Reposted by @andrewbkaras.bsky.socialbrasidas @brasidas.bsky.social · 09/10/2026On the flip side, I think people are missing how much of the datacenter build out is not AI. AWS has an obscene margin and is capacity-limited. About 10% of datacenter demand is the AI companies. 410524
Reposted by @andrewbkaras.bsky.socialDavid Wessel @davidmwessel.bsky.social · 04/10/2026Krugman: Current evidence does not support view that rising long-term interest rates are being driven by fears of US govt default or concerns about runaway inflation.Likely that biggest source of rate surge is immense demand for funds created by AI boom. paulkrugman.substack.com/p/who-droppe... 1175
Reposted by @andrewbkaras.bsky.socialBen Casselman @bencasselman.bsky.social · 02/10/2026But it isn't just wages. People aren't quitting their jobs. Gross hires (a proxy for job turnover) are low. Workers aren't acting like they see a lot of opportunities to go out and find better jobs. 26512
Reposted by @andrewbkaras.bsky.socialA Meatwad on Elm Street @wrenispinkle.bsky.social · 23/09/2026I was a 911 dispatcher during the Great Recession and helped quite a few suicidal people who’d taken a bath on/made a living in real estate. Others called only to give some final info and didn’t want help 💔 …when this shit hits the fan I worry it’s gonna be so much worse 89614
Reposted by @andrewbkaras.bsky.socialBloomberg News @bloomberg.com · 14/09/2026President Trump’s daughter-in-law said a Russian oligarch paid for “two incredible nights of celebration” in the Bahamas after her wedding to Donald Trump Jr. but was not involved in the actual nuptialsbloom.bgTrump Jr.’s Wife Says Russian Paid for Parties But Not WeddingPresident Donald Trump’s daughter-in-law said a Russian oligarch paid for “two incredible nights of celebration” in the Bahamas after her wedding to Donald Trump Jr. but was not involved in the actual nuptials, amid fresh ethics questions involving the first family. 248129
Reposted by @andrewbkaras.bsky.socialThe Economist @economist.com · 11/09/2026Bond yields are surging around the world. Is it because investors fear higher inflation—or because they expect faster long-term economic growth? India offers a useful test of the two theoriesbit.lyWhat is causing the global bond sell-off?India hints at the answer 164
Reposted by @andrewbkaras.bsky.socialIsaiah Bishop @isaiahbishop.bsky.social · 11/09/2026hence why im more interested in taxation and redistribution than guaranteed incomes. 091
Reposted by @andrewbkaras.bsky.socialEffective Transit Alliance @etany.org · 09/09/2026ETA measured that on a 40 minutes trip from one end of the 7 train to another, nearly a full 25% of the time was filled by announcements. That makes it hard to talk with traveling companions, read a book, or even just travel in solitude. 2404
Reposted by @andrewbkaras.bsky.socialDaniel Kay Hertz @danielkayhertz.bsky.social · 08/09/2026In the last decade, development on land zoned for multifamily residential has gone from 2/3 single family to 7/8 multifamily daniel-kay-hertz.ghost.io/the-2019-bui... 1478
Reposted by @andrewbkaras.bsky.socialmr. TIM @timkellogg.me · 09/09/2026another researcher accuses OpenAI of training on conversations and then claiming a breakthrough 18446151
Reposted by @andrewbkaras.bsky.socialFinTwitter @fintwitter.bsky.social · 10/09/2026Democratic senator Fetterman to appear in video at Republican convention in Dallas, U.S. media 231
Reposted by @andrewbkaras.bsky.socialSpreadsheet enjoyer 🇨🇦🇪🇺 @bluser12.bsky.social · 08/09/2026lol 3507
Reposted by @andrewbkaras.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 02/09/2026More chatter about China buying again, via Bison Insights. Largest marginal buyer in the world. #OOTT 616725
Reposted by @andrewbkaras.bsky.socialBellingcat @bellingcat.com · 01/09/2026A mysterious, never before seen island in Canada made waves after it was photographed adrift on Williston Lake, British Columbia before supposedly vanishing. Video footage of the island shows a thickly forested landmass undulating surreally on the water. But did it really disappear?x.comphilip lewis (@Phil_Lewis_) on X'According to estimates, it's bigger than the size of a Canadian football field and nearly the size of two NFL fields' 925457
Reposted by @andrewbkaras.bsky.socialBeijingPalmer @beijingpalmer.bsky.social · 01/09/2026if only there was a country making new electric vehicles in massive quantities at rock-bottom prices whose domestic market is direly oversaturated! 221082143
Reposted by @andrewbkaras.bsky.socialWilliam B. Fuckley @opinionhaver.bsky.social · 01/09/2026logging on to the earnest high-info neurotics website every day during the everything going wrong decade: 'you know, the vibes here could be better' 223678717
Reposted by @andrewbkaras.bsky.socialAndrew Lynch | vanshnookenraggen @vanshnookenraggen.com · 24/08/2026Rebuilding the BQE is a bad investment. But letting the structure fall down is worse. The problem isn't that Mamdani isn't changing the status quo, it's that the status quo won the long game because DeBlasio and Adams didn't want to deal with it. Mamdani had no choice at this point but to rebuild. 2271
Reposted by @andrewbkaras.bsky.socialBen S @bensh3.bsky.social · 24/08/2026The BQE reaction is a good look into just how much uncritical Mamdani fawning there actually is, even down to thinking that invoking The Power Broker makes this an anti-Robert Moses action. 5739
Reposted by @andrewbkaras.bsky.socialGuy Berger @econberger.bsky.social · 12/08/2026ok, K-shaped economy is already taken but I'm going to claim "deKaying" for the slight decrease in inequality we see in some economic series 1234
Reposted by @andrewbkaras.bsky.socialMichael Adams-Hurta @adams-hurta.bsky.social · 12/08/2026Peggy Flanagan, tonight's biggest winner for progressives vs. moderates, seems more emblematic of the likely future of the Democratic Party and even its left flank than Abdul El Sayad or Francesca Hong or Graham Platner ... and yet she has gotten a fraction of the coverage. 47518
Reposted by @andrewbkaras.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 10/08/2026“.. even when troops see Iranian missles approaching, they are forced to decide in a matter of seconds whether to expend a limited number of interceptors or hope for the best ..” @theatlantic.com www.theatlantic.com/national-sec... 53666297
Reposted by @andrewbkaras.bsky.socialMaia @maiamindel.bsky.social · 10/08/2026i fell for all of the stupid woke cliches of 2020. now, in big 2026, i can safely say they were stupid cliches. am i falling for any stupid cliches right now? no, of course not, i have reflected 316213
Reposted by @andrewbkaras.bsky.socialGavin Jackson @gavinjackson.bsky.social · 06/08/2026There is little sign of any "jobs apocalypse" in India's IT sector www.economist.com/finance-and-... 2337
Reposted by @andrewbkaras.bsky.socialPatrick Meyers @pmeyers7.bsky.social · 07/08/2026I really do wish that most Americans would pay more attention to what's been happening in Sudan (and who's funding it). I would hope people would at the very least think about cancelling their Dubai vacations (or not having the main sponsor of their event be Abu Dhabi). 06816
Reposted by @andrewbkaras.bsky.socialG Elliott Morris @gelliottmorris.com · 05/08/2026What is truly "shocking" about the polling miss in Michigan is that it is completely average for a primary "The expected error on the margin between two primary candidates in a race for governor or U.S. Senate is a whopping 13.0 points." blog.fiftyplusone.news/p/2026-texas...blog.fiftyplusone.newsDo we really know who's leading the Texas Senate races?Primary polls have historically been rather unreliable, and a surge in new primary voters means turnout assumptions matter more than usual 23776160
Reposted by @andrewbkaras.bsky.socialJerusalem Demsas @jerusalem.bsky.social · 05/08/2026"For the first time ever, more people are employed by remodeling companies than by single-family and multifamily developers combined." (h/t @josephpolitano.bsky.social) www.theargumentmag.com/p/americas-e... 55912
Reposted by @andrewbkaras.bsky.socialFinTwitter @fintwitter.bsky.social · 05/08/2026🤖 DEEPSEEK IS NOW #1 ON OPENROUTER, PASSING GOOGLE. DeepSeek handled 299M text requests this week, taking 27.1% of the platform versus Google's 25.0% and OpenAI's 16.8%. V4 is driving the shift, with agent workflows multiplying calls per task. $GOOGL 095
Reposted by @andrewbkaras.bsky.socialBrad Lander @bradlander.bsky.social · 03/08/2026Proud to stand with these three Michigan champions for a politics of solidarity that focuses relentlessly on the needs of working people. All three of them are hustling to turn out voters until the minute polls close tomorrow. (1/3) 71073183
Reposted by @andrewbkaras.bsky.socialJoey Politano🏳️🌈 @josephpolitano.bsky.social · 03/08/2026American factory construction continued declining in official data released today as CHIPS Act projects finish, IRA projects get cancelled, and tariffs weigh on nearly all industries Total US factory construction is down 32% from its 2024 highs and 22% over the last year alone 923178
Reposted by @andrewbkaras.bsky.socialProtect Bridgeport Bicyclists @stevevance.net · 02/08/2026Alexi Giannoulias talks about adopting #singlestair and pre-approved housing designs 2212
Reposted by @andrewbkaras.bsky.socialBetter Things Are Possible @internethippo.bsky.social · 01/08/2026Look, I don't know much about this issue, but according to the media I consume which is carefully engineered to piss me off, 112165291
andrewbkaras.bsky.social @andrewbkaras.bsky.social · 01/08/2026Just spitballing, NYC should permit unionized Walmarts and do the municipal grocery stores and then see which people prefer 000
andrewbkaras.bsky.social @andrewbkaras.bsky.social · 01/08/2026Why are my tax dollars funding meat? I’m vegetarian. Other than that I still support Mamdani 000
Reposted by @andrewbkaras.bsky.socialBenjamin Schneider @benschneider.bsky.social · 31/07/2026Progressive LA Mayoral Candidate Nithya Raman told Vanity Fair that her main difference with DSA is on housing. www.vanityfair.com/story/nithya... 2777397
andrewbkaras.bsky.social @andrewbkaras.bsky.social · 31/07/2026giftarticle.ft.com/giftarticle/... China is smarter about subsidies than everybody else 010
andrewbkaras.bsky.social @andrewbkaras.bsky.social · 31/07/2026If this is accurate, then Rogers is surmountable, but it’ll be nerve-wracking 000
Reposted by @andrewbkaras.bsky.socialShipwreck @shipwreck75.bsky.social · 30/07/2026A NATO official confirms that a Russian missile of "unknown type" entered Polish airspace and crashed. F-16s, a refueling aircraft, an airborne early warning plane, and a helicopter all scrambled. Warsaw says Ukrainian jets tried to intercept it.-Buisness Insider 413043
Reposted by @andrewbkaras.bsky.socialToby Nangle @tobyn.bsky.social · 30/07/2026But what if Warsh is injecting uncertainty premia *on purpose*? 3133
andrewbkaras.bsky.social @andrewbkaras.bsky.social · 29/07/2026I’m glad Dan Biss won, hope Kat continues to stay involved in politics though 010
Reposted by @andrewbkaras.bsky.socialWill Stancil @whstancil.bsky.social · 28/07/2026For the record my view is that it might make sense to provide access to a vital modern service in areas where it isn’t available, but using it as a way to cut prices is nonsensical and maybe actively destructive 322094
andrewbkaras.bsky.social @andrewbkaras.bsky.social · 28/07/2026If this persists, would be meaningful 000
Reposted by @andrewbkaras.bsky.socialBill McKay @mckay4senate.bsky.social · 27/07/2026My favorite part of the Odyssey was when Odysseus turned to the screen and said "our age of $5 footlongs is collapsing because of greedflation" 842652
Reposted by @andrewbkaras.bsky.socialFinTwitter @fintwitter.bsky.social · 28/07/2026KOSPI Trading Halted for 20 Minutes After Index Drops 8%, Korea Exchange Activates Circuit Breaker 515744
Reposted by @andrewbkaras.bsky.socialThe Great Pumpkin Papers 🎃🎃🎃 @professormusgrave.bsky.social · 23/07/2026US states should have parliamentary governments 1427123
