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advait

@advaitarun.bsky.social
5.1K followers 1.4K following 1.2K posts

capital markets & energy finance @ Center for Public Enterprise ☀️🏗️ • fmr US Treasury • bay area / dc • advaitcore.substack.com.

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Reposted by advait
ryan cooper @ryanlcooper.com · 14h
"The Customer, of course, does not exist. Supposedly, it is all of us. But really, it just reifies a little slice of our behavior, one that mostly reflects how little we care about things like online shopping" bsky.app/profile/loui...
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Abdul El-Sayed @abdulelsayed.bsky.social · 14/10/2026
The wealthiest in our country should pay their fair share into Social Security. Scrap the cap!
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advait @advaitarun.bsky.social · 14/10/2026
It always does make me chuckle that so much of these equity-flush hype sectors downplay how hard and capital-intensive the trial-and-error process of getting facilities and mines stood up is. I know less about mining but can imagine that it takes a ton of capital to set up a viable mine!
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advait @advaitarun.bsky.social · 14/10/2026
Really good thread, thanks! I feel like a lot of these companies, even if they do have some kind of promising tech, aren't even "junior miners," they're technologists looking for quick exits. That's not to say they aren't interested in doing exploration work but... on someone else's dime I bet
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advait @advaitarun.bsky.social · 13/10/2026
Today CPE is publishing some revisionist history about BIL and IRA: Because the laws didn't touch muni markets and focused more on infra grants than loan authorities, they didn't adequately juice local economic development. Here's how we can change that: publicenterprise.org/long-term-li...
publicenterprise.org
Long-term liquidity for long-term public capital planning
The federal government has several options beyond what it authorized in BIL and IRA to empower state and local government investment in critical infrastructure that both lowers costs and helps drive d...
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advait @advaitarun.bsky.social · 14/10/2026
Canada, the Swiss Army knife of Europe?
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molly taft @mollytaft.com · 14/10/2026
i wrote about why i think everyone (esp people working on climate) should see digger. unfortunately i had to spoil digger in order to write about digger. so do me a favor and see digger and then come back and read my review
wired.com
Everyone Hates ‘Digger.’ It’s the Perfect Climate Movie
The deeply uncomfortable film forces audiences to confront what types of stories we tell ourselves about who has economic and political power.
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Liz Fong-Jones (方禮真) @lizthegrey.com · 13/10/2026
cpu is dogshit slow for inference, and self-replicating worms already exist (you may know them as rVPNs or botnets) alas they're just repackaging an existing problem as "you should be afraid of everyone's ai except ours"
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advait @advaitarun.bsky.social · 13/10/2026
somewhat less bad than the "world of bits"/"world of atoms" dichotomy
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asad ramzanali @asad09.bsky.social · 13/10/2026
News: I’m leading the Vanderbilt Policy Accelerator’s new AI Governance Project! AI is reshaping the econ, work, security & culture, but largely at the direction of private actors. AGP will build policy that centers the public's interest vanderbiltpolicyaccelerator.substack.com/p/announcing...
vanderbiltpolicyaccelerator.substack.com
Announcing the AI Governance Project
The effects of artificial intelligence will be society-wide – reshaping the economy, labor, national security, culture, and even knowledge acquisition.
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Yakov Feygin @buddyyakov.bsky.social · 13/10/2026
Biden-era legislation assumed markets would emerge themselves and capacity arise from thin air instead of actively creating new instruments and tools for municipal authorities that would build balance sheet space and administrative capacity.
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alex williams @atwilliams.bsky.social · 13/10/2026
okay two fun things today. 1. new issue of FORCES OF PRODUCTION about Affordability, www.forcesofproduction.com/p/measuring-... 2. more importantly, todays issue has a tool to calculate your own personal inflation rate from CPI data to increase complaint precision
forcesofproduction.com
Measuring and Managing Affordability
Introducing the “Calculator for Personal Inflation (CPI)”
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Yakov Feygin @buddyyakov.bsky.social · 13/10/2026
Now that is its public, Perry made me who I am today. A brilliant scholar and generous teacher who created a motley band of graduate student for whom he was a surrogate academic parent. I will miss you forever.
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Yakov Feygin @buddyyakov.bsky.social · 13/10/2026
New @publicenterprise.bsky.social note with my colleagues @advaitarun.bsky.social and @jmooreotto.bsky.social going through federal actions that would improve local and state infrastructure capital planning and market liquidity. publicenterprise.org/long-term-li...
publicenterprise.org
Long-term liquidity for long-term public capital planning
The federal government has several options beyond what it authorized in BIL and IRA to empower state and local government investment in critical infrastructure that both lowers costs and helps drive d...
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advait @advaitarun.bsky.social · 13/10/2026
decarbonization and resilient infrastructure pretty much require redoing federalism as we understand it :) and this memo doesn't even get into the impact of the 80s/90s tax revolts and balanced budget rules that put straitjackets on state investment capacities :/
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advait @advaitarun.bsky.social · 13/10/2026
I've already covered how existing model of American economic development--which relies on localities with no admin or financial capacity--doesn't work: publicenterprise.org/state-capaci... So this new note puts some meat on the bones of strategies for solving these problems.
publicenterprise.org
State capacity: The Inflation Reduction Act, American federalism, and infrastructure finance
On December 3, 2024, CPE Senior Associate for Energy Finance Advait Arun presented at the University of Sydney's Climate Economy political economy and geography workshop about how the Inflation Reduct...
