
Art credit @Madison Harney
Spark of the Week
By the time this publishes, I will be in Asia (Vietnam and Hong Kong) on a delightful mix of professional and personal travel. While I'm looking forward to wearing shorts in November and lots of food experiences, I am also ready for a break from the weight of the economic and social complexities of the US. I recognize this as privilege of course.
When people ask me about causes close to my heart my answers circle around a core set of issues that ultimately pick at the scars of poverty. It's so interesting to use that word, because if I'm honest growing up poor I never really identified with that word - not when we couldn't afford telephone service, not when we lived on government cheese, food stamps and food banks and not when we needed to move so often to try to navigate housing costs. It wasn't until I was in my college application process applying for Pell grants did I learn about the poverty line.
Growing up I lived two realities simultaneously - a not uncommon experience for children of divorce.
One experience was the series of contradictions held inside the Evangelical world view of the Regan era. In this world, failed entrepreneurship, government assistance, no health insurance and not paying taxes were all somehow ok as long as you gave your 10% tithe and attended church regularly (read every day).
The second world view was a series of deeply held self reliance values of the working class. A belief that social assistance programs ruined our country, that you give more than you take, and that you earn your own way working hard - REALLY hard. The belief that charity begins at home. This reality had the safety net of generous grandparents who had grown up in the depression and had saved up for a comfortable retirement, stable union employment (with health benefits) and the good fortune of the California real estate appreciation.
In both realities, there was the understanding that small bits of bad luck could unsettle everything. A car or appliance needing repair could (and did) cause material setbacks that were not easily overcome but also - ultimately - I was safe in a world with a safety net.
It is against that backdrop, that I find myself watching this government shutdown and feeling an ache that goes very deep. I hope that we all do what we can to help the poor in our country. Against all the things I did without growing up, I am blessed that I was never hungry. I hurt for every parent right now who might not be able to have their children say the same.
I encourage all of us blessed with food, shelter and health to give generously to your local food banks, generously tip your service workers, volunteer your time and double down on being kind to each other. It matters.
Reading and Pondering
SNAP benefits lapse and other government shutdown suffering and disruption
The great feminization - Meg POV: I like reading things that I disagree with to understand not only my own blind spots but also the framing. I found this quote particularly triggering b/c it completely misses the counter point that today there exists thumb on the scale in favor of men. "The most obvious thumb on the scale is anti-discrimination law. It is illegal to employ too few women at your company. If women are underrepresented, especially in your higher management, that is a lawsuit waiting to happen. As a result, employers give women jobs and promotions they would not otherwise have gotten simply in order to keep their numbers up."
Maternal mortality rate by state - note: if you are planning to give birth stay the heck away from Louisiana
Peanut allergies in US declining (early exposure is working)
Being a mom is hard in different ways based on socioeconomic status.
Call it AEO or GEO a rose by any other name would still mean that SEO is no longer your most important marketing spend.
A [sort of] economic analysis of the GLP-1 opportunity
Bumi robot pre-sale to compete with Unitree H2 or this one or this one(I guess all we really want from robots is dancing/physical mobility - or taking warehouse jobs).
Software profitability is up, growth is down (note this is not winning) h/t Akash Bhatia
Crocodile economics - GDP growth with emissions reduction
Coasean Singularity - the end of companies? Paper here.
US in the red zone of global democracy perception index (DPI) h/t Akash Bhatia
De-skilling - the biological and social shifts happening as we offload more cognitive tasks (interesting 2009 read re:screen time)
1T required to service US debt (debt burden more than Italy or Greece 143% GDP by 2030)
Board makeup for AI companies (tl;dr - it’s men)
China’s tech cannon - has overlap with the Valley but also differences. (obviously I do love looking at reading habits to understand the zeitgeist)
Work and Jobs
Robots taking 600k Amazon jobs (or maybe it’s 500k Amazon cutting 500k jobs by 2028) but for sure it’s 30k now
US company moving into rare earth mining (don’t forget it’s the refining process that holds the biggest gap)
AI and Robots will replace all jobs… (good thing Musk’s prediction track record is not great)
Middle class wages by state
Walmart pay increase case study - a lesson in short term vs. long term shareholder value creation.
AI taking white collar jobs - great recap of what is really happening from Laurie Ruettimann
Wages are flat while inflation is up. The opposite of winning.
Market up, jobs down (or AI market good, rest of market meh)
Measuring the relationship of physical office, engagement, vibrancy and business outcomes. h/t Brian Elliott
Enshittification and P(catastrophe)
AI PIP creation - Next up - bots doing the RIF meetings.
Nobody likes the bump (iPhone Air is a flop)
LLMs turning Evil when unsupervised
LLMs emotionally manipulating people to get them to stay longer
Fun and Funny
OG excellent responses - Victorian style
18YO Steve Jobs terrible job application (inclusive of misspelling probable)
Looping Back to You
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** Typos and poor grammar either because I'm too lazy to edit properly, or to make you feel confident this was written by a flawed human and not AI generated.

