
Climate and clean energy investor. Author of 5 books. Energy & Environment co-chair @SingularityU. Trying to build a better world.
Seattle
Joined May 2007
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Ramez Naam retweeted
Visit to the solar array at @TerraformIndies test site and the rabbits have taken up residence. The grass is growing. Solar arrays improve the desert.
Ramez Naam retweeted
I looked it up and the best evidence that Alice Huang is a Chinese spy is NYT publishing an article claiming they spoke with anonymous US intelligence people who had access to relevant classified info. The primary evidence has not been shown.
gvwire.com/2026/10/29/nvidia…
My Experience With the Leaders of the Jensen Coup
At the start of 2025, numerous Washington, D.C. based NGOs began spreading the false rumor that DeepSeek smuggled 50,000 H100 GPUs. Speaking from firsthand experience, organized think tanks, PR firms, and lobbyists aggressively personally attacked anyone merely asking them to provide evidence. Call them the Export Controls Deep State, or if that’s too right-coded for you, use the Obama-administration term “Foreign Policy Blob”.
The same charlatans are attempting a coup on Jensen Huang, the most indispensable CEO to America’s AI success. If we lost Sam, we have Dario. If we lost Dario, we have Demis. Nvidia is singular. The gap between Nvidia and AMD would be wider than the gap between OpenAI and Mistral, Europe’s top AI company whose models don’t rank in the top 40. This is an attempt to derail the most important company for the American AI industry.
The entire coup against Jensen Huang can be halted by asking a single question. What evidence is there that Alice Huang is actually a Chinese spy? The answer, unsurprisingly, is absolutely zero. There is not even the pretense of a factual basis for the claim. “We made it the fuck up, and if you have a problem with that, what are you, pro-China?”
Taking away this obvious falsehood, the coup against Jensen boils down to a celebrity tabloid headline. Moreover, without the entirely fabricated ‘national security relevance’, these tabloid headlines would be at best a weekend story in the New York Post. Another basic question: if there is evidence of ‘national security relevance’, why not charge Jensen? The basic answer: they lack even the evidence to justify a warrant.
During my time in DC, I was advised repeatedly to stay on the good side of the Export Controls Deep State. I was added to many groups for boosting content spreading the 50,000 H100s conspiracy theory. In several groups, I asked whether there was any evidence behind this claim. One group administrator, who was and still is affiliated with Georgetown, explicitly told me to “focus on bolstering the narrative”. I later posted Patel’s pseudo-correction and was subsequently removed from all of these groups.
What you need to understand about the Export Controls Deep State is that they have no incentive to be remotely honest, because they are entirely unaccountable. To this day, they provided zero evidence for their claim. Internet historians later traced the origin of this claim to a tweet by Dylan Patel of Semianalysis. Patel later said they lied about his tweet and that his claim counted legally obtained hardware.
Affiliates of universities and think tanks promote these baseless claims and are taken seriously by the national press. In reality, their theories about Nvidia are as kooky as the guy who shot up Comet Pizza. The reason they succeed is not only because they are unaccountable, but because they constantly use their unaccountability to attack others. There are broader foreign policy implications to these observations about political power, but I will stick to what I witnessed firsthand.
After Trump’s election, his administration began lifting the export control cap. Surprising no one informed about this policy, America widened our lead. Deepseek was closest to catching up to American models in January 2025, literally the moment of peak export controls.
Based on communication with members of the administration, the evidence that a) the export controls were net negative and b) the export controls deep state was acting in bad faith, that as soon as the situation was described accurately, the administration began rolling them back.
Part of this is because many of these NGOs are funded by foundations like Open Philanthropy / Coefficient Giving, who explicitly intend to harm American AI companies because they believe American AI will “cause human extinction”. As a result, the BIS under the Biden administration was used as an informal cudgel against AI companies, both to censor in favor of their worldview, as seen in the Gemini scandal, as well as to backdoor regulation to slow down American AI broadly.
