NunoSempere
Bio
I run Sentinel, a team that seeks to anticipate and respond to large-scale risks. You can read our weekly minutes here. I like to spend my time acquiring deeper models of the world, and generally becoming more formidable. I'm also a fairly good forecaster: I started out on predicting on Good Judgment Open and CSET-Foretell, but now do most of my forecasting through Samotsvety, of which Scott Alexander writes:
Enter Samotsvety Forecasts. This is a team of some of the best superforecasters in the world. They won the CSET-Foretell forecasting competition by an absolutely obscene margin, “around twice as good as the next-best team in terms of the relative Brier score”. If the point of forecasting tournaments is to figure out who you can trust, the science has spoken, and the answer is “these guys”.
I used to post prolifically on the EA Forum, but nowadays, I post my research and thoughts at nunosempere.com / nunosempere.com/blog rather than on this forum, because:
- I disagree with the EA Forum's moderation policy—they've banned a few disagreeable people whom I like, and I think they're generally a bit too censorious for my liking.
- The Forum website has become more annoying to me over time: more cluttered and more pushy in terms of curated and pinned posts (I've partially mitigated this by writing my own minimalistic frontend)
- The above two issues have made me take notice that the EA Forum is beyond my control, and it feels like a dumb move to host my research in a platform that has goals different from my own.
But a good fraction of my past research is still available here on the EA Forum. I'm particularly fond of my series on Estimating Value.
My career has been as follows:
- Before Sentinel, I set up my own niche consultancy, Shapley Maximizers. This was very profitable, and I used the profits to bootstrap Sentinel. I am winding this down, but if you have need of estimation services for big decisions, you can still reach out.
- I used to do research around longtermism, forecasting and quantification, as well as some programming, at the Quantified Uncertainty Research Institute (QURI). At QURI, I programmed Metaforecast.org, a search tool which aggregates predictions from many different platforms—a more up to date alternative might be adj.news. I spent some time in the Bahamas as part of the FTX EA Fellowship, and did a bunch of work for the FTX Foundation, which then went to waste when it evaporated.
- I write a Forecasting Newsletter which gathered a few thousand subscribers; I previously abandoned but have recently restarted it. I used to really enjoy winning bets against people too confident in their beliefs, but I try to do this in structured prediction markets, because betting against normal people started to feel like taking candy from a baby.
- Previously, I was a Future of Humanity Institute 2020 Summer Research Fellow, and then worked on a grant from the Long Term Future Fund to do "independent research on forecasting and optimal paths to improve the long-term."
- Before that, I studied Maths and Philosophy, dropped out in exasperation at the inefficiency, picked up some development economics; helped implement the European Summer Program on Rationality during 2017, 2018 2019, 2020 and 2022; worked as a contractor for various forecasting and programming projects; volunteered for various Effective Altruism organizations, and carried out many independent research projects. In a past life, I also wrote a popular Spanish literature blog, and remain keenly interested in Spanish poetry.
You can share feedback anonymously with me here.
Note: You can sign up for all my posts here: <https://nunosempere.com/.newsletter/>, or subscribe to my posts' RSS here: <https://nunosempere.com/blog/index.rss>
Posts 106
Comments1210
Topic contributions14
I think there is something powerful about noticing who is winning and trying to figure out what the generators for their actions are.
On this specifically:
the most cost effective way a billionaire entrepreneur and major government contractor could get valuable ROI out of an easily-flattered president with overlapping interests was by buying Twitter
This is not how I see it. Buying Twitter and changing its norms was a surprisingly high-leverage intervention in a domain where turning money into power is notoriously difficult. One of the effects, but not the only one, was influencing the outcome of the 2024 US elections.
I've done some work for someone at the $200K/year level. Maybe one option would be to put in together three to ten people at your $20k-$100k range and pitch in to hire a researcher for a month to answer your pressing common questions.
I'm also kinda frustrated by the low number of funders for speculative not AI-specific gcr work (perhaps like your own Nucleic Acid Observatory, or my own Sentinel). I've thought about starting a donor circle for this, but then I'd just have an obvious conflict of interest. Still, I'd like such a thing to exist.
If you have {publicly competent, publicly incompetent, privately incompetent, privately competent}, we get some information that screens off publicly competent. That leaves the narrower set {publicly incompetent, privately incompetent, privately competent}. So it's still an update. I agree that in this case there is some room for doubt though. Depending on which institutions we are thinking of (Democratic party, newspapers, etc.), we also get some information from the speed at which people decided on/learned that Biden was going to step down.
Current takeaways from the 2024 US election <> forecasting community.
First section in Forecasting newsletter: US elections, posting here because it has some overlap with EA.
- Polymarket beat legacy institutions at processing information, in real time and in general. It was just much faster at calling states, and more confident earlier on the correct outcome.
- The OG prediction markets community, the community which has been betting on politics and increasing their bankroll since PredictIt, was on the wrong side of 50%—1, 2, 3, 4, 5. It was the democratic, open-to-all nature of it, the Frenchman who was convinced that mainstream polls were pretty tortured and bet ~$45M, what moved Polymarket to the right side of 50/50.
- Polls seem like a garbage in garbage out kind of situation these days. How do you get a representative sample? The answer is maybe that you don't.
- Polymarket will live. They were useful to the Trump campaign, which has a much warmer perspective on crypto. The federal government isn't going to prosecute them, nor bettors. Regulatory agencies, like the CFTC and the SEC, which have taken such a prominent role in recent editions of this newsletter, don't really matter now, as they will be aligned with financial innovation rather than opposed to it.
- NYT/Siena really fucked up with their last poll and the coverage of it. So did Ann Selzer. Some prediction market bettors might have thought that you could do the bounded distrust, but in hindsight it turns out that you can't. Looking back, to the extent you trust these institutions, they can ratchet their deceptiveness (from misleading headlines, incomplete stories, incomplete quotes out of context, not reporting on important stories, etc.) for clicks and hopium, to shape the information landscape for a managerial class that... will no longer be in power in America.
- Elon Musk and Peter Thiel look like geniuses. In contrast Dustin Moskovitz couldn't get SB 1047 passed despite being the second largest contributor to Democrats, and has been in-hindsight suboptimally positioning his philanthropic bets by reportedly not funding any slightly right of center work. These are also bets that matter!
Thanks for mentioning Sentinel. Two points: