Steve Randy Waldman

Atlanta is a great hub, but collectively our hubs, think are better. They're bigger cities. We have better international gateways in San Fran, Newark, and Dallas in particular. So I think those are gonna largely balance out. We're gonna wind up with similar margins, but I'd much rather us have 13% margins and Delta have 13 and a half than us have 10 and Delta have nine and a half.

I'm supposed to get hyped about Delta using AI for surveillance pricing but here's what United's CEO said on an earnings call that same week, which is the equivalent of calling Delta's CEO and saying "let's all raise prices":
www.marketbeat.com/earnings/rep...

For comparison purposes, that's the equivalent of what 272,602 federal workers earn in a year.

tell it to anyone who ever took a plea bargain.

i’da needed someplace to park. of course once i arrived in Bkln, we walked or took the subway everywhere.

(i think there’s supposed to be some kind of bundle pricing with the tunnels? but doing sunpass for the tunnels but toll-by-mail for the congestion pricing breaks the bundle? it feels very screw-the-outsider. i guess as a person who lives in Florida, what’s good for the goose, i shouldn’t complain.)

so traveled in and out of brooklyn, briefly crossing lower manhattan, following Apple Maps, and was twice congestion-priced-by-mail. might be good policy, but i gotta say i don’t love the surprise! i don’t know why my FL sunpass didn’t pay, so i’m stuck with a 50% premium for toll-by-mail.

Like, chemotherapy requires doing math to calculate dosages. Your doctor probably uses software that automates this. Can you imagine if the programmer swapped that out for AI. It might be right for months then Sam Altman does something inscrutable and now all your patients are dead

Trump’s novel interpretation of the constitution concerns some experts

they really want you sober nowadays while you lose your shirt, i guess. you should really feel it.

where are the free drinks, the comped rooms and meals?

Biggest forecast declines in construction spending:
residential -5.8% (by far largest $ decline), -$55bil
Manufacturing - 6.5%, -$15bil
Warehouse -10%, -$7bil
Office (ex Data Centers) -10%, -$7bil
Comm Retail (ex Warehouse) -8%, -$6bil

BREAKING: The BLS issues corrected NFP data

i think this one still holds up pretty well. www.interfluidity.com/v2/1781.html

I do notice that when an IPO absolutely flops and eats shit, you don't get venture capitalists and finance professors writing tweets congratulating the bankers for taking all the money off the table.

climate arson

cc @poetryforsupper.bsky.social

I feel like this is a very powerful way of explaining the choice we face:

The right wants everything you do to be a gamble, but the House always wins.

We want to guarantee you—and everyone— the things you need to live a full and decent life: healthcare, housing, education, and care.

The Rot At The Top With Trump firing the BLS commisioner (is that "legal"? I have no idea), I am reminded of the time in 2020, when the stats were a bit weird...

"Institutionalists believe that the people must have faith in institutions whether or not that faith is earned. Perhaps especially if that faith is not earned." www.eschatonblog.com/2025/08/the-...

Excellent meditation from Paul Musgrave. Notice the reference to “as if describing Versailles from the perspective of the Directory.” We are living through a (counter) revolution, even if none of the most prominent actors are using that language.

Elon Musk is a symbol of American collapse in many ways, but one of the big ones is how for years he has constantly engaged in multi-billion-dollar securities and consumer fraud, and the "consequence" has been him making billions more, including from the federal government paying him directly.

i wanted to joke like a sweaty person meme saying the temperature is a SCAM! except that’s not a joke at all that’s literally the position on climate change.

Supply and demand side phenomenon. We stopped investing public resources in education as demand for it soared (roughly by an order of magnitude, maybe two). It’s the same phenomenon as decaying infrastructure or housing.

How is the mood among TIPS investors these days?

"no one and no community is exempt from the paradoxes of 'empowerment'." ~Gillian Rose via @poetryforsupper.bsky.social

"'Empowerment' legitimises the potential tyranny of the local or particular community in its relations with its members and at the boundary with competing interests. It is the abused who become the abusers…

"Communitarian empowerment of 'ethnic' and gender pluralities presupposes and fixes a given distribution of identities' in a radically dynamic society…

"Extension of individual rights amounts to an extension not an attenuation of coercion: it calls for a reinforcement of the police function to contain the consequences of inequality…

they don't know what to do because they think winning elections is their job. if they had substantive ideals that they fought for, and winning elections was merely an instrument for achieving those ends, they'd know exactly what to do. they don't even realize this is a problem.

Hand lettered poster: RAGE [in red] against the regime [in black] not against each other [rainbow]

COVID Contrarians Are Wrong About Sweden Trying to ‘let it rip’ in early 2020 was a disaster.

COVID Contrarians Are Wrong About Sweden prospect.org/health/2025-...