Vol. I, No. 14
Covering 19 June - 2 July 2023
Monday, July 3, 2023
Late edition · A Relentless publication
All the fortnight that mattered, in technology and in the world, read next to what we were building at the time.
RUSSIA

Wagner's men march on Moscow, stop 200 kilometres short, and expose the hollow at the centre of Putin's state

For 24 hours the strongest challenge to Vladimir Putin in his 23 years in power rolled up a highway unopposed. Then it turned around. Nobody who watched it will forget that it happened.

On the night of June 23 Yevgeny Prigozhin, the caterer-turned-warlord who runs the Wagner mercenary group that has done much of Russia's hardest fighting in Ukraine, turned his men against the Russian state. They seized the military headquarters in Rostov-on-Don without a fight, and a column drove north up the M4 highway toward Moscow, shooting down several Russian aircraft on the way and meeting almost no resistance. Prigozhin said he was not staging a coup but removing the defence minister and the chief of the general staff, whom he blamed for the war's conduct and for, he claimed, ordering a strike on his own men. Putin appeared on television, ashen, calling it treason and a "stab in the back," and vowing punishment.

Then, about 200 kilometres from Moscow, Prigozhin stopped. A deal brokered by Belarus's president let him go into exile there, dropped the charges, and folded his fighters into the regular army or sent them home. By nightfall on June 24 the column was gone and the state television was pretending it had all been a test of loyalty. It was not. For a full day the man Putin had built up as an instrument of the war had driven an armed force up the country's main highway toward the capital, and the machinery of the state, the army, the security services, the governors, had done essentially nothing to stop him. That is the fact that will not go back in the box. Whatever deal was struck, everyone in Russia saw that the centre did not hold, and that the strongman's monopoly on force is not what it was on the morning of June 23. Prigozhin's own future looked short; the crack he opened will not close.

AMERICA

The Supreme Court ends affirmative action, and strikes student-debt relief, in a term-defining week

In three days the Court remade admissions, sided with a designer who would not build a gay couple's website, and cancelled $400 billion of debt cancellation. The conservative majority is governing.

The Supreme Court's conservative majority closed its term with a run of decisions that will be felt for a generation. On June 29 it ruled that race-conscious admissions at Harvard and the University of North Carolina violate the Constitution, ending 45 years of affirmative action in American higher education and forcing every selective college to remake how it chooses a class. On June 30 it held, in 303 Creative, that a Colorado web designer could not be compelled to build a wedding site for a same-sex couple, carving a free-speech exception into anti-discrimination law. And the same day it struck down President Biden's plan to cancel more than $400 billion in student debt for 40 million borrowers, ruling he had exceeded his authority.

Taken together the three decisions mark a Court confident in its six-to-three majority and willing to use it across race, sexuality and executive power in a single week. Supporters called it a return to constitutional first principles and colour-blindness; critics called it a partisan supermajority legislating from the bench a year after it overturned Roe. Both agreed on the scale. The institution that Americans once trusted to stand above politics is now the most consequential policy-maker in the country, unelected and appointed for life, and it is only getting started.

THE OCEAN

The Titan implodes, and the world watches five people it could not save

A small submersible called Titan, carrying five people on a $250,000 dive to the wreck of the Titanic, lost contact on June 18 and was found on June 22 as a field of debris on the sea floor: it had imploded, instantly, under the pressure of the deep, most likely at or near the moment it went silent. Aboard were the vessel's designer and operator, Stockton Rush of OceanGate, the British adventurer Hamish Harding, the French Titanic expert Paul-Henri Nargeolet, and the Pakistani businessman Shahzada Dawood with his 19-year-old son Suleman. The world spent four days transfixed by a search-and-rescue operation that was, it emerged, a recovery from the first hour. The submersible was experimental and uncertified, built partly of carbon fibre against the advice of experts Rush had dismissed as obstacles to innovation.

FRANCE

A police killing sets the country alight

France erupted into nights of rioting after a police officer shot and killed a 17-year-old named Nahel at a traffic stop in the Paris suburb of Nanterre on June 27, the shooting captured on video that contradicted the police account. Anger at the killing, and at years of grievance over policing in the poor, largely immigrant banlieues, spread to cities across the country: cars and buildings burned, shops were looted, thousands were arrested, and the government deployed 45,000 officers. President Macron blamed social media and video games; the neighbourhoods blamed decades of neglect and a police culture that a dead teenager had once again laid bare.

IN BRIEF

Modi in Washington; the grain deal wobbles; the offensive grinds

Narendra Modi made a full state visit to Washington from June 21, addressing Congress for a second time and signing deals on jet engines, drones and semiconductors, as the United States courted India as a counterweight to China and set aside, for now, its concerns about the direction of Indian democracy. Russia threatened again to abandon the deal that lets Ukraine export grain through the Black Sea, driving up global food prices. Ukraine's counteroffensive continued to grind against deep Russian defences, gaining villages at a cost that tempered Western hopes of a summer breakthrough.

The Column

The arrogance that the deep rewards

Five people died in a submersible built by a man who publicly despised the rules that would have saved them. I build things too, and I want to defend the rules he mocked, not as bureaucracy, but as the compressed memory of everyone the deep has already killed.

Five people died this fortnight in a submersible whose builder had, on the record and with evident pride, dismissed the certification standards for such vessels as needless obstruction, an anachronism, safety-worship that stifled innovation. He said the rules were written for a timid industry and that at some point safety is just pure waste, and then he took his uncertified craft into the crushing dark and it did what the rules existed to prevent. I build things for a living, less dangerous things, and I want to write in defence of exactly the kind of rule he mocked, because his contempt for it is a specific and seductive and recurring error, and the deep sea merely punishes it faster and more visibly than most domains do.

