Chirag Lala

Statement on NYPA Strategic Plan Read the statement here. Today, the Center for Public Enterprise released a statement on the New York Power Authority's Updated Strategic Plan, which guides the authority's renewable project develo...

We at CPE put out an official response to NYPA's update to its strategic plan. While the cancellation of 1.5 GWs of its planned pipeline is not good, it's not unexpected given the headwinds from OBBBA, the decision on clean path, and interconnection delays.

publicenterprise.org/center-for-p...

Statement on NYPA Strategic Plan Read the statement here. Today, the Center for Public Enterprise released a statement on the New York Power Authority's Updated Strategic Plan, which guides the authority's renewable project develo...

publicenterprise.org/center-for-p...

For NYPA to build renewables at scale, we must provide stable financing, support projects like Clean Path Transmission, and reform NYISO's interconnection process. Public developers need support to achieve their goals.

See CPE's statement on the updated NYPA strategic plan.

A Backup Plan for the AI Boom If it turns out to be a bubble, billions of dollars of energy assets will be on the line.

Need a distraction from family drama and/or online shopping? May we suggest this piece from @advaitarun.bsky.social on the financial stakes of the AI buildout for clean energy.

Read it here:

heatmap.news/ideas/data-c...

Outstanding. Frankly inexcusable that it took so much time and consternation. Hopefully this is evidence that Labour MPs can make their voices felt in pushing the government to use its extraordinary majority for just ends.

Saddest thing about left-NIMBYism is it’s utterly unnecessary for any discernible progressive cause.

You’re siding with landlords and asset managers. For what? Erosion of the tax base. Material aid to xenophobic forces. Sprawl. Continued displacement.

Also trying Aroma Joe’s for the first time and passing the time by posting.

Trying my first Shell charger!

9.6 kW and free for an hour because it’s at a grocery store. Neat!

Visited an old war hero today in Brunswick, ME!

Jeff Daniels’ portrayal of Chamberlain in Gettysburg remains one of my favorite pieces of Americana. “We are an army out to set other men free.”

Paul’s at the forefront of American housing policy. Tying together YIMBYism, public finance, and public development, he’s building *the model* for American social housing.

Now he’s been appointed to Zohran’s Transition Committee on Housing. We at @publicenterprise.bsky.social couldn’t be prouder!

The provider labeled it as L2 and the kit resembled it (the cable was light CCS / J1772). I’m guessing they must have done some upgrades to the site to enable the speed?

Pretty consistent with DC Level 3 here also.

Municipal level 2 charger in Maine was 11 kW and priced at $0.11 per kWh. Got ~100 miles in about 2.5 hours. Fantastic!

The sheer range of level 2 pricing still surprises me. Most of the chargers I see are also 6-7 kW.

This was taken in Danville, VT! Stevens’ birthplace. Doing a New England roadtrip this morning.

We should finish it

a significant reason Mamdani can get away with this and other Dems can’t is less that he’s charmed Trump and more that he’s charmed you, dear reader, which is why you’re not yelling at him for being a collaborator or an appeaser right now

Thaddeus Stevens's last great battle was to secure the House articles of impeachment against Johnson, acting as a House manager in the impeachment trial, though the Senate did not convict the President.

Glory to reconstruction.

this is your brain when your entire politics is just a set of aesthetics

Genuinely one of the worst chancellors in history.

I was gonna suggest pay for the collection by de-circulating the nickel. Another ignominious coin.

Pennies Are Trash Now The government has no plan for America’s 300 billion pennies.

The administration could've just asked that everyone bring pennies to their bank. Easiest way to facilitate de-circulation. www.theatlantic.com/ideas/2025/1...

Thanks for the shoutout Sharon!! We're thrilled to finally have this going.

It's official when it is Bluesky official.

let's fucking gooooooooooooooo

One notable aspect of today's deal is that MSFT, by letting Anthropic use its compute, is derisking itself from its own subsidiary OpenAI.

Reminds me of Rishi Sunak's biography title, "all to play for." There's a weird setup in which lack of AI inference profits just indicates to investors that the terrain is still open for conquest. Until it *suddenly* doesn't. What animal spirits giveth...

Microsoft, NVIDIA and Anthropic announce strategic partnerships - The Official Microsoft Blog Anthropic to scale Claude on Azure Anthropic to adopt NVIDIA architecture NVIDIA and Microsoft to invest in Anthropic Today Microsoft, NVIDIA and Anthropic announced new strategic partnerships. Anthro...

OTOH, it also makes deals like the one announced today more important as a signal of the sector settling in on its desired partners. "Risk mutualism" sucks if you're excluded. And can protect "teams" with legit market share strategies. blogs.microsoft.com/blog/2025/11...

But it also means current profits don't tell us much. Frankly the firms aren't looking to those for anything other than if they raise alarms among investors yet. That can take a bit if investors feel (as many do) that we still have a ways to go in figuring out what's happening in the sector.

This assumes a couple things. 1) AI inference persists as a "product" with demand, even if concentrated even further. 2) It'll produce a markup sufficient to cover [written-down] remaining liabilities.

Might still mean federal facilitation! (Think about how Feds pushed BoA to buy Merrill.)