Saturday, October 03, 2026

Winter Is Coming

 


We moved from Pittsburgh to Arcata, CA in the fall of 1996.  We knew that wet weather prevailed in the winter months especially (though statistically, Arcata got about as much annual sunshine as Pittsburgh.)  At first the late September and October weather was wonderful, with a characteristic combination of cool air and warm sun.  But then the rains came in the annual winter rainy season, with storms particularly at the end of December and into January.  Sheets of persistent hard rain, blasts of wind, flooding streets.

The rain was even more pronounced the following winter.  Several small towns to our south were flooded and buried under mud and debris sliding down denuded mountains. One town was practically wiped out.  We bought rain parkas that covered us from the top of our heads down to our shoes.  Mine was black--Margaret said I looked like Darth Vader.  Hers was red--I called her Gumby.  We figured that's what winters were like here.

What we didn't figure, or know, is that we'd arrived in time for an unusually large El Nino, which peaked that second winter of 97-98.  We've had rainy winters since, but never like that--never with those persistent downpours and frequent storms.  

Now ever since mid-summer we've been warned that an even stronger El Nino is coming this winter--the most powerful in modern times-- which will continue to influence our weather well into the summer.  Our state senator held an online seminar in July, and the participating government meteorologist, who started out all objective and technical, was clearly anxious as it went on, and said he did not know what to expect exactly, but he feared we'd experience effects we'd never seen before.

This El Nino is also arriving at the same time as two other ocean cycles would be raising sea levels even in a normal year, but are being supercharged by this monster El Nino.  One of these is something called the Kelvin Wave, which is due to arrive along the California coast any day now.  Predictions of immediate sea level rise have varied from 6 inches to two feet. These levels will stay that way for months. That's something few if any of us has seen, and nobody seems to know exactly what the outcomes will be.  In our area, residents of low-lying areas are urged to prepare and even attend training sessions. Together with El Nino and whatever storms it may bring, California may experience the highest sea levels it has ever recorded.

Southern California is already being affected, with beachfront property threatened or destroyed. (The photo above is from southern CA, as are the photos below.)  The San Francisco Bay Area is considered particularly vulnerable to quick sea level rise. Governor Newsom issued a disaster declaration to free up funds for localities to prepare for flooding threats.  


Up here in the far rural north of the state, we don't often get included in the major media forecasts.  We may get lots of rain and storms with high winds--worse even perhaps than 97-98-- which could lead to flooding and damaging slides.  We live only a mile or two from the ocean but we're on fairly high ground, so our most likely problems would be associated with inaccessible roads and long power outages.  El Nino is depressing hurricanes in the Atlantic but tropical storms (called hurricanes or typhoons, depending where in the Pacific they originate) are already lining up in the Pacific, with unknown consequences for the California coast.  

However this very rainy winter is not guaranteed here.  Depending on where in the Pacific the El Nino is centered, it might mean the rain bypasses us, and so we might eventually face heightened risk of forest fires.  None of this is likely to be as severe as the El Nino consequences in places like Africa which are likely to be stricken with suffocating heat and drought.  Millions died there the last El Nino that was closest to the unprecedented strength of this one, and it is already predicted that nearly a half million people will die this time.

Other parts of this country are likely to suffer other consequences, and perhaps already are.  Another factor that is unlikely to help is the depleted ability of the federal government to act, including the sharp decline in skilled personnel in the agencies responsible for predicting weather and monitoring climate and its complex constituents, willfully and unnecessarily created by the Chaos administration.  


But there is another sobering element to this El Nino and its effects.  Normally, however bad the effects and however many months they last, the storm can be weathered--when it's over, it's over.  But probably not this time.  Sea level rise is likely to erode beaches to an unknown extent. Some of that beachfront is disappearing into the ocean.  It's long been predicted that the climate crisis will literally erase all the beaches of the world in the coming decades.  We may get a taste of that this year--perhaps this month.  And even if sea levels subside this time, there is unlikely to be time enough for the beaches to recover completely.  We're just getting a jump start on the future.

Similarly, El Nino is predicted to make for an even hotter summer in many places, even though several months this past summer broke temperature records, including global records.  Some climatologists say it will be a preview of what a normal summer is likely to be a decade from now. 

Other parts of the country are being warned of other El Nino consequences this winter, including polar vortex cold in the deep south (some of that already on its way into the Midwest.) Possibly one blessing of this sneak preview is information that may lead to better ability to predict consequences in specific places, so they can prepare better for the climate distortion future, now fast upon us.

Monday, September 28, 2026

The Artificial Economy

 


The corporate build-up to fuel artificial intelligence is immense, especially in proportion to the rest of the American economy and in terms of historical perspective.  The numbers in a recent Wall Street Journal piece, especially as interpreted by Josh Marshall at TPM, are pretty scary.  

WSJ contends that the annual infrastructure spending for AI (mostly data centers) as a percentage of the Gross National Product is higher than it was for the building of the railroads in the 19th century, and twice as high as for the largest infrastructure project of my lifetime, the federal highway program of the 1950s into the 1970s. 

"The AI build-out is on track to become the biggest economic bet in U.S. history, dwarfing the investments made to fund other huge U.S. infrastructure projects such as the railroads, the highway system and the plumbing for the internet," said WSJ.

Meanwhile, writes Marshall: "And by many measures the entire economy is now dominated by AI spending. Not only is the non-AI economy doing pretty poorly, at least showing less spending than before. But to a great degree that’s because AI spending is crowded out other spending and driving up prices. (If you’ve tried to buy a computer or computer memory recently you knows this.)"

History shows there was a lot of speculation and some investment bubbles involved in the railroads etc. but I think AI is more speculative (in several senses) and more like investment bubbles of the recent past than, say, building highways.  Everybody knew what highways were for.  Nobody is really sure what AI is for.  Everybody knew that highways were going to work--they were better roads for the existing technology of motor vehicles.  Nobody knows if AI is going to work, at least for the intended purposes that are supposed to lead to somebody making lots of money.  

According to the Atlantic, AI linked firms account for 36% of the stock market valuation, a huge proportion. But there are no actual profits in sight, and as the bubble grows, the extent of profits needed approach infinity. "No less an authority than Sam Altman is arguing that we are in an AI bubble. The International Monetary Fund is citing it as a significant risk to financial stability and warning about what might happen when it bursts: diminished investment, tighter credit, reduced consumption, disrupted trade flows."  

But while this boom is stealing resources and raising prices throughout the economy, two enormous potential barriers have suddenly appeared.  There is the rogue abilities and actions of several advanced AI programs that are scaring even the people who develop them, so much so that they are calling for limits.  And there is the suddenly important opposition to this building of immense data centers out there in the electorate just weeks before elections.  

Moreover this opposition is just about the only issue that is bringing America together.  There is no ideological or political split--all kinds of people in every circumstance and every state are making their opposition known to local governments, media and focus groups.  Some races, like the Senate race in Ohio, may turn on how powerful this movement turns out to be.  

If the AI boom simply slows down, it may eventually be good for the economy.  But that's not how things usually work in America these days.  We've become an all or nothing nation, and the stock market can go that way too.  For the sake of his personal investments and his family business, Boss Chaos is currently supporting AI expansion, but opposition is growing within his own party.  

The stakes are much higher than they should be.  The rule of Chaos has roiled the rest of the economy, so that almost all the economy's growth and health are due to AI investment.  In other words, the US economy is artificially maintained by AI, which is an artificially unintelligent way to run a railroad.