geographic barriers between industrial zones and residential neighborhoods, prompting homeowners to seek legal protection.
- Early zoning acted as 'good housekeeping' to separate incompatible land uses, but it was also frequently used to enforce racial and economic segregation.
- The evolution of zoning shifted from simple land-use separation to a powerful tool for antigrowth regulation that restricts housing supply today.
The community will soon wake to find that it is unrecognizable to itself.
From Lakewood to Petaluma
- Post-war California saw explosive growth, exemplified by Lakewood's construction of a new home every seven and a half minutes in the early 1950s.
- The 1971 Petaluma Plan marked a pivotal shift toward 'antigrowth liberalism,' introducing caps on new housing units and urban growth boundaries.
- Restrictive zoning and growth controls spread across the United States, with many regions banning apartments or limiting sewer expansions to halt development.
- California's housing production has plummeted since the 1960s, failing to exceed 150,000 new homes annually for over a decade despite population growth.
- The housing shortage has created a paradox in progressive areas where 'Kindness Is Everything' signs coexist with endemic homelessness and unaffordability.
- State analysts conclude that the primary cause of the current crisis is the long-term failure to build enough housing to meet demand.
In the same progressive zip codes where homeowners press signs into the soil of their front lawns bearing the message Kindness Is Everything, affordable housing can’t be found—and homelessness is endemic.
The Housing Crisis Paradox
- California's housing production has lagged significantly behind states like Texas despite having a much larger population.
- The state disproportionately accounts for 50 percent of the nation's unsheltered homeless population, creating a visible dystopia in wealthy cities.
- Contrary to conservative arguments that 'unlivability' drives the crisis, high property values prove that demand for these cities remains extremely high.
- Common explanations like weather, social services, and drug policies fail to statistically explain why homelessness varies so much between regions.
- Data shows that poverty and unemployment rates are actually inversely related to homelessness levels across major American cities.
- Research suggests that individual vulnerabilities like mental illness do not predict mass homelessness as accurately as regional housing market conditions.
Tents line the buildings, feces line the sidewalks, needles crunch underfoot. This is not what anyone trying to preserve the idyllic conditions of California’s central coast wanted. But it is what they got. It is what they made.
The Musical Chairs of Housing
- Homelessness is primarily driven by housing availability and cost rather than individual pathologies like addiction or mental illness.
- The 'musical chairs' analogy explains that while personal vulnerabilities determine who loses the game, the lack of chairs determines that someone must lose.
- West Virginia has higher rates of poverty and addiction than California, yet California's homelessness rate is six times higher due to housing scarcity.
- Historically common low-cost options like boardinghouses were systematically eliminated by mid-century zoning laws and building codes.
- City planners and newspapers in the 1950s explicitly framed rooming houses as 'blight' that needed to be eradicated to protect property values.
- Modern homelessness is a policy choice resulting from decades of regulations that prioritized neighborhood aesthetics over affordable housing stock.
With ten chairs and ten people, everyone will find a chair when the music stops. That will be true even if one of the players is on crutches.
The Rise of Housing Scarcity
- Urban planning over generations has systematically eliminated low-cost housing options, effectively pushing the 'down-and-out' onto the streets.
- Cities inadvertently created homelessness crises by hoping that those who could not afford expensive housing would simply leave the area.
- Existing homeowners often benefit from housing scarcity, as it increases the value of their primary financial asset.
- The 1970s marked a turning point where housing shifted from a utility to a primary investment asset, with prices beginning an inexorable upward march.
- Federal policies like the thirty-year fixed-rate mortgage acted as a hedge against inflation, incentivizing the accumulation of wealth through property.
- Housing wealth is uniquely problematic because it merges financial interest with sentimental attachment and the basic human need for shelter.
What lender in their right mind would hand out thirty-year loans on fixed terms to virtually anybody with a job?
The Homeownership Asset Trap
- Treating a primary residence as a wealth-building asset creates a high-risk, non-diversified portfolio vulnerable to local neighborhood shifts.
- Homeowners manage financial risk by using zoning laws and parking requirements to restrict local housing supply and maintain high property values.
- There is an inescapable paradox in American policy: housing cannot be both an affordable basic need and a high-return investment vehicle.
- The shift toward 'homevoter' politics pits incumbent owners against newcomers, incentivizing the exclusion of lower-income residents.
- Post-civil rights era zoning regulations, such as large minimum lot sizes, replaced explicit racial discrimination with economic barriers to entry.
Homeownership works for some because it cannot work for all.
The Diseases of Affluence
- Economist William Fischel argues that exclusionary zoning is driven by homeowners' materialist desire to protect property values under the guise of public concerns like traffic and crime.
- The 1970s housing politics represented a shift where the solutions of the New Deal era—rapid growth and expansion—began creating the environmental and social problems of the next.
- President Lyndon B. Johnson's 1964 'Great Society' speech highlighted the 'despoiling of the suburbs' and the erosion of nature as the hidden costs of American industrial success.
- John Kenneth Galbraith's 'The Affluent Society' critiqued the paradox of private luxury existing alongside public squalor, such as polluted streams and decaying infrastructure.
- Modern American liberalism evolved into a movement with a 'divided soul,' caught between the need for continued growth and the desire to preserve the environment and community character.
The family which takes its mauve and cerise, air-conditioned, power-steered and power-braked automobile out for a tour passes through cities that are badly paved, made hideous by litter, blighted buildings, billboards, and posts for wires that should long since have been put underground.
The Toxicity of Growth
- Postwar America saw a fundamental ideological shift from growth-oriented politics to an antigrowth movement concerned with societal well-being.
- Rapid technological and industrial expansion led to extreme environmental degradation, including rivers catching fire and lethal smog events.
- The physical transformation of the country was unprecedented, with car ownership and air travel evolving from non-existence to mass-market ubiquity in seventy years.
- Rachel Carson's 'Silent Spring' served as a catalyst, articulating existing public anxieties about chemical pesticides and ecological stability.
- The environmental movement culminated in the first Earth Day in 1970, which remains the largest single demonstration in American history.
- A rapid legislative response between 1966 and 1973 created an 'arsenal' of federal laws designed to protect the environment and empower local citizens.
America in the 1950s and ’60s was paradoxically the richest superpower in world history and functioned as a kind of mass-industrial conspiracy to kill its own residents.
The Bipartisan Environmental Turn
- President Richard Nixon championed environmentalism as a 'common cause' beyond party lines, framing pollution as a debt to nature that required urgent reparations.
- Nixon's administration oversaw the creation of the EPA and the passage of foundational laws like the Clean Air Act and the Endangered Species Act.
- Ronald Reagan, often viewed as a conservative icon, took credit for California's early leadership in environmental legislation during his time as governor.
- The California Environmental Quality Act (CEQA) was originally passed as a modest bill that received almost no media attention at its inception.
- The landmark 'Friends of Mammoth' court case radically expanded the scope of CEQA by defining private developments requiring public permits as public projects.
- This legal shift transformed environmental regulation from a check on government building into a powerful tool for slowing or stopping private development.
Through our years of past carelessness we incurred a debt to nature, and now that debt is being called.
The Rise of Anti-Growth
- A 1972 court ruling expanded the California Environmental Quality Act (CEQA) to cover almost all private construction, effectively requiring environmental reviews for any commercial building activity.
- The sudden legal shift caused such chaos that San Francisco froze all building permits and the legislature had to issue a moratorium to prevent a total statewide standstill.
- CEQA quickly became a primary tool for blocking housing, with a fifth of all Bay Area housing production facing environmental litigation between 1972 and 1975.
- The 'highway revolts' against planners like Robert Moses provided a blueprint for community coalitions to organize and block large-scale development projects.
- The term 'Californication' emerged as a pejorative for the perceived moral and physical bankruptcy of rapid, soulless suburban sprawl.
- Environmentalism began to merge with anti-growth politics, often framing newcomers as a 'consumptive horde' threatening the stewardship of existing residents.
As a lobbyist for the Sierra Club put it, CEQA now covered “anybody engaged commercially in putting two sticks of wood together.”
The Dilemma of Degrowth
- Climate change flips traditional political roles, with the left seeking to conserve the existing environment while the right often favors radical adaptation.
- The 'degrowth' movement argues that climate change is a symptom of a deeper philosophical error rooted in capitalism and the desire for dominion over nature.
- Proponents of degrowth suggest that humanity must abandon the dream of endless growth and dismantle industries like fast fashion and meat production.
- A significant critique of degrowth is that its required philosophical revolution would take centuries, whereas the climate crisis requires immediate action.
- While degrowth targets specific wasteful industries, there is no global consensus on which sectors of production are truly unnecessary.
- Humanity's physical footprint is dominated not by urban infrastructure, but by the massive amount of land required for food production.
Every effort to save some vestige of California’s pristine splendor would be defeated by the unending advance of new hordes of population like a swarm of locusts devouring everything in sight.
The Politics of Meat and Scarcity
- Industrial animal agriculture is a primary driver of climate change, deforestation, and mass extinction, consuming vast land and water resources.
- Despite the moral and environmental arguments for eliminating meat consumption, doing so remains a political impossibility due to public demand for cheap meat.
- The degrowth movement argues that even clean energy abundance would not stop ecological destruction, as humans would simply use that energy to further exploit nature.
- Degrowth faces a fundamental paradox: if it is difficult to change consumer desires during times of abundance, it is even harder to impose collective scarcity.
- Historical precedents, such as the 'yellow vest' protests and unrest in Sri Lanka, demonstrate that rising energy and food costs frequently lead to political collapse.
Industrial animal agriculture is more than a climate problem. It is a moral stain upon modernity.
The Political Cost of Scarcity
- Western governments are retreating from climate policies as high energy costs trigger voter backlash and political instability.
- Political scientist Erik Voeten notes that citizens bearing the costs of green transitions are increasingly gravitating toward far-right movements.
- The only effective way to blunt climate policy backlash is direct compensation, which is impossible under a degrowth economic model.
- Failing to provide abundant energy risks empowering populist authoritarians who promise prosperity through fossil fuel expansion.
- Historical accounts of Versailles and Monticello illustrate that even the wealthiest elites lived in frigid discomfort before the fossil fuel era.
- Energy inequality remains one of the most fundamental divides in modern global society.
It is to deliver a future of populist authoritarians who drill and burn their way back to a false prosperity.
The Energy Revolution
- Hans Rosling's framework categorizes humanity by energy access, illustrating that energy is the fundamental nucleus of wealth and social mobility.
- Air pollution from burning fuels kills 7 to 9 million people annually, making it far more lethal than traffic accidents, war, or natural disasters.
- Historical data shows that as societies become technologically and economically rich, they transition from dirty fuels to cleaner air and water.
- The perceived conflict between economic growth and environmental protection is a false dichotomy; growth enables the adoption of cleaner technologies.
- A technological miracle has occurred as solar and wind costs plummeted by 90% and 70% respectively between 2010 and 2020.
- The world is entering an era of 'negative energy prices' where renewable capacity is expanding so rapidly that electricity may soon be effectively free.
The cost of solar is falling so fast that for much of the day it will be effectively free, in much of the world, by 2030.
The Clean Energy Transition
- Forecasting models consistently underestimated the rapid decline of solar costs, which fell by 15 percent annually compared to predicted rates of 2.6 percent.
- Renewable energy sources like solar and wind are now significantly cheaper than coal and competitive with or cheaper than natural gas.
- Vast disparities in per-capita carbon emissions between wealthy nations prove that high standards of living do not require high carbon intensity.
- Developed nations have successfully decoupled economic growth from carbon emissions, showing absolute declines in CO2 even when accounting for offshored manufacturing.
- The United Kingdom's transition from 90% coal dependency in 1950 to a total phase-out by 2024 serves as a primary example of rapid energy transformation.
The sun burns, so we don’t need to.
The Path to Energy Superabundance
- Recent breakthroughs in nuclear fusion and renewable energy suggest humanity is still in the early stages of its relationship with power.
- Future generations may view our current practice of burning fossil fuels as a primitive and 'barbaric' method of energy production.
- Energy superabundance could enable transformative technologies like vertical greenhouses, large-scale desalination, and direct carbon capture.
- Decarbonization requires the replacement of approximately one billion household machines with electric alternatives like heat pumps and induction stoves.
- Transitioning to a clean economy presents a massive manufacturing and persuasion challenge to move away from a grid still 60 percent reliant on fossil fuels.
“Folks will look back and be blown away by how we used energy today. They’ll say, ‘Wait, you just burned it?’ ”
The Massive Scale of Decarbonization
- The United States must transition from 60 percent fossil fuel electricity to near zero while simultaneously doubling or tripling total grid capacity.
