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Riskgaming
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105 Episodes
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Gaming has enveloped our world. A majority of Americans now gamble at least once every year, and popular video games like Fortnite and Roblox count hundreds of millions of global players. In social science, game theory and its descendants remain the mainstay for objectively analyzing human rationality, even as a gigaton of evidence shows the limits of these mathematical approaches. Meanwhile in foreign affairs, wargaming (including some of our very own Riskgaming scenarios!) are used to explore speculative futures that can change the fate of nations.
All of these subjects and more are fodder in Playing With Reality: How Games Have Shaped Our World, a broad and open inquiry into the nature of games written by neuroscientist Kelly Clancy. Kelly weaves discussions of dopamine, surprise, chance and learning into a history of human behavioral development over the ages, but then she pivots her discussion. For all of gaming’s success across time and around the world, what are its limits and are we properly critiquing these simulacra of reality?
Kelly joins host Danny Crichton to talk about her book and so much more across an extended show that gets at the very heart of Riskgaming. We talk about the history of games, why the theory of probability arrived so late in the development of mathematics, why game theory works mathematically but fails to capture the complexity and dynamism of human behavior, how AI models use gaming techniques like self-play to evolve, and how the world might change given the explosive popularity of interactive gaming in all facets of modern life.
Produced by Christopher Gates
Music by George Ko
Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by Samuel Arbesman.
In this episode, Samuel Arbesman speaks with John Strausbaugh, a former editor of New York Press and the author of numerous history books. John’s latest work is the compelling new book “The Wrong Stuff: How the Soviet Space Program Crashed and Burned.”
The book is an eye-opening delight, filled with stories about the Potemkin Village-like space program that the Soviets ran. Beneath the achievements that alarmed the United States, the Soviet space program was essentially a shambling disaster. The book reveals many tales that had been hidden from the public for years. In this conversation, Samuel explores how John became interested in this topic, the nature of the Soviet space program and the Cold War’s Space Race, the role of propaganda, how to think about space programs more generally, and much more.
Produced by Christopher Gates
Music by George Ko & Suno
Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by Samuel Arbesman.
In this episode, Sam speaks with Michael Levin, a biologist and the Vannevar Bush Professor at Tufts University. Michael’s work encompasses how information is processed in biology, the development of organismal structures, the field of Artificial Life, and much more.
Sam wanted to talk to Michael because of his pioneering research in these areas. Biology, as Michael’s work reveals, is far more complex than the mechanistic explanations often taught in school. For instance, the process of morphogenesis—how organisms develop their specific forms—challenges our understanding of computation in biology, and Michael is leading the way in this field. He has deeply explored concepts such as the relationship between hardware and software in biological systems, the process of morphogenesis, the idea of polycomputing, and even the notion of cognition in biology.
From his investigations into the regeneration process in planaria—a type of flatworm—to the creation of xenobots, a form of Artificial Life, Michael stands at the forefront of groundbreaking ideas in understanding how biology functions.
Produced by Christopher Gates
Music by George Ko & Suno
Global inequality has grown over the past two decades, concentrating an enormous amount of wealth and power on an elite number of individuals, cities, regions and nations all while stranding the vast masses to ignominy and penury. Yet, history is replete with examples of people and places that have caught up — and in some cases even surpassed — once foregone winners, begging the question: how should those left behind today work to catch up?
That’s the question that Paul Collier addresses in his new book, “Left Behind: A New Economics for Neglected Places.” Collier is a long-time development economist who has diligently brought the spotlight onto the most impoverished people in the world, calling attention to what he famously dubbed the “bottom billion.” With his new book, he explores why some places that were once terrifically wealthy — think Detroit in America — have fallen behind economically, and what steps are needed to overcome that stagnation.
With host Danny Crichton, Collier talks about the economic reversals of places around the world, why evolutionary economics and contributive justice offer new lenses on the problem, how addressing radical uncertainty through rapid learning suggests a path forward, and why global development institutions like the World Bank and the International Monetary Fund remain so recalcitrant in their approaches to aid, particularly in offering agency to those affected by their decisions.
