Show full content

[Note to reader: This is a sequel to my widely-circulated 2021 essay “The Great Solar Bleed-Out Scam”; for the sake of readers who have forgotten or never read that earlier essay, I include it here.]
April 1, 2021: Dr. Jeremiah Browne of NASA, Dr. Marissa Carson of NASA, and many other people from all over the world with the title “Dr.” in front of their names are telling us that, based on observed dimming of our sun, we can conclude with 100 percent certainty that humanity has around thirty years before catastrophe arrives, unless someone takes action.
They base their case on a claim that the sun is cooling off at an exponentially increasing rate—a rate that’s hard to measure right now, but one that will be impossible to ignore thirty years hence. I’m not going to tell you that they’re wrong to worry about exponential cooling. I can’t do that.
What I will explain to you is why they cannot know what they claim to know—at least, not with anything approaching the level of certainty they’re laying claim to. And the fact that they won’t admit the inherent uncertainty of their predictions gives me serious qualms about their judgment and good faith.
My case is summarized in a single picture depicting two overlaid graphs. One graph shows a process governed by an exponential curve; the other, a process governed by a different curve, one well known to biologists and ecologists and epidemiologists, called a logistic curve.

Now I’ll crop the right three-quarters of one of those two curves. Can you tell which curve you’re looking at?

The truth is, you can’t. And it’s not because you’re not a mathematician; I can’t do it either. That’s because (forgive my mathspeak—I’ll make my point in plain language in a minute) you can’t stably infer the carrying capacity of a system that hasn’t yet reached its inflection point.
Let’s unpack this, using rabbits (the town I live in is full of of them). If a town has no adult rabbits in March, there won’t be any rabbit-babies in April. The no-bunny condition is an equilibrium. But it’s an unstable equilibrium: introduce just one breeding pair, and it’ll give rise to an exponentially increasing rabbit population the next year and the year after. But not forever. Eventually the bunnies will reach a stable equilibrium in which the forces that cull them perfectly match the rate at which they breed. The logistic curve shows how the population increases from the unstable equilibrium, growing exponentially for a while and then leveling off. The stable level of the rabbit population is called the carrying capacity of the system. In the diagram, it’s called K.