- To meet decarbonization goals, the U.S. needs to build the equivalent of its entire current electricity grid every fifteen years until 2050.
- The physical footprint of required wind and solar installations would span a landmass equal to eight U.S. states, including Illinois and Ohio.
- Current infrastructure pace is insufficient, requiring the addition of two massive 400 MW solar facilities every single week for the next 30 years.
- Building an integrated national grid faces severe political and bureaucratic hurdles, with most major transmission projects stalling or failing to begin construction.
- Modern liberalism must shift from a focus on tax codes and regulations to a 'liberalism that builds' physical infrastructure at an unprecedented scale.
To meet even a middle-road renewable energy scenario would require bringing online two new 400 MW solar power facilities—each taking up at least 2,000 acres—every week for the next 30 years.
The Cost of Building
- Federal climate and infrastructure acts represent a potential investment of $450 billion, but their success depends on the ability to actually execute projects.
- The true value of these bills is variable; they could scale to trillions if construction is fast or fail to reach estimates if permitting is too difficult.
- California's high-speed rail project serves as a cautionary tale, having been in the planning and study phases since 1982 without completion.
- Despite high-speed rail being a proven technology used globally since the 1960s, California has struggled with decades of delays and rising costs.
- The Obama administration viewed infrastructure stimulus not just as economic recovery, but as a means to build a lasting national legacy.
Planners imagined a silver shell whistling along beams of steel, carrying millions of parents, children, Silicon Valley entrepreneurs, Hollywood actors, and solo travelers through America’s largest state at speeds reaching 220 miles per hour.
The High-Speed Rail Dream
- The Obama administration viewed the 2008 financial crisis as a strategic opportunity to reinvest in American infrastructure, with high-speed rail as its centerpiece.
- President Obama envisioned a future where rail travel would eliminate the frustrations of air travel, such as airport security and tarmac delays.
- California was positioned as the ideal testing ground for this vision, enjoying unprecedented political support and billions in combined state and federal funding.
- Despite the favorable political climate, the project suffered from extreme delays and ballooning costs, leading to a significant scaling back of its original goals.
- The ambitious plan to connect San Francisco and Los Angeles was eventually reduced to a smaller line between Merced and Bakersfield.
- Current estimates suggest the project will cost tens of billions more than anticipated and will not carry passengers until at least 2030.
“You never want a serious crisis to go to waste,” Rahm Emanuel, Obama’s chief of staff, said. “And what I mean by that is an opportunity to do things that you think you could not do before.”
The High-Speed Rail Limbo
- The California High-Speed Rail project stands in stark contrast to the 19th-century Transcontinental Railroad, which spanned 1,800 miles in just six years.
- While California struggles to complete a 500-mile system, China has successfully constructed over 23,000 miles of high-speed rail in the same timeframe.
- The project's primary obstacles are not engineering-based but are rooted in political, legal, and bureaucratic negotiations.
- Eminent domain and environmental reviews have become grueling, decade-long processes that invite constant litigation and construction moratoriums.
- Delays create a vicious cycle where rising inflation and loss of public trust make the project increasingly expensive and politically difficult to finish.
- The project currently exists in a state of 'building anyway' in the hope that future funding and political will materialize to complete the route.
The project is caught in a strange limbo between political fantasy and physical fact.
The Crisis of Building
- Prominent Democratic leaders are increasingly vocal about the 'public sclerosis' and pervasive delays preventing large-scale infrastructure projects.
- The United States spends significantly more per kilometer of rail ($609 million) than peer nations like Japan, Canada, and Germany.
- Data suggests that government involvement and union density are not the primary causes of high costs, as other nations with both factors build more efficiently.
- Construction productivity in the U.S. has paradoxically declined since 1970, even as technology has advanced and other sectors have seen massive gains.
- The inability to build efficiently creates a cycle of diminished ambition, where the loss of confidence prevents the proposal of future projects.
We got so good at stopping projects that we forgot how to build things in America.
The Construction Productivity Paradox
- Economists Goolsbee and Syverson used a process of elimination to determine that the decline in construction productivity is not a statistical illusion or a result of underinvestment.
- The productivity slowdown is a global phenomenon, with 55 percent of OECD countries seeing a decline between 1996 and 2019.
- Data suggests that regulatory burdens and geographic location do not provide a simple explanation for why some areas perform better than others.
- Industry veterans point to a massive increase in administrative overhead, noting that projects now require multiple estimates and significantly more office staff than in the 1970s.
- Modern safety protocols and mandatory site rituals, while beneficial for worker health, contribute to the statistical decline in hourly productivity.
“Everyone has their pet theory. But everyone has a different pet.”
The Costs of Affluence
- Economist Mancur Olson theorized that stable, affluent societies naturally accumulate more organized interest groups over time.
- While these groups allow for collective action and representation, they also lead to increased lobbying, complex regulations, and endless bargaining.
- The proliferation of these organizations creates a 'vetocracy' where complex infrastructure projects become nearly impossible to complete compared to authoritarian systems.
- Olson’s theory explains why war-torn nations like post-WWII Japan and Germany initially grew faster than stable victors like Britain.
- Modern critiques suggest Olson missed the 'post-materialist' shift where groups organize for values like environmentalism rather than just wealth redistribution.
- The ultimate trade-off of a mature democracy is the inclusion of more voices at the expense of speed and efficiency in execution.
China does not spend years debating with judges over whether it needs to move a storage facility. That power leads to abuse and imperiousness. It also leads to high-speed rail.
The Construction Productivity Crisis
- Construction faces unique challenges compared to software or manufacturing because it must navigate complex physical, social, and political environments.
- The industry is highly susceptible to 'veto points' where neighbors, politicians, and community groups can stall or block projects.
- Wealthier communities are particularly effective at organizing to stop development, shifting construction to areas with less political resistance.
- Productivity in construction once kept pace with manufacturing until 1970, proving that the current stagnation is a modern phenomenon rather than an inevitability.
- The industry remains dominated by small, less efficient firms because success depends more on local political navigation than on scalable industrial expertise.
There are a million veto points. There are a lot of mouths at the trough that need to be fed to get anything started or done.
The Rise of Complexity Navigators
- Increasing land use regulations and political negotiations prevent builders from scaling efficiently compared to manufacturing firms.
- Mature societies shift rewards from builders like engineers to 'navigators of complexity' like lawyers and consultants.
- The internet has become a 'frontier-of-last-resort' for ambitious talent seeking to avoid the bureaucratic stagnation found in physical infrastructure.
- Postwar liberalism shifted toward skepticism of government power, fueled by rising vehicle fatalities and environmental negligence.
- Ralph Nader and his 'Raiders' pioneered a new model of civilian oversight, using expertise to challenge both corporate and state failures.
A young country that is still in its building phase creates opportunities for engineers and architects. A mature country that has entered its negotiations phase creates opportunities for lawyers and management consultants.
The Rise of Democracy by Lawsuit
- Ralph Nader and his 'Raiders' pioneered a legal strategy that focused on relentlessly suing the government to enforce environmental standards.
- Early environmental groups like the Sierra Club and EDF targeted federal agencies almost exclusively, rather than private corporations.
- This legal revolution achieved massive successes, including an 80 percent drop in common pollutants and millions of lives saved by the Clean Air Act.
- The movement shifted liberalism's view of government from a partner in progress to a source of problems that must be restrained by the courts.
- The same legal tools designed to protect the environment are now frequently used to obstruct clean energy projects and affordable housing.
- Critics argue that by prioritizing procedure and litigation, liberals inadvertently created a 'broken bicycle' of governance that is easily stalled.
It was as if liberals took a bicycle apart to fix it but never quite figured out how to get it running properly again.
The Procedure Fetish
- Republicans have increasingly adopted activist legal tactics to overwhelm government agencies with disclosure demands and compliance burdens.
- The 2017 Regulatory Accountability Act exemplifies how 'paperwork and process' can be weaponized to paralyze federal regulation.
- Legal scholar Nicholas Bagley argues that liberal government has become 'process-obsessed' rather than outcomes-oriented, prioritizing rules over results.
- The American state is defined by 'adversarial legalism,' where judges and lawsuits replace the centralized bureaucracies found in other Western nations.
- The current procedural architecture is a relic of post-WWII anxiety and 1970s-era liberal efforts to ensure government accountability through the courts.
- This obsession with procedural legitimacy now frustrates the very government actions required to address urgent modern problems.
It had convinced itself that the state’s legitimacy would be earned through compliance with an endless catalog of rules and restraints rather than through getting things done for the people it claimed to serve.
The Rise of Adversarial Legalism
- Post-1960s legislation created a massive expansion of federal regulatory power while simultaneously refusing to grant the government centralized authority.
- Adversarial legalism emerged as a compromise to reconcile the public's demand for government action with its deep-seated suspicion of state power.
- The United States has become exceptionally legalistic, with a per capita lawyer population far exceeding that of other Western democracies like France and Germany.
- Legal training has become the default for American political leadership, prioritizing statutory language and process over actual results and outcomes.
- A system dominated by legal complexity often becomes so focused on balancing manifold interests that it loses the ability to act in the public interest.
- Government legitimacy is suffering because procedural compliance is being prioritized over the ability to deliver tangible results, such as infrastructure.
When you make legal training the default training for a political career, you make legal thinking the default thinking in politics.
The Green Dilemma
- Public trust in the U.S. government has collapsed from a high of 77 percent in 1964 to just 16 percent in 2023.
- The bureaucratic processes designed to build trust and legitimacy have instead created a state paralyzed by its own rules.
- Modern environmental goals, such as decarbonization, are being forced through legal frameworks originally designed to block construction.
- The 'Grand Bargain' of the 1970s traded slower, more expensive development for cleaner air and water, a trade-off that is now failing the climate crisis.
- Renewable energy projects face the same 'not in my backyard' (NIMBY) opposition and permitting nightmares as fossil fuel infrastructure.
- The environmental movement, having perfected the art of stopping projects, now struggles to facilitate the rapid growth required for a green transition.
The environmentalist movement evolved to stop bad people from destroying the world, and so we have perfected the art of saying no.
The Permitting Morass
- The transition to a clean-energy system requires an enormous physical footprint, touching over five hundred thousand miles of land.
- Current environmental laws are indiscriminate, making it as difficult to permit a wind farm as it is to permit an oil refinery.
- A profusion of over sixty overlapping federal permitting programs, plus state and local assessments, creates a legal morass for infrastructure.
- The Chokecherry and Sierra Madre Wind Energy Project illustrates the crisis, facing an eighteen-year timeline from proposal to completion.
- The United States leads the world in public construction costs, with highway building costs tripling in the late twentieth century.
- Legal experts suggest fast-tracking green energy projects using models similar to those used for border security or military base closures.
Either we build faster or we accept catastrophe. There is no third option.
The Speed of Building
- Recent legislation, like the CHIPS Act exemptions, shows a growing trend of fast-tracking critical infrastructure by bypassing traditional environmental reviews.
- Modern liberalism must shift from a culture of slowing down government to prevent abuse to a culture of speeding it up to meet climate and housing goals.
- The Tahanan housing project in San Francisco succeeded by using private funding to avoid the burdensome regulations triggered by government money.
- Tahanan achieved a three-year construction timeline and significantly lower costs per unit compared to the six-year average for similar affordable housing.
- The project's success relied on state-level legislation that allowed it to bypass local discretionary reviews and board approvals.
- The government functions as a 'plural posing as a singular,' where internal factions and conflicting regulations often frustrate the very people running the system.
The answer, for liberals, is depressing: It used private money to avoid the pile of rules and regulations that taking government money triggers.
The Cost of Public Funding
- Publicly funded affordable housing in San Francisco is subject to complex contracting ordinances that prioritize small, local businesses over larger, more efficient firms.
- The 14B ordinance creates a bottleneck by limiting the pool of eligible contractors to small firms that often lack the capacity to handle multiple large-scale projects simultaneously.
- Redundant regulatory reviews, such as those from the Arts Commission and the Mayor’s Office on Disability, add months of delays and millions in compliance costs.
- The Tahanan project successfully bypassed these bureaucratic hurdles by utilizing a $65 million private grant from the Schwab family instead of public money.
- While modular construction offers a path to faster and cheaper housing, it faces political resistance from local unions despite being a unionized process.
- The project's success highlights a paradox where government involvement often makes the construction of essential public goods slower and more expensive.
It is damning that you can build affordable housing so much more cheaply and swiftly by forgoing public funds.
The State Capacity Crisis
- The traditional divide between big-government liberals and small-government conservatives is often a rhetorical illusion that ignores actual state effectiveness.
