Byrne Hobart:

Palantir’s relationship to privacy is highly dependent on exactly where you draw the creepy line. They collect data to make inferences about behavior, and in their intelligence work that means collecting data to identify potential terrorists. Their users certainly consume more data than they would with a manual counterterrorism approach, but the outcome is that less of it gets looked at by humans. So the difference is between abstract but extensive privacy violations (your phone/text metadata, financial transactions, and other behaviors all factor into their model) and literal but less common ones (someone manually reviewing the same things to decide if your Venmo transaction with the memo “Dinner at Afghan restaurant” indicates that you might be training with the Taliban.) What’s worse, the possibility of a human manually snooping around your personal information because you got unlucky, or the extremely high probability that an algorithm will review your behavior and flag it as totally innocuous with no human intervention?

Palantir is certainly sensitive to political shifts. They say as much in the S-1, and have said so elsewhere, too. But the picture is not quite what one might expect. They started to generate revenue in 2008. In Obama’s second term, revenue compounded at 37% annually, reaching $466m in 2016. In 2017, growth slowed to just 11%, and their annual growth under Trump has been just 17%.

The way they describe their views—and the way they contrast them with other tech companies—is that they’re ultimately deferring to what voters want. As Alex Karp puts it:

Micki Wagner:

“From my standpoint, the marketing is great, but we have to actually convince people,” Entwistle said. “There’s the process, and there’s benefits to doing it, but we’ve got to make that happen because what I’m seeing just socially is people who have lived in New York for a long time are literally giving up their apartments in the city, and they’re moving to the suburbs right now. There’s a mass exodus that can be damaging unless we can turn that around, and when people leave the city, and when companies don’t have their employees coming into buildings, then the revenues start to go down…It’s a big challenge but there’s ways to work through it over time and, again, if you have that ability to draw from other resources, even the government, even the State of New York, for the time being, if there’s a place to access that liquidity to get through this rough patch, everybody will be fine in six or 12 or 24 months, I would imagine. That would be my bet.”

“I think we need to make our cities wonderful places to live,” Butler-Adams added. “They need to be amazing; they need to be free. They need to be gorgeous. You need to open the door and the children charge out. You need to make the people live in it. At the moment, the people are getting out of the city because they’ve been stuck in a tiny flat for three months, and this isn’t the end of the coronavirus…We need to rethink how we live our cities and make them wonderful places to live, vibrant, interesting, artistic and draw people in, draw the young in, draw the talent in and make people feel welcome. Stuffing a city full of metal boxes, stress, anger, air pollution, that’s not the way to have a city. They’re where most of us live. Cities need to be the most beautiful places to live, full of culture and diversity and richness, and that’s what we need to think.”

Katherine Trendacosta:

For the record, HBO Max is a streaming service from AT&T, which owns Warner Bros. and, of course, HBO. HBO Go, by contrast, is the app for people who subscribe to HBO through a cable or satellite provider. And HBO Now is a digital-only subscription version of HBO. HBO Max is, somehow, not HBO. It’s a new streaming service, like Disney+, offering both the back catalogs of HBO and Warner Bros. and new exclusives. The name, which emphasizes HBO and doesn’t alert people that this is a service where they can watch Friends, has been a marketing problem.

But the marketing problem, while hilarious, is not where the biggest concerns lie. The real problem is with AT&T offering HBO Max for free to customers with certain plans, not counting it against data caps for its mobile customers, and launching without support for certain TV devices.

Let’s go through what’s happening here piece by torturous piece. First: HBO Max is free if you are a subscriber to certain AT&T plans—high-speed home Internet, unlimited wireless plans, and premier DirectTV plans, to name a few. But Americans pay more for worse Internet than their peers in Europe and South Korea. With high-speed home Internet, most Americans have two or fewer choices. The most meaningful choice an AT&T home Internet subscriber in the U.S. makes is between expensive low-speed service or very expensive “high-speed” service.

Marshall Allen:

A new analysis of smartphone data, conducted at ProPublica’s request, shows how interconnected the country is with visitors to Las Vegas — which heightens concerns about the limitations of interstate contact tracing. The companies X-Mode and Tectonix analyzed travel to and from Las Vegas during four days, a Friday to Monday, in mid-July. In compliance with privacy laws, X-Mode collects data from smartphone users, mainly those using fitness and weather apps that track their location. The data represents about 5% of the smartphone users in the United States. Tectonix analyzed the data and visualized it on a map.

During the four-day period, about 26,000 devices were identified on the Las Vegas Strip. Some of those same smartphones also showed up in every state on the mainland except Maine in those same four days. About 3,700 of the devices were spotted in Southern California in the same four days; about 2,700 in Arizona, with 740 in Phoenix; around 1,000 in Texas; more than 800 in Milwaukee, Detroit, Chicago and Cleveland; and more than 100 in the New York area.

The cellphone analysis highlights a reason the virus keeps spreading, said Oscar Alleyne, an epidemiologist and chief program officer with the National Association of County and City Health Officials. “People have been highly mobile, and as a result, it makes sense why we see the continuation of the surge.”

Mark Glennon:

Americans have been “blinded from science,” according to a recent research report about their understanding of COVID-19. And it’s not about the controversial aspects like treatments and lockdown policies. It’s about ignorance of fundamental, undisputed facts on who is at risk.

A leading financial firm, Franklin Templeton, figured that people’s behavioral response to the pandemic will play a crucial role in shaping the economic recovery, so they teamed up with Gallup, the polling outfit, to find out what people know and don’t know.

“These results are nothing short of stunning,” concluded the firm. “Six months into this pandemic, Americans still dramatically misunderstand the risk of dying from COVID-19.”

That’s no exaggeration, and the implications go far beyond the economic behavior Franklin Templeton was interested in.