Produced by Christopher Gates
Music by George Ko
Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by Samuel Arbesman.
In this episode, Sam speaks with Laurel Schwulst. Laurel operates within many roles: designer, artist, educator, and technologist. She explores—among other things—the intersection of the human, the computational, and the wonderful. Sam wanted to talk to Laurel because of this intersection and particularly because of how Laurel thinks about the internet. As part of this, she helps to run HTML Day and its celebrations, promotes what is referred to as “HTML Energy,” and is even thinking deeply about what it would mean to create a PBS of the Internet. In other words, the Internet and the web are delightful and special for Laurel, and she wants more of that energy to exist in the world.
Produced by Christopher Gates
Music by George Ko & Suno
It’s good and bad times in America. Inflation is down and wages are up in real terms, but there’s a rising challenge: how can we provide the housing, transportation, schooling, health care and amenities that Americans expect when prices for these social services have skyrocketed over the past three decades? Even when new technologies are capable of delivering better services, rules and regulations often stymie their dissemination. America was once the most progressive nation in the world — what happened?
Many analysts focus on policies, from zoning and permitting reform to government procurement modernization, that can accelerate the adoption of frontier tech and increase productivity. But Jason Crawford takes a more expansive and longer view of the challenge. As founder and leader of the Roots of Progress Institute and through his on-going publication of The Techno-Humanist Manifesto, Jason emphasizes that we have lost something important: our industrial literacy. America’s leaders no longer understand how prosperity was delivered from the Industrial Revolution onwards, and we’ve lost the ability to rebuild and expand wealth in its broadest conception for the next generation.
I talk with Jason about his manifesto and its focus on humanism, and then we walk through some of the major ideas he’s hoping Americans pick up. These range from more progress studies in high schools and colleges as well as a greater understanding about the value that technology delivers for quality of life to the importance of gratitude for our ancestors who delivered this prosperity to us and why technocrats and reactionaries can both be wrong about managing technological change.
Produced by Christopher Gates
Music by George Ko
Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by Samuel Arbesman.
In this episode, Sam speaks with Eliot Peper. Eliot is a science fiction novelist and all-around delightful thinker. Eliot’s books are thrilling tales of the near future, exploring many delightful areas of the world and the frontiers of science and technology. In Eliot’s most recent novel, Foundry, he takes the reader on a journey through the world of semiconductors, from their geopolitical implications to their profoundly weird manufacturing processes.
Sam wanted to talk to Eliot to explore this profound strangeness of the manufacturing of computer chips, but also use this as a jumping-off point for something broader: how Eliot discovers these interesting topics and those wondrous worlds that are incorporated into his books. They spoke about the importance of curiosity, as well as concrete ways to cultivate this useful kind of curiosity, which was fascinating.
Produced by Christopher Gates
Music by George Ko & Suno
The CrowdStrike meltdown on July 19th shut down the world with one faulty patch — proving once again the interconnected fragility of global IT systems. On Tuesday this week, the company released its Root Cause Analysis as both an explanation and a mea culpa, but the wider question remains: with so much of our lives dependent on silicon and electrons, how can engineers design resilience into their code from the bottoms up? And more importantly, how can we effectively test how resilient our systems actually are?
Kolton Andrus is one of the experts on this subject. For years at Amazon and Netflix, he worked on designing fault-tolerant systems, building upon the nascent ideas of the field of chaos engineering, an approach that iteratively and stochastically challenges systems to test for resilience. Now, as CTO and founder of Gremlin, he’s democratizing access to chaos engineering and reliability testing for everyone.
Kolton joins host Danny Crichton and Lux’s scientist-in-residence and complexity specialist Sam Arbesman. Together, we talk about why resilience must start at the beginning of product design, how resilience is aligning with security as a core value of developer culture, how computer engineering is maturing as a field, and finally, why we need more technological humility about the interconnections of our global compute infrastructure.