- Both political sides frequently undermine their own goals: liberals hamstring the government's ability to act, while conservatives expand state power through surveillance.
- A lack of state capacity in healthcare leads to an American system that is more expensive than European socialized medicine due to a lack of negotiating power.
- Ideological discomfort with market-based solutions, such as deregulation, prevents liberals from addressing the housing crisis effectively.
- Data from Houston suggests that removing zoning restrictions significantly increases housing supply and lowers the cost of addressing homelessness compared to restrictive cities like San Francisco.
Keeping the American health-care state weak has made the American government larger and left Americans poorer.
The Cost of Good Intentions
- Houston's market-driven approach results in median home prices nearly six times lower than those in San Francisco.
- Regulatory hurdles in San Francisco create a multi-year 'gauntlet' that effectively forces developers to prioritize luxury condos over affordable units.
- Los Angeles's Proposition HHH demonstrates how public funding for homeless housing can result in costs exceeding $600,000 per unit.
- The 'leveraging' of multiple funding sources for affordable housing creates a complex 'hopscotch' of conflicting requirements and delays.
- Well-meaning liberal housing policies often inadvertently drive up costs through layered regulations and bureaucratic restructuring.
But the grim absurdity of liberal housing policy comes clearest when you focus on the kind of housing liberals claim to support: affordable housing built by nonprofit developers with the backing of both voters and local government.
The Cost of Good Intentions
- Former LA Controller Ron Galperin argues that the complex regulations and funding restrictions attached to HHH housing funds often cost more to navigate than the subsidies themselves.
- Publicly funded projects face significant cost premiums due to prevailing wage requirements, sustainability standards, and specialized consultants.
- The pursuit of high-quality standards creates a moral paradox where the demand for perfect housing prevents the construction of 'good enough' housing for those living in tents.
- Local opposition groups use environmental and aesthetic concerns as legal weapons to delay projects, forcing developers to hire expensive specialists to survive the approval process.
- The resulting high per-unit costs are used by critics as evidence against future affordable housing initiatives, creating a self-reinforcing cycle of failure.
Given that failure, does it make sense to be asking for special air filtration systems for developments near freeways when the alternative, for many of the would-be residents, is a tent beneath the freeway?
The Trap of Procedural Liberalism
- Social housing projects face the same fundamental requirements for speed and affordability as private developments but are hindered by government-imposed strictures.
- Former LAHSA head Heidi Marston highlights how thirty-eight unique funding sources create a paralyzing web of audits and conflicting restrictions.
- Individual funding conditions are often rational responses to political pressure or accountability needs, but their cumulative effect is a bureaucratic nightmare.
- The obsession with rule-following and procedure over actual outcomes robs public servants of the discretion and agility needed to solve complex social crises.
- Liberal governance has increasingly sought legitimacy through strict adherence to process rather than the effective enactment of the public's will.
We ask people to work on society’s hardest problems—often making much less than they could make in the private sector—and then rob them of the discretion and agility they need to solve them.
The Everything-Bagel Liberalism Trap
- Society is currently suffering from 'tradeoff denial,' refusing to acknowledge that we can no longer preserve every precious goal simultaneously.
- Liberal governance often suffers from 'everything-bagel liberalism,' where projects collapse under the weight of too many competing social and regulatory objectives.
- While conservatives may use procedural bloat to intentionally sabotage government, liberals often do so accidentally by trying to solve every problem at once.
- The CHIPS and Science Act serves as a case study, where a national security priority is burdened with extensive requirements for childcare, equity strategies, and environmental reviews.
- The high cost of domestic manufacturing is exacerbated by these additional mandates, potentially undermining the primary goal of competing with global semiconductor leaders.
In the Oscar-winning movie Everything Everywhere All at Once, there is an attempt to create a true everything bagel, and it becomes a black hole from which nothing can escape.
The Burden of Competing Goals
- The CHIPS Act includes numerous social and environmental requirements, such as childcare and supply chain diversification, alongside its industrial objectives.
- Secretary Raimondo argues that these social mandates, like childcare, are necessary to attract the labor force required for semiconductor manufacturing.
- Critics argue that adding these secondary goals creates trade-offs and complexities that may ultimately hinder the primary mission of building factories.
- The text highlights a lack of regulatory relief, noting that process is often added but rarely removed to streamline construction.
- A comparison is drawn to California's high-speed rail, where federal air quality mandates led to construction in the Central Valley rather than high-traffic corridors.
- The accumulation of diverse policy goals can lead to projects that fail to achieve their primary purpose or their secondary social benefits.
But there is some margin at which trying to do more means ultimately achieving less.
The Cost of Outsourcing Capacity
- The U.S. federal civilian workforce has remained stagnant at roughly 2 million people since 1960 despite massive population and economic growth.
- A prevailing political ideology in the U.S. demonizes 'bureaucrats' and prioritizes privatization, viewing the private sector as inherently more efficient.
- California's high-speed rail project suffered from a lack of in-house expertise, relying on a massive network of consultants who underestimated costs and timelines.
- The California High-Speed Rail Authority initially operated with only ten employees, outsourcing critical planning and management to high-cost external firms.
- In contrast, BART saved $400 million on rail cars by utilizing in-house engineering staff rather than relying solely on external manufacturers.
- Research indicates that increasing state department of transportation staffing can reduce highway construction costs by as much as 26 percent per mile.
California was financing and overseeing a program it did not have the capacity to plan, manage, or even truly understand.
The Sediment of Governance
- Jen Pahlka's work highlights the immense difficulty of modernizing government services through technology.
- The COVID-19 pandemic exposed the fragility of state unemployment systems, particularly California's EDD, under extreme demand.
- Government technology is described as 'layers of sediment' where new systems are tacked onto ancient foundations rather than replacing them.
- Critical infrastructure often relies on obsolete 1980s mainframes and COBOL, a programming language dating back to 1959.
- Complex procurement rules and fragmented subsystems create 'traps' where hundreds of thousands of applications can become lost.
- The challenge is not just technical incompetence but the structural burden of harmonizing decades of conflicting regulations and legacy code.
The system is not so much updated as it is tacked on to.
The Labyrinth of Government Tech
- The California EDD spent a decade merely preparing a contract for modernization, rather than actually updating their technology stack.
- Systemic failures in government IT are widespread, with projects at the IRS and State Department often spanning decades and costing hundreds of millions.
- Public servants are often dedicated and creative, but they are trapped by systems and rules that have become complex beyond human imagination.
- Hiring surges during crises can backfire, as training thousands of new workers consumes the time of the experienced staff needed to clear backlogs.
- Manual identity verification systems often trigger on trivial errors like nicknames or typos, resulting in massive delays for claims that are almost always valid.
They had not been working on modernizing their technology stack for ten years. They had been working for ten years on the massive contract they would award to outside firms to modernize and manage their technology stack.
The Burden of Complexity
- Stolen identities from dark web breaches allowed fraudulent applications to bypass EDD verification systems by perfectly matching official records.
- Fear of political backlash prevented officials from loosening failing anti-fraud rules, leading to a total shutdown of the application portal to clear backlogs.
- Legislators continued to add new requirements and language mandates to a system that was already failing to meet its existing legal obligations.
- The accumulation of policy layers over decades created a 'cluttered delivery environment' that made the underlying code nearly impossible to maintain.
- True government efficiency often requires 'subtraction' and the removal of bureaucratic layers rather than the addition of new mandates.
- Emergency declarations, such as the one used for the I-95 bridge collapse, demonstrate how bypassing standard procurement rules can compress years of work into months.
For government to do more—or even for it to just do what it is already doing—sometimes it first needs permission to do much less.
The Speed of Emergency
- Following a bridge collapse on I-95, Pennsylvania Governor Josh Shapiro bypassed standard procurement and environmental rules to prioritize speed.
- The project utilized 24/7 union labor and social media transparency to demonstrate that government can still build major infrastructure rapidly.
- Officials took calculated risks, such as paving in the rain and skipping bidding processes, that would normally be prohibited by bureaucratic regulations.
- The bridge reopened in just twelve days, significantly boosting Shapiro's political profile and proving the public's appetite for government efficiency.
- The success of the rebuild highlights a systemic preference for following 'the book' over exercising professional discretion, even when the book causes routine delays.
- Shapiro's primary takeaway was the necessity of empowering leaders to be decisive rather than deferring to a circular and often stagnant bureaucracy.
I said turn the machine on and knock the goddam thing over.
Effective Governance and mRNA Pioneers
- The text argues for a shift from a legalistic, process-oriented government to one focused on effective exercise of power and tangible outcomes.
- Progressives are urged to reduce the veto power of activist groups and courts to allow the state to function more efficiently.
- Katalin Karikó's early life in rural Hungary, characterized by poverty and manual labor, instilled the persistence required for her scientific career.
- Karikó faced extreme financial and legal hurdles to move to America, including smuggling cash inside a teddy bear to bypass currency controls.
- Despite the scientific community's obsession with DNA, Karikó focused on mRNA, believing its temporary nature was a therapeutic strength rather than a weakness.
- The National Institutes of Health and other major bodies repeatedly rejected Karikó's grant applications, labeling her mRNA research as too risky.
When the center lost its state funding, she sold her car for nine hundred British pounds and sewed the cash into her daughter’s teddy bear to elude Hungarian currency-control laws.
The mRNA Miracle
- Katalin Karikó faced years of professional failure, including grant rejections and a demotion at the University of Pennsylvania, while pursuing mRNA research.
- Despite the lack of institutional support, Karikó remained motivated by a scientific curiosity and the belief that experiments themselves never err.
- The COVID-19 pandemic highlighted the limitations of behavioral interventions like lockdowns and masking, which varied wildly in implementation and efficacy.
- The global crisis necessitated a medical solution that could provide immunity at scale, leading to the rapid development of mRNA vaccines.
- The eventual success of Pfizer-BioNTech and Moderna vaccines validated Karikó's once-rejected theories and saved an estimated 10 to 20 million lives.
Rejected, ignored, and unfunded, her work seemed destined to wither away in that great invisible graveyard of ideas that die a silent death.
The Politics of Invention
- The COVID-19 pandemic demonstrated that some global challenges cannot be solved through regulation or subsidies alone, but require the invention of entirely new technologies.
- Human progress is fundamentally driven by technology rather than biology, as evidenced by the radical transformation of daily life and medicine over just three modern lifetimes.
- Modern liberal politics and social safety nets like Medicare rely on technologies that were invented within the last sixty years, making invention the bedrock of progressive goals.
- A shift in focus toward the mere distribution of existing resources, rather than the creation of new ones, risks turning politics into a zero-sum 'smash-and-grab' war over scarcity.
- Future progress in climate change and healthcare depends on breakthroughs that do not yet exist at scale, such as carbon removal machines and treatments for complex diseases like Alzheimer's.
Without that possibility, progressive politics is dead. Politics itself becomes a mere smash-and-grab war over scarce goods, where one man’s win implies another man’s loss.
The Politics of Invention
- Future technologies like self-driving cars and robotic labor may seem outlandish today but are as plausible as the rapid success of mRNA vaccines.
- American political discourse focuses heavily on the distribution of existing healthcare rather than the invention of new treatments that could eliminate disease.
- Progressives often overlook how technological breakthroughs expand the actual value and efficacy of universalist social policies.
- Conservatives and libertarians frequently underestimate the critical role of government funding and public will in fostering private-sector innovation.
- Historical data shows that government-funded R&D has been responsible for a quarter of all U.S. productivity growth since World War II.
- There is a significant communication gap between the scientific community and lawmakers regarding the necessity of prioritizing science policy.
If disease is a universe of mysteries, we have scarcely explored one minor solar system of its cosmos.
The Xerox Machine Encounter
- A chance meeting at a photocopier between Katalin Karikó and Drew Weissman combined expertise in RNA and immunology to pioneer synthetic mRNA therapy.
- Despite the potential to teach the body to fight viruses, the duo faced years of rejection from the NIH and the scientific establishment.
- Their major breakthrough in the early 2000s solved the problem of mRNA-induced inflammation, yet it was initially ignored by major journals like Nature.
- The lack of academic interest and funding eventually led to Karikó being forced out of her position at the University of Pennsylvania in 2013.
- While academia remained skeptical, the private sector recognized the value of their work, leading to the formation of companies like Moderna and BioNTech.
But they might have never existed if it weren’t for Karikó’s force of will—and the cosmic luck of an extremely well-placed Xerox machine.
The Karikó Problem
- The rapid development of mRNA vaccines for COVID-19 was made possible by years of private and philanthropic investment in technology that government institutions initially ignored.
