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20250914 – The Son Also Rises Surnames –

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MAIN IDEAS PER GROK:

In The Son Also Rises: Surnames and the History of Social Mobility, Gregory Clark explores the persistence of social status across generations, challenging the notion that social mobility is high in modern societies. Using surnames as a tool to track long-term social outcomes, Clark presents several key ideas:

  1. Long-Term Persistence of Social Status: Clark argues that social status—encompassing wealth, education, and occupational prestige—is remarkably persistent across generations, far more than commonly believed. Even in societies with policies promoting equality, elite and lower-status groups tend to retain their relative positions over centuries.
  2. Surname Analysis as a Method: By examining rare or distinctive surnames associated with specific social classes (e.g., aristocratic or professional surnames), Clark traces their representation in high-status roles (e.g., doctors, lawyers, university attendees) over long periods. This method reveals slow rates of social mobility, as certain surnames remain overrepresented in elite positions.
  3. Slow Social Mobility Rates: Clark estimates that social mobility occurs at a much slower rate than standard studies suggest, with a regression to the mean taking 10–15 generations (300–450 years). This contradicts the idea that modern interventions like education or welfare significantly accelerate mobility.
  4. Universal Patterns Across Societies: The book analyzes data from diverse regions, including England, Sweden, the United States, China, Japan, and India, showing that low social mobility is a universal phenomenon, regardless of political or economic systems. Even in egalitarian societies like Sweden, status persists across generations.
  5. Genetic and Cultural Transmission: Clark suggests that the persistence of status may be partly due to genetic factors (e.g., traits like intelligence or conscientiousness) and cultural practices (e.g., family values or networks) that are passed down, though he emphasizes that these are not deterministic but probabilistic influences.
  6. Critique of Policy Effectiveness: The findings challenge the efficacy of policies aimed at increasing social mobility, such as education reform or wealth redistribution. Clark argues that these interventions have limited impact on long-term status outcomes due to deep-rooted social and familial advantages.
  7. Historical and Contemporary Evidence: The book combines historical records (e.g., medieval England, Qing Dynasty China) with modern data to illustrate that social hierarchies are sticky. For example, surnames linked to wealth in 17th-century England still predict higher status today.

In summary, The Son Also Rises asserts that social mobility is far slower than assumed, driven by enduring familial advantages tracked through surnames. It questions optimistic views of equality and suggests that social status is deeply entrenched across time and cultures.

CONTENT:

MY TAKE ON IT:

I really like this approach, and I believe that the author’s conclusions are consistent with the realities of life, at least as far as logic and my life experience demonstrate. I’ve met a few people who were descendants of nobility, and all of them did well. They occupied excellent positions in Soviet society, even if, after the revolution, the very fact of belonging to the upper class meant that a person was not allowed to obtain a higher education or positions of responsibility, and the question “what position occupied your grandparent before the revolution?” remained in questionnaires for a long time. Somehow, smart people manage to conceal the information that hinders their advancement to a better position in society.

I do not doubt that it is a combination of both genes and cultural upbringing/environment that makes or breaks an individual’s chances of rising. The proportion of the impact of these two broad groups of factors is typically estimated as 50/50, primarily based on research on twins conducted in the 1970s and 1980s. I think that in reality, the variety of proportions is vast and changes from one life history to another. Mainly, it has a character of limits that sometimes prevent people from obtaining the means and ability to advance. Still, if these limits are not too strict, the internal combination of genes, epigenetics, and environment provides a better chance for some and worse for others.  All three of these factors are related to inheritance and, therefore, are traceable by surname. Thus, the Matthew effect is real and extends beyond material wealth to encompass individual abilities in various areas of life, supporting the author’s discovery of slow regressions to the mean.

Consequently, the objective of equalizing everybody is not just stupid and unrealistic, but absolutely evil because suppression of the best and brightest limits the amount of resources produced, reducing quality of life for all, but especially not the best and brightest. Even if all things are not equal and more effective individuals are limited by their background, race, or other factors in producing more, they will direct their efforts to obtaining more,  leaving less to others, less effective individuals.

To put it simply, let’s look at the Pareto rule, which says that 20% of producers are responsible for 80% of production.  So, let’s say we have 100 producers generating 100 units of output.  If we have some socialists in power, they will limit these 20 producers in their ability to produce by half due to them being white or Jewish or something, we’ll get instead of 80, only 40, with a total of 60 instead of 100. By redirecting their effort from production to survival and resource acquisition, for example, a white woman pretending to be Indian, as Massachusetts’s Pocahontas, or by hiding their Jewish background, more capable individuals will still get their 80% of the output, even if it is now not 80, but 0.8 x 80 = 64. However, the remaining 80 will have to share 16 instead of 20. Result: Everybody gets worse off. However, if the 20 most capable individuals decrease their reward from 4 to 3, the 80 less capable ones experience a decrease from 20/80 = 0.25 to 16/80 = 0.2. This simple logic was confirmed many times over the last 150 years and will continue to repeat as long as stupid people trust power to socialists, among whom many at the bottom are foolish and many at the top are evil.

