Read the article

The bit in the middle about all the products still sucking really hits home to me and highlights something I tell everyone who will listen. I'll believe the AI productivity hype when the products end users start getting are improving rapidly and materially better than they were.

I want them to watch as housing gets built and families move in

NIMBY protest in San Francisco with a variety of signs, including "The Marina Is For Everybody" and "Boycott Greedy Safeway"

The Marina Is For Everybody is an incredible sign in its own right, but especially so when deployed in opposition to a new housing project in a census tract where the median household income is ~$250k/yr, and average home values are $2,000,000+

The Marina District is one of San Francisco's wealthiest neighborhoods, with median household incomes often exceeding $200,000

While I agree these guys should be made to watch as the tower goes up, this can easily be framed as rich vs middle & poor

Marc Andreessen Is Right That AI Isn't Killing Entry-Level Jobs. Interest Rate Hikes Are. And That's Not Even the Worst Part The job ladder lost half its rungs over four decades. AI is taking the blame. Interest rates, concentration, and noncompetes did the damage.

Marc Andreessen, on the 20VC podcast last week, said AI is “the silver bullet excuse” to clean house without admitting the real reason.

#econsky #finsky

www.governance.fyi/p/marc-andre...

www.governance.fyi/p/since-when...

#econsky #finsky

It looks like medical industrial policy is a good thing

Pritzker has really been going full YIMBY lately you love to see it

The bay area has done a few examples of "land back."

They always transfer the land with zoning restrictions, like the land has to be used for a cultural center only

@aboutdave.bsky.social @wrenispinkle.bsky.social

fonts.google.com/specimen/Urb...

Quick question, how do urbanists and yimbys feel about the Urbanist font?

They’re cutting your healthcare to pay for a war that’s raising your gas prices.

You should vote for Raman.

But let's put her triple housing production into context.

LA is on pace for hitting 25% of their RHNA. Tripling doesn't get them to RHNA pace, let alone make up for the shortfall in the beginning of the current cycle.

Let’s talk about how Mamdani is filling up (pot)holes

www.governance.fyi/p/your-city-...

birbs chilling

#birds

Good morning

Silicon Valley's "Pronatalists" Killed WFH. The Strait of Hormuz Brought It Back

Silicon Valley's "Pronatalists" Killed WFH. The Strait of Hormuz Brought It Back

#HackerNews

www.governance.fyi/p/silicon-valleys-pronat...

good morning peeps

Are you sure? They look pretty old

Are you sure it’s GLP1s? It could be the age

IMPEACH TRUMP OR HIT HIM WITH THE 25TH AMENDMENT. DO EVERYTHING POSSIBLE TO REMOVE HIM. IF YOU DON’T HE’S GOING TO USE NUKES. ALL OF THIS SHIT IS NOT FUCKING NORMAL. WAKE UP.

Ron Johnson opposed the expanded child tax credit that dramatically cut child poverty, but he did just vote for a $6000 senior deduction.

We’re all trying to find the guy that did this.

None of these require new legislation. None require new revenue. And the evidence we review here says they matter more than the expensive programs cities typically reach for first. We want to make an argument that will sound, at first, like we are telling local officials to do nothing. We are not. We are telling them to do the thing that matters as more of a prerequisite/ corequisite and costs the least, before they do the things will cost a lot of money. The lowest cost investment (in the long term) a city can make to support family formation is not a new subsidy, a new program, or a new department. It is making the existing institutional machinery work as designed: delivering services reliably, communicating intentions clearly, and earning the trust of households deciding whether this is a place where they can raise a child. You will need to spend money in the mid-to-long term. Right now we are talking about the lowest hanging (and cheapest) fruit to a very complex and expensive phenomenon.

The cheapest way for cities to become family friendly and more pronatal, is just focusing on doing a better job and improving service delivery

www.governance.fyi/p/nolow-cost...

chat, why is it bad to force hundreds of people to breathe toxic carcinogens in a confined space?

YOU JUST REALIZE THIS?

THE INDUSTRIAL POLICY BROS BEEN SCREAMING FROM THE ROOFTOPS?!?!

12/12
かつて100ドルの原油に反応したワイルドキャッターたちはもういない。ウォール街が彼らに取って代わった。日本の254日分の備蓄は、来ない供給増に対してカウントダウンしている。
#石油 #日本経済 #ホルムズ海峡 #Energy

11/12
日本のエネルギー安全保障は二つの前提の上に成り立ってきた。十分な備蓄と、反応する世界の供給サイド。備蓄はまだある。供給サイドが変わった。

10/12
エクソンとシェブロンがプレマーケットで6%超上昇した時、投資家は増産を織り込んでいなかった。同じバレル数での利益率向上を織り込んでいた。

9/12
EOGは2026年のフリーキャッシュフローの90〜100%を株主還元に充てると発表。生産は横ばい。シェブロンは2025年に121億ドルの自社株買い。過去最高額だ。

8/12
パイオニアの当時のCEOスコット・シェフィールド（現在同社はエクソン傘下、買収額600億ドル）はこう言った。「150ドルでも200ドルでも100ドルでも、成長計画は変えない。」

7/12
2022年、原油は100ドル超。大手石油5社の合計利益は約1990億ドル。彼らは自社株を買った。増産はしなかった。