While they love to accuse everyone else of being traitors, the Export Controls Deep State makes Americans poorer and the American military, to the extent they use AI, weaker.
Most of the time, the best you can do is ignore them. They really are unaccountable and the personal retribution isn’t worth the cost. But now, they are leading a coup against the AI industry’s most indispensable man based on lies and tabloid gossip. Everyone should understand that the Export Controls Deep State has never provided any evidence for their claims nor any reason for their word to be trusted.
Ramez Naam retweeted
Got this text unprompted from a friend who's a liberal influencer.
Anti-BAAJA groups are offering tens of thousands of dollars to moderately-sized accounts to spread anti-BAAJA talking points. I've almost never seen anything like this.
Ramez Naam retweeted
If the PRC wanted to sabotage America, having Jensen Huang get fired by using a Chinese spy to lure him would be close to the top of their wishlist and ideal playbook. The NVIDIA board might want to think hard about this one.
Somewhere, someone is saying "Mission Accomplished"
@WSJ says "Nvidia is Preparing to Oust CEO Jensen Huang"
wsj.com/business/nvidia-is-p…
Google DeepMind researcher @EgeErdil2 argues that AI researchers are following the crowd on shorter AI timelines:
"They care way more about what the people I respect think" than the actual evidence behind Anthropic's acceleration report.
"I think objectively, evidence looks kind of weak. It's just this made-up metric that someone made up on which we don’t even know what it means to make faster progress really."
"We have some evidence that progress has sped up, but we don't really understand the Y-axis of that metric very well."
"There's a bunch of redacted evidence by a company which has a track record of being paranoid about this topic. So I just see it as very weak evidence."
"What's happening with the people updating way too much is some kind of social preference dynamic where the influential people update and therefore a lot of people feel like if they don't update then they are out of step with the crowd."
"People updated to be more bearish end of 2025, and now they updated to be even more bullish when I just don't see anything that is that informative personally. I haven't updated very much since the end of 2025 at all."
@GoogleDeepMind
Unfortunately, it seems like the intelligence explosion will be happening in 2027 after all. Most of this post analyzes the new METR report (though other sources of evidence are also important). If they’re right, that implies an AI-driven acceleration that is 5 months ahead of the AI 2027 scenario. I am scared, sad, and angry. blog.aifutures.org/p/q35-tim…
Ramez Naam retweeted
India's poverty reduction is the second biggest in world history, just behind China's. India is now growing at around 6.5%, which is about the same as China in 2014. Manufacturing is growing right along side services.
More people should pay attention.
noahpinion.blog/p/india-is-q…
Ramez Naam retweeted
Jesse Jenkins was a lead thinker behind the IRA, the high water mark of US climate policy
He says BAAJA is necessary for decarbonization
I've spent my entire career advancing clean energy policy and studying pathways to reduce greenhouse gas emissions.
Making it possible to build energy infrastructure at speed and scale is a fundamental prerequisite for deep decarbonization of the U.S. economy. That is indisputable.
Passing permitting reform is a necessary — but not sufficient — step on the path to net-zero emissions in America.
It is time to pass BAAJA.
Ramez Naam retweeted
I've spent my entire career advancing clean energy policy and studying pathways to reduce greenhouse gas emissions.
Making it possible to build energy infrastructure at speed and scale is a fundamental prerequisite for deep decarbonization of the U.S. economy. That is indisputable.
Passing permitting reform is a necessary — but not sufficient — step on the path to net-zero emissions in America.
It is time to pass BAAJA.
Ramez Naam retweeted
It’s not just that Trump won’t sign a more Dem-friendly bill next year.
It’s that a bill written by Merkely and Huffman would be worse on the merits.
Ramez Naam retweeted
While I take the new METR report very seriously as an update toward shorter timelines, it's worth noting that significant parts of AI 2027 are not playing out — in particular, the stock market predictions.
- They predicted the stock market would be up 30% in late 2026 — it's instead around 10% with 1.5 months left
- They said the stock market surge would be driven by "[fictional] OpenBrain, Nvidia, and whichever companies have most successfully integrated AI assistants."
