Chirag Lala
@cthelala.bsky.social
Indian-American. VP of Research & Chief Economist at Center for Public Enterprise. PhD Candidate at UMass Economics. Macro + Finance + Industrial Policy + Decarbonization + Grids + Investment
https://publicenterprise.org/author/chirag/
https://publicenterprise.org/author/chirag/
Pinned
Chirag Lala
@cthelala.bsky.social
· Nov 12
Made what I believe to be the first "Macroeconomics and Finance" starter pack! Do send me recommendations or requests to join.
It's a broad umbrella - so not just for economists! Practitioners, industry, and adjacent policy folks are all welcome.
go.bsky.app/PF8LBMv
It's a broad umbrella - so not just for economists! Practitioners, industry, and adjacent policy folks are all welcome.
go.bsky.app/PF8LBMv
Reposted by Chirag Lala
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...
Read it here:
heatmap.news/ideas/data-c...
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.
heatmap.news
November 28, 2025 at 1:36 PM
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...
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.
Gordon Brown: The two-child benefit cap was a scar on the country’s soul
By abolishing the cap, Rachel Reeves will lift hundreds of thousands of children out of poverty
By abolishing the cap, Rachel Reeves will lift hundreds of thousands of children out of poverty
The two-child benefit cap was a scar on the country's soul
By abolishing the cap, Rachel Reeves will lift hundreds of thousands of children out of poverty
www.newstatesman.com
November 26, 2025 at 11:52 PM
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.
You’re siding with landlords and asset managers. For what? Erosion of the tax base. Material aid to xenophobic forces. Sprawl. Continued displacement.
November 26, 2025 at 9:36 PM
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.
You’re siding with landlords and asset managers. For what? Erosion of the tax base. Material aid to xenophobic forces. Sprawl. Continued displacement.
Trying my first Shell charger!
9.6 kW and free for an hour because it’s at a grocery store. Neat!
9.6 kW and free for an hour because it’s at a grocery store. Neat!
November 26, 2025 at 8:51 PM
Trying my first Shell charger!
9.6 kW and free for an hour because it’s at a grocery store. Neat!
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.”
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.”
November 26, 2025 at 5:18 PM
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.”
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!
Now he’s been appointed to Zohran’s Transition Committee on Housing. We at @publicenterprise.bsky.social couldn’t be prouder!
November 24, 2025 at 11:29 PM
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!
Now he’s been appointed to Zohran’s Transition Committee on Housing. We at @publicenterprise.bsky.social couldn’t be prouder!
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.
The sheer range of level 2 pricing still surprises me. Most of the chargers I see are also 6-7 kW.
November 23, 2025 at 6:27 PM
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.
The sheer range of level 2 pricing still surprises me. Most of the chargers I see are also 6-7 kW.
Reposted by Chirag Lala
We should finish it
November 22, 2025 at 4:07 PM
We should finish it
Reposted by Chirag Lala
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
November 21, 2025 at 9:46 PM
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
Reposted by Chirag Lala
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.
November 22, 2025 at 3:49 PM
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.
November 22, 2025 at 3:44 PM
Glory to reconstruction.
Reposted by Chirag Lala
this is your brain when your entire politics is just a set of aesthetics
November 21, 2025 at 11:04 PM
this is your brain when your entire politics is just a set of aesthetics
Reposted by Chirag Lala
Genuinely one of the worst chancellors in history.
Late period Osborne: interest rates at zero and 50-80bn of headroom: and his priority was “don’t invest”.
November 4, 2025 at 11:56 AM
Genuinely one of the worst chancellors in history.
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...
Pennies Are Trash Now
The government has no plan for America’s 300 billion pennies.
www.theatlantic.com
November 19, 2025 at 6:30 PM
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...
Reposted by Chirag Lala
It's official when it is Bluesky official.
Center for Public Enterprise now has a transportation vertical! Congratulations to @jmooreotto.bsky.social on joining us as its Program Manager. He’ll be focusing on transit and TOD value capture, rail electrification, and state capacity development.
publicenterprise.org/author/jacks...
publicenterprise.org/author/jacks...
Jackson Moore-Otto
Building a better public sector.
publicenterprise.org
November 18, 2025 at 7:34 PM
It's official when it is Bluesky official.
Reposted by Chirag Lala
let's fucking gooooooooooooooo
Center for Public Enterprise now has a transportation vertical! Congratulations to @jmooreotto.bsky.social on joining us as its Program Manager. He’ll be focusing on transit and TOD value capture, rail electrification, and state capacity development.
publicenterprise.org/author/jacks...
publicenterprise.org/author/jacks...
