Eric Budd
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Eric Budd
@ericmbudd.com
the econ side of everything. @boulderbedrooms.bsky.social, @BoulderProgressives.org, Better Boulder. he/him.

2025 Election Voter Guide: https://bouldercoloradovoterguide.com
Pinned
want to know what happened in Boulder's 2025 election? I've got a new post on my blog for you.
Seven Takeaways from Boulder's 2025 Election
Welcome to Eric Budd's post-election analysis! If you've read my election voter guides in the past, I hope you enjoy a quick follow-up with some interesting aspects of the 2025 election. Boulder’s 20...
bouldercoloradovoterguide.com
I appreciate Jamelle's un-dooming about the 2026 elections here
the question to ask about this is, okay, he wants to cancel the midterms. how does he get the VA state board of elections to cancel the midterms? how does he get the georgia board of elections to do it? how does he convince republican house members to quit their jobs and give up their paychecks?
Trump says a lot of deranged shit, but, per this Reuters article — and the threats of invoking the Insurrection Act in Minnesota this morning — he is very clearly exploring how to cancel the midterms.
www.reuters.com/world/us/fiv...
January 15, 2026 at 8:44 PM
hopefully they got that worked out
January 15, 2026 at 8:37 PM
stonks giving back nearly all their gains today trying to recover from yesterday
today’s pre-market dispersion conference call was 5 seconds. it was one guy saying, “let’s just flip yesterday’s action” and everyone else saying, “sure”
January 15, 2026 at 8:23 PM
YASSS. I need to enable this for @didtherockieslose.com. looking forward to the 2026 season!
📢 v1.114 is rolling out!

Today, we're expanding access to the Live Now beta to everyone.

This experimental feature lets you add a temporary LIVE badge to your avatar, helping others discover that you're currently live-streaming on Twitch. They can click it to land directly on your stream page.
January 15, 2026 at 8:00 PM
Democrats, please embrace having a spine. there's only one correct position and it's ending ICE
Even David Shor's firm is telling Democrats in private communications that ICE is politically toxic right now.

newrepublic.com/article/2052...
January 15, 2026 at 7:58 PM
clown presidency
MACHADO WOULD NOT SAY IF SHE GAVE PRESIDENT TRUMP THE NOBEL PEACE PRIZE
January 15, 2026 at 7:45 PM
Reposted by Eric Budd
Wikimedia Foundation announces new AI partnerships with Amazon, Meta, Microsoft, Perplexity and others
Wikimedia Foundation announces new AI partnerships with Amazon, Meta, Microsoft, Perplexity and others | TechCrunch
The AI partnerships allow companies to access the org's content, like Wikipedia, at scale.
techcrunch.com
January 15, 2026 at 4:30 PM
January 15, 2026 at 6:40 PM
hardware is hard so good luck
OpenAI seeks US suppliers for planned robotics and AI device push.
January 15, 2026 at 4:11 PM
👀👀👀 definitely watching
I'm not saying the stocks of $AMZN $AAPL $MSFT $META $NVDA are dead money but they don't seem to want to go anywhere lately, and that's 26% of the S&P 500.
January 15, 2026 at 3:55 PM
look, it's absolutely a bubble. which doesn't mean that the bubble is irrational per se. the normal course of things is large investment, then an eventually peak in investment, culling of weaker firms, and eventual profits for the winners

but it's a bubble!
January 15, 2026 at 2:57 PM
Reposted by Eric Budd
“It’s basically a map of the United States. It’s kind of like Google Maps.” This is how an ICE agent described the app Palantir worked on for finding neighborhoods to raid.

I've seen the interface, it does look exactly like that www.404media.co/elite-the-pa...
January 15, 2026 at 2:16 PM
that ICE funding increase is terrifying given what's already happening in Minnesota and other cities.
One of the most fundamental problems for dealing w/ ICE is the GOP provided years of ICE agent funding in the “Big Beautiful Bill.”