- The mRNA platform functions by instructing human cells to produce viral spike proteins, allowing the immune system to recognize and neutralize the actual virus with military precision.
- Despite the eventual Nobel Prize-winning success of mRNA, its pioneers like Katalin Karikó faced decades of grant rejections and a lack of federal funding.
- American scientific institutions have become increasingly risk-averse, favoring established players who know how to navigate the system over those with bold, unproven ideas.
- While the scale of academia and the availability of data have grown exponentially, the actual rate of breakthrough innovation is hindered by 'creaky' institutional processes.
It turned out that mRNA offered the perfect key to pick the lock of the virus that caused COVID.
The Burden of Knowledge
- Despite rapid advancements in AI and gene therapy, basic science productivity is declining across multiple fields.
- Economists have identified a trend where increasing research inputs, such as funding and publications, yield diminishing returns in life expectancy and innovation.
- The 'War on Cancer' illustrates this stagnation, with massive investments often resulting in drugs that only extend life by a few months rather than providing cures.
- The 'burden of knowledge' theory suggests that as a field matures, new experts must spend more time learning existing information before they can innovate.
- Scientific discovery is compared to picking fruit; as the low-hanging fruit is exhausted, researchers must climb higher and use more resources to reach the next breakthrough.
The more low-hanging fruit we pick, the higher in the tree we have to climb to pick fruit, and the more resources we need to do it.
The Burden of Knowledge
- Modern scientific discovery requires massive international collaboration and specialized technology, contrasting with the solitary experiments of the past.
- The 'burden of knowledge' means that as science progresses, unsolved problems become increasingly complex and resource-intensive.
- The shift from Gregor Mendel's backyard gardening to genome-wide association studies illustrates the transition from individual genius to institutionalized research.
- Economic growth is tied to basic research, yet government-funded R&D as a share of the economy has declined over the last sixty years.
- Immigrants are a disproportionate driver of American innovation, accounting for a significant percentage of patents, Nobel Prizes, and billion-dollar startups.
- The American talent pipeline is currently threatened by immigration backlogs and policy shifts that make it harder for foreign-born students to remain in the country.
It is absurd to imagine that one person, even as brilliant as Gregor Mendel, could do all this alone in his backyard.
The Karikó Problem
- Artificial caps on H-1B visas force high-skilled foreign graduates to leave the US, potentially stifling future breakthroughs like mRNA technology.
- The 'Karikó Problem' describes a systemic bias in American science funding against young researchers and high-risk, high-reward ideas.
- The demographic of funded scientists is aging rapidly, with the share of NIH-funded researchers under 35 dropping from 22 percent to less than 2 percent.
- Scientific output is becoming less disruptive over time as researchers feel pressured to pursue 'safe' ideas to maintain peer standing.
- Sociologists argue that diminishing returns in medicine are caused by the organization of science rather than a lack of discoverable 'low-hanging fruit.'
- Simply increasing funding without structural reform may exacerbate existing flaws in the scientific ecosystem.
The problem is that too many scientists are all looking at the same few trees.
The Evolution of American Innovation
- The modern scientific funding system is criticized for a pervasive 'risk aversion' that favors guaranteed results over bold exploration.
- A satirical essay in Genome Biology highlights how grant reviewers often demand preliminary data that makes discovery redundant.
- Despite its current flaws, the NIH has historically funded monumental breakthroughs including HIV testing and the Human Genome Project.
- Before the 20th century, innovation was driven by solo tinkerers and individual entrepreneurs rather than government institutions.
- Thomas Edison pioneered the corporate research lab model, which shifted invention from solitary work to professionalized team experimentation.
- The federal government's dominant role in science only emerged as a response to the technological pressures of World War II.
“But it can’t fail, now, can it? Besides, you’ve sailed to Portugal before, so the Study Section would know you can do it.”
The Rise of Federal Science
- Vannevar Bush proposed a revolutionary one-page plan to Roosevelt that created the Office of Scientific Research and Development (OSRD).
- The OSRD's wartime success in developing radar, vaccines, and the Manhattan Project shifted the national consensus toward government-funded innovation.
- Bush's 1945 report, 'Science, the Endless Frontier,' established the concept of 'basic research' as the essential foundation for all practical technology.
- This vision led to the creation of the National Science Foundation (NSF) and the transformation of the NIH from a minor lab into a global biomedical leader.
- The NIH budget has increased 1,000-fold over seventy years, becoming an irreplaceable institution for global health and longevity.
New products and new processes do not appear full-grown. They are founded on new principles and new conceptions, which in turn are painstakingly developed by research in the purest realms of science.
The Rise of Scientific Bureaucracy
- The NIH's dominance in bioscience necessitates a critical look at how its administrative structure shapes global scientific practice.
- Early NIH leaders like Cassius Van Slyke and James Shannon warned that excessive reporting and narrow project definitions would eventually stifle actual research.
- Political pressure from figures like Lawrence Fountain and William Proxmire forced the NIH to prioritize rigid financial accounting over scientific flexibility.
- The 'Golden Fleece Awards' and similar political stunts created a culture of risk aversion and administrative bloat within federal funding agencies.
- Modern scientists now spend approximately 40 percent of their time on paperwork and grant applications rather than conducting experiments.
- The current system mirrors the regulatory paralysis seen in housing and energy, where democratic accountability has inadvertently 'gunked up' the process of progress.
The instinct to make science democratically responsible has gunked up the scientific process.
The Crisis of Scientific Grantsmanship
- Excessive administrative bureaucracy forces elite researchers to spend their time on meaningless paperwork and modular budgets rather than scientific discovery.
- The current funding model prioritizes 'grantsmanship'—the ability to market oneself and navigate political hierarchies—over actual scientific potential.
- Katalin Karikó’s career illustrates how the academic system marginalizes brilliant scientists who lack the interpersonal savvy to 'kiss butts' or schmooze.
- The NIH's peer-review system is criticized for being inherently biased against high-risk, high-reward research in favor of safe, incremental projects.
- A lack of transparent data makes it difficult to determine how many transformative scientists are currently being suppressed by the existing funding structure.
We have—even if by accident—designed a system that often privileges the game of performing the act of science over the actual practice of science.
The Decline of Scientific Novelty
- A Harvard study utilizing a dummy peer review system found that expert evaluators systematically give the lowest scores to the most novel research proposals.
- Data shows that NIH funding for 'young' science—research based on keywords appearing in the last seven years—has declined by over 25 percent since the 2000s.
- The current funding landscape favors 'probable' projects over 'improbable' ones, despite the fact that major breakthroughs often stem from bizarre, niche obsessions.
- The development of GLP-1 drugs like Ozempic originated from a seemingly peculiar study of Gila monster venom and its effect on metabolic rates.
- Scientific progress is inherently nonlinear, often relying on disparate fragments of knowledge like hot-springs bacteria discovered decades before the invention of PCR.
- The institutional bias against risk and edgy thinking threatens the foundation of broad knowledge required for future medical and genetic revolutions.
Too many projects get funding because they are probable. But science moves forward one improbability at a time.
The Risk of Safe Science
- The development of CRISPR demonstrates that revolutionary technologies often begin as obscure, low-citation research requiring decades of nurturing.
- Current scientific funding suffers from being 'doomed to succeed,' prioritizing the duplication of known results over the risk of reaching into the unknown.
- The NIH has attempted to address bureaucratic stagnation through 'High-Risk, High-Reward' programs like the Pioneer and New Innovator Awards.
- Standard grant applications often require researchers to prove they can already accomplish their goals, stifling truly novel or 'out there' ideas.
- Despite these initiatives, funding for scientists under thirty-five continues to decline, and high-risk programs represent less than 0.5% of the total NIH budget.
In a strange way, the problem isn’t that too much science is “doomed to fail,” he said. It’s the opposite. Too much science is, in his words, “doomed to succeed”—fated to duplicate what we know rather than risk failure by reaching into the unknown.
The DARPA Innovation Engine
- The 1957 launch of Sputnik by the Soviet Union triggered a technological crisis in the US, leading to the creation of the Advanced Research Projects Agency (ARPA/DARPA).
- DARPA's unique organizational model allows it to punch above its weight, funding foundational technologies like the internet, GPS, and mRNA vaccines.
- The agency's success is driven by empowered program managers who operate without the constraints of peer review or fear of failure.
- Program managers act as 'talent scouts with a vision,' handpicking diverse experts to collaborate on high-risk, high-reward projects.
- The creation of ARPANET illustrates this model, where leaders like Licklider and Taylor built an 'offline network of minds' to create the first online network.
To invent an online network of information, Licklider and Taylor built an offline network of minds.
Architects of American Innovation
- DARPA successfully bypassed the slowing of Moore's Law by funding an unlikely alliance between industry giants like IBM and academic experts.
- The DARPA model succeeds by empowering program managers with open-ended budgets and the freedom to pursue radical, high-risk ideas.
- Modern scientific funding is criticized for 'infantilizing' researchers through excessive paperwork and restrictive grantsmanship.
- Bell Labs thrived as a state-sanctioned monopoly, allowing for decades-long investments in technologies like fiber optics without short-term profit pressure.
- Both institutions prove that innovation flourishes when brilliant minds from different fields are given the space and time to collaborate freely.
Their time is colonized by paperwork, and their ambition is pinched by grantsmanship.
The Science of Invention
- Bell Labs succeeded by integrating fundamental scientific inquiry with a focus on manufacturability and commercial utility.
- Institutional structures dictate the boundaries of researcher curiosity, often leading to self-censorship and bias in grant applications.
- The American innovation system is currently reliant on mid-twentieth-century habits that may no longer be suited for modern challenges.
- Metascience is emerging as a field to study how science actually works and how to optimize the allocation of research funding.
- A national invention agenda should prioritize running experiments on the funding process itself to identify more efficient models.
- Proposed reforms include reducing administrative burdens for NIH applicants and empowering individual program directors with more autonomy.
The US government is the single largest source of science funding in the world, and yet we know shockingly little about how science actually works.
A Meta-Laboratory for Discovery
- The current scientific funding model could be improved by experimenting with 'golden tickets' for high-risk ideas or random lotteries for grants.
- Studies comparing NIH project-based funding to HHMI's person-based funding show that open-ended support leads to more failures but significantly more high-impact breakthroughs.
- Reviving the 'magic' of midcentury institutions like Bell Labs and DARPA requires a willingness to accept the possibility of failure in exchange for ambitious progress.
- The author proposes turning the federal government into a 'meta-laboratory' that treats the funding process itself as a subject for scientific experimentation.
- Accelerating the timeline for revolutionary inventions like fusion energy or universal vaccines requires a 'science of science' to better identify and nurture unconventional talent.
It would mean creating a layer of the American science system that specializes in self-experimentation.
The Eureka Myth
- Alexander Fleming's discovery of penicillin was a serendipitous event that initially struggled to move beyond the laboratory.
- Howard Florey and Ernst Chain advanced the research by demonstrating penicillin's efficacy in mice, yet faced significant hurdles in human trials.
- Thirteen years after its discovery, penicillin had only been tested on five humans, resulting in two deaths and negligible real-world impact.
- The 'eureka theory of history' incorrectly prioritizes the moment of invention over the arduous process of implementation.
- True progress is defined not by the birth of an idea, but by the complex journey from a prototype to a functional, scalable solution.
If so, it was carried by a heavenly breeze.
The Implementation Gap
- Progress is defined not just by discovery, but by the successful scaling of ideas from one to one billion.
- The United States excels at scientific discovery and winning Nobel Prizes but increasingly fails at domestic deployment and industrial translation.
- Regulatory burdens and procedural kludge have made new ideas harder to use, leading to inflated costs for basic infrastructure like elevators.
- Critical technologies invented in America, such as nuclear reactors and LFP batteries, are now dominated by foreign markets due to manufacturing failures.
- Modern politics is trapped between a progressive fear of growth and a conservative allergy to government intervention, stalling technological implementation.
Progress is our escape from the status quo of suffering, our ejection seat from history.
The Industrialization of Penicillin
- Faced with wartime resource shortages in England, Florey and Chain sought American assistance to scale antimicrobial medicine.
- The U.S. Office of Scientific Research and Development transformed a 'science project' into a mass-produced medical product through chemical innovation.
- Key breakthroughs included using 'corn steep' to increase yields tenfold and identifying more productive mold strains for large-scale vats.
- Mass production caused costs to plummet by 95 percent while clinical trials proved the drug's safety and efficacy against severe infections.
- The drug revolutionized modern life by making surgeries, childbirth, and war wounds significantly less lethal, saving millions of lives.
- The success of penicillin demonstrates that implementation and scaling, rather than mere invention, are the true drivers of progress.
