美国失去了天命。
America Lost the Mandate of Heaven

原始链接: https://geohot.github.io//blog/jekyll/update/2026/04/18/america-mandate-of-heaven.html

## 美国“胜利”的质疑 本文认为,传统意义上“胜利”国家的定义——GDP增长和企业利润增加——是以牺牲美国工人及其社会福祉为代价的。作者认为,外包,源于规避劳资谈判的愿望,已经侵蚀了美国的制造业基础,并使公民失去了更多机会。 关税*可能*会激励企业回流并重建国内劳动力,但这将意味着放弃全球经济领导地位。作者进一步批评了美国的人工智能技术出口管制(如英伟达芯片),认为这是自毁行为,积极鼓励竞争对手,并受到对通用人工智能(AGI)的焦虑所驱动。 核心论点是,美国的重心已经从*生产*和公民的繁荣转向*消费*和技术霸权,往往用于可疑的目的,例如进攻性军事应用。作者观察到香港一个更具功能的社会,质疑在当前发展轨迹似乎对其自身人民不利的情况下,究竟意味着什么“支持美国”。最终,作者表达了对美国的爱,但哀叹其目前的道路,希望美国的成功等同于和平与繁荣,而不仅仅是技术和军事力量。

最近 Hacker News 上出现了一篇名为“美国失去了天命”的帖子,引发了关于美国创新和工业现状的讨论。原始文章链接来自 geohot.github.io,似乎是对去工业化的批评。 评论者大多不认同作者的观点,许多人提到了过去过于自信的预测(特别是关于自动驾驶汽车)。批评集中在作者 perceived 的自负和过度延伸专业知识的倾向。 一个关键的争论点围绕着人工智能在漏洞研究中的应用。一位用户认为,与人工研究人员相比,人工智能更具成本效益,并以中国庞大的人口作为可随时获得人才的来源。其他人反驳说,即使在人工智能开发本身中,积极性高的人类团队仍然更胜一筹。 最后,一位评论员提出转向“科学社会主义”,作为美国前进的一种潜在途径,并将中国和越南的成功作为类比。
相关文章

原文

What does it mean if a country is winning?

I read an article a while back about how, basically because labor unions became too much of a pain to deal with, they were just cut out of the conversation. Everything was outsourced, and now after whining about a $25/hr job not having health insurance, there’s just no more $25 an hour job and nobody to try and bargain with anymore. The chips are made in Taiwan, the clothes are made in Vietnam, the cars are made in Mexico, and you are on the phone with India.

This isn’t like when stuff is made in China. Those are basically American factories, just located in another country where you don’t have to negotiate with American labor. Companies make money, GDP goes up, everyone wins. Except, well … American people. This line of “oh they get cheap stuff” is hardcore cope, I can’t believe those who seriously try and say America’s value is in consuming. That sounds like the mentality of Disney Adults.

Your value is in production, and your value is in providing a good society for your fellow countrymen.


I think people are finally starting to realize what happened. Tariffs could, in theory, fix this. It would be a painful transition, but done properly you could force companies back to the negotiation table with American labor.

If you (artificially) make the cost of outsourcing high enough, you could imagine there being businesses capable of self sustaining in America. However, you give up hope of being a global leader at this point and create an insular economy. It’s a loser mentality.


“You’re not talking to somebody who woke up a loser. And that loser attitude, that loser premise makes no sense to me.” – Jensen Huang

Even more ridiculous is the export controls on NVIDIA. Here we have an American made product the entire world wants, and what does America do? Oh yes, export controls. Sorry, we don’t want to win globally, please build an alternative.

But we have to export control it. Haven’t you heard about AGI? These nice folks at the “Center for Effective Altruism” told me about this blog they read called LessWrong. They said that the blog said AI is going to destroy the world, and if the world is going to be destroyed, I don’t want to live in a world where someone else destroys it better than Americans!

It’s interesting how America believes in these apocalyptic AI narratives while China doesn’t. And I think the reason comes back to the view of people.

Take the Mythos vulnerability finding thing. They didn’t just point Mythos at the codebase and say go, they built a harness where they asked it about each piece of code and if it was vulnerable. They triaged and spent more time looking at things that were flagged more, until eventually they passed it up to “upper management” aka the Anthropic software engineers, who are quite a bit more talented than your average bug hunter.

You could imagine building this exact same thing but all with humans. Educate them, get them to sit at a desk, read code, find vulns, put them in a management hierarchy. Actually, I can only really imagine that in China, have you seen the current graduates from the American universities?

And here is where you get to this American AGI is coming it’s over, AI will take all jobs worldview. Because it’s hard to conceive of doing things with people in America.


A human is about 20 petaflops. All of this installed compute is only about a million people. There is no magical “step change” for AGI. With 8 billion humans in the world, that’s still 13 doublings for machines to catch up. Yes, it will happen, but not next year.


When I was younger I used to think more negatively about jobs, I even called it the jobs problem in my 2019 agentic coding startup template. I have since come around, the point of a society is the flourishing of its inhabitants.

I know I know, I live in Hong Kong. Maybe the society here is brainwashing me or something. Or maybe, when I looked around on my walk yesterday, I saw a society that actually works for who lives here – not homeless everywhere, not isolation in cars, not blatant stagnation.

I know I know, that’s a socialist platitude or something, society that works. What they say right before they argue for a dumbass tax on billionaires or banning plastic straws. Don’t worry I still think most socialists are degrowth morons.

But what does it even mean to root for America anymore? Do these coming changes help the average American? Does Google getting ten million more TPUs help Americans? Or am I missing the point?


Ahh oh is it weapons? America will get AI weapons. Because it faces so many threats on its own isolated continent, good thing it has AI weapons to stay safe. Oh, wait, America faces no real threats. It wants to use the weapons offensively? Oh sorry sorry, in a preemptive strike they obviously would have hit us if we didn’t attack them first. Yes yes, defensive preemptive attack.

It’s just bullying. It’s stupid. How can anyone root for America to win AI? In its current incarnation, it means job loss for Americans and more bullying on the world stage.

I love America. I am American. And I wish it had the mandate of heaven. I wish America winning meant peace and prosperity. But when it’s for offensive military and the largest psychologically manipulative corporations in history, how can anyone root for this?

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