Thursday, February 19, 2026

Fake People Everywhere

Soon you will only trust people you know.  



I have been learning a fun programming language called Gleam. And I wanted to read a book on it. 
The one book on it I could find was by someone called Julian Lornfield. Who has written over a dozen books in 2025 each on a different topic in computers. Theres no photo of them on the internet other then this amazon author photo. No linkedin. No youtube talks at conferences etc.



So baring some major mistake by me this is a bot churning out AI written books. It could be a real person but one without the usual trail we leave. A fake author would be odd but not something that unusual in 2025.

But to take a step up from these checks. What happens when fake reviews, linkedin accounts and these things I checked are much easier? If there was a linkedin, lots of reviews, better spacing of the release dates and even videos of talks would I have been fooled? Probably.

Making a fake account involves making photos, passing captchas, sending text back and forth between some other bots and some real people. All this is easily doable now. 

AI LLM arguments focus on the abilities at the extreme. Writing a new math proof or acing some test. But what happens when they get really good at stuff designed for normal people to easily do. Gmail wants you to get an email account. Amazon wants you to leave reviews. Emergency services want you to ring when your house is on fire. 

When LLMs get good enough at these tasks that Social media, reviews, email inboxes get flooded you will not trust anyone in the digital space you do not personally know. They pretty much are already on Twitter and facebook but other digital locations are next. The cost of an llm for the same level of intelligence decreases 10 fold per year. So if it is too expensive to build up 100 bot reviewers today it will be 1/1000th the cost in 3 years. 

For online review sites this is probably fairly obvious. But I do not think the effects on offline services are considered yet. 
999 services or dentists are not designed for 100 bots that sound like people ringing them.
Politicians and newspapers are not expecting 100 physical letters what have all been written by different bots.
If we get 100 fake ads from what looks like our bank we are likely to get one just when we are having a problem and at our most confused moment believe them.

LLMs are smart enough now to create and operate online accounts including making phone calls. The price of this will drop orders of magnitudes in a few years. The online and especially the offline world is not set up for when this happens. 



 

Tuesday, February 17, 2026

Off Patent Ozempic and the Summer of 2026



I predicted in 2024 that 10% of us would 6kg of bodyweight this year. Here is how an even bigger effect might happen.

GLP-1 drugs start going off patent in India, China, Turkey, Canada, Brazil March 2026




Usually when drugs go off patent the price drops dramatically (32% in one year 80% in 8 years)

And as price drops people take more of something. I am not sure how much 'importing from India' sort of stuff will happen after March. But imagine the Brazilian, or Indian population get a side hustle of bringing in generic Ozempic. Loads of people take botox injections from beauticians and that seems pretty outside the usual medical system so something similar already happens. Even just dental and baldness trips to Turkey are a big thing getting weightloss jabs while there are another potential route.

Like any drug, not everyone reacts well to these so some will try them and give them up. But what happens if a larger percentage suddenly starts taking them? Grocery spending on snacks goes down a lot. 6% reduction in total spend but most of that focused on the unhealthier foods.

But there is one effect that jumps out. Booze 

About half of booze is consumed by alcoholics or borderline alcoholics. Theres evidence that these drugs roughly half alcohol consumption in this group. If heavy drinkers take up Ozempic in a big way that will lead to a huge drop in alcohol sales. 

If the price of these drugs drops a lot the savings on alcohol will make up a significant chunk of the costs of the drug itself for this group. For example at 160 euro a month in Ireland. At 6 euro a pint in a pub here that add up to under a pint a day currently. If going off patent drops that drug price a lot these drugs could save a lot of money for heavy drinkers.

Younger people already drink less than their parents did at their age. And average drinking amounts have been falling for a quarter of a century

Combine the effects and its possible to imagine a huge swath of pubs closing fairly rapidly. A large cohort of the best customers reducing drinking rapidly. And general social trends showing this won't pick up in the future. Could make irelands pub culture disappear quite fast.






Monday, February 02, 2026

Jevon's Paradox and AI

 In 1865, the English economist William Stanley Jevons observed that technological improvements that increased the efficiency of coal use led to the increased consumption of coal.  

As something gets more efficient more not less of it is used. This is going to happen to software. If a developer can produce more features and products witht he help of AI that will increase the demand for developers not reduce it.

Someone can reasonably ask but what if an AI is more efficient at all the aspects of making software. Designing specifications, testing the UX with customers, Unit testing, creating the backend code, the UI code, the security testing etc. Then the economics law of comparative advantage comes into play. Even if someone is better than me at everything we still produce more if I concentrate on the area they are less better than me at.

This does get into tricky areas as Moores law and software improvements means that as soon as software gets better than us at a a task it gets vastly better than us pretty soon afterward. The most recent stockfish 18 is about elo 4000. In 100 games the worlds best players would not even get one draw against it. Competitions between people and computers used to happen until fairly recently.

Henry Ford II: Walter, how are you going to get those robots to pay your union dues?

Walter Reuther: Henry, how are you going to get them to buy your cars?