A Stream of Consciousness

  • continuing discursive inferences based on the below set of inferences:

• since an operator can effectuate most valuable thoughts
• anything below a certain abstraction are actionable thoughts
• anything about a certain abstraction gets into the territory of philosophical
• the edge between philosophical and operation is an interesting juncture
• it likely is the point where the future is tilted toward various states (on axes of values)


  • there’s been multiple ways to describe the separation of “what is” and “what should be”

  • Hume’s Guillotine desribes this is-ought separation

  • this has been debated (though somewhat meanderingly) by jordan peterson and sam harris

  • the issue with debates amongst thinkers and non operators

  • is the practical experience of tilting the state of the world is less immediately visceral


  • one distinction between neural nets and physical world

  • that is not widely understood

  • is that there’s not actually a clear distinction

  • for example if an LLM says to a human over a phone to move the cup in front of them

  • and the human moves the cup

  • the “gap space”

  • between hardware/software/energy/bits has traversed beyond into the “physical realm”

  • of course this becomes much more clear once neural nets have more “bodily limbs” via robotics


  • the issue arises here where memes and values

  • will more directly affect physical state

  • with the rise of AIs that can direct humans

  • and the rise of robots that can change physical state

  • scarcity is a function of input m.e.a.t costs

  • if u calculate the flowthrough costs for many things, a majority is often the cost of humans

  • when humans are removed from the cost side of equation (for example if more robots gather raw materials and resources and convert them into purchaseable goods)

  • the cost of goods enter drastic deflation

  • however Baumol’s cost disease shows otherwise so far

  • for more highly regulated industries like healthcare, real estate, and education


  • this generally points

  • to a world where changes of physical state occurs much faster

  • where the time distance from thought-desire to actuality happens more quickly, unless there’s another parties’ counteracting thought-desire

  • simply put, if someone wants something they will likely be able to get it more quickly, unless someone else somehow does not want it to occur (cancel culture)

  • another factor will be increasing leisure time for more and more people

  • an inflation-immune way of looking at costs is “time cost” of everything

  • how much “time cost” did it take to make and get a banana, a fridge, etc

  • without the benefits of comparative advantages of currency exchange for free market produced goods and services?

  • time cost will continue to go down with automation and AI

  • leisure time will go up

  • tribal jockeying for what happens is physical state will occur

  • much of this is will not be settled via bodily warfare (physical harm)

  • and move upstream to financial, economic, and reputational “attacking”

  • this includes taxes, tariffs, namecalling, which could affect reputation which could affect future flow of funds (economics)


  • there’s the idea that economics is the study of the “territory”

  • which is the current state of account balances

  • and finance is the study of the “map”

  • which is how the flow of funds will move in the future from account to account

  • discounted cash flows are simply projections brought to today, for how much future flow of funds will accrue to a given account (company or other)

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