Scheming Vizier. Writing about strategy, policy, and public sector reform.
New Zealand
Joined October 2021
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“Abandoned beaches, public health warning signs and seagulls eating human waste are now features of the popular coastline”
70 million L of untreated wastewater was released into the sea near Wellington in February after a treatment plant failure.
Far from being unexpected, five failures had occurred at the plant in the months prior. Meanwhile, multiple independent inquiries into Wellington Water since 2021 had found glaring systemic management failures and a 'focus on safety rather than effectiveness'. A few tweaks were made, but nothing substantial was done until after Government was forced to step in after the catastrophe. Why not?
A 'USA vs Canada' showmatch was put on in Auckland in 2018. The players kept stopping the game for these ridiculous theatrical fights. The crowd assumed it was put on and booed them until they stopped. We came to watch hockey damn it, but apparently its just like that.
Someday the market is going to wake up to the fact that 1) inference is wildly profitable, and durably so, since 2) even 2026 models have years of extraordinary growth ahead before the economy *begins* to make proper use of them.
That's when the bubble will start in earnest.
My guess is that late 2027 will see a 'Micron moment' where CSPs show blowout earnings, and the market flips from punishing capex, as it has for the past 12 months or so, to rewarding it. Then we'll start to see dubious deals with local authorities for interconnects, land, etc.,
Alethios retweeted
Two days left of early bird tickets for the Avalon Exposition!
Come enjoy subjects from Homer to the human genome, bring your own art and thought to share with the crowd, and spend the weekend with people pushing art and philosophy forward in the Bay and beyond
Link below
I will be speaking at this event about the emerging system dynamics of poor public sector performance, and how we might form a bipartisan consensus to resolve them.
Hope to see you there!
The Avalon Exposition is one month away!
Join us for a weekend celebrating the study of mankind - from anthropology to theater, from military history to genetics, and live music from Sikh Tabla to the Ancient Greek lyre
Bring your own art and thought!
avalon.institute/exposition/…
For a sneak preview of some of what I'll be covering, check out my latest article here:
tinyurl.com/unprofessionalis…
Alethios retweeted
“Abandoned beaches, public health warning signs and seagulls eating human waste are now features of the popular coastline”
70 million L of untreated wastewater was released into the sea near Wellington in February after a treatment plant failure.
Far from being unexpected, five failures had occurred at the plant in the months prior. Meanwhile, multiple independent inquiries into Wellington Water since 2021 had found glaring systemic management failures and a 'focus on safety rather than effectiveness'. A few tweaks were made, but nothing substantial was done until after Government was forced to step in after the catastrophe. Why not?
Every incentive now points towards greater management of acute risks, even where this comes at the cost of chronic failure.
Governing bodies have the capacity to force a course correction, but cannot do so without properly understanding how the systems over which they preside have changed. Lacking this, most corrective action has made the underlying problems worse, not better.
I call the trend 'Unprofessionalism': the deliberate move away from concentrated professional authority and responsibility towards a model of 'fragmented assurance', with inevitable consequences.
Read it here:
tinyurl.com/unprofessionalis…
