Albert Pinto
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70sbachchan.bsky.social
Albert Pinto
@70sbachchan.bsky.social
Alternately Defiant, Dispirited, and Despondent. Without illusions but not disillusioned. Focus on Climate, Inequality and Development.
I co-edit the Polycrisis project and newsletter https://www.phenomenalworld.org/series/the-polycrisis/
if you came of age in the 20th century then this really sits you down about how much the Worlds changed in 21st century. no going back…. @katemac.bsky.social

Germany was 4 times China's GDP in 1990
China is now 4 times Germany's GDP in 2025
www.phenomenalworld.org/analysis/bri...
November 24, 2025 at 7:22 PM
This is great. @katemac.bsky.social & I think that US housing & climate is about these fights: "interactive web map that allows people to look up how the property wealth in their own metro area is fragmented across different local municipalities"
www.taxbasefragmentation.net
bsky.app/profile/bhig...
🚨We analyzed 138 million geocoded property tax records to quantify how municipal boundaries spatially overlap onto economic segregation in every US metro area—creating disparities in localities’ ability to fund public goods. And we made an interactive map of our results! [1/16]
November 24, 2025 at 6:36 PM
Highly recommend this report on AI finances. @katemac.bsky.social & I interviewed the lead author
bsky.app/profile/did:...
Today's new @publicenterprise.bsky.social report is a comprehensive analysis of the capital structure of the entire AI sector: data center real estate, GPU markets, private credit, you name it.

It's also a financial risk management framework for policymakers!

publicenterprise.org/report/bubbl...
Bubble or Nothing
Policymakers concerned about the deployment of clean energy and compute-focused infrastructure over the long term need a framework for managing the uncertainty in the AI sector's investment landscape—...
publicenterprise.org
November 24, 2025 at 5:57 PM
“Favorable treatment off the balance sheet hinges on some convenient assumptions”
When investors start asking such questions you know it’s time to plan what to do after the bubble has burst. Read @advaitarun.bsky.social CPE report:
publicenterprise.org/report/bubbl...
bsky.app/profile/bung...
This is as close as the lawyers at the Journal allow reporters to get to "fraudulent fraudsters sighted wearing fraud pants and doing a fraud." www.wsj.com/tech/meta-ai...
AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center
Favorable treatment off the balance sheet hinges on some convenient assumptions.
www.wsj.com
November 24, 2025 at 4:08 PM
Reposted by Albert Pinto
The other fun thing is how much dude *almost* gets to some fundamental insights -- he comes close to learning about how to capture relative poverty, the differences in the distributions of consumption vs income, savings rates, etc. but keeps trucking ahead with bad math until he lands in absurdia
November 24, 2025 at 3:39 PM
RT @mkblyth.bsky.social Mike Green is writing some amazing stuff at the moment. It's not in the delta, it's in the level and the cost structure. Read this and you will understand Angrynomics on a new level:
www.yesigiveafig.com/p/part-1-my-...
Part 1: My Life Is a Lie
How a Broken Benchmark Quietly Broke America
www.yesigiveafig.com
November 24, 2025 at 2:16 PM