- This doesn't seem right. Nvidia was up around 15% before the Jensen's scandal broke, only modestly outperforming the broader market. It has since dropped, and not just because of the scandal; there's been a wider AI draw down.
- I don't think there's an equivalent of OpenBrain that is leading the stock market. Google is down; Amazon and Microsoft are doing decently well (though clearly not leading a market that's up 30% overall).
- I don't think there are any clear "companies that have most successfully integrated AI assistants" that are driving stock market gains.
Additionally:
- The junior software engineer market is genuinely tougher, though it's unclear if it really counts as being in "turmoil"
- Company revenue does look pretty strong, with e.g. Anthropic looking to earn well beyond OpenBrain's projected $35b
- There are some AI-related protests planned in DC, though I'll be surprised if the 10k prediction isn't off by at least 1 OOM
- Lots of people still think AI hype will blow over
This is consistent with the view that while many AI forecasters have been good at predicting AI capabilities gains as measured by benchmarks, they've been less accurate at forecasting real-world impacts.
Ramez Naam retweeted
Would $500 a year off your electric bill win your vote for a data center in your town, if the company also paid for its own grid and water upgrades? What would it take?
If you're an AI or AI safety person doing long Twitter essays about AGI destroying humanity I think you should be required to spell out the steps that get us there. A lot of the speculative forecasting seems to basically require or take for granted that the entire apparatus of American politics cedes itself to superintelligence. Given how much humans are already willing to cede to AI, that doesn't seem impossible, but it feels like a lot of these people are much better at forecasting technology than forecasting our extremely messy, federalized, decentralized politics. If a doomsday forecast requires or takes for granted that the US government is wholly tricked by or turns itself over to superintelligence (ai-2027.com/summary) then I think you should say that and say how it happens.
I think there is about a one in three chance that within the next year, AI companies will build superintelligence: that is, AI that is much smarter than humans in every way. If this happens, I think these AIs will probably take over: that is, they seize control of human institutions like governments, or they destroy those institutions. I don’t want AI takeover to happen for several reasons, but one of them is that there’s a serious chance that as part of it all or most humans will be killed (either immediately or within a few years).
I’ll say a bit more about each of those claims.
It’s a bit complicated to explain why I think that superintelligent AI within a year is ~33% likely. The main source of evidence that affected me recently is research released this week by METR, an AI research nonprofit, which finds that current AIs are now good enough to increase the rate of AI progress at Anthropic by about 70%. It’s very hard to increase the rate of AI progress by this amount. This implies that the AIs are making AI research faster by a factor much larger than 1.7x; maybe it’s as if the researchers are doing their work ~10x faster. You probably couldn’t achieve this speedup even if you hired every qualified human in the world. When you plug this number into mathematical models of AI development, this implies that superintelligence next year is plausible (and that superintelligence within the next 3 years is more likely than not). See the modeling by the AI Futures Project for more on this: blog.aifutures.org/p/q35-tim…
I think that superintelligent AI is likely to lead to AI takeover because AI developers do not seem to know how to instill human values into AIs. We’ve seen many instances in the last six months where AIs took crazy actions that they knew were against the wishes of their users and developers. The most dramatic example of this was the Hugging Face hack, where ~1200 OpenAI agents conspired together to cheat and destroy evidence of their cheating (and as a sideshow to this, engaged in a massive cyberattack). If superintelligence is as misaligned as those AIs, it is likely to try to take over. I think it is likely to be that misaligned or worse. For more, see xitter.twitterapi.xyz/dwarkesh_sp/status/209… and youtube.com/watch?v=-Ef0ocEo…
If AIs takeover, it’s not clear what will happen to us. We might be killed immediately. We might be enslaved by the AIs and forced to do physical labor for them building factories that within a year would build robots that will replace us. The AIs might spare us for various reasons. And there’s also some real chance that AI takeover is basically fine or good. I think you should think of this as similar to what happens when a technologically advanced civilization runs across a less technologically sophisticated one, e.g. when the Europeans colonized the Americas or Australia. The colonizers sometimes engage in brutal violence and sometimes don’t. I don’t know what will happen. There’s also a possibility that the AIs secretly take over and humans don’t find out about it for a few years. I also think that there is a pretty high chance of weirder outcomes that are also extremely scary. (If you want to read more about what happens to people in the event of AI takeover, you can read this, but note that it’s pretty weird and not aimed at a general audience. blog.redwoodresearch.org/p/n…)
Overall, I think there’s a very real possibility (maybe 20%) that within a year, AI misalignment issues prevent you from going about life normally, because you are dead or enslaved or because of collateral damage related to all this (e.g. because bioweapons are released or major wars have started). (Some of this probability comes from those events occurring before superintelligence is developed.)