Produced by Christopher Gates
Music by George Ko
Welcome to the ongoing mini-series The Orthogonal Bet. Hosted by Samuel Arbesman, a Complexity Scientist, Author, and Scientist in Residence at Lux Capital.
In this episode, he speaks with Hilary Mason, co-founder and CEO of Hidden Door, a startup creating a platform for interactive storytelling experiences within works of fiction. Hilary has also worked in machine learning and data science, having built a machine learning R&D company called Fast Forward Labs, which she sold to Cloudera. She was the chief scientist at Bitly and even a computer science professor.
Samuel wanted to talk to Hilary not only because of her varied experiences but also because she has thought deeply about how to use AI productively—and far from naively—in games and other applications. She believes that artificial intelligence, including the current crop of generative AI, should be incorporated thoughtfully into software, rather than used without careful examination of its strengths and weaknesses. Additionally, Samuel, who often considers non-traditional research organizations, was eager to get Hilary’s thoughts on this space, given her experience building such an organization.
Produced by Christopher Gates
Music by George Ko & Suno
When it comes to the so-called DC foreign policy “blob”, few scenarios have been more sketched out, analyzed and wargamed than a potential Chinese invasion of Taiwan. President Xi Jinping’s calls for national rejuvenation coupled with Taiwan’s coalescing autonomous identity apart from the mainland is raising the stakes for both sides and the world writ large.
Given Taiwan’s centrality to global supply chains, I wanted to understand how the world’s economy would transform if a crisis in the Taiwan Strait were to escalate, and few people understand the topic better than Gerard DiPippo. He’s the Senior Geo-Economics Analyst for Bloomberg Economics, and his research centers on the Chinese and Taiwanese economies and their interlinkages with global value chains.
DiPippo and host Danny Crichton walk through different scenarios of what could take place in the Taiwan Strait — from an outright war to a soft embargo — and how we might model the global economic costs of each scenario. We also discuss some of the second-order effects of any conflict in the Strait, from additional sanctions to what goods might substitute for those lost to conflict. Along the way, DiPippo highlights some surprising and counterintuitive findings from his macroeconomic analysis that changes the calculus for all parties involved.
Produced by Christopher Gates
Music by George Ko
Welcome to the ongoing mini-series The Orthogonal Bet. Hosted by Samuel Arbesman, a Complexity Scientist, Author, and Scientist in Residence at Lux Capital.
In this episode, Sam speaks with Amy Kuceyeski, a mathematician and biologist who is a professor at Cornell University in computational biology, statistics, and data science, as well as in radiology at Weill Cornell Medical College. Amy studies the workings of the human brain, the nature of neurological diseases, and the use of machine learning and neuroimaging to better understand these topics.
Sam wanted to talk to Amy because she has been using sophisticated AI techniques for years to understand the brain. She is full of innovative ideas and experiments about how to explore how we process the world, including building AI models that mimic brain processes. These models have deep connections and implications for non-invasively stimulating the brain to treat neurodegenerative diseases or neurological injuries.
Produced by Christopher Gates
Music by George Ko & Suno
The history of pharmaceutical development has traditionally been one of exploration on the frontiers of life on Earth. From fungi to molds, we’ve sourced many of our most important drugs from some of the unlikeliest places, and it’s all due to evolution. Nature’s intense competition and selection forces has made it the ultimate developer of pharmaceuticals, with potential cures lying in wait for someone to find them.
Searching nature is expensive though, and thus, pharmaceutical companies re-centered around synthetic chemistry over the past few decades, hoping to realize a more reliable and inexpensive drug discovery model. Unfortunately, we have hit a logjam with such an approach, and the evidence is clear that natural products are often regularly superior to synthetics.