Here is what they found:

First, the Franklin Templeton-Gallup survey found that the general population has a little understanding how heavily the pandemic is focused on the older population. It is not broad-based. From the report:

• On average, Americans believe that people aged 55 and older account for just over half of total COVID-19 deaths; the actual figure is 92%.

• Americans believe that people aged 44 and younger account for about 30% of total deaths; the actual figure is 2.7%.

• Americans overestimate the risk of death from COVID-19 for people aged 24 and younger by a factor of 50; and they think the risk for people aged 65 and older is half of what it actually is (40% vs 80%).

Craig Torres:

The concentration of market power in a handful of companies lies behind several disturbing trends in the U.S. economy, like the deepening of inequality and financial instability, two Federal Reserve Board economists say in a new paper.

Isabel Cairo and Jae Sim identify a decline in competition, with large firms controlling more of their markets, as a common cause in a series of important shifts over the last four decades.

Those include a fall in labor share, or the chunk of output that goes to workers, even as corporate profits increased; and a surge in wealth and income inequality, as the net worth of the top 5% of households almost tripled between 1983 and 2016. This fueled financial risks and higher leverage, the economists say, as poorer households borrowed to make ends meet while richer ones shoveled their wealth into bonds — feeding the demand for debt instruments.

“The rise of market power of the firms may have been the driving force” in all of these trends, Cairo and Sim write in the paper. Published this month by the non-partisan Fed Board staff, which doesn’t reflect the views of governors, it’s the latest in a series examining the risks that weaker competition poses to a market economy.

That issue is increasingly prominent on the agenda of both America’s main political parties. Democrats said in a recent summary of policy priorities that they’re “concerned about the increase in mega-mergers and corporate concentration across a wide range of industries.” The Department of Justice under President Donald Trump is probing large technology platforms.

Faye Flam:

“The issue with data is one can manipulate it to show anything you want if you have an agenda,” says YouYang Gu, an independent data scientist. Cherry picking is easy — prediction is much harder, and Gu is getting some attention for the fact that models he’s been creating since April actually forecast what’s happened with the spread of the disease in the U.S.

He recently took to Twitter to urge public health officials to apply scientific thinking. He pointed to data on Louisiana, where cases were rising earlier in the summer and seemed to level off after various counties issued mask mandates.

But breaking the data down by county, he says, revealed a different story. Mask mandates varied in their timing, but places that implemented them late saw no more cases or deaths than those that did so early. “I don’t think there’s currently enough evidence to support the fact that recent policy interventions (mask mandates, bar closures) were the main drivers behind the recent decrease in cases,” he wrote.

That’s not to say that individual behavior doesn’t matter a lot — and the cancellation of big gatherings and other potential super-spreading events is more important than ever — but there may be more factors than we know driving the bigger picture.

A few scientists are examining the possibility that previously hard-hit areas are now being affected by a buildup of immunity, even if it flies in the face of the widespread understanding that the disease has to run through at least 60% of the population to achieve so-called herd immunity. (So far, antibody tests show only some 10-20% of the U.S. population has had the disease.)

The term herd immunity is a little vague in this context. It was created to characterize the impact of immunization. It refers to the percentage of the population that must get immunized in order for a pathogen to die out — a quantity that depends on the nature of the virus, the efficacy of the vaccine and the behavior of the hosts. If natural immunity is starting to help in some places, that would suggest herd immunity is a reasonable and worthy goal of an immunization program.

Cliff Maas:

Update2:  There is a major error in the Seattle Times story.  My original blog never criticized the protesters or BLM activists.  My criticisms were limited to VIOLENT individuals who destroy property and hurt people.  Please read my original blog if you want to confirm this.  Some folks are choosing to misinterpret my words.

Update3:  There are two types of mobs.  First, mobs the hurt people and destroy property.  Second, there are social media mobs that attempt to destroy those they disagree with or attack different viewpoints.  We have seen both types of mobs here in Seattle during the past months.  Neither is good.

Take a walk around downtown Seattle.  You will be shocked by a shuttered, dystopian city and made angry by the inaction and ineptness of its political leadership.   It is simply beyond words.

Malcolm Gladwell:

I wanted to know where the Derksens found the strength to say those things. A sexual predator had kidnapped and murdered their daughter, and Cliff Derksen could talk about sharing his love with the killer and Wilma could stand up and say, “We have all done something dreadful in our lives, or have felt the urge to.” Where do two people find the power to forgive in a moment like that?

That seemed like a relevant question to ask in a book called David and Goliath. The moral of the biblical account of the duel between David and Goliath, after all, is that our preconceptions about where power and strength reside are false.

Goliath seemed formidable. But there are all kinds of hints in the biblical text that he was, in fact, not everything he seemed. Why did he need to be escorted to the valley floor by an attendant? Why did it take him so long to clue into the fact that David was clearly not intending to fight him with swords? There is even speculation among medical experts that Goliath had been suffering from a condition called acromegaly – a disease that causes abnormal growth but also often has the side effect of restricted sight.

What if Goliath had to be led to the valley floor and took so long to respond to David because he could only see a few feet in-front of him? What if the very thing that made him appear so large and formidable, in other words, was also the cause of his greatest vulnerability?

For the first year of my research, I collected examples of these kinds of paradoxes – where our intuitions about what an advantage or a disadvantage are turn out to be upside down. Why are so many successful entrepreneurs dyslexic? Why did so many American presidents and British prime ministers lose a parent in childhood? Is it possible that some of the things we hold dear in education – like small classes and prestigious schools wh0 can do as much harm as good? I read studies and talked to social scientists and buried myself in the library and thought I knew the kind of book I wanted to write. Then I met Wilma Derksen.

Weapons of the Spirit