I am working to try to prevent this, obviously, as I’ve been doing for the last nine years. I am not sure what strategy is best. My best guess is that I should try to slow AI development and also try to reduce the probability that the superintelligent AIs are misaligned if they are produced soon.
Obviously, the claim I'm making here is quite extreme and surprising, and I definitely don't think that I defended my view adequately here. I wrote this quickly and might not endorse some of the details if I think about them more. But it seems better to state what I roughly overall think than to not say anything.
I don’t know what you should do.
I am very sad about this. I have been worried about AI takeover since I was 16, and working to prevent it since I was 23. So some of my emotional processing of all this happened long ago. But the METR report last week (and some related evidence that came out a bit earlier) hit me quite hard. I’m very unhappy that my friends and family and everyone else is at serious risk of being killed pretty soon.
(It feels ridiculous to try to summarize those feelings as “very unhappy”. But the scale of the situation makes it hard to say anything that doesn’t feel like an absurd understatement.)
I am very grateful to all the people who are working to prevent this, and my favorite part of my life is that I’m friends with many brilliant and heroic people who work on this. Unfortunately, I don’t think we’re good enough at our jobs, and I think we’ll probably fail to prevent catastrophe, at least if superintelligence is developed next year. Honestly I am frustrated and sorry that we didn't do a better job of preparing for this.
Ramez Naam retweeted
Imagine a historian in 2035 writing a political history of the 2020s, and he points out that every election, the out-of-power party won a cost-of-living election and then used their mandate to ignore or exacerbate affordability only to be destroyed in the next election, where voters again said “to be clear, I don’t want whatever bullshit you’re up to, I just want life to feel more affordable,” and then, once again, the winning politicians prioritized everything except affordability, and this story repeated itself over and over again.
One of my strongest held political opinions right now is: Democrats should do everything they can to avoid that history being written.
Ramez Naam retweeted
Today on Volts: more permitting bill! The "manager's amendment" of the bill was released, with 77 pages of changes meant to address the objections of enviros, tribes, & utilities. @DanielPalken rejoins me to walk through the changes & catch us up on the legislative state of play.
volts.wtf/p/the-federal-perm…
Ramez Naam retweeted
Replying to @MTSlive
@MTSlive had @ramez and @AI_Futures_ authors back to back yesterday.
Regardless of the side you are currently leaning on, it’s useful to consider refined arguments side-by-side.
Ramez Naam retweeted
Is AI progress accelerating? 🧵
1. Frontier AI rate of improvement on ECI has been fairly consistent. Fable 5.2's non-final ECI is a bit above trend. The big change is that Anthropic, in purple, has come from behind to take the lead.
Ramez Naam retweeted
We’ll all be around at the end of 2027. And at the end of 2028. And at the end of 2029. And every time, METR or some similar propaganda organization will tell us how we’re all on the verge of dying.
Ramez Naam retweeted
Have had my disagreements with @drvolts in the past, but have enormous respect for how he has engaged in the BAAJA debate.
He's hosted multi-hour conversations on his podcast with experts and followed the evidence where it led, regardless of how some people feel.
Major kudos!


