In the middle of the curve you see a point where exponential departure from an unstable equilibrium gives way to exponential approach to a stable equilibrium. The point on the curve that marks this qualitative transition is called the inflection point. Geometrically, it’s the point where the curve stops being concave-up and starts being concave-down. And the trouble is, you can’t infer what the carrying capacity of the system is until you reach, or at least get near, the inflection point.
“Ill-conditioned” and its relative “ill-posed” are epithets mathematicians throw around when they rightfully want to shift the blame from themselves to a problem they’ve been asked to solve, when it’s a problem that nobody can solve because the data can’t support any specific conclusion. Extrapolating a logistic curve before it’s reached its inflection point is exactly such an ill-conditioned problem. Tiny fluctuations in the data can lead to enormously different predictions of the carrying capacity. At early times, a logistic process is nearly indistinguishable from an exponential process, so many wildly different futures are all compatible with identical early data.
I understand where Marissa Carson and Jeremiah Browne are coming from. A big lesson from the Covid-19 pandemic is that when something bad is coming for you, and it’s growing exponentially, you need to stop it while it’s still small (2019) rather than wait till it’s big (2020).
But another lesson from the pandemic is: Don’t let a mathematical formula do your thinking for you! Back in 2020, an innumerate White House staffer used a cubic polynomial to model the spread of Covid. The formula led to ridiculous conclusions, like case counts eventually becoming negative. Browne and Carson are more sophisticated; they use an exponential curve, which has the virtue of never becoming negative. But it’s not a good model for everything, and it isn’t even a good model for Covid; in some of the early hotspots, the inflection point for the initial variant of the virus arrived in the spring of 2020. Once an inflection point is reached, a logistic becomes a much better model of growth than an exponential.
Yet even the logistic model can be an oversimplification. Consider the reindeer of St. Matthew Island, 300 miles west of mainland Alaska. In 1944, twenty-nine reindeer were introduced. By 1963, the population had exploded to six thousand. If the reindeer had continued to multiply at that same rate, the population today would be around 50 billion, or roughly 12 reindeer per square foot. But something happened in the mid-60s, and by 1966 only forty-two of the animals remained. Rebound effects like these are beyond the scope of the logistic model. Modern ecologists know about other, more-sophisticated models, but apparently Drs. Browne and Carson and the other proponents of Project Arclight never got beyond the exponential model in their scientific education.
Project Arclight is a proposal to blast a multi-billion-dollar bucket to Venus, scoop up some of the material that constitutes the mysterious filament along which the sun’s energy appears to be draining, and bring that material back to Earth, so that we can—maybe—better understand a phenomenon that—big maybe—threatens all of human life.
But maybe the Petrova Line is part of some cyclic process that’s been going on for a few billion years, and which we didn’t know about previously because we’ve only been studying the sun scientifically for a couple of centuries.
In the two billion years since multicellular life arose, there have been only four cataclysms that led to temperature changes greater than one degree. That’s about one such cataclysm every 500 million years. What are the chances that a fifth event of this kind would happen to fall during the two centuries in which humans become capable of detecting such an event in advance? Less than one in a million.
If that’s what’s going on, then of course it’s awful news for life on Earth, but on the other hand, it’s an incredible piece of good luck that the Great Solar Bleed-Out just happened to take place at a moment when a species has evolved that might be able to do something about it.
The question is: Do we think we’re likely to be that lucky?
The physicist Niels Bohr (or maybe it was Yogi Berra) once wisely said, “Prediction is hard, especially about the future.” When billions of dollars are at stake—billions that could be spent in other ways, addressing known threats to humanity, such as global warming—perhaps we should be more modest in making bold assertions about the future, and less willing to make such reckless gambles with our children’s inheritance.
—————————————————
Epilogue, April 1, 2026: It’s time—okay, maybe well-past time—that I gave an account of the genesis of this piece of writing. The topic was not my own idea, but was suggested by four visitors who showed up at my office one day. The four said they represented certain “allied interests” with the shared goal of preventing irresponsible predictions of looming apocalypse. They said I could draw my own conclusions from the data at their disposal, but promised that if I came to the same conclusion that they had (and they expressed confidence that I would), they would use connections at their disposal to spread my essay far and wide. They said they wouldn’t pay me any money, lest the payment become publicly known and appear to compromise the independence of my judgment, but they’d see to it that my essay would reach far more eyeballs than anything I’d written thus far.
Up till then, I’d devoted little thought to the Petrova Line or to Project Arclight, but the trove of information the four visitors gave me, which included not just the publications of Drs. Browne and Carson but also various memos and private emails sent between them, proved to be a revelation. What mainstream media had presented as solid science was revealed to be a sham.
