advait
@advaitarun.bsky.social
capital markets & energy finance @ Center for Public Enterprise ☀️🏗️ • bay area / dc • advaitcore.substack.com. on twitter at @advaitarun_
Pinned
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
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...
It's also a financial risk management framework for policymakers!
publicenterprise.org/report/bubbl...
Reposted by advait
Au revoir Montreal, one the most beautiful cities I've ever visited. Will definitely have to be back soon!
November 27, 2025 at 3:51 AM
Au revoir Montreal, one the most beautiful cities I've ever visited. Will definitely have to be back soon!
Reposted by advait
a young woman who signed up to serve her community and our narcissistic, despotic president decided to use her as a prop for his ego
November 28, 2025 at 2:11 AM
a young woman who signed up to serve her community and our narcissistic, despotic president decided to use her as a prop for his ego
Reposted by advait
and @iraregmi.bsky.social with more "strategic reconnaissance" on how "the goals of the AI corporation and its financiers merge with the strategic objectives of the American empire" radicaltransitions.substack.com/p/how-financ...
How Finance Capital Fuels the AI Data Center Rush
AI infrastructure and the nexus of state power, industry, and financial institutions
radicaltransitions.substack.com
November 27, 2025 at 7:32 PM
and @iraregmi.bsky.social with more "strategic reconnaissance" on how "the goals of the AI corporation and its financiers merge with the strategic objectives of the American empire" radicaltransitions.substack.com/p/how-financ...
Reposted by advait
great minds thinking alike this month:
@advaitarun.bsky.social on the sneaky debt, circular financing, and risk surrounding the growth of data centers
publicenterprise.org/report/bubbl...
@advaitarun.bsky.social on the sneaky debt, circular financing, and risk surrounding the growth of data centers
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 27, 2025 at 7:32 PM
great minds thinking alike this month:
@advaitarun.bsky.social on the sneaky debt, circular financing, and risk surrounding the growth of data centers
publicenterprise.org/report/bubbl...
@advaitarun.bsky.social on the sneaky debt, circular financing, and risk surrounding the growth of data centers
publicenterprise.org/report/bubbl...
Reposted by advait
read my colleagues’ coverage of this continuing development heatmap.news/energy/pjm-d...
PJM Is Paralyzed by Its Data Center Dilemma
Members of the nation’s largest grid couldn’t agree on a recommendation for how to deal with the surge of incoming demand.
heatmap.news
November 27, 2025 at 1:45 AM
read my colleagues’ coverage of this continuing development heatmap.news/energy/pjm-d...
Reposted by advait
big late breaking news: the market monitor for the largest energy grid in the u.s., covering much of the midwest and mid-atlantic, has called to block new data centers connections to the grid, saying current course of growth assures regular blackouts
No more PJM data centers unless they can be reliably served: market monitor
The PJM Interconnection’s market monitor urged the Federal Energy Regulatory Commission to rule that large data centers can only come online if the grid operator can still meet reliability metrics.
www.utilitydive.com
November 27, 2025 at 1:17 AM
big late breaking news: the market monitor for the largest energy grid in the u.s., covering much of the midwest and mid-atlantic, has called to block new data centers connections to the grid, saying current course of growth assures regular blackouts
Reposted by advait
Fascinating and sobering conversation on @heatmap.news with @advaitarun.bsky.social about the growing risk of an AI Bubble. @robinsonmeyer.bsky.social @jessedjenkins.com 1/
heatmap.news/podcast/shif...
heatmap.news/podcast/shif...
How Clean Energy Could Prepare for an AI Bubble
Rob and Jesse talk data center finance with the Center for Public Enterprise’s Advait Arun.
heatmap.news
November 27, 2025 at 12:29 AM
Fascinating and sobering conversation on @heatmap.news with @advaitarun.bsky.social about the growing risk of an AI Bubble. @robinsonmeyer.bsky.social @jessedjenkins.com 1/
heatmap.news/podcast/shif...
heatmap.news/podcast/shif...
Reposted by advait
Jesus. What the fuck? www.bostonglobe.com/2025/11/26/m...
November 26, 2025 at 3:38 PM
Jesus. What the fuck? www.bostonglobe.com/2025/11/26/m...
Hydro-Macbeth
Hydro Quebec is sponsoring the theatre companies here too lol
November 26, 2025 at 2:51 PM
Hydro-Macbeth
Reposted by advait
The Department of Energy is one of the most significant global supporters of physical science research.
I joined my colleagues at the @scientistsorg.bsky.social Addy Smith, Alice Wu, Zoë Brouns, and Arjun Krishnaswami to offer our perspective and warnings on DOE’s reorganization.
I joined my colleagues at the @scientistsorg.bsky.social Addy Smith, Alice Wu, Zoë Brouns, and Arjun Krishnaswami to offer our perspective and warnings on DOE’s reorganization.
New DOE Re-Organization Raises Uncertainty for American Science, Energy Innovation, and Affordability
Eight offices with mission-critical responsibilities have been dismantled as part of the restructuring, implementing much of the proposal outlined in Project 2025 and fundamentally reshaping the agenc...
fas.org
November 26, 2025 at 2:39 PM
The Department of Energy is one of the most significant global supporters of physical science research.
I joined my colleagues at the @scientistsorg.bsky.social Addy Smith, Alice Wu, Zoë Brouns, and Arjun Krishnaswami to offer our perspective and warnings on DOE’s reorganization.
