Kevin A. Bryan @Afinetheorem 2026-07-13 14:56Z Critical aspect of China: they let competition work. The great new car companies (we chatted with Li Auto on our trip) are explicitly *not* the traditional large Chinese auto manufactureres, who are in just as much trouble as GM and Volkswagen. Protectionism is a path to despair.
Kevin A. Bryan @Afinetheorem 2026-07-10 14:27Z Provide a bunch of revenue and some jobs using only land, hydro/solar, batteries: amazing sovereignty arbitrage in the West and Northern Canada for those who want it. Imagine Navajo Nation with another billion in revenue...
Kevin A. Bryan @Afinetheorem 2026-07-02 20:15Z A week in a city for all needs great museums, culture & nature. If 2 out of 3, they need to be v top. Ergo: London, Paris, Istanbul, Tokyo, HK, NYC. Next tier: LA, DC, Yvr, SF, Tor, Rome, Madrid, Berlin, BJ, Seoul, Osaka, Sing, CT, DF, Rio, BA, Amst, Misc, StP, Wien, Cairo, Mkesh
Kevin A. Bryan @Afinetheorem 2026-06-29 18:52Z The population of SF has gone up 6% over the last *25 years* despite a massive boom. 6! Alameda: 13.6%, Marin 2.6%, San Mateo 5.2%, Santa Clara 13.7%. US as a whole: 22.3%. MAINE grew faster than the whole SF metro. NEWFOUNDLAND grew faster than SF since 2000! Utter insanity 1/2
Kevin A. Bryan @Afinetheorem 2026-06-25 14:57Z Great data - for both firms and economists, CLI/Desktop agentic AI use is way more common than chatbot interface for frontier users, incl. almost all folks internally at OAI in this data, but still very rare among normal users. Part of this is institutional contract structure.