You probably want to know more about the visitors, and that’s fair, but I find that my memory is vague on that point. I recall that the four were nondescript, to the point that five minutes after they left, I could no longer remember what they looked like, and could not even specify their race or gender. This seems odd to me now, but it did not strike me as odd then.
Anyway, I wrote the piece that appears above, and amazingly, it soon appeared everywhere. Invitations to write more on the subject, as well as invitations to speak about it, soon flooded my inbox. A version of the essay appeared as an opinion piece in the Wall Street Journal. I landed a spot on the Joe Rogan Experience.
I should say at this point that I regret some of the actions taken by people who shared my views. When curbside surveillance showed that Dr. Carson was recycling, and hence presumably downing, half a dozen bottles of whiskey each week, these people were quick to declare Carson an alcoholic whose gloomy predictions could not be trusted. I could’ve pointed out an alternative interpretation of the data: a belief in the human race’s impending demise could have led her to do a lot of heavy drinking, rather than the other way around. As a scientist, I should’ve pointed this out. I didn’t.
Instead, I doubled down on the math. In my TED talk, I pointed out that “the exponential model is just a model”, and that “all models are wrong”. I probably should have presented the full George Box quote: “All models are wrong, but some are useful.” Too many people came away with a simplistic suspicion of scientific consensus in general. That certainly wasn’t my intention, but with the benefit of hindsight I can see that my efforts to rebut the work of Browne and Carson in the most muscular way possible may have fed this unfortunate suspicion.
In any case, the essay I’d written proved pivotal. In terms of its impact on popular culture, my take-down of the exponential model of solar dimming ended up being a bigger deal than that notorious emblem of Reaganomics, the now-discredited Laffer Curve, had been back in the 1980s. My essay was the story everyone read, the story everyone wanted to believe. First in the U.S. and then across the globe, Project Arclight was buried beneath a mudslide of mockery. And the moment in history when concerted global action was possible—more the sort of thing one would expect in a techno-optimist sci-fi novel or a feel-good popcorn movie—ended as quickly as it had begun, and such cooperation passed back into the realm of improbable daydream.
I got credit for saving the country billions of dollars. I’d hoped that some of that saved money would go toward combating global warming, or toward establishing outposts to monitor viruses and thus catch future pandemics like Covid before they killed many people. In short, I’d hoped that the money would be used to address better-established threats to our species. But that didn’t happen.
Riding high in the science communication field, I began work on a book, entitled Exponential Hype, and sold it with a six-figure advance. I had the whole thing more or less written, including the crowning chapter “The Not-So-Great Solar Bleed-Out”, but I convinced my publisher to hold off on printing it, arguing that sales would be maximized if we postponed publication until solar dimming reached its inflection point.
As you all know, that inflection point never arrived. And I eventually realized that I was the one who had been scammed: scammed by those four visitors. They were counting on my scholarly reputation—a reputation that they themselves lacked—to lend their views credibility. I don’t know who they were, or what “allied interests” they represented. I guess I never will.
Now the Bleed-Out is showing more and more of the signature features of an ecological invasion. We have no idea what the carrying capacity of the Sun/Venus/Petrova-Line system is. But judging from the numbers, we’re looking at a new long-term equilibrium in which Earth ends up being at least 50 degrees cooler than it is now, assuming that the long-awaited inflection point is just over the horizon.
I once derided Project Arclight as a hundred-billion-dollar boondoggle. Now it’s clear that what we really need is an even more massive, ten-trillion dollar project to go to the Tau Ceti solar system to figure out what’s different about its sun. A desperate forward pass from the 100-quadrillion yard line is our only chance to win the game of human survival.
Or rather, it would’ve been our only chance. If Project Arclight had gone forward, we might have acquired early evidence of the then-controversial but now broadly accepted ecologic hypothesis. The morale boost provided by that bit of progress might have led to further international cooperation. Instead, all the countries in the world are blaming and attacking each other, even though the catastrophe is nobody’s fault, so now we face not just an impending climate apocalypse but evils of our own doing: war, famine, pestilence, and death on a scale never seen before. This will be our children’s inheritance.
It’s pleasant to imagine a world in which I made a different choice. It’s even more pleasant to imagine a world in which the Great Solar Bleed-Out is just a fictional conceit and not an implacable reality. But unfortunately, we live in the real world. And in this world, the dictates of math and the laws of physics are in agreement: The inflection point is coming. It will eventually arrive. It’s just that there may not be any human beings around to see it.
I do wish I hadn’t written that essay. Things just might have turned out differently. But damn it, my math was right!

Under interpretation B (stop the first time Hn >Tn), the expected proportion of heads at the stopping time turns out to be a very pretty constant: E[Hτ/τ]=π/4. Here’s a brisk derivation.






















