I joined my colleagues at the @scientistsorg.bsky.social Addy Smith, Alice Wu, Zoë Brouns, and Arjun Krishnaswami to offer our perspective and warnings on DOE’s reorganization.
Reposted by advait
Reposted by advait
Inbox: NYPA and Cornell are showing off this mobile battery unit, which could provide an alternative to diesel generators.
Looks a lot bigger than your standard generator but it also packs a lot of energy — enough to power a stadium concert, or an average NY home for about a week
Looks a lot bigger than your standard generator but it also packs a lot of energy — enough to power a stadium concert, or an average NY home for about a week
November 25, 2025 at 3:43 PM
Inbox: NYPA and Cornell are showing off this mobile battery unit, which could provide an alternative to diesel generators.
Looks a lot bigger than your standard generator but it also packs a lot of energy — enough to power a stadium concert, or an average NY home for about a week
Looks a lot bigger than your standard generator but it also packs a lot of energy — enough to power a stadium concert, or an average NY home for about a week
Reposted by advait
Very interesting episode of the Shift Key podcast on what AI boom is doing to clean energy and what might happen if it is a bubble that leaves bankrupt data center companies and potentially unused grid capacity.
podcasts.apple.com/us/podcast/h...
🔌💡
podcasts.apple.com/us/podcast/h...
🔌💡
How Clean Energy Could Prepare for an AI Bubble
Podcast Episode · Shift Key with Robinson Meyer and Jesse Jenkins · 11/19/2025 · 1h 19m
podcasts.apple.com
November 25, 2025 at 4:00 PM
Very interesting episode of the Shift Key podcast on what AI boom is doing to clean energy and what might happen if it is a bubble that leaves bankrupt data center companies and potentially unused grid capacity.
podcasts.apple.com/us/podcast/h...
🔌💡
podcasts.apple.com/us/podcast/h...
🔌💡
Reposted by advait
Montreal Quebec
Come see the building
It’s even better in person
Come see the building
It’s even better in person
November 24, 2025 at 5:46 PM
Montreal Quebec
Come see the building
It’s even better in person
Come see the building
It’s even better in person
Reposted by advait
Seen around town, Montreal
November 24, 2025 at 9:15 PM
Seen around town, Montreal
Reposted by advait
“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...
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
“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...
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...
Reposted by advait
Highly recommend this report on AI finances. @katemac.bsky.social & I interviewed the lead author
bsky.app/profile/did:...
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...
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
Highly recommend this report on AI finances. @katemac.bsky.social & I interviewed the lead author
bsky.app/profile/did:...
bsky.app/profile/did:...
Reposted by advait
“Fine arts museum sponsored by the provincial hydropower utility” is the aesthetic I strive for
November 23, 2025 at 7:15 PM
“Fine arts museum sponsored by the provincial hydropower utility” is the aesthetic I strive for
Reposted by advait
Warburg Pincus kicks off this Caravanserai issue with a discussion of how zoning impedes the building of transit.
Yes in my… basement? Near it, at least.
Yes in my… basement? Near it, at least.
November 21, 2025 at 6:04 PM
Warburg Pincus kicks off this Caravanserai issue with a discussion of how zoning impedes the building of transit.
Yes in my… basement? Near it, at least.
Yes in my… basement? Near it, at least.
Reposted by advait
GL Stearns doesn’t want us negatively polarized against liberal democracy. If other democracies can build transit, we really can here, too.
November 21, 2025 at 6:04 PM
GL Stearns doesn’t want us negatively polarized against liberal democracy. If other democracies can build transit, we really can here, too.
Reposted by advait
For Caravanserai Volume 1 Issue 7, our writers dove into proposals for public transit―the good, the bad, and the ugly.
We don't actually think tap-to-pay is a bad idea, by the way:
caravanseraiforum.substack.com/p/transit-vol1
We don't actually think tap-to-pay is a bad idea, by the way:
caravanseraiforum.substack.com/p/transit-vol1
This is a bad transit idea.
Which public transit ideas are actually good?
caravanseraiforum.substack.com
November 21, 2025 at 6:04 PM
For Caravanserai Volume 1 Issue 7, our writers dove into proposals for public transit―the good, the bad, and the ugly.
We don't actually think tap-to-pay is a bad idea, by the way:
caravanseraiforum.substack.com/p/transit-vol1
We don't actually think tap-to-pay is a bad idea, by the way:
caravanseraiforum.substack.com/p/transit-vol1
Reposted by advait
POV: A bunch of sunbelters have a flight to Canada tomorrow morning
November 21, 2025 at 10:54 PM
POV: A bunch of sunbelters have a flight to Canada tomorrow morning
Reposted by advait
It’s kinda fascinating how no one has gotten yet that trumps “anti elite” politics isn’t against the actual elites but is much more about a rebellion against educated cosmopolitan vibes. It’s why a barista who likes Annie Hall despite Woody Allen making it is elite but Elon musk isn’t
November 21, 2025 at 11:48 PM
It’s kinda fascinating how no one has gotten yet that trumps “anti elite” politics isn’t against the actual elites but is much more about a rebellion against educated cosmopolitan vibes. It’s why a barista who likes Annie Hall despite Woody Allen making it is elite but Elon musk isn’t
Designer Transit stresses that implementing human-centered design in our transit systems means taking big steps, not small ones.
November 21, 2025 at 6:04 PM
Designer Transit stresses that implementing human-centered design in our transit systems means taking big steps, not small ones.