@guybrod.bsky.social
Reposted
I'll add that in 2025, the average rate of project abandonment by a renewable developer was around 30% of planned output so NYPA's 20% is better than the industry standards.
December 9, 2025 at 9:16 PM
I'll add that in 2025, the average rate of project abandonment by a renewable developer was around 30% of planned output so NYPA's 20% is better than the industry standards.
Reposted
My latest on the AI bubble in finance: 6 charts that tell the story in ways that are hard to put into words.
1. U.S. data-center build-out. Notice the explosion in 2025. That's the permitting gold rush happening now. Would be shocking if 1 in 20 of these get built, but they factor into projections.
1. U.S. data-center build-out. Notice the explosion in 2025. That's the permitting gold rush happening now. Would be shocking if 1 in 20 of these get built, but they factor into projections.
November 16, 2025 at 2:44 PM
My latest on the AI bubble in finance: 6 charts that tell the story in ways that are hard to put into words.
1. U.S. data-center build-out. Notice the explosion in 2025. That's the permitting gold rush happening now. Would be shocking if 1 in 20 of these get built, but they factor into projections.
1. U.S. data-center build-out. Notice the explosion in 2025. That's the permitting gold rush happening now. Would be shocking if 1 in 20 of these get built, but they factor into projections.