We wanted to dive deeper into the future of biopharma, and so we brought together our own Tess Van Stekelenburg and Elliot Hershberg, the writer of Century of Bio, to work on a new two-part mini-series for the Riskgaming podcast, titled Evolved Technology. It’s an extension of a series of talks that Tess and Elliot (“two crazy bio-optimists”) have conducted in SF, and we hope it illuminates a critical scientific frontier with implications for all of us.
In this first episode, Tess and Elliot talk about the editing of life; why thousands head to the Himalayas to find tiny caterpillars in the dirt; the business history of natural products in pharma; the transition from natural products to synthetic chemistry; the limitations of our current biochem toolkits; and finally, how AI/ML are bringing us back to the search for natural products using higher-order models.
Produced by Christopher Gates
Music by George Ko & Suno
Welcome to the ongoing mini-series The Orthogonal Bet. Hosted by Samuel Arbesman, a Complexity Scientist, Author, and Scientist in Residence at Lux Capital.
In this episode, Sam delves into the recent CrowdStrike/Microsoft outage, providing insights on how to understand this event through the lens of complexity science. The episode was inspired by Sam's very timely post in the Atlantic: "What the Microsoft Outage Reveals"
Join us as Sam answers Producer Christopher Gates’ questions, exploring the intricate web of factors that led to this global system failure and offering a unique perspective on navigating and preventing such crises in the future.
Produced by Christopher Gates
Music by George Ko & Suno
Welcome to the ongoing mini-series The Orthogonal Bet. Hosted by Samuel Arbesman, a Complexity Scientist, Author, and Scientist in Residence at Lux Capital.
In this episode, Sam speaks with Kristoffer Tjalve. Kristoffer is hard to categorize, and in the best possible way. However, if one had to provide a description, it could be said that he is a curator and impresario of a burgeoning online community that celebrates the “quiet, odd, and poetic web.”
What does this phrase mean? It can mean a lot, but it basically refers to anything that is the opposite of the large, corporate, and bland version of the Internet most people use today. The web that Kristoffer seeks out and tries to promote is playful, small, weird, and deeply human. Even though these features might have been eclipsed by social media and the current version of online experiences, this web—which feels like a throwback to the earlier days of the Internet—is still out there, and Kristoffer works to help cultivate it. He does this through a newsletter, an award, an event, and more.
Produced by Christopher Gates
Music by George Ko & Suno
The media world has been rocked by artificial intelligence, labor strife, the creator economy, the decimation of business models and so much more. But sometimes it's not collapse and crisis that's the most interesting story, but rather just another day of a assiduously growing a platform. That's the story I want to talk about today on risk gaming, and we're going to zoom in on Medium. It's a venerable media business founded by Ev Williams all the way back in 2012. And one that has become notorious for its pivoting dance to a brighter media future. But under Tony Stubblebine who became CEO two years ago. The company has reached cash flow break even, and he believes Medium has found a balanced business and media model for the decade ahead. I wanted to learn more, so let's dive in.
Produced by Christopher Gates
Music by George Ko
Hello and welcome to the ongoing miniseries The Orthogonal Bet
Hosted by Samuel Arbesman, Complexity Scientist, Author, and Scientist in Residence at Lux Capital
In this episode, Samuel speaks with Alice Albrecht, the founder and CEO of Recollect, a startup in the AI and tools for thought space. Alice, trained in cognitive neuroscience, has had a long career in machine learning and artificial intelligence.
Samuel wanted to talk to Alice because of her extensive experience in AI, machine learning, and cognitive science. She has studied brains, witnessed the hype cycles in AI, and excels at discerning the reality from the noise in the field. Alice shares her wisdom on the nature of artificial intelligence, the current excitement surrounding it, and the related domain of computational tools for thinking. She also provides unique perspectives on artificial intelligence.
Episode Produced by Christopher Gates
Music by George Ko & Suno
If we had to rebuild American politics to be more positive, could we do it? And what would a positive or even optimistic politics look like? What would be its program, and how could we all be galvanized to join in a world and at a time when it seems as though every day brings another dampener to human enthusiasm? Those are just some of the questions that James Pethokoukis approaches in his recent book, The Conservative Futurist.