Jackson Moore-Otto
Building a better public sector.
publicenterprise.org
November 18, 2025 at 7:33 PM
let's fucking gooooooooooooooo
Reposted by Chirag Lala
One notable aspect of today's deal is that MSFT, by letting Anthropic use its compute, is derisking itself from its own subsidiary OpenAI.
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...
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...
blogs.microsoft.com
November 18, 2025 at 6:59 PM
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...
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.
November 18, 2025 at 7:00 PM
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...
From @advaitarun.bsky.social's phenomenal data center report. Two interdependent factors decide which firms survive a bust:
1. Anticipated revenues are *deemed by investors* as insufficient to collateralize debt
2. Who seizes market share when the worst happens publicenterprise.org/report/bubbl...
1. Anticipated revenues are *deemed by investors* as insufficient to collateralize debt
2. Who seizes market share when the worst happens 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 18, 2025 at 6:24 PM
From @advaitarun.bsky.social's phenomenal data center report. Two interdependent factors decide which firms survive a bust:
1. Anticipated revenues are *deemed by investors* as insufficient to collateralize debt
2. Who seizes market share when the worst happens publicenterprise.org/report/bubbl...
1. Anticipated revenues are *deemed by investors* as insufficient to collateralize debt
2. Who seizes market share when the worst happens publicenterprise.org/report/bubbl...
Reposted by Chirag Lala
So excited to be joining the stellar team @publicenterprise.bsky.social !
Center for Public Enterprise now has a transportation vertical! Congratulations to @jmooreotto.bsky.social on joining us as its Program Manager. He’ll be focusing on transit and TOD value capture, rail electrification, and state capacity development.
publicenterprise.org/author/jacks...
publicenterprise.org/author/jacks...
Jackson Moore-Otto
Building a better public sector.
publicenterprise.org
November 18, 2025 at 3:16 PM
So excited to be joining the stellar team @publicenterprise.bsky.social !
Center for Public Enterprise now has a transportation vertical! Congratulations to @jmooreotto.bsky.social on joining us as its Program Manager. He’ll be focusing on transit and TOD value capture, rail electrification, and state capacity development.
publicenterprise.org/author/jacks...
publicenterprise.org/author/jacks...
Jackson Moore-Otto
Building a better public sector.
publicenterprise.org
November 17, 2025 at 5:18 PM
Center for Public Enterprise now has a transportation vertical! Congratulations to @jmooreotto.bsky.social on joining us as its Program Manager. He’ll be focusing on transit and TOD value capture, rail electrification, and state capacity development.
publicenterprise.org/author/jacks...
publicenterprise.org/author/jacks...
The current intra-Dem critiques of tax credits will come to nothing because they’re shadowboxing designs that never existed.
Meanwhile, the GOP is busy raving about credits that they themselves made tougher to use by projects the admin purports to champion.
Meanwhile, the GOP is busy raving about credits that they themselves made tougher to use by projects the admin purports to champion.
Of all the center left policies we’d pick to represent kludge or unpopularity or even neoliberalism, the *IRA* tax credits aren’t even in the top fifty I’d wager.
November 17, 2025 at 12:24 AM
The current intra-Dem critiques of tax credits will come to nothing because they’re shadowboxing designs that never existed.
Meanwhile, the GOP is busy raving about credits that they themselves made tougher to use by projects the admin purports to champion.
Meanwhile, the GOP is busy raving about credits that they themselves made tougher to use by projects the admin purports to champion.
Reposted by Chirag Lala
Reposted by Chirag Lala
Huh. Bearish AI research from CPE leads to Arun in the market.
November 13, 2025 at 7:26 PM
Huh. Bearish AI research from CPE leads to Arun in the market.
Want to understand the guts of the AI investment boom? CPE's @advaitarun.bsky.social wrote a fantastic report for all your Qs: describes who the actors are, how they finance capex, and just how they are taking on risk.
Lots of lessons for policymakers too!
publicenterprise.org/report/bubbl...
Lots of lessons for policymakers too!
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 12, 2025 at 6:16 PM
Want to understand the guts of the AI investment boom? CPE's @advaitarun.bsky.social wrote a fantastic report for all your Qs: describes who the actors are, how they finance capex, and just how they are taking on risk.
Lots of lessons for policymakers too!
publicenterprise.org/report/bubbl...
Lots of lessons for policymakers too!
publicenterprise.org/report/bubbl...