No govt shutdown will end that funding stream, and there aren’t 2/3s votes in each chamber to rescind the funding & override a veto.

Means resistance is what we have.
January 15, 2026 at 2:30 PM
it's always an interesting dynamic to see how fabs / commodity suppliers deal with bubbles. the risk in overbuilding supply before a downturn is immense
Nvidia and Broadcom have repeatedly asked TSMC over the past few months to expand capacity to support production of their GPUs and TPUs, but TSMC has responded that it cannot provide as much capacity as either company is requesting
TSMC Can’t Make AI Chips Fast Enough
Last November, during one of Nvidia CEO Jensen Huang’s five visits to Taiwan last year, he and CC Wei, CEO of Taiwan Semiconductor Manufacturing Co., met with reporters. Wei told the assembled media t...
www.theinformation.com
January 15, 2026 at 2:22 PM
Reposted by Eric Budd
🚨🚨🚨 I know everything is going to hell, but a reminder that the FINAL DEADLINE to enroll in #ACA healthcare coverage is MIDNIGHT *TONIGHT* in 40 states. 1/

acasignups.net/26/01/12/gro...
Grouching towards Enrollment: My 2026 ACA OEP Guide
Almost exactly a year ago I began my 2025 ACA Open Enrollment Period guide with the following words: This is the best OEP ever for the ACA for several reasons: The expanded/enhanced premium subsidies ...
acasignups.net
January 15, 2026 at 1:52 PM
I think this AI piece is mostly right — in the sense that there's significant competition in the space with competing models, all driven from massive capital investment
MALLABY: “.. A.I. businesses are not like the software successes of the past generation. They are far more capital-intensive. .. My bet is that over the next 18 months, OpenAI runs out of money.”

@nytimes.com
www.nytimes.com/2026/01/13/o...
January 15, 2026 at 1:56 PM
Colorado has almost no snow this year
oof

*VAIL RESORTS: SEASON-TO-DATE SKIER VISITS DOWN 20% Y/Y
January 15, 2026 at 1:07 PM
fascist president uses soldiers against Americans
President threatens to deploy the Insurrection Act against Minnesota.
January 15, 2026 at 1:06 PM
Reposted by Eric Budd
Old enough to remember when "conservatives" were angry about schools closing and online classes being a massive detriment to kids' learning.
Annnnnddddd St Paul schools are closing next week for 2 days to prepare for virtual learning options.
January 15, 2026 at 4:08 AM
Reposted by Eric Budd
The City of Minneapolis again demands that ICE leave the city and state immediately. We stand by our immigrant and refugee communities – know that you have our full support.
January 15, 2026 at 3:48 AM
Reposted by Eric Budd
JUST NOW from @statuscoupnews.bsky.social — ICE attacking protestors after shooting someone else.

Minneapolis has been invaded.
January 15, 2026 at 3:36 AM
Reposted by Eric Budd
Senate Democrats absolutely have to shut the govt down to stop this ICE insanity in the Twin Cities. This is not sustainable & cannot be normalized. Any Democratic vote to provide money to the thugs who are brutalizing this community is a grave betrayal to the people here. Accountability can't wait.
January 15, 2026 at 3:37 AM
Reposted by Eric Budd
On Fox 9 just now they interviewed a woman at the scene in Minneapolis. She says she’s not an activist but felt a call to action like she hasn’t felt since 9/11. She says she was raised to love America. She says she’s never felt scared of the government in her life, until now.
January 15, 2026 at 3:10 AM
Reposted by Eric Budd
This posted late and is not surprising, as such, but it is sort of my uniform theory of how racism undergirds Trump’s coalition so perhaps you’ll find it interesting.
www.ms.now/opinion/trum...
January 15, 2026 at 3:51 AM
Reposted by Eric Budd
X updated its terms of service to declare that any lawsuit against it, even ones which are ongoing (as Musk’s suit against Media Matters is), must be heard by Reed O’Connor in Texas. Basically.
January 14, 2026 at 11:19 PM