The same accident of contamination which led to the discovery of penicillin very nearly prevented its use.
The Power of Microinventions
- Major inventions rarely work well initially and require a long process of tinkering, infrastructure embodiment, and scaling to become viable.
- Economic historian Joel Mokyr argues that 'microinventions'—incremental improvements—are often more critical than the original breakthrough.
- Thomas Edison's true contribution was not the lightbulb itself, but the system of filaments, generators, and meters that made electric light commercially useful.
- The United States has historically funded 'eureka moments' but often fails to support the long-term scaling necessary to maintain a technological frontier.
- Solar technology followed this path, moving from a million-dollar-a-day curiosity at Bell Labs to a specialized tool for the US space program.
- The success of the Vanguard 1 satellite proved the utility of solar cells, triggering a decade of intensive development through government investment.
In his chambers, he painstakingly burned hundreds of materials inside a glass vacuum until he settled on a carbonized bamboo to serve as an efficient lightbulb filament.
The Global Solar Shift
- The 1973 oil crisis catalyzed a massive US federal push for solar energy, leading to tripled efficiencies and a fivefold cost reduction within a decade.
- The Reagan administration's conservative shift in 1980 decimated the industry, slashing R&D by 60 percent and literally removing solar panels from the White House.
- A combination of cheap Saudi oil and a lack of consistent US policy caused the domestic solar industry to wither, with renewable energy shares hitting record lows by 2001.
- Germany and China filled the leadership vacuum, with Germany creating a robust market through subsidies and China eventually making solar cheap through massive industrial scaling.
- China's existential need for energy independence led to consistent, long-term investments that avoided the 'boom and bust' policy cycles seen in the United States.
- The history of solar energy illustrates Wright’s law, where manufacturing costs decline consistently as cumulative production volume increases.
Some of the dismantling was painfully literal: in 1986, Reagan removed the solar hot-water panels installed on the White House roof by Jimmy Carter.
The Power of Wright's Law
- Wright’s law suggests that innovation is a virtuous cycle where unit costs decrease as total production increases through the act of making.
- This principle challenges the 'eureka myth' by showing that progress is enmeshed in manufacturing and scaling rather than just initial invention.
- China leveraged this law to dominate the solar market, reducing panel costs by 90 percent over fifteen years through efficient scaling and automation.
- The United States lost decades of progress by treating solar energy as a trifling inessential without a long-term plan for national deployment.
- Stagnation in solar adoption has resulted in higher electricity bills, fossil fuel dependency, and missed opportunities for energy-intensive breakthroughs.
- True progress requires a combination of invention and implementation, supported by policy rather than relying on markets alone to scale technology.
Innovation is not a two-stage process, where a loner genius conceives of a brilliant idea and then a bunch of thoughtless brutes manufacture it.
The Myth of the Laissez-Faire State
- The common narrative that governments are 'lousy at picking winners' ignores the historical reality that most foundational modern technologies were state-funded.
- Key components of the iPhone, including GPS and the internet, were developed through government entities like the Defense Department and the National Science Foundation.
- Economist John Maynard Keynes argued that the state's role is not to compete with private industry, but to undertake vital projects that are beyond the scope of any single company.
- The decline of the US solar industry after 1980 serves as a cautionary tale of what happens when the government withdraws support from capital-intensive innovation.
- Operation Warp Speed is presented as a modern parallel to the WWII-era penicillin project, demonstrating the government's unique power to turn invention into rapid implementation.
- The success of mRNA vaccines challenged the consensus of experts who believed a one-year development timeline was scientifically impossible.
The highest purpose of a pro-invention government is to make possible what would otherwise be impossible.
The Mechanics of Warp Speed
- Operation Warp Speed (OWS) aimed to compress a decade-long vaccine development timeline into just ten months through a venture capital-style investment strategy.
- Officials diversified risk by funding three distinct vaccine platforms—mRNA, live-vector, and protein-subunit—rather than betting on a single technology.
- The program addressed manufacturing bottlenecks by expanding twenty-seven facilities, recognizing that scaling production is often harder than the initial science.
- Logistical hurdles included solving materials science problems, such as developing specialized glass vials that would not shatter at ultracold temperatures.
- The distribution phase utilized military expertise from the Army Materiel Command to treat vaccine delivery with the precision and redundancy of a combat operation.
- Rather than commanding the private sector, OWS functioned by providing up-front subsidies and removing regulatory barriers to incentivize rapid innovation.
Science is the easy part of making a vaccine. The hard part will be manufacturing this stuff at scale.
The Success and Political Abandonment of Warp Speed
- Operation Warp Speed utilized private sector expertise by outsourcing manufacturing, logistics, and distribution to established giants like McKesson, UPS, and CVS.
- The federal government's decision to buy out vaccine supplies ensured that cutting-edge biotechnology was available to the public at no cost.
- The program's success relied on a 'whole-of-government urgency' that included extensive supply-chain mapping and high-risk bets on mRNA technology.
- Economically, the $40 billion investment yielded an estimated $6.5 trillion in value through saved lives and prevented hospitalizations.
- Despite its massive public health success, the program has become a 'political orphan' ignored by Democrats and shunned by many Republicans.
- The program's legacy is complicated by partisan polarization, with the 2024 administration appointing a prominent vaccine skeptic to lead health departments.
Operation Warp Speed is the oddest political orphan. A program named after Star Trek has disappeared into its own kind of black hole.
The Bottleneck Detective State
- Operation Warp Speed and World War II demonstrate that the government can act as an 'entrepreneurial state' to accelerate innovation.
- Critics often misinterpret these successes as proof that government should stay out of the way, despite the programs requiring massive federal intervention.
- The 'bottleneck detective' model suggests that the state should identify specific industry constraints rather than applying a one-size-fits-all ideology.
- A historical example of a manufactured bottleneck is the deliberate restriction of medical school enrollment in the 1980s, which led to a modern physician shortage.
- Progress in complex sectors like housing and energy requires a deep understanding of specific market barriers rather than generic policy solutions.
To be a bottleneck detective is to recognize that wise policy begins with an investigation rather than an ideology that tries to force the same key into a variety of ill-fitting locks.
Solving Innovation Bottlenecks
- The U.S. physician shortage is driven by a residency funding bottleneck controlled by federal policy.
- Innovation can be accelerated through push funding, which pays for upfront effort and research costs.
- Pull funding, or advance market commitments, incentivizes success by guaranteeing a market for new technologies.
- Advance market commitments solve demand uncertainty, encouraging firms to invest in expensive or risky inventions.
- The pneumococcal vaccine initiative demonstrates how guaranteed funding can save hundreds of thousands of lives by unlocking global markets.
As opposed to push funding, this is called pull funding. If push funding pays for effort, pull funding pays for success.
Scaling Climate Solutions with AMCs
- The world must scale carbon removal from 10,000 tons to 10 billion tons annually by 2050 to avoid climate catastrophe.
- Advance Market Commitments (AMCs) like Frontier are successfully incentivizing startups to enter the carbon-removal race by guaranteeing future demand.
- Cement production is a 'double whammy' for emissions, releasing CO2 both from the fossil fuels used for heat and as an inherent chemical byproduct of limestone conversion.
- If cement production were a country, it would rank as the third-largest carbon emitter globally, accounting for 8 percent of total emissions.
- Technological solutions include carbon-capture systems at factories or replacing limestone with alternative rocks like basalt or calcium silicate.
- Because governments purchase 40 percent of all cement, they are uniquely positioned to use pull funding to drive down the cost of green alternatives.
If it were a country, cement would be the third-biggest carbon emitter on the planet.
Incentivizing Innovation and Energy Demand
- Advance Market Commitments (AMCs) can accelerate green technology by guaranteeing payment for successful innovation rather than just subsidizing failure.
- The 'win-win-win-win' of AMCs includes funding for startups, cleaner infrastructure for the public, and a reprieve for the climate.
- Artificial Intelligence is emerging as a primary driver of energy demand, with data centers projected to triple their share of US energy use.
- Major tech firms are resorting to unconventional energy deals, such as reviving Three Mile Island, to meet the massive power needs of AI.
- The rapid growth of AI highlights the urgent need for energy abundance and the removal of bottlenecks in clean energy construction and permitting.
In September, Microsoft made a deal to buy the entire electricity output of the last working reactor of the Three Mile Island nuclear plant, which suffered a partial meltdown in 1979.
The Geopolitics of Energy Abundance
- Regulatory bottlenecks and energy shortages threaten to drive AI infrastructure development away from the United States and toward foreign powers.
- The development of superintelligent AI is likened to a digital nuclear bomb, making domestic control of its infrastructure a critical national security priority.
- Energy abundance serves as a universal innovation policy, potentially enabling energy-intensive solutions like large-scale desalination for water-stressed regions.
- Failure to expand the energy supply could lead to rising consumer costs and a loss of strategic influence over the future of artificial intelligence.
- The success of the 21st century depends on merging breakthroughs in clean energy and computing to ensure domestic prosperity and global peace.
After thousands of years of scientific discovery and technological progress, we have figured out how to turn the most elemental functions of nature—the sun’s light, the wind, the heat beneath the earth—into a swarm of electrons that can run our machines and power our lives.
The Focusing Power of Crisis
- Operation Warp Speed succeeded because a singular, clear goal unified every level of the organization.
- History shows that major breakthroughs like penicillin and the Federal Reserve often require the 'focusing mechanism' of disaster.
- Crises like the Sputnik launch are socially constructed; the US chose to view a metal box in orbit as an existential threat to spur innovation.
- The Apollo program was surprisingly unpopular during its development, with a majority of Americans often viewing it as a waste of money.
- Progress is frequently born from a 'crucible of insecurity' where the worst circumstances bring out a nation's best performance.
Again and again in American history, we seem to be at our very best when things are at their very worst.
The Politics of Choice
- Major national achievements like the moon landing and vaccine development are the result of deliberate political choices rather than public consensus.
- Leaders possess the unique power to define what constitutes a crisis, from heart disease to climate change, and mobilize resources accordingly.
- Current scientific systems prioritize caution and bureaucracy over risk-taking, effectively stifling the serendipity required for breakthroughs.
- The 'eureka myth' has misled the US into overvaluing individual genius while neglecting the infrastructure needed to build and deploy inventions.
- Deep political polarization in the 2020s masks the potential for a new political order focused on national abundance and implementation.
The historian James Phinney Baxter III called penicillin “the blue mold which blew in through Fleming’s window on that happy breeze.”
The Rise of Political Orders
- Gary Gerstle defines a political order as a constellation of ideologies and policies that create consensus across party lines for decades.
- The New Deal order established that the federal government must actively manage the economy and protect workers, a view even Republicans like Eisenhower embraced.
- Eisenhower supported New Deal policies largely to prove that American capitalism could provide better for its citizens than Soviet communism.
- The New Deal order collapsed in the 1970s due to stagflation, the Vietnam War, and a cultural shift toward individualism over collective action.
- The subsequent neoliberal order was characterized by deregulation and tax cuts, initiated by Democrats like Jimmy Carter and cemented by Ronald Reagan.
- Both the New Left and the New Right contributed to the neoliberal shift by prioritizing individual participation and autonomy over state-led systems.
Eisenhower needed to prove that “he could take better care of his ordinary citizens than the leaders of Soviet communism could provide for theirs.”
The Breaking Political Order
- The neoliberal political order established by Reagan and solidified by Clinton is collapsing as its core promises of prosperity through deregulation fail.
- Historical shifts in political orders occur when once-implausible ideas become inevitable due to systemic crises like the Great Depression or the 1970s inflation.
- A series of 21st-century shocks, including the Great Recession, the climate crisis, and the pandemic, have shattered public trust in established market and government narratives.
- The rise of populist movements on both the left and right signifies a rejection of the 'good life' story previously sold by party establishments.
- The current 'molten moment' of political interregnum presents a choice between a future defined by a politics of abundance or a reactionary politics of scarcity.
- Right-wing populism leverages scarcity by framing social and economic shortages as a zero-sum competition between citizens and outsiders.
One way of understanding the era we’re in is as the messy interregnum between political orders; a molten moment when old institutions are failing, traditional elites are flailing, and the public is casting about for a politics that feels like it is of today rather than of yesterday.
The Rise of Scarcity Politics
- Liberal zoning regulations and housing shortages have fueled an affordability crisis that right-wing populists successfully harnessed.
- The perception of government weakness and corruption has led to a growing desire for strongmen who promise to deliver on failed democratic goals.
- China's rapid infrastructure development and industrial capacity have created a sense of envy and insecurity within the American political establishment.