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advait @advaitarun.bsky.social · 13/10/2026
We often hear that states are supposed to be the "laboratories of democracy." But that phrase doesn't mean much when states and regional development authorities don't have adequate liquidity to invest in their priorities!
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advait @advaitarun.bsky.social · 13/10/2026
This note from @jmooreotto.bsky.social, @buddyyakov.bsky.social, and I highlights promising capital planning reforms that states, communities, and green banks should demand of the federal govt. It's a long time coming: The feds constrain local capital planning in lots of underappreciated ways!
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advait @advaitarun.bsky.social · 13/10/2026
Today CPE is publishing some revisionist history about BIL and IRA: Because the laws didn't touch muni markets and focused more on infra grants than loan authorities, they didn't adequately juice local economic development. Here's how we can change that: publicenterprise.org/long-term-li...
publicenterprise.org
Long-term liquidity for long-term public capital planning
The federal government has several options beyond what it authorized in BIL and IRA to empower state and local government investment in critical infrastructure that both lowers costs and helps drive d...
22011
Reposted by advait
Brendon Slotterback @bslotterback.bsky.social · 12/10/2026
The thing you need before you seek a permit is capital. While folks debate "permitting certainty", I cannot help wonder about remedies for spending certainty. Future climate legislation will definitely involve federal spending, and right now a budget director has more power than Congress.
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jamelle @jamellebouie.net · 11/10/2026
question for brooks: what if they are, literally, nazis?
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advait @advaitarun.bsky.social · 10/10/2026
He does sorta get at the weird coalitions trying to resist that one skate park!
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advait @advaitarun.bsky.social · 10/10/2026
I didn’t think it was noticeably NIMBY tbh. The bits on city of yes were more ruminating on how change in a community is inevitable, even for concrete itself, and I think Wilson is moreso paying attention to people being weird/interesting in this milieu than he’s endorsing any of the NIMBYs views
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geoffrey 💀 (scary now) @parsnip.bsky.social · 09/10/2026
dc statehood is non-negotiable after trump's actions in his second term. republicans despise the people of the city that hosts them, and there is little reason to think that, now that the seal is broken on treating them as an occupied population, a next republican president will be more restrained
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advait @advaitarun.bsky.social · 09/10/2026
you must!! it's so fun and so touching
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Michael McLean @michaelmclean.me · 09/10/2026
Dying to see this one
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advait @advaitarun.bsky.social · 09/10/2026
History of Concrete was an incredible movie and @carolynw.bsky.social wrote about how it approaches the art of storytelling itself (in the age of AI): episodes.ghost.io/how-to-make-...
episodes.ghost.io
How to make a movie with John Wilson
Carolyn Wang — making their Episodes debut! — on what makes John Wilson's films humane in an age of artificiality.
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Free DC @freedcproject.bsky.social · 09/10/2026
Soldiers positioned at voting locations is not legal behavior. These are Mississippi National Guard troops at a DC ballot dropbox yesterday. We demand the governors of Mississippi, Florida, and Georgia get your soldiers OUT NOW.
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advait @advaitarun.bsky.social · 09/10/2026
History of Concrete was an incredible movie and @carolynw.bsky.social wrote about how it approaches the art of storytelling itself (in the age of AI): episodes.ghost.io/how-to-make-...
episodes.ghost.io
How to make a movie with John Wilson
Carolyn Wang — making their Episodes debut! — on what makes John Wilson's films humane in an age of artificiality.
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Vituperative Erb @vituperativeerb.bsky.social · 09/10/2026
“Obscene medieval spectacle” really nails it
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Micah @rincewind.run · 08/10/2026
the reason “AI will create so much abundance we will have a utopian society” rhetoric falls so flat is that the people building it will never, ever share their bounty unless it is taken from them and we all know it
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CAHSR's Strongest Soldier @emoscientist.bsky.social · 08/10/2026
Decades of disinvestment and austerity is actually a significant reason why stuff is so expensive! We don't invest in in-house staff, fund projects piecemeal, and do everything as a one-off, so everything costs more.
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advait @advaitarun.bsky.social · 07/10/2026
For all I've said about AI financing, I admit I'm still figuring out what the future of AI even is. So I couldn't be more excited to work with @rooseveltinstitute.org, @matthewus.bsky.social, and Danica to scope out possibilities for our shared future! Below is a thread of my prev writing on AI:
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Data & Society @datasociety.bsky.social · 07/10/2026
We're so excited to work with these brilliant residents!
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advait @advaitarun.bsky.social · 07/10/2026
Excited for all that's to come alongside @rooseveltinstitute.org! :)
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advait @advaitarun.bsky.social · 07/10/2026
There's a LOT more to explore about the future of AI. I've been reading a lot of Farrell, Weatherby, Recht, Max Read, and Morozov recently to get a sense of what a progressive cybernetics could really look and feel like. I want to figure this out before the Broligarchs decide for us...
