Paddy Carter

Oh yes that would make sense

So that makes me think either the kit doesn't fully depreciate or they think they can replace aging kit from operating cashflow as they go along

UAE’s massive solar-plus-storage project set to redefine baseload power, says Wood Mackenzie Wood Mackenzie highlights a groundbreaking 5.2 GW solar-plus-storage project in the UAE capable of delivering 1 GW of continuous baseload power, signaling a potential shift in renewable energy deploym...

What's the unit for that storage? If it's GWh, here 16GWh of storage is being built to deliver 1GW

www.pv-magazine.com/2026/01/23/u...

can this be true? I know the financial system can produce systemic stupidity from chains of individually rational behaviour, but offering bullet repayment loans against an asset that fully depreciates in 5-years seems individually stupid

If you ask them that question, would AI be their answer

I wonder how much money also goes into local govt via the land leases and water extraction licences

Christ. And, WTF?

Why hasn't Microsoft used the wonders of AI to improve inbox search in Outlook? I'd have thought that was so called low hanging fruit

(Someone is going to tell me they have, this is user error. I still spend time failing to locate emails I know are in my inbox somewhere)

H1 Holdings completes R1.9bn Kenhardt equity transaction - H1 Holdings H1 Holdings (“H1”) has partnered with The Standard Bank of South Africa Limited, acting through its Corporate and Investment Banking division (“Standard

The early-in DFIs have now exited the Kenhardt project mentioned in that thread, attracting local capital

www.h1holdings.co.za/h1-holdings-...

Here's a storage example
globeleq.com/africas-larg...

Trading
www.bii.co.uk/en/news-insi...

Secondaries
www.bii.co.uk/en/news-insi...

I think @britishintinv.bsky.social can take some credit for this. Not only did we back pioneering generation and storage, we're also working on market development, the first energy trading co. and secondary vehicle (details below)

I have a Mornington Crescent sign, because my dad worked on the station upgrade. I need to figure out how to locate a wealthy fan of I'm Sorry I Haven't a Clue

(it's not quite the same, it has school kids passing notes on class using an app)

This is a joke in the new Sam Rockwell AI satire movie Good Luck, Have Fun, Don't Die

(someone else has probably already pointed this out)

I've only skimmed that paper the the phase "model based" in the title is a caveat

Curbing Rising Housing Costs: A Model-Based Policy Comparison (Summer 2025) - Recent decades have seen house prices grow strongly relative to incomes, making housing ever less affordable. We develop and quantify a model of segmented housing markets to study the ...

"Which type of new housing is built matters: new construction in the high-end segments improves affordability by more *in all segments of the housing market* compared to new construction in bottom-end segments."

www.aeaweb.org/articles?id=...

Weekly links February 20: is that event study valid? Industrial development, nation building, local research, and more…

In this week's links, the rise of services and industrial development, should funders have local author mandates, do those mover designs/event studies make sense, how to build a nation, and more... blogs.worldbank.org/en/impacteva...

I was nosing around @afinetheorem.bsky.social 's website and found two things I think will interest some here
1. his review of 6 books about econ impact of AI
www.kevinbryanecon.com/BryanAIBookR...
2. his syllabus for a course on "how big things get done"
www.kevinbryanecon.com/Bryan-Progre...

Ambitious new paper: sorting the "determinants of development" by whether they can be ranked by importance and whether they can be altered through policy intervention. Most successful development episodes adapted to local traits rather than tried to change

economics.mit.edu/sites/defaul...

AI Personality Extraction from Faces: Labor Market Implications Founded in 1920, the NBER is a private, non-profit, non-partisan organization dedicated to conducting economic research and to disseminating research findings among academics, public policy makers, an...

The return of phrenology

But also maybe him realising this is the least painful exit he's got on offer

I am looking forward to reading this. From what I've seen so far it seems to be much more positive about agriculture across Africa than what I've read elsewhere. Does he have different data on different elements of the system, or is he reading it differently?

Thanks

Is the story here about cutting back on vaccine development in the US and therefore everywhere, or is the story here about cutting back in the US but continuing everywhere else?

Yes, I'm not suggesting the US is unimportant. I am asking why the work on vaccine development cannot continue with trials in Europe (or elsewhere) for sale outside the US

Do they explain why the European market isn't large enough for them to continue there?

In the Culture novels nobody needs to work so they do artisan cookery, pottery, fun drugs, extreme sports. Those options were not given to the refugees in that experiment. I don't know what leisure opportunities we can expect in AI UBI utopia.

The Psychosocial Value of Employment: Evidence from a Refugee Camp (November 2022) - Employment may be important to well-being for reasons beyond its role as an income source. This paper presents a causal estimate of the psychosocial value of employment in refugee ca...

You might be interested in this experiment which gave some people cash and others work and found people prefer work to extent they would sacrifice income to do it (very different context!)

www.aeaweb.org/articles?id=...

why isn't there more "boycott OpenAI" chat based on the Brockmans evidently being absolute ghouls

has anyone come across a good concise "this is what will happen when the new Fed chair cuts rate like Trump wants"?

Analysis of implications for EMs would be nice.