- Donald Trump's political rise was centered on a visceral obsession with manufacturing and a rejection of the 'learn to code' economic consensus.
- While Trump successfully shattered the existing political consensus on trade and China, he struggled to implement a constructive building program.
- The Biden administration has surprisingly maintained and even expanded upon several of Trump's protectionist and anti-China economic premises.
The tendency to turn against outsiders in the face of critical shortages is not restricted to a basket of deplorables. It’s in all of us.
The Rise of Abundance Politics
- President Biden adopted a Trump-like view of China's manufacturing supremacy as a challenge to the American spirit, leading to a shift in national investment strategy.
- The Biden administration passed historic legislation including the CHIPS Act and the Inflation Reduction Act to revitalize domestic manufacturing and infrastructure.
- While Donald Trump focused on a politics of scarcity and border closure, he largely abandoned his own successes like Operation Warp Speed.
- A new 'politics of abundance' is emerging among liberals, characterized by the YIMBY movement's push for massive housing construction.
- Environmentalists have shifted from a rhetoric of sacrifice to a strategy of expanding clean energy supply to match the lifestyle Americans desire.
- External threats from China and internal crises have converged to make a new, supply-side liberal agenda politically possible.
Under Trump, “infrastructure week” was a meme. Under Biden, it became an ethos.
The Fettering of Abundance
- Despite massive investments in green energy and housing, bureaucratic layers and compliance costs have stalled actual construction.
- The slow rollout of infrastructure, such as EV charging stations, creates a political irony where future administrations may benefit from current legislation.
- The 'abundance' agenda requires dismantling decades of regulatory hurdles and interest-group compromises that prioritize process over completion.
- A growing 'degrowth' movement on the left argues for regression as a solution to environmental damage, contrasting with traditional leftist goals.
- Classical Marxism originally viewed the acceleration of productive forces as a necessary step toward a post-scarcity society.
- The current economic paradigm is described as 'fettering' production by prioritizing immediate profit over transformative technological advancement.
The bitter irony is that Trump and the Republicans might benefit from legislation Biden and the Democrats passed simply because the government spends and builds so slowly, so the changes Biden promised will now happen on Trump’s watch.
The Abundance Agenda
- Marx's analysis suggests that an economy filled with 'useless fettering' serves the elite while stifling shared abundance.
- A simple list of policy proposals is insufficient because the core issues involve conflicting values and jurisdictional disputes.
- Current systems designed for grassroots participation have often been captured by incumbents to block necessary growth.
- The 'Abundance Agenda' is proposed as a new lens for politics, focusing on what is scarce that should be plentiful.
- The authors argue for a cultural and legal shift similar to the environmentalist movement of the 1960s and 70s.
It can be difficult, in a raucous town meeting, to look around and remember who is not there: the mother working two jobs, the young family who couldn’t afford the apartment they so badly wanted to move into.
Abundance Versus Scarcity
- The text proposes that policy and law should act as a lens to identify specific barriers to progress across different sectors.
- While various national challenges share common themes, they are distinct enough to require tailored solutions rather than a single unified answer.
- The 1964 World’s Fair in New York serves as a historical symbol of American genius, transforming a 'valley of ashes' into a vision of the future.
- Exhibits like the 'Futurama II' predicted a future of lunar colonies and advanced infrastructure, reflecting a mid-century era of high ambition.
- President Lyndon B. Johnson framed the American trajectory as a choice between two faces of progress: abundance or annihilation.
- Modern technological possibilities now exceed the boldest prophecies of the past, yet the challenge of choosing development over desolation remains.
There are rhymes that we have found across these challenges, echoes across these problems, but they are not unified enough to yield a single set of answers.
The Politics of Abundance
- Modern society faces an existential binary between abundance and scarcity, requiring a shift toward supply-side solutions for housing, energy, and technology.
- Pursuing abundance necessitates institutional renewal and a willingness to critique government failures even when one supports the state's role.
- Systemic failures like infrastructure delays and manufacturing loss are not exceptions but the predictable results of outdated rules and movements.
- Political orders are complex projects requiring long-term investment, think tanks, and a moral vision that inspires voters with a 'good life.'
- Successful movements bridge the future and the past, framing new policy agendas within traditional national virtues like freedom.
The purpose of a system is what it does.
The American Story of Abundance
- Early European settlers and visitors were consistently awestruck by the continent's unprecedented natural wealth and soil quality.
- Historian David Potter argues that the American character was fundamentally forged by both the reality and the belief in perpetual plenitude.
- Modern standards of living have advanced so far that the 'abundance' of the past would be considered absolute deprivation today.
- The authors argue that America is currently shifting toward a narrative of scarcity, which threatens to diminish the national character and political ambition.
- A 'politics of abundance' is proposed as a return to a liberalism that builds tangible things like homes, energy, and medical cures.
- This vision of abundance requires aligning technological progress with institutional renewal to meet the needs of both people and the planet.
That is a measure of our success, but it is also a reminder that both abundance and scarcity are stories we tell ourselves.
Acknowledgments of Support and Gratitude
- The authors express deep gratitude to academic institutions like Johns Hopkins and Stanford for providing early intellectual workshops.
- They credit their respective media organizations, The New York Times and The Atlantic, for fostering high-quality journalism and long-form arguments.
- A significant portion of the text is dedicated to the editors and production teams who refined the book's reporting and historical context.
- The authors reflect on personal milestones, including Derek Thompson's transition into fatherhood during the writing process.
- Family members are honored as foundational influences, with specific credit given to parents for instilling a passion for politics and social conscience.
- The section concludes with intimate tributes to partners and children, highlighting the personal sacrifices made during the book's creation.
When I started writing this book, I was just a husband. When I finished writing this book, I was a dad.
Acknowledgments and Author Profiles
- The author expresses deep personal and intellectual gratitude to his wife, crediting her for key concepts like the 'affordability crisis.'
- Ezra Klein is highlighted as a New York Times columnist and author of the bestseller 'Why We’re Polarized.'
- Derek Thompson is introduced as an Atlantic staff writer and author of 'Hit Makers' and 'On Work.'
- The text transitions into backmatter, including promotional offers for Simon & Schuster ebooks and social media links.
- The notes section begins by citing historical economic concepts like the Laffer Curve and presidential addresses from Carter and Clinton.
- Initial citations focus on the 'cost disease' and the societal impact of rising housing and healthcare expenses.
Every day, I wake up wanting to know what she’ll say next. It is my great gift to be in partnership with her. She is my abundance.
The Great Affordability Crisis
- Comprehensive data tracks the escalating costs of higher education and child care across the United States.
- Economic analysis suggests that despite periods of growth, American families are being 'bled dry' by rising living expenses.
- Global environmental reports identify the primary contributors to carbon dioxide emissions and the urgency of climate action.
- Renewable energy sectors are showing increased competitiveness even in the face of global cost inflation.
- Legislative and industrial shifts are documented through California's clean car regulations and the aging infrastructure of U.S. nuclear power plants.
In One of the Best Decades the American Economy Has Ever Recorded, Families Were Bled Dry.
Citations of American Decline
- The text provides a comprehensive list of citations focusing on the operational status of modern nuclear power plants and energy infrastructure.
- It references significant demographic shifts, specifically the 'population drain' from California to other states like Texas.
- The sources highlight a growing political and economic crisis, linking cost-of-living indices to the 'partycide' of modern progressivism.
- Historical perspectives on American abundance and the 'Consumers’ Republic' are contrasted with contemporary urban family exoduses.
- The data points toward a shifting political landscape, noting how specific California demographics moved toward Trump in the 2024 election.
The Urban Family Exodus Is a Warning for Progressives.
Economic Geography and Mobility Sources
- The citations highlight a critical tension between urban economic success and the rising cost of housing that makes many homeowners 'house poor.'
- Research from Edward Glaeser and Enrico Moretti emphasizes that cities remain the primary engines of wealth, health, and innovation despite high costs.
- The 'Wrong-Apartment Problem' suggests that even in a strong labor market, the inability to find affordable housing near jobs creates a sense of economic malaise.
- Data from major tech firms like Apple, Tesla, and Alphabet illustrates the concentration of corporate wealth within specific innovation hubs.
- Studies on intergenerational mobility by Raj Chetty reveal that the 'American Dream' is highly dependent on the specific geography and social exposure of where a person grows up.
- The decline in regional income convergence suggests that barriers to moving—such as housing costs—are preventing lower-income workers from relocating to high-opportunity areas.
The Wrong-Apartment Problem: Why a Good Economy Feels So Bad
The Roots of Housing Scarcity
- Scholarly citations link the decline of regional income convergence in the U.S. to restrictive land use and zoning regulations.
- Historical case studies of mid-century suburbs like Lakewood, California, illustrate the transition from rapid growth to shrinking 'California Dreams.'
- Data from the U.S. Census and Federal Reserve highlight a dramatic disparity in housing permits, noting that Dallas often permits more housing than the entire state of California.
- Research identifies antigrowth politics and historic preservation as significant factors in the development of modern liberal urban policy.
- Multiple studies conclude that homelessness is primarily a structural housing problem driven by high costs and low supply rather than individual pathologies.
Life in This Iconic Mid-Century Suburb Shows How California Dreams Are Shrinking.
Foundations of Housing and Environment
- The text provides a comprehensive bibliography linking the decline of rooming houses to modern homelessness.
- It cites historical shifts in homeownership and the economic impact of zoning rules on housing affordability.
- The references document the environmental crisis of the mid-20th century, including lethal smog events in Los Angeles and Donora.
- Multiple sources highlight the 1969 Cuyahoga River fire as a catalyst for the modern environmental movement.
- Legal and political milestones are noted, including the California Environmental Quality Act and Ronald Reagan's environmental addresses.
- The collection bridges the gap between urban planning history and the legislative birth of the Clean Air Act.
The Cuyahoga River Caught Fire at Least a Dozen Times, but No One Cared Until 1969.
Citations of Environmental History
- The text provides a dense collection of citations focusing on the legal and oral histories of the environmental movement in California.
- It references the 'Californicated West' and the evolution of the Environmental Quality Act during the 1970s.
- A transition occurs toward modern climate discourse, citing Bill Gates and Jason Hickel on the tension between growth and 'degrowth.'
- The data highlights the urgent UN goal of reducing global emissions by 45 to 50 percent by 2030 to limit warming to 1.5°C.
- The citations link geopolitical energy crises, such as fuel protests in 90 countries, to the broader struggle of transitioning away from fossil fuels.
- The section concludes with historical context on labor and power, referencing the enslaved population at Thomas Jefferson’s Monticello.
American Scene: The Great Wild Californicated West.
Energy Transitions and Climate Data
- The text provides a comprehensive list of citations tracking the historical shift from fossil fuels to renewable energy sources.
- Key references highlight the rapid decline in renewable energy costs and the increasing competitiveness of solar and wind power.
- Data points from 'Our World in Data' compare per capita CO2 emissions and the impact of trade on national carbon footprints.
- The sources document major milestones in decarbonization, such as the United Kingdom ending its 142-year reliance on coal power.
- Technological breakthroughs like fusion ignition and the electrification of 'one billion machines' are presented as pathways to a sustainable future.
- The final citations address the emerging energy demands of artificial intelligence compared to traditional computing workloads.
The Dystopia We Fear Is Keeping Us from the Utopia We Deserve.
The Rising Cost of AI
- Artificial intelligence tools like ChatGPT consume significantly more energy than traditional search engines, with estimates suggesting a tenfold increase in power usage.
- Data centers are projected to become the primary driver of electricity demand growth in the United States through 2030.
- The surge in energy demand is forcing a reevaluation of state-level energy profiles, from solar expansion in South Dakota to clean energy leadership in Washington.
- Transitioning to a net-zero economy requires massive infrastructure investments and overcoming significant transmission bottlenecks.
- Political leaders are increasingly framing the energy and infrastructure crisis as an opportunity for systemic reform and high-speed development.
using ChatGPT requires up to 10x more power than a traditional web search.
American Infrastructure and Productivity Stagnation
- The California High-Speed Rail project serves as a primary case study for escalating costs and delays in modern American infrastructure.
- Recent reporting highlights a significant rise in project estimates, with costs increasing by billions while progress remains focused on initial segments like Merced to Bakersfield.
- Economic analysis reveals a 'strange and awful' decline in U.S. construction productivity over several decades compared to other sectors.
- Researchers suggest that land-use regulations and complex permitting processes are primary drivers of the stagnation in building efficiency.
- The text references Mancur Olson’s theories on how social rigidities and institutional accumulation can lead to the economic decline of nations.
- Current federal discourse emphasizes the need for a modern industrial strategy and permitting reform to 'make America build again.'