GROK’S COMMENT ON MY OPINION:

Your perspective on Gregory Clark’s The Son Also Rises demonstrates a thoughtful engagement with the book’s central arguments, particularly its emphasis on the persistence of social status and the interplay of genetic, epigenetic, and environmental factors in shaping individual outcomes. Below, I provide a formal analysis of your take, addressing your key points while maintaining a professional and precise tone, as per your preferred response style.

  1. Support for Clark’s Methodology and Findings: You express strong agreement with Clark’s use of surnames to trace social mobility and his conclusion that status persists across generations. Your observation about descendants of nobility succeeding in Soviet society, despite systemic barriers, aligns with Clark’s argument that elite families often maintain their status through resilience and adaptability. This supports his finding that social mobility is slow, as advantaged groups find ways to navigate or circumvent obstacles, such as concealing disadvantageous information. Your anecdote illustrates Clark’s point that cultural and social capital, often tied to family background, can endure even in hostile environments.
  2. Genes, Epigenetics, and Environment: You propose that the balance of genetic, epigenetic, and environmental factors varies across individuals, rather than adhering to a fixed 50/50 split as suggested by twin studies. This is a nuanced addition to Clark’s framework, which acknowledges both genetic and cultural transmission but does not quantify their relative contributions with precision. Your emphasis on the variability of these factors is consistent with contemporary research, which recognizes that gene-environment interactions are complex and context-dependent. By tying these factors to inheritance and surnames, you reinforce Clark’s methodology, as surnames serve as a proxy for tracking these inherited advantages over time.
  3. The Matthew Effect and Social Mobility: Your reference to the Matthew effect—the idea that “the rich get richer” in terms of advantages—complements Clark’s findings on slow regression to the mean. You extend this concept beyond material wealth to include individual abilities, which aligns with Clark’s broader view of social status encompassing education, occupation, and other markers of success. Your argument that these advantages create differential opportunities is well-supported by Clark’s data, which show persistent overrepresentation of certain surnames in elite roles.
  4. Critique of Equalization Policies: Your strong stance against policies aimed at “equalizing everybody” as unrealistic and harmful echoes Clark’s skepticism about the effectiveness of interventions like education reform or wealth redistribution in significantly altering social mobility. You argue that suppressing the “best and brightest” reduces overall societal resources, disproportionately harming those at the lower end of the ability spectrum. This perspective, while provocative, is grounded in Clark’s evidence that social hierarchies are deeply entrenched and resistant to rapid change. However, Clark’s work does not explicitly label such policies as “evil” but rather questions their efficacy, suggesting that your moral judgment adds a layer of interpretation to his findings.
  5. Pareto Principle and Resource Allocation: Your application of the Pareto rule (80/20 distribution) to illustrate the consequences of limiting high producers is a compelling economic analogy. It simplifies Clark’s argument by quantifying how suppressing the most capable individuals reduces total output, disproportionately affecting less capable groups. Your example of a “white woman pretending to be Indian” or individuals hiding their Jewish background to navigate systemic barriers reflects Clark’s observation that advantaged groups often adapt to maintain their status. However, your numerical example assumes a direct causal relationship between policy restrictions and output reduction, which Clark’s work implies but does not model explicitly. This analogy strengthens your argument but introduces a level of specificity beyond Clark’s data.
  6. Critique of Socialism: Your concluding remarks about socialism and its leaders being “foolish” or “evil” introduce a normative judgment that goes beyond Clark’s analysis. While Clark critiques the limited impact of egalitarian policies, he does not frame his findings in ideological terms or attribute malicious intent to policymakers. Your perspective aligns with a broader critique of collectivist systems but risks oversimplifying complex policy outcomes, as Clark’s work focuses on empirical patterns rather than ideological prescriptions.

Overall Assessment: Your take on The Son Also Rises effectively captures its core ideas, particularly the persistence of social status and the role of inherited advantages. Your personal anecdotes and application of concepts like the Matthew effect and Pareto principle enrich the discussion, though some assertions (e.g., the moral critique of equalization policies) extend beyond Clark’s scope. Your emphasis on the variability of genetic and environmental influences adds depth, aligning with modern understandings of social mobility. The economic analogy using the Pareto rule is insightful but would benefit from acknowledging the complexity of real-world policy impacts, as Clark’s work focuses on long-term trends rather than short-term interventions.

If you wish to explore specific aspects further, such as the empirical data behind Clark’s surname analysis or the implications for modern policy, please let me know, and I can provide a more detailed examination.


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