tomluongo | I feel a lot like Amos right now finally realizing I’m walking through a post-civilizational landscape where everything looks normal but it isn’t. In his case violent Communists from the fringe of the solar system dropped asteroids on Earth.
For him this was a step-function change. But for many in our world the changes happening aren’t quite so profound yet. The lights are still on, there’s still food in a lot of our fridges.
It looks from where I’m sitting, the markets haven’t woken up to these changes yet. Because of the size and scope of the changes, and just how much of their valuation is a reflection of the false information being fed into them by stupid AI algorithms, the speed at which this realization is happening is far slower than we want to admit.
Normalcy bias is real. Markets never want to believe that cooler heads won’t prevail, because they always have before. But what happens when someone drops a rock from space on us, metaphorically?
If you’re a fan of The Expanse (and if you aren’t you should be) you’ll be familiar with the term The Churn. The Churn is the controlling idea for Amos Burton, whose only defining ethos is survival.
Simply put, The Churn is that moment when, “the rules of the game change.” Which game?
Amos: The only game. Survival. When the jungle tears itself down and builds itself into something new. Guys like you and me, we end up dead. Doesn’t really mean anything. Or, if we happen to live through it, well that doesn’t mean anything either.
Embedded in Amos’ idea of The Churn, however, is that while the rules change society itself keeps on keeping on. So many people right now are trying to analyze the political situation in terms of The Churn, the normal ebb and flow of who has the upper hand in the power struggle.
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