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Some personal news...
Today I'm excited to announce the launch of the Housing Frame, a Substack where I'll be analyzing the economy through a housing lens. My debut piece is the Housing Recession is Over. Follow and subscribe here: conorsen.substack.com/p/the-housing-…
Today I'm excited to announce the launch of the Housing Frame, a Substack where I'll be analyzing the economy through a housing lens. My debut piece is the Housing Recession is Over. Follow and subscribe here: conorsen.substack.com/p/the-housing-…
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Conor Sen retweeted
(Using Poliwave.com)
Lula is losing votes in the rural areas compared to 2022, but is gaining bigly in urban and suburban areas compared to his prior election.
Lula is losing votes in the rural areas compared to 2022, but is gaining bigly in urban and suburban areas compared to his prior election.
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Conor Sen retweeted
@chamathuch.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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Feels like the endgame here is Netflix being dragged kicking and screaming into spending billions of dollars a year on sports rights.
New: Netflix users aren’t opening the app as many days a month as they used to.
Sources shared a couple internal metrics that underscore the company’s engagement challenge.
bloomberg.com/news/articles/…
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Conor Sen retweeted
Some evidence that the San Francisco real estate boom is spilling over to Oakland
Fewer Oakland apartment buildings offering rental discounts
Fewer Oakland apartment buildings offering rental discounts
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Big new demographic tool from the NYT — they find that between 2020-24 in Georgia, white voters shifted one percentage point towards Democrats while Black voters shifted 5 percentage points towards Republicans: nytimes.com/interactive/20…
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Out of self-preservation, won’t this lead the academy to deemphasize computer science-adjacent research and focus more on human methods?
We obviously haven’t had the major jobs wipeout yet. But you read stuff like this. And you read what economics students themselves are saying about working with AI (ht @odavis_h) and it’s hard not to feel like the seismic shift is on its way.
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Fun read from Dario. It does feel like the points finance guys have to make are more compelling now that we’re talking about external financing needs and credit spreads rather than Nvidia product cycles, HBM, and tokens.
THE PERKINI REPORT: THE 2028 REALITY CRISIS
What if the most obvious financial bubble in all of history turns out to be.... a bubble... and what if that is just really.... bearish?
there were signs, there are always signs 🤣
free link:
hub.tslombard.com/the-perkini-re…
inspired by @citrini
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Conor Sen retweeted
Hawks CEO Steve Koonin tells @929TheGame that State Farm Arena has made multiple dates available for a potential WNBA Finals Game Six, but rescheduling that game is solely a league decision. He encouraged fans to “write your congressman” to urge a schedule change.
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Lots of polling data suggesting Republicans are doing much better in the upper Midwest than the national polling would suggest: politico.com/news/2026/10/2…
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Conor Sen retweeted
Mark Walter is looking to sell the Los Angeles Sparks.
He's asking for more than $700 million, which would be a record for a WNBA franchise.
Scoop with @AvatarRandall and @sridinats
bloomberg.com/news/articles/…
He's asking for more than $700 million, which would be a record for a WNBA franchise.
Scoop with @AvatarRandall and @sridinats
bloomberg.com/news/articles/…
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Conor Sen retweeted
Seeing a lot of confusion around Anthropic. This is **strictly** an explanation using SEC regulation and IPO norms. Ant could make its S-1 public by early/mid of next week and still be public before Thanksgiving, in line with our previous reporting of a launch the week of Nov 9 and pricing the week after.
A lot of folks speculating that today is make or break for a pre-Thanksgiving IPO which is not the case
A lot of folks speculating that today is make or break for a pre-Thanksgiving IPO which is not the case
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Conor Sen retweeted
NEWS: The Knicks say using the allure of rings for a cybersecurity test was "an unfortunate mistake." They reveal plan to hand out 275 championship rings worth over $3.7 million.
Story here:
nypost.com/2026/10/23/spo…
Story here:
nypost.com/2026/10/23/spo…
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The assumption should be that over time the political system will deliver lower inflation and interest rates since that’s what the public has shown it wants. In delivering that we’ll probably create new problems, but I would bet on that.
When my book came out, everyone asked if Trump was going to change the direction of US trade policy. "Too soon to say" I'd say because of status quo bias. Now Trump made "tariff" one of the most hated words in politics, says @greg_ip wsj.com/economy/trade/… via @WSJ (1/2)
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