GeorgeKimball

Agnostic Humanist
Georgism / Geoist
YIMBY

[Crémieux @cremieuxrecueil]

This is really sad:

When psychology professors are asked whether they'd put the truth before social equity concerns, 66.4% of male professors said yes, but fewer than half of female professors (43%) agreed.

In both groups, too many put equity before truth.

[Peter J. Hasson @peterjhasson]

"How could the boomers have been so stupid as to reject nuclear energy?"

"We need to reject data centers that will fund our schools, cut our taxes, keep China from world domination, and employ our neighbors"

- same people

[Hayden @the_transit_guy]

Vancouver (pop. 750k) has no grade separated highways within its municipal borders. If you applied that model to Kansas City, it would remove 137.7 miles of freeway from in and around the city's urban core.

[Inevitable West @Inevitablewest]

While proud Germans are out having fun at the World Cup, the scumbag left are calling their national pride "far-right"

Imagine seeing this and getting mad. 🇩🇪

[yimbyall @yimbyall]

Europeans crying for the past 4 years:

“A World Cup in the United States sucks, stadiums will be empty”

The games in the United States so far:

🇺🇸🇵🇾
🇧🇷🇲🇦
🏴󠁧󠁢󠁳󠁣󠁴󠁿🇭🇹
🇨🇭🇶🇦

[Bobby Fijan @bobbyfijan]

I highly doubt this is true … unless it excludes public schools, which are the most valuable address based amenity

[Neil Stone @DrNeilStone]

I've never been at a medical conference where the results have been greeted with a standing ovation

Tremendous breakthrough in pancreatic cancer treatment

Through science

Hard work, rigorous research, clinical trials.

Science

Not the quack pseudoscience of social media

[Hayden @the_transit_guy]

A street and slip lane in Providence transformed into a bike boulevard and green stormwater infrastructure to help mitigate flooding. Proof that we can build people-first streets while still maintaining space for cars.

[Wolf of X @WolfofX]

Some nursing homes struggle to attract visitors. One in the Netherlands chose to invite roommates instead.

In the Dutch city of Deventer, a retirement home called Humanitas introduced an idea that would eventually gain attention around the world.

Rather than accepting loneliness as a normal part of aging, they approached it as something that could actually be solved.

For over ten years, Humanitas has allowed university students to live inside the nursing home rent free.

In return, the students spend about thirty hours each month connecting with residents. Sometimes that means sharing meals, having conversations, helping with technology, joining activities, or simply keeping someone company during a quiet afternoon.

They are not nurses or employees. They are simply part of the community.

At first, the idea sounded like a smart response to expensive student housing.

But the real impact appeared in the lives of the residents. Reports from outlets such as PBS NewsHour and AARP described seniors becoming more social, more active, and less isolated once younger people became part of everyday life.

What makes the story even more meaningful is that many students chose to spend far more time there than the agreement required.

Some even stayed connected after graduating. Over time, casual interactions turned into genuine friendships.

Humanitas didn’t really create something new. It brought back something many societies once had naturally: different generations living side by side instead of separately.

Maybe the issue was never aging itself. Maybe it was the distance we created between generations.

Sometimes the most powerful ideas are simply old human connections rediscovered.

[Afshine Emrani MD FACC @afshineemrani]

1/5
I'm a cardiologist. I have spent twenty years watching cholesterol destroy arteries, trigger heart attacks, and kill people I care about.
Today, Eli Lilly presented data that may begin to end that era.
VERVE-102. A single infusion. One dose. It uses base editing to permanently turn off the PCSK9 gene in your liver.
Presented today at the European Atherosclerosis Society Congress:
88% reduction in PCSK9.
62% reduction in LDL cholesterol.
Sustained up to 18 months.
No treatment-related serious adverse events.
One infusion. Not daily pills you forget to take. Not monthly injections. One dose — and your cholesterol may stay low for the rest of your life.

[GeorgeKimball @8KWindmill]

@kiaran_ritchie @Polymarket It's not free money, the odds pays lower than interest of fixed income investments.

It's lending money for free to the bet company.

[Mark R. Brown, AICP, CNU @Car_Free_USA]

Middle housing is the gateway to walkable density in American cities.

[Benjamin Todd @ben_j_todd]

Still the world's most underrated chart:

People think the best charities save 50% more lives than average.

The data and experts say it's 10,000%.

[Crémieux @cremieuxrecueil]

Eli Lilly has done it.

They've gone and made what seems to be a powerful, permanent gene therapy for LDL cholesterol.

That means they'll be able to effectively prevent most heart disease with a single infusion!

[Bobby Fijan @bobbyfijan]

And like these in Brooklyn

A 3-story townhouse on top of a garden level unit

[Swan @AndySwan]

You're much more of a slave to the 1% that commit 50% of crimes than you are to the 1% that create 40% of the wealth.

[M. Nolan Gray 🥑 @mnolangray]

America's most beautiful neighborhoods were built in a time when there was no design regulation—developers didn't complete along the margin of fighting for permits, but along the margin of producing a better product.

[Alex Armlovich @aarmlovi]

There was a documentary where these guys get out of prison after many years and they get back to Bed-Stuy and are absolutely bewildered--"The Stuy? Really??" Like coming out of a time capsule

[Alex Armlovich @aarmlovi]

Surