advait
@advaitarun.bsky.social
finance & energy & markets & climate @ Center for Public Enterprise ☀️🏗️ • bay area / dc • advaitcore.substack.com. on twitter at @advaitarun_
Pinned
advait
@advaitarun.bsky.social
· Aug 16
Now We Decide the Future of U.S. Climate Policy
On the third anniversary of the signing of the Inflation Reduction Act, Heatmap contributor Advait Arun mourns what’s been lost — but more importantly, charts a path toward what comes next.
heatmap.news
Today, for the third anniversary of the Inflation Reduction Act, I'm in @heatmap.news taking stock of how far our climate policy went, and how far it could still go.
heatmap.news/ideas/inflat...
heatmap.news/ideas/inflat...
Reposted by advait
I made a first stab at this argument here: eu.boell.org/en/climate-p...
Climate Policy from a Keynesian Point of View | Heinrich Böll Stiftung | Brussels office - European Union
People may arrive in one or the other of these camps for many reasons. Advocates of the investment-centred approach tend to link climate policy to broader concerns over economic justice. Developments ...
eu.boell.org
November 10, 2025 at 4:22 PM
I made a first stab at this argument here: eu.boell.org/en/climate-p...
Reposted by advait
@arnabdatta.bsky.social is editing a fascinating new series about drawing lessons from what worked and didn’t in the CHIPS Act. It’s this kind of nitty gritty operations analysis that is just as important as legal and authorities focused post mortums. www.factorysettings.org/p/introducin...
Introducing Factory Settings
A new series about how CHIPS succeeded
www.factorysettings.org
November 10, 2025 at 11:14 PM
@arnabdatta.bsky.social is editing a fascinating new series about drawing lessons from what worked and didn’t in the CHIPS Act. It’s this kind of nitty gritty operations analysis that is just as important as legal and authorities focused post mortums. www.factorysettings.org/p/introducin...
Reposted by advait
Don't glorify profits. You'll miss developments (like grid-scale batteries) which overturn previous profitability calculations or render new ones possible. But you'll also overlook the state's role in cultivating accumulation pathways through...dare I say it...a mixture of carrots and sticks.
Yes, this is correct. And the reason is because our capitalist classes have decided that it is not sufficiently profitable, so they're not going to do it.
We must understand this reality. Capital *cannot* be relied upon to address the climate crisis.
We must understand this reality. Capital *cannot* be relied upon to address the climate crisis.
November 10, 2025 at 9:52 PM
Don't glorify profits. You'll miss developments (like grid-scale batteries) which overturn previous profitability calculations or render new ones possible. But you'll also overlook the state's role in cultivating accumulation pathways through...dare I say it...a mixture of carrots and sticks.
Reposted by advait
Reposted by advait
We hear a lot about asset warehousing, standardization, and securitization but the cart’s well before the horse if you don’t have a project pipeline against which bonds are issued. Private devs won’t do it for you since you don’t have balance sheet space to do purchases.
November 8, 2025 at 6:27 PM
We hear a lot about asset warehousing, standardization, and securitization but the cart’s well before the horse if you don’t have a project pipeline against which bonds are issued. Private devs won’t do it for you since you don’t have balance sheet space to do purchases.
Reposted by advait
Urgent priority is for green banks and public developers to pursue public capture value off the massive solar + storage buildout. There’s added spread from impending loss of ITC.
Won’t happen if they solely prioritize “additionality” or non-market segments in their portfolios.
Won’t happen if they solely prioritize “additionality” or non-market segments in their portfolios.
Or the other way I’ll put it is they fail because they default themselves to only having a portfolio of bad assets.
Yup. Increasing returns demand large portfolios in which higher return assets cross-subsidize lower return assets and minimize project-specific risks.
Municipalization convos too often emphasize lower return projects in housing + energy, ceding market share to the private sector from the jump.
Municipalization convos too often emphasize lower return projects in housing + energy, ceding market share to the private sector from the jump.
November 8, 2025 at 6:21 PM
Urgent priority is for green banks and public developers to pursue public capture value off the massive solar + storage buildout. There’s added spread from impending loss of ITC.
Won’t happen if they solely prioritize “additionality” or non-market segments in their portfolios.
Won’t happen if they solely prioritize “additionality” or non-market segments in their portfolios.
Reposted by advait
There are people genuinely interested in reforming housing, land use, transit, energy and other public service delivery, and then there are those interested in merely gesturing towards the former to legitimize a center right political project without much popular constituency.
November 7, 2025 at 3:05 PM
There are people genuinely interested in reforming housing, land use, transit, energy and other public service delivery, and then there are those interested in merely gesturing towards the former to legitimize a center right political project without much popular constituency.
Reposted by advait
it is very amusing that the DC abundance bros are mad about Lina Khan being one of Zohran’s transition co-chairs even though the other co-chair is Maria Torres Springer, NYC’s ultimate abundance YIMBY technocrat
November 7, 2025 at 3:01 PM
it is very amusing that the DC abundance bros are mad about Lina Khan being one of Zohran’s transition co-chairs even though the other co-chair is Maria Torres Springer, NYC’s ultimate abundance YIMBY technocrat
Reposted by advait
Or the other way I’ll put it is they fail because they default themselves to only having a portfolio of bad assets.
Yup. Increasing returns demand large portfolios in which higher return assets cross-subsidize lower return assets and minimize project-specific risks.
Municipalization convos too often emphasize lower return projects in housing + energy, ceding market share to the private sector from the jump.
Municipalization convos too often emphasize lower return projects in housing + energy, ceding market share to the private sector from the jump.
I actually believe markets *are* hard to manage because increasing returns to scale / natural monopolies are way more common than people think. But that is kind of the polar opposite of what they believe (every big entrenched market actor is evidence of something dysregulated and unnatural).
November 8, 2025 at 5:55 PM
Or the other way I’ll put it is they fail because they default themselves to only having a portfolio of bad assets.
Reposted by advait
First up, the Perfect Neighbor undermines the idea of objective evidence through its use of the cinematic form while painting a sad but compelling psychological portrait of how white supremacy operates
November 7, 2025 at 9:10 PM
First up, the Perfect Neighbor undermines the idea of objective evidence through its use of the cinematic form while painting a sad but compelling psychological portrait of how white supremacy operates
Reposted by advait
Caravanserai is a tweegaze magazine based in Washington, DC--both physically and acoustically
November 7, 2025 at 9:11 PM
Caravanserai is a tweegaze magazine based in Washington, DC--both physically and acoustically
Reposted by advait
Red Plenty--by narrativizing history--plumbs the emotional core of the Soviet utopian project to build a consumer society:
November 7, 2025 at 9:13 PM
Red Plenty--by narrativizing history--plumbs the emotional core of the Soviet utopian project to build a consumer society:
Reposted by advait
For Caravanserai Volume 1 Issue 5, we've got capsule reviews!
Here are three thoughtful reviews of (1) recent documentary The Perfect Neighbor, (2) 90s "tweegaze" album Copacetic, and (3) historical not-exactly-fiction novel Red Plenty.
caravanseraiforum.substack.com/p/capsule-re...
Here are three thoughtful reviews of (1) recent documentary The Perfect Neighbor, (2) 90s "tweegaze" album Copacetic, and (3) historical not-exactly-fiction novel Red Plenty.
caravanseraiforum.substack.com/p/capsule-re...
Essential district listening.
Capsule reviews of films, albums, and books that our writers have enjoyed lately.
caravanseraiforum.substack.com
November 7, 2025 at 4:15 PM
For Caravanserai Volume 1 Issue 5, we've got capsule reviews!
Here are three thoughtful reviews of (1) recent documentary The Perfect Neighbor, (2) 90s "tweegaze" album Copacetic, and (3) historical not-exactly-fiction novel Red Plenty.
caravanseraiforum.substack.com/p/capsule-re...
Here are three thoughtful reviews of (1) recent documentary The Perfect Neighbor, (2) 90s "tweegaze" album Copacetic, and (3) historical not-exactly-fiction novel Red Plenty.
caravanseraiforum.substack.com/p/capsule-re...
Reposted by advait
Real ones also know that the AI industry is already basically getting bailed out (because they’re exempt from the tariffs the rest of us have to pay)
www.apricitas.io/p/the-tariff...
www.apricitas.io/p/the-tariff...
November 6, 2025 at 4:35 PM
Real ones also know that the AI industry is already basically getting bailed out (because they’re exempt from the tariffs the rest of us have to pay)
www.apricitas.io/p/the-tariff...
www.apricitas.io/p/the-tariff...
Reposted by advait
Just saying.
Accelerated depreciation is supposed to be a tax incentive that enables long-term investment, but ideally not a feature of the actual investment goods.
November 7, 2025 at 7:29 PM
Just saying.
Red Plenty--by narrativizing history--plumbs the emotional core of the Soviet utopian project to build a consumer society:
November 7, 2025 at 9:13 PM
Red Plenty--by narrativizing history--plumbs the emotional core of the Soviet utopian project to build a consumer society:
Caravanserai is a tweegaze magazine based in Washington, DC--both physically and acoustically
November 7, 2025 at 9:11 PM
Caravanserai is a tweegaze magazine based in Washington, DC--both physically and acoustically
First up, the Perfect Neighbor undermines the idea of objective evidence through its use of the cinematic form while painting a sad but compelling psychological portrait of how white supremacy operates
November 7, 2025 at 9:10 PM
First up, the Perfect Neighbor undermines the idea of objective evidence through its use of the cinematic form while painting a sad but compelling psychological portrait of how white supremacy operates
For Caravanserai Volume 1 Issue 5, we've got capsule reviews!
Here are three thoughtful reviews of (1) recent documentary The Perfect Neighbor, (2) 90s "tweegaze" album Copacetic, and (3) historical not-exactly-fiction novel Red Plenty.
caravanseraiforum.substack.com/p/capsule-re...
Here are three thoughtful reviews of (1) recent documentary The Perfect Neighbor, (2) 90s "tweegaze" album Copacetic, and (3) historical not-exactly-fiction novel Red Plenty.
caravanseraiforum.substack.com/p/capsule-re...
Essential district listening.
Capsule reviews of films, albums, and books that our writers have enjoyed lately.
caravanseraiforum.substack.com
November 7, 2025 at 4:15 PM
For Caravanserai Volume 1 Issue 5, we've got capsule reviews!
Here are three thoughtful reviews of (1) recent documentary The Perfect Neighbor, (2) 90s "tweegaze" album Copacetic, and (3) historical not-exactly-fiction novel Red Plenty.
caravanseraiforum.substack.com/p/capsule-re...
Here are three thoughtful reviews of (1) recent documentary The Perfect Neighbor, (2) 90s "tweegaze" album Copacetic, and (3) historical not-exactly-fiction novel Red Plenty.
caravanseraiforum.substack.com/p/capsule-re...
Reposted by advait
someone went up to sarah mcbride in front of the u.s. congress, hurled her deadname at her loudly and called her a pedophile repeatedly, posted video of the exchange to x, and it is now going wildly viral
i will not share the video
but if you’re not speaking up about this, you’re hurting yourself
i will not share the video
but if you’re not speaking up about this, you’re hurting yourself
November 7, 2025 at 3:08 AM
someone went up to sarah mcbride in front of the u.s. congress, hurled her deadname at her loudly and called her a pedophile repeatedly, posted video of the exchange to x, and it is now going wildly viral
i will not share the video
but if you’re not speaking up about this, you’re hurting yourself
i will not share the video
but if you’re not speaking up about this, you’re hurting yourself
Reposted by advait
Also China probably has a highly automated process, why do they act like these factories have huge employment?
November 7, 2025 at 12:32 PM
Also China probably has a highly automated process, why do they act like these factories have huge employment?
Reposted by advait
Reindustrialize lackeys back at it
November 6, 2025 at 8:56 PM
Reindustrialize lackeys back at it
Reposted by advait
this week: cultural criticism caravanseraiforum.substack.com/p/capsule-re...
November 7, 2025 at 1:53 AM
this week: cultural criticism caravanseraiforum.substack.com/p/capsule-re...
Reposted by advait
🐪🎧 @advaitarun.bsky.social ‘s most provocative work yet
November 7, 2025 at 1:53 AM
🐪🎧 @advaitarun.bsky.social ‘s most provocative work yet
Reposted by advait
Only the volk can make medical gloves fit for American's little special snowflake fingers.
November 6, 2025 at 10:29 PM
Only the volk can make medical gloves fit for American's little special snowflake fingers.