There is a principle usually attached to Chesterton, about the fence across a road: the reformer who says he sees no use for the fence and will therefore tear it down should not be allowed to touch it until he can explain why it was put there, because the fence was almost certainly erected by someone to solve a problem, and the fact that the reformer cannot see the problem is more likely evidence of his ignorance than of the fence's uselessness. Most safety rules are Chesterton's fences, and the specific thing they fence off is a death that already happened. The certification standards for crewed submersibles are not arbitrary caution; they are a ledger, written over decades, of the precise ways the ocean has already killed people, each requirement a headstone, each specification the compressed and anonymised memory of a hull that imploded or a seal that failed or a material that fatigued, encoded into a rule so that the next builder does not have to rediscover, with his passengers, what the deep already taught at someone else's cost. To look at that body of rules and see only obstruction is to see a graveyard and mistake it for a parking lot.

I owe the counterargument its full strength, because I have felt its pull and it is not simply the vanity of one reckless man. Innovation does require breaking rules; every genuine advance looked reckless to the incumbents whose standards it violated; certification regimes really can ossify into gatekeeping that protects established players and strangles the new; and a civilisation too frightened to ever exceed its existing safety envelope would never have flown, never have sailed, never have gone to space, because all of those, at the outset, were statistically insane. This is true, and it is important, and it means the builder's instinct, that rules can calcify into cowardice, is not wrong in general. But there is a distinction he fatally missed, and it is the distinction between the rule you break because you have understood it and surpassed it, and the rule you break because you cannot be bothered to understand it and find your own ignorance more convincing than the accumulated evidence of the dead. The first is how progress happens. The second is how people die of things that were solved before they were born, and the tell that separates them is whether the rule-breaker can explain, in detail, why the rule was there and why his specific innovation genuinely renders it obsolete, or whether he simply finds the rule annoying and his own confidence sufficient.

Diane Vaughan, studying the Challenger disaster, gave the mechanism a name that every builder should carry: the normalisation of deviance. An organisation, or a person, departs from a safety standard, and nothing bad happens, because the margin the standard protected was large and the departure small, and so the departure comes to feel normal, and then a larger departure is taken from the new normal, and again nothing happens, and again it normalises, each successful violation eroding the perceived need for the rule, until the accumulated deviance finally exceeds the real, invisible margin, and the thing that had been fine every previous time is suddenly, catastrophically, not fine. The submersible had descended before and come back. That is not evidence that the rules were wrong; it is exactly the seduction Vaughan described, the deep rewarding the arrogance, again and again, teaching the builder that his contempt was wisdom, right up until the single dive on which the accumulated deviance met the true limit, which had been there the whole time, unmoved by how many times it had been flouted.

So I do not read this as a freak tragedy or as simple hubris to be clucked at from a distance. I read it as the clearest possible lesson in a discipline I try to practise: that the rules I did not write, the standards that predate me and seem to slow me down, are usually the encoded memory of failures I have been lucky enough not to have witnessed personally, and that my inability to see the reason for a constraint is the beginning of an inquiry, not the end of one. The deep sea is honest in a way most domains are not; it kills the normalisation of deviance quickly and without ambiguity. In the systems I build the deep is slower and the implosion quieter, a breach, a loss, a failure that unfolds over months, but the physics of arrogance is the same. The fence was built by someone. Before you tear it down, you had better be able to say who, and why, and what they lost teaching you the thing you are about to decide you already know.

The Ledger
AI
A relatively quiet fortnight for launches, loud for the surrounding argument. The through-line of the year holds: the technology advances, the governance scrambles, and the gap between them is where the risk lives.
Data centers & power
Unmoved on the surface, building underneath. The story waits for the next earnings season to put fresh numbers on the construction wave.
Rates
Fed on hold, two more rises signalled for the year. US growth and the labour market keep refusing to break, which keeps the "higher for longer" case alive.
Real estate
Mortgage rate 6.71 percent (June 29). No relief in sight; the pause did not lower the cost of a house, only stopped it climbing for a moment.
India tech
Modi's Washington visit banked the semiconductor and defence deals India wanted and the strategic embrace America wanted. The unspoken bargain, technology and capital in exchange for looking away from democratic backsliding, was on full display.
What we called wrong
Last issue we predicted the lost submersible would command "a fraction" more coverage than 600 drowned migrants. That was too gentle. It commanded, by any measure, many times more, and the contrast became its own story. We were right about the direction and wrong about the size.
The Back Page

Six hundred

Two weeks before the world held its breath for five people in a submersible, a fishing boat went down off Pylos, in the Ionian Sea, with as many as 750 people aboard, and roughly 600 of them drowned, most trapped in a hold they had been packed into after paying smugglers everything they had. There was no four-day search broadcast live, no navies converging, no countdown clock on the news. The Greek coastguard had shadowed the overloaded boat for hours and, survivors say, may have contributed to the capsizing while attempting a tow; an inquiry limps on. The dead were Syrians, Egyptians, Pakistanis, Palestinians, people whose names most of the outlets that ran the submersible story never learned. It is not wrong to mourn the five in the Titan; grief is not a finite resource to be rationed. It is worth noticing, though, which deaths a camera is sent to, and which it is not, and asking honestly what the difference was between the people in the water. They were all, every one of them, trying to reach somewhere they could not otherwise go.