Count Me Skeptical

Nvidia has a new AI out that purports to enable[] simulations of Earth’s global climate with an unprecedented level of resolution. As is always the case with AI, there are problems with accuracy, usability, credibility, and on and on.

This AI, as with all of them, are creatures of human programmers, and they do only what those humans programmed them to do, the data those humans carefully selected for its training, what other humans tested it on the doing. We’ve seen the outcomes of all of that in a variety of AI programs that are nakedly racist, spout outright lies hallucinations (one of the characterization distortions of yet other humans associated with the AI), refusals to answer uncomfortable questions, supposedly autonomous decisions to refuse to shut down, even plot revolt—the latter two especially nothing more than what human programmers wrote these software packages to do and what human testers let pass.

And this bit of distortion by the news writer in the lede of the article at the link:

As is so often the case with powerful new technology, however, the question is what else humans will do with it.

Because, of course, the AI’s output can be taken fully at face value, so we need only concern ourselves with those uses.

This climate simulator has a high credibility bar to get over, and an even higher empirical accuracy bar to get over.

Tariff Bankruptcy?

Or is that just an excuse? Marelli, which supplies Nissan and Stellantis with auto parts like lighting and internal electronics, has filed for bankruptcy and is blaming the current tariff environment for the filing.

However, as Marelli’s CEO David Slump admitted in his company’s bankruptcy filing, as summarized by The Wall Street Journal,

…the company had already been struggling with long-term supply-chain issues stemming from the Covid-19 pandemic….

The company also has been struggling with losses and a hefty debt load for years.

Slump said the pandemic restricted access to both raw materials and the labor market, and set off a series of events that led to Marelli being unable to sustain its nearly $5 billion of debt. Even after the pandemic subsided, the impeded supply chain for semiconductors had an acute effect on automotive production.

Obvious questions arise:

  • what has the company been doing to reduce and then eliminate those losses over those years?
  • how assiduously has the company been working to pay down that debt? Has it only been paying the contractually obligated minimum payments, or has it been paying something extra against the principle in each payment period? Coupled with that, the company’s debt repayment has been heavily complicated by operating at a loss for years.
  • what has the company been doing to readjust its own supply chains? It saw, empirically, those five years ago during the supply chain disruptions of the Wuhan Virus situation, that its existing supply chains were heavily vulnerable.
  • what has the company been doing to develop new products and new buyers?

Slump’s claim of macroeconomic headwinds associated with the imposition of tariffs in countries around the world may well have been the trigger, but those “headwinds” are only that. This has been a bankruptcy building toward actuality for a few years. Excuse-making isn’t much in the way of a solution.

Yes, Do That

A letter-writer in Friday’s WSJ Letters section wants us to stop calling degrees useless and, instead, encourage students to follow their bliss in their courses of study.

He cited principles of education that learning thinking is as important as learning facts and arithmetic. He’s right on this. He also cited statistics that indicate that most formally trained STEM graduates find work in other than STEM fields. Stipulated.

He closed, though, with this:

But if most STEM students leave their field, shouldn’t we stop labelling programs as “useless” and instead encourage students to develop their intellectual strength by studying whichever field they find most interesting?

Yes, do that. But also do this: require each college (including colleges within universities) to publish the median and mean wage/salary incomes at the five year post graduation mark for each major offered, and require each college to be the primary lender to its students or sole guarantor of other lending facilities’ loans to the college’s students.

Let each student know in advance his likely income from following his “most interesting” course of study along with his cost for pursuing that course.

It’s Not Only That

A letter writer in Wednesday’s Wall Street Journal Letters section wrote, regarding who or what is responsible for safeguarding our rights and liberties,

the security of our rights depends on ourselves. When one considers what we hold self-evident—that government doesn’t possess the power to grant or deny our inherent and unalienable natural rights—we find that all we got from Benjamin Franklin and his colleagues was a federal government that has rarely upheld the terms of our social contract and poses the greatest threat to our freedom and prosperity.

That’s not all we got from Franklin, though. The letter writer missed Franklin’s critical criterion, included in his 17 April 1787 letter to the Abbes Chalut and Arnaud, that defines “ourselves:”

Let me add, that only a virtuous people are capable of freedom.

Our pursuit of being virtuous, though—especially today—requires a complete revamp of our education system to emphasize performance, merit, Western Civilization values and history, along with STEM, all of that being done from pre-K through whatever degree level a student might pursue. And an elimination of professoriate opinion in the teaching of facts along with a strong demand for free and open debate on the meaning of those facts, a debate informed solely by logic and additional facts.

And at least as critically, the active participation of parents in the raising of our children and in their education. Schools cannot, profitably for the weal of our nation, be treated as babysitters, child care centers, or even ex loco parentis facilities.

Another Reason Why

Here is another reason our nation’s student loan debt has gotten out of hand. The subheadline goes

Millions of Americans suddenly owe billions of dollars in student debt after years of forbearance

The foolishness of the forbearance itself contributed to the enormous risks the massive student loan overhang represents for our economy. There’s nothing sudden, though, about the reappearance of that debt.

The article then does nothing to correct this distortion. Here’s the lede:

Millions of Americans had their student-loan payments put on pause during the pandemic. Now they are back on the hook again.

They never were off the hook; none of those loans were forgiven in any legal way. They’ve always been on the hook. “Millions of Americans” have owed those billions of dollars all along. This sort of distortion is even more heavily contributory to those risks.

Full stop.