James emphasizes that optimism and pessimism don’t exist on the traditional left-right axis of political analysis (named for the seating arrangement of politicians during the French Revolution). Instead, he divides the world into an “up wing” — people who believe in expanding the bounds of human ingenuity — and those who belong to a “down wing,” which might be simply summarized as degrowthers and others who see limits in all aspects of science, technology and the human condition.
James and I talk about his book, and then I quiz him on just how realistic his futurism is. Is his vision actually possible, or is it the sort of slapstick fantastical science fiction that is great as entertainment but has long since died out as a way to govern? He’s got better evidence marshaled than I expected, and you can be the judge if optimism can guide your thoughts.
Produced by Christopher Gates
Music by George Ko
Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world.
Hosted by Samuel Arbesman, Complexity Scientist, Author, and Scientist in Residence at Lux Capital.
In this episode, Samuel speaks with Philip Ball, a science writer, and formerly a longtime editor at the science journal Nature. Philip is the author of the fantastic new book “How Life Works: A User’s Guide to the New Biology.”
Samuel wanted to talk to Philip because he loved this book. It’s fascinating and deeply provocative, even for someone with a PhD in computational biology—though Samuel’s might be a bit worn and out of date—and yet he still learned so much. The book examines how new advances in our understanding of biology have led scientists to understand that life is far less deterministic than we might imagine. For example, cells are not really machines, as some might have thought, but complex and messy yet robust systems. And while DNA and genes are important, there is so much more going on, from the processes that give rise to the shape of our limbs and our bodies, to how all of this can have implications for rethinking medicine and disease.
Produced by Christopher Gates
Music by George Ko & Suno
2024 is the year of democracy, with more than half of the world’s population voting in elections across India and Indonesia to the European Union, United Kingdom and United States. Underneath the usual campaign slogans and stump speeches though is a crucial set of enabling technologies that are increasingly under attack, diminishing the will of voters and raising very challenging geotechnology questions for governments in the years ahead.
That’s why I am excited to bring back the Riskgaming (née “Securities”) podcast’s very first guest, Scott Bade, back on to the show as we approach our centennial episode. Scott is geotechnology analyst at Eurasia Group and has been tracking the rising threats to the world’s technological infrastructure and their implications for global politics.
We cover several dozen topics in the show, but focus on three big ones: the killing of TikTok in New Caledonia and what it says about France’s commitment to free speech as Azerbaijan (of all countries) attempts to undermine French democracy. We then zoom in on subsea cables, data centers and AI training, and why there’s been so much more competition in their construction. Finally, we talk about the Global South, and the lack of a new development path for countries in the AI era. Add in some chaos engineering, hybrid warfare, water politics, and the future of Disneyland’s Hall of Presidents and you’ll be demanding an Orthogonal Bet episode just to palette cleanse.
Produced by Christopher Gates
Music by George Ko
In this episode, Sam speaks with Ben Reinhardt, an engineer, scientist, and the founder of a new research organization called Speculative Technologies.
Ben is obsessed with building an open-ended and exciting future for humanity. After spending time in academia, government, startups, and even venture capital, he set out to build a new type of research organization—Speculative Technologies—that helps to create new technologies and innovations in materials and manufacturing, acting as a sort of industrial lab for these public goods in order to make a positive vision of the future more likely.
There is a lot of optimism and excitement in this episode. The discussion covers the need for new types of research funding and research institutions, why it can be hard for startups to do research, Ben’s vision of the future—and his science fiction inspiration—the ways in which technological innovation happens, why he started Speculative Technologies, and much more.
The Orthogonal Bet is an ongoing miniseries of the Riskgaming podcast that explores the unconventional ideas and delightful patterns that shape our world hosted by Samuel Arbesman, complexity scientist, author, and Scientist-in-Residence at Lux Capital.
Produced by Christopher Gates
Music by George Ko & Suno
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