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advait @advaitarun.bsky.social · 07/10/2026
My very first substack post was about interacting with AI art and how... weird? uncanny? it all felt. I took a pretty draconian posture against LLMs here, back when their capabilities were a lot stupider. But, even now, I don't know if I was wrong to do so. advaitcore.substack.com/p/llms-in-th...
advaitcore.substack.com
LLMs in the art gallery
At the infamous intersection of art and technology―not a fan.
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advait @advaitarun.bsky.social · 07/10/2026
I am also not sure what to make of arguments that AI turns information into a commodity. It's a marketing pitch; I'm not sure that's really how it works. If information isn't a commodity, then what IS it? And what does it mean for our understanding of AI? advaitcore.substack.com/p/informatio...
advaitcore.substack.com
Information processing
Is information a commodity?
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advait @advaitarun.bsky.social · 07/10/2026
I have critiqued how politics is using and is being shaped by the demands of AI. The "Reindustrialize America" conference last year really had me worried. For now, AI seems moreso the calling card of reactionary futurists than something inherently liberatory. advaitcore.substack.com/p/a-really-b...
advaitcore.substack.com
A really bad Western
American reactionary futurism on display in Detroit.
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advait @advaitarun.bsky.social · 07/10/2026
I have written about all this independently as well. Presaging my Dissent piece, after Bubble or Nothing, and inspired by Zola, I vibed out about the nature of speculation itself in this contemporary context. advaitcore.substack.com/p/the-dance-...
advaitcore.substack.com
The dance of millions
Making sense of the big bubble.
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advait @advaitarun.bsky.social · 07/10/2026
Over the summer, I wrote about how the AI boom has warped equity markets, most prominently through the SpaceX/xAI IPO. The IPO made me doubt the efficacy of "market transparency" arguments against the AI boom. I wrote about it for @dissentmag.bsky.social. bsky.app/profile/adva...
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advait @advaitarun.bsky.social · 07/10/2026
PREA: bsky.app/profile/adva...
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advait @advaitarun.bsky.social · 07/10/2026
Heatmap: bsky.app/profile/robi...
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advait @advaitarun.bsky.social · 07/10/2026
I've informally followed up on Bubble or Nothing in various interviews. My favorites are with @dianadigangi.bsky.social and Brian at Utility Dive, with Heatmap, and with the Pension Real Estate Association. www.utilitydive.com/news/utiliti... www.utilitydive.com/news/efforts...
utilitydive.com
Utilities are spending billions on the data center boom. What are the risks?
“Data center demand is hard to project over the next few years,” said Advait Arun of the Center for Public Enterprise. “In a market correction, it's very possible that data centers ... will end up cra...
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advait @advaitarun.bsky.social · 07/10/2026
This is where it all started. I don't think I got anything *wrong* per se, but a lot of the risk factors facing the sector have transformed in very interesting ways. The truth is, it's HARD to build a data center, and that constraint has changed how the sector grows. bsky.app/profile/adva...
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advait @advaitarun.bsky.social · 07/10/2026
For all I've said about AI financing, I admit I'm still figuring out what the future of AI even is. So I couldn't be more excited to work with @rooseveltinstitute.org, @matthewus.bsky.social, and Danica to scope out possibilities for our shared future! Below is a thread of my prev writing on AI:
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Roosevelt Institute @rooseveltinstitute.org · 07/10/2026
New: We’re excited to partner with @datasociety.bsky.social to welcome our three Good Life Residents focused on how government can ensure AI serves the public interest! Meet them and learn more about the work they’ll be doing: 👤 @advaitarun.bsky.social 👤 Danica Yu 👤 @matthewus.bsky.social
rooseveltinstitute.org
Roosevelt Institute, Data & Society Announce AI Residents
The Roosevelt Institute and Data & Society announce three Good Life residents focused on shaping generative AI investment and policy in the public interest.
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I Scare You Like Sound Dog @chadstanton.blacksky.app · 06/10/2026
People don’t want to take it seriously but they’re literally working backwards from whatever will support white supremacy and it keeps working because a lot of people are quite sure they can make white supremacy work in their favor.
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Olúfẹ́mi O. Táíwò @olufemiotaiwo.bsky.social · 25/07/2026
related to another bizarre feature of political discussion in the US: that it's supposed to mark you as reasonable/bipartisan/fair or whatever that you take these discourses on their own terms. as opposed to marking you as (at best!) a mark
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Nathaniel William Horadam @horadam.bsky.social · 30/09/2026
I joined Georgia Tech's Energy Policy and Innovation Center as a research fellow in April (right before everyone skipped town for the summer!), and today I'm pleased to share my first commentary for them. This one's all about aluminum. 🔌💡🚗 epicenter.energy.gatech.edu/2026/09/29/h...
epicenter.energy.gatech.edu
Hot wars and trade wars remind us why aluminum is a critical mineral – Energy Policy and Innovation Center (EPIcenter)
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