“What the hell happened to the California of the ’50s and ’60s?”
The Rise of Adversarial Legalism
- The citations document the historical shift in American liberalism toward public interest law and whistle-blowing, spearheaded by figures like Ralph Nader.
- Legislative milestones such as the Clean Air Act and Motor Vehicle Safety Standards are highlighted as successes of this regulatory era.
- Scholars like Nicholas Bagley critique the resulting 'procedure fetish,' where complex legal processes can hinder effective governance.
- The concept of 'adversarial legalism' is explored as a uniquely American approach to law that emphasizes litigation and formal rules.
- Data from the Pew Research Center tracks a long-term decline in public trust in government alongside these procedural shifts.
- The text references a counterrevolution against federal litigation, suggesting a modern tension between regulatory rights and legal retrenchment.
Nader’s Raiders Is Their Name, and Whistle-Blowing Is Their Game…
The Friction of Modern Governance
- Legal scholars analyze the inherent conflict between ambitious climate goals like the Green New Deal and established environmental protection laws.
- Research into infrastructure permitting reveals how regulatory frameworks and economic incentives often delay critical public works projects.
- Case studies of San Francisco housing projects highlight the tension between the need for rapid, affordable construction and complex local administrative codes.
- The concept of 'everything-bagel liberalism' is introduced to describe how adding multiple social goals to single projects can lead to paralysis.
- Legislative exemptions, such as those for semiconductor factories, are increasingly used as a workaround for burdensome environmental reviews.
- Philanthropic efforts and state-level streamlining (like California's SB 35) attempt to bypass traditional bureaucratic hurdles to address homelessness.
What Happens When the Green New Deal Meets the Old Green Laws?
Housing Policy and Urban Crisis
- The text provides a comprehensive bibliography of housing data, contrasting Houston's lack of traditional zoning with the restrictive environments of New York and New Jersey.
- Research from California YIMBY suggests that housing abundance is a necessary prerequisite for effectively ending homelessness.
- Data from the Los Angeles Housing Department tracks the slow progress of Proposition HHH, highlighting the difficulties in delivering supportive housing units.
- The citations point to a critique of 'everything-bagel liberalism,' where complex regulatory requirements hinder the construction of affordable housing.
- Specific case studies, such as the Venice Dell Community, illustrate the intense local opposition and naming controversies surrounding homeless housing projects.
The Way Los Angeles Is Trying to Solve Homelessness Is ‘Absolutely Insane.’
Infrastructure and Bureaucratic Failure
- The citations highlight the critical role of federal incentives in revitalizing domestic semiconductor manufacturing and national security.
- Case studies of California's high-speed rail and BART projects illustrate the tension between ambitious infrastructure goals and the reality of consultant-driven cost overruns.
- The concept of 'everything-bagel liberalism' is referenced to explain how layering multiple policy goals onto single projects can lead to systemic inefficiency.
- Reports on the California Employment Development Department and the State Department reveal chronic delays and failures in modernizing essential government IT systems.
- The documentation points to a broader crisis in state capacity, where legacy systems like the IRS's 60-year-old tax processing software remain unreplaced despite decades of effort.
How California’s Faltering High-Speed Rail Project Was ‘Captured’ by Costly Consultants.
Infrastructure and Scientific Innovation
- The text highlights the persistent challenges of modernizing the IRS's sixty-year-old tax processing systems, which remain nearly a decade away from completion.
- The rapid twelve-day reconstruction of the I-95 bridge in Philadelphia serves as a case study for high-speed infrastructure repair and effective state capacity.
- Governor Josh Shapiro utilized social media and live streams to maintain public transparency and build a national profile during the I-95 emergency response.
- The narrative transitions to the life of Katalin Karikó, focusing on her foundational biological research and the systemic difficulties of funding risky scientific endeavors.
- The text explores the philosophical relationship between experimental experience and human judgment, citing Leonardo da Vinci's views on scientific error.
Experience is never at fault; it is only your judgment that is in error in promising itself such results from experience as are not caused by our experiments.
The Complexity of Pandemic Interventions
- The effectiveness of mask mandates is highly contingent on social factors such as public trust in government and state enforcement capacity.
- A cluster-randomized trial in Bangladesh provided empirical evidence on how community masking impacts COVID-19 transmission.
- Behavioral interventions often fail in environments where the public is not well-informed or lacks the motivation to adhere to rules.
- The rapid development of COVID-19 vaccines set a historical record, significantly outpacing the previous record held by the mumps vaccine.
- Global vaccination efforts are estimated to have prevented nearly 20 million deaths within a single year.
- Government-funded research and development, including loan programs, play a critical role in long-term economic productivity and technological breakthroughs.
“But if Alabama tomorrow mandated mask-wearing, it would do nothing.”
The Science of mRNA Success
- The text provides a comprehensive list of citations documenting the development and impact of mRNA vaccine technology during the COVID-19 pandemic.
- Data from the Commonwealth Fund suggests that two years of U.S. vaccinations prevented millions of hospitalizations and deaths.
- The narrative highlights the personal and professional journey of Katalin Karikó and Drew Weissman, whose long-overlooked research became the foundation for the vaccines.
- Citations explore the broader implications of mRNA technology, suggesting it has the potential to revolutionize medicine beyond the scope of the coronavirus.
- The section addresses the economics of innovation, citing research by Nicholas Bloom and others regarding whether scientific ideas are becoming harder and more expensive to find.
- It concludes with a focus on the future of medical productivity, emphasizing the goal of eliminating suffering and death from diseases like cancer.
But whether productivity in this all-important sector is flat or declining, the most important thing is that it is not obviously rising.
The Mechanics of Modern Innovation
- The decline in cancer mortality rates is often misattributed to medical breakthroughs when lifestyle changes, such as reduced smoking, play a more significant role.
- Innovation is becoming increasingly difficult due to the 'burden of knowledge,' which requires researchers to spend more time learning before they can contribute.
- High-skilled immigrants play an outsized role in American innovation, contributing significantly to patents and Nobel Prizes.
- The H-1B visa program remains a critical but politically contentious mechanism for bringing global talent into the United States economy.
- Scientific progress may be slowing down as the complexity of discovery increases, requiring larger teams and more resources for incremental gains.
This is welcome news, but it is not quite right to associate this entire decline with medical breakthroughs.
Innovation and Scientific Infrastructure
- Skilled immigration through H-1B visas is linked to increased patenting and firm growth without significantly harming native-born employment.
- Recent research suggests that scientific papers and patents are becoming less disruptive over time despite increasing volume.
- The historical development of the National Institutes of Health (NIH) was shaped by post-WWII efforts to mobilize scientific personnel.
- Vannevar Bush's 'Science, the Endless Frontier' established the framework for modern American scientific research and federal funding.
- The age of primary investigators and the methods of funding allocation, such as indirect cost rates, significantly impact research output.
The fear may be overstated. Several studies have found that increases in H-1B admissions are associated with more patents and higher growth at firms, while the effect on native-born employment is not significantly negative.
The Mechanics of Scientific Funding
- The citations trace the historical evolution of the NIH peer review system and its political economy from the mid-20th century to the present.
- Several sources highlight a growing tension between administrative paperwork and actual research time, suggesting a system burdened by bureaucracy.
- The 'Golden Fleece Awards' and other political critiques illustrate the public and legislative pressure on how scientific grants are allocated.
- Research into 'The Novelty Paradox' suggests that current funding mechanisms may inherently bias against high-risk, innovative 'edge science' in favor of safer, incremental studies.
- The references connect foundational biological discoveries, such as CRISPR sequences and extremophiles, to the specific grant structures that funded them.
The Novelty Paradox & Bias for Normal Science: Evidence from Randomized Medical Grant Proposal Evaluations.
Scientific Innovation and Funding Sources
- The text provides a comprehensive list of citations focusing on the mechanisms of high-risk scientific funding and institutional innovation.
- It highlights the role of DARPA in fostering breakthrough technologies, including early support for Moderna's messenger RNA research.
- The citations reference the 'Pioneer' and 'New Innovator' awards at the NIH, which are designed to support unconventional research paths.
- Metascience is introduced as a field of study aimed at understanding and improving science policy to accelerate progress.
- Historical references to the development of penicillin illustrate the long timeline from initial discovery to deployment.
- The section emphasizes the importance of incentives and creativity in the academic life sciences as evidenced by NBER working papers.
Its mission is to make pivotal investments in breakthrough technologies for national security, and it does not have a dedicated space division.
Foundations of Scientific Progress
- The text documents the rigorous experimental evolution of penicillin, moving from a small sample of eight mice to complex multi-group bacterial studies.
- It highlights the historical shift in American innovation, questioning why the era of rapid technological progress and industrial dominance has slowed.
- The citations contrast early breakthroughs in medical science with modern regulatory and economic hurdles in sectors like housing and elevator technology.
- Global competition is a central theme, specifically regarding how China has overtaken the U.S. and Japan in key technologies like semiconductors and battery materials.
- The references emphasize the role of institutional support and industrial policy in fostering or hindering scientific 'miracles' and infrastructure development.
The original sample size was eight mice only. See Eric Lax, The Mold in Dr. Florey’s Coat: The Story of the Penicillin Miracle.
Foundations of Innovation Policy
- The citations document the historical trajectory of US space exploration and energy policy from the 1950s through the 1980s.
- A significant focus is placed on the evolution of solar energy, tracking its transition from a niche technology to a cheap, low-carbon innovation.
- The references highlight the role of German feed-in tariffs as a critical model for global renewable energy adoption.
- Economic principles like Wright’s Law and Moore’s Law are cited to explain the exponential cost reductions in aerospace and computing.
- The data tracks federal R&D budget trends, illustrating how government spending priorities shift across different political administrations.
How Much Did Early Transistors Cost? About a Billion Times More Than They Do Now.
Citations of Industrial Innovation
- The references document the dramatic 93% decline in solar energy costs between 2010 and 2020.
- Citations highlight the role of the 'Entrepreneurial State' in fostering foundational technologies like microchips.
- A significant portion of the sources details the logistical and industrial triumph of Operation Warp Speed during the COVID-19 pandemic.
- The text tracks the evolution of vaccine infrastructure, including the development of specialized glass vials and ultra-cold storage solutions.
- The sources collectively argue for a new model of industrial policy where government and private sectors collaborate on rapid innovation.
Inside the Operation That Beat COVID, the Critics, and the Odds
Citations of Industrial Policy
- The text provides a comprehensive list of citations focusing on Operation Warp Speed (OWS) as a successful model for modern industrial policy.
- Research highlights the significant public investment in mRNA technology and the resulting global reduction in all-cause mortality.
- The sources suggest that the OWS framework of 'advance market commitments' could be applied to other sectors like carbon removal and diabetes treatment.
- Several citations address systemic bottlenecks in the U.S. medical system, specifically the residency pipeline and the shortage of doctors.
- The references extend to environmental challenges, discussing the decarbonization of heavy industries like cement and the ongoing reliance on fossil fuels.
- The collection includes diverse media types, ranging from NBER working papers and academic journals to tweets and interviews with policy experts.
Advance Market Commitments Worked for Vaccines. They Could Work for Carbon Removal, Too.
Citations Toward Abundance
- The text provides a comprehensive bibliography focusing on the intersection of technological progress, infrastructure, and political history.
- References to Israel's desalination efforts and Sam Altman's 'The Intelligence Age' highlight the role of modern technology in overcoming resource scarcity.
- Historical citations explore the public perception of the Apollo moon landing and the dedication required for massive national leaps in capability.
- The 'Toward Abundance' section draws on the rise and fall of the neoliberal order, examining how market eras and tax policies shape societal growth.
- Political transcripts and policy documents from figures like Eisenhower, Trump, and Vance illustrate the shifting rhetoric around economic deregulation and trade.
- The collection suggests a thematic transition from Malthusian constraints toward a future defined by technological and economic abundance.
The Dreams and Dedication Behind Our Leap to the Moon
Economic Policy and Historical Citations
- The text documents the continuity and expansion of trade tariffs across the Trump and Biden administrations.
- Significant legislative milestones are cited, including the Infrastructure Investment and Jobs Act, the CHIPS and Science Act, and the Inflation Reduction Act.
- Export controls and technology restrictions highlight an escalating strategic battle between the United States and China over semiconductor and AI technology.
- The citations contrast modern industrial policy with historical and literary perspectives, ranging from Marx's Communist Manifesto to Fitzgerald's The Great Gatsby.
- Recent political agendas focus on middle-class economic relief, specifically targeting housing supply and inflation reduction.
The productive forces at the disposal of society no longer tend to further the development of the conditions of bourgeois property; on the contrary, they have become too powerful for these conditions, by which they are fettered.
Index of Abundance and Innovation
- The text provides a detailed index and bibliography focusing on the 1964 New York World’s Fair and its technological optimism.
- It explores the concept of 'abundance' as a lens for political and economic theory, contrasting it with traditional scarcity-based models.
- Key historical and modern figures are cited, ranging from Lyndon B. Johnson and Thomas Mann to contemporary tech leaders like Sam Altman.
- The index highlights critical infrastructure and policy themes, including energy superabundance, adversarial legalism, and construction productivity.
- Significant focus is placed on the role of institutional research, citing Bell Labs, ARPANET, and the Apollo space program as models for progress.
The pages referenced in this index refer to the page numbers in the print edition.
The Bureaucracy of Progress
- The text highlights how modern bureaucracy and complex zoning rules have significantly hindered housing development and construction productivity in American cities.
- Environmental legislation from the 1970s, such as CEQA and the Clean Air Act, has evolved into a primary tool for litigation that delays major infrastructure projects.
- The 'burden of knowledge' and institutional bureaucracy within the NIH and other scientific bodies are identified as growing obstacles to rapid innovation and invention.
- California serves as a primary case study for the friction between liberal policy goals and the practical inability to build high-speed rail or affordable housing.
- A historical shift is noted from the mid-20th century 'frontier' mentality of city-building toward a modern era defined by 'vetocracy' and administrative bloat.
The 'Californication' of the American economy has meant that even the most essential infrastructure projects are now strangled by a thicket of procedural delays and environmental litigation.
Index of Progress and Policy
- The text highlights the tension between demand-side and supply-side economics, particularly how the Democratic Party has historically aligned with demand-side theories.
- It examines the 'eureka myth' of innovation, arguing that deployment and implementation are as critical to progress as the initial discovery.
- The COVID-19 pandemic serves as a case study for rapid institutional response, specifically through Operation Warp Speed and mRNA research.
- Bureaucratic bottlenecks and litigation are identified as primary obstacles to construction productivity and infrastructure development.
- The concept of 'degrowth' is contrasted with the potential for abundance through energy policy and technological advancement.
The eureka myth of deployment and implementation suggests that the pace of progress is a choice made in times of crisis.
Index of Abundance and Obstruction
- The index highlights the tension between the potential for energy superabundance and the bureaucratic hurdles of legal intervention and construction productivity.
- California's high-speed rail and green infrastructure projects serve as primary case studies for the difficulties of modern implementation.
- Environmental legislation like NEPA and the Endangered Species Act are indexed as both protective measures and significant sources of project delay.
- The text explores 'everything-bagel liberalism,' where social and regulatory goals are layered onto infrastructure projects, often slowing their progress.
- Historical and modern scientific breakthroughs, from mRNA research to the 'eureka myth,' are contrasted against the administrative realities of the entrepreneurial state.
The index points toward 'everything-bagel liberalism,' a state where the accumulation of well-intentioned regulations becomes a barrier to the very progress they seek to guide.
Index of American Abundance
- The index highlights the critical intersection of housing scarcity and homelessness, identifying zoning and building codes as primary barriers to affordability.
- It traces the history of American infrastructure, from the success of the Interstate Highway System to modern challenges in high-speed rail and bridge repair.
- The text examines the 'politics of invention,' contrasting the discovery of penicillin and the internet with modern bureaucratic hurdles in NIH funding.
- A significant focus is placed on the 'Karikó Problem,' illustrating how institutional risk-aversion can stall essential scientific progress and breakthrough research.
- The relationship between immigration policy and innovation is explored, specifically how H-1B visas and skilled labor are vital to maintaining 'idea factories.'
- Supply-side economics is framed as a solution to rising costs in healthcare, education, and housing through the lens of abundance rather than scarcity.
Homelessness as scarcity problem of, 38–43; cities as American frontier, 21–25; eureka myth and, 171–75.
Index of Abundance and Liberalism
- The index highlights the 'Karikó Problem' and the challenges of mRNA research funding, illustrating the friction between scientific innovation and institutional bureaucracy.
- It contrasts 'everything-bagel liberalism' with procedural governance, noting how litigation and regulatory processes often hinder efficient public outcomes.
- The text tracks the evolution of environmental and social legislation, such as NEPA and the National Cancer Act, and their long-term impact on infrastructure and development.
- Economic concepts like labor productivity, Wright’s law, and the 'big government–small government' divide are explored through various historical and modern lenses.
- The role of major institutions and figures—from NASA and the NIH to Elon Musk and Ralph Nader—is documented in the context of technological deployment and state capacity.
“everything-bagel liberalism,” 113–17; litigation and bureaucracy problem, 89–94, 205
Index of American Progress
- The text highlights the 'Karikó Problem,' where institutional bias and NIH funding models failed to support the research that eventually led to mRNA vaccines.
- It traces the evolution of American political orders from the New Deal to neoliberalism, examining how these frameworks shaped government capacity.
- The index contrasts the efficiency of rapid infrastructure projects, like the I-95 bridge repair, with the bureaucratic hurdles of modern federal procurement and outsourcing.
- It explores the 'politics of abundance,' suggesting that economic growth and supply-side policies are essential for maintaining democratic values and social stability.
- The section documents the history of transformative scientific breakthroughs, such as penicillin and Operation Warp Speed, as models for state-led innovation.
The Karikó Problem and pace of scientific progress, 141–49, 156
Index of Abundance and Scarcity
- The text examines the systemic 'Karikó Problem' and the pace of progress, highlighting how institutional friction delays the implementation of life-saving inventions.
- It contrasts the politics of scarcity with a proposed 'politics of abundance,' suggesting that current housing and energy shortages are often the result of deliberate policy choices.
- The role of legal and procedural hurdles is explored through 'The Procedure Fetish,' which details how litigation and bureaucracy stall infrastructure and environmental projects.
- Historical shifts in political orders are traced from the New Deal and neoliberalism to the current era, focusing on how parties approach government size and regulatory power.
- Case studies in productivity and implementation range from the rapid development of COVID-19 vaccines to the chronic delays in San Francisco's housing and transit systems.
Scarcity as choice, 4–5; homelessness as housing scarcity problem, 38–43; politics of abundance vs., 207–11, 217–22.
Index of Abundance and Infrastructure
- The text explores the decline of state capacity and the specific challenges facing U.S. infrastructure, such as the high-speed rail difficulties in California.
- It examines the 'productivity paradox' in the construction sector, noting how efficiency has stagnated or declined compared to other industries.
- The role of technology and innovation is highlighted through the history of the silicon transistor, semiconductor manufacturing in Taiwan, and the development of COVID-19 vaccines.
- Economic and political shifts are traced through the evolution of supply-side economics, the impact of the 'Homeownership Society,' and the rise of populist movements.
- Environmental sustainability is addressed by comparing carbon emissions per person and the potential for solar power expansion in states like Texas.
The Strange and Awful Path of Productivity in the U.S. Construction Sector
Index and Publication Details
- The index highlights a focus on energy policy, specifically the potential and regulatory hurdles of wind energy and water desalination.
- Historical comparisons are drawn between post-World War II infrastructure booms and modern construction productivity challenges.
- The text references the tension between environmental goals and existing legal frameworks, such as the Clean Water Act and 'Green Laws.'
- Key economic and social concepts like Wright’s law, YIMBY movements, and zoning rules are identified as central themes of the work.
- The publication information confirms the book is a 2025 release by Ezra Klein and Derek Thompson under Avid Reader Press.
What Happens When the New Green Deal Meets the Old Green Laws?
A Vision of 2050
Forty years ago, your parents cooled their bedrooms with joules dredged out of coal mines and oil pits.
The Choice of Scarcity
- Early twenty-first-century crises in housing, climate, and health are largely “chosen scarcities,” not a lack of solutions.
- Twentieth-century regulations meant to protect the environment now often block the clean-energy projects needed for the twenty-first century.
Recognizing that these scarcities are chosen—that we could choose otherwise—is thrilling. Confronting the reasons we choose otherwise is maddening.
The Crisis of Blue-State Exclusion
- Blue-state voters often practice “operational conservatism”: endorsing liberal symbols while using zoning to block the housing that would enable diversity.
- Policy-driven mobility reversal has turned dynamic cities into engines of inequality rather than ladders of opportunity.
In many blue states, voters exhibit the same split political personality, but in reverse: they are symbolically liberal but operationally conservative.
The Musical Chairs of Housing
- Homelessness is mainly driven by housing availability and cost, not individual pathologies like addiction or mental illness.
- The “musical chairs” analogy: personal vulnerabilities shape who loses, but the lack of chairs ensures someone must lose.
With ten chairs and ten people, everyone will find a chair when the music stops. That will be true even if one of the players is on crutches.
The Energy Revolution
- Solar and wind costs plunged by 90% and 70% between 2010 and 2020.
- Renewables are pushing toward an era of “negative energy prices,” where electricity may become effectively free at times.
The cost of solar is falling so fast that for much of the day it will be effectively free, in much of the world, by 2030.
The Massive Scale of Decarbonization
- To meet decarbonization goals, the U.S. must build the equivalent of its current electricity grid every fifteen years until 2050.
- The needed pace is roughly two massive 400 MW solar facilities every week for thirty years.
To meet even a middle-road renewable energy scenario would require bringing online two new 400 MW solar power facilities—each taking up at least 2,000 acres—every week for the next 30 years.
The Rise of Democracy by Lawsuit
- Public-interest litigation helped produce huge gains, including an 80% drop in common pollutants and millions of lives saved by the Clean Air Act.
- The same legal tools designed to protect the environment are now often used to obstruct clean energy and affordable housing.
It was as if liberals took a bicycle apart to fix it but never quite figured out how to get it running properly again.
The Everything-Bagel Liberalism Trap
- Liberal governance often suffers from “everything-bagel liberalism,” where projects collapse under too many competing social and regulatory goals.
- The CHIPS and Science Act shows how a national-security priority can be burdened with childcare, equity, and environmental-review requirements.
In the Oscar-winning movie Everything Everywhere All at Once, there is an attempt to create a true everything bagel, and it becomes a black hole from which nothing can escape.
The Speed of Emergency
- After the I-95 bridge collapse, Pennsylvania bypassed standard procurement and environmental rules, used 24/7 union labor, and reopened the bridge in twelve days.
- The rebuild exposed a systemic preference for following “the book” over exercising professional discretion, even when the book causes routine delays.
I said turn the machine on and knock the goddam thing over.
The Karikó Problem
- Despite mRNA’s Nobel-winning success, pioneers like Katalin Karikó faced decades of grant rejections and little federal support.
- American science has grown more risk-averse, favoring established players who can navigate the system over bold, unproven ideas.
It turned out that mRNA offered the perfect key to pick the lock of the virus that caused COVID.
The Decline of Scientific Novelty
- A Harvard dummy peer-review study found that expert evaluators systematically gave the lowest scores to the most novel proposals.
- GLP-1 drugs like Ozempic grew from the seemingly odd study of Gila monster venom and metabolic rates.
Too many projects get funding because they are probable. But science moves forward one improbability at a time.
A Meta-Laboratory for Discovery
- Studies comparing NIH project grants with HHMI person-based funding found that open-ended support produced more failures but many more high-impact breakthroughs.
- The federal government could become a “meta-laboratory,” experimenting with the funding process itself to nurture unconventional talent.
It would mean creating a layer of the American science system that specializes in self-experimentation.
The Power of Wright's Law
- Wright’s law shows that unit costs fall as cumulative production rises: progress comes from making, scaling, and manufacturing—not just invention.
- China used this dynamic to dominate solar, cutting panel costs by 90% in fifteen years through scaling and automation.
Innovation is not a two-stage process, where a loner genius conceives of a brilliant idea and then a bunch of thoughtless brutes manufacture it.
The Success and Political Abandonment of Warp Speed
- Operation Warp Speed’s roughly $40 billion investment produced an estimated $6.5 trillion in value through saved lives and avoided hospitalizations.
- Despite its success, Warp Speed became a political orphan—ignored by Democrats and shunned by many Republicans.
Operation Warp Speed is the oddest political orphan. A program named after Star Trek has disappeared into its own kind of black hole.
The Breaking Political Order
- The current political interregnum presents a choice between a future organized around abundance and a reactionary politics of scarcity.
- Right-wing populism exploits scarcity by recasting shortages as zero-sum competition between citizens and outsiders.
One way of understanding the era we’re in is as the messy interregnum between political orders; a molten moment when old institutions are failing, traditional elites are flailing, and the public is casting about for a politics that feels like it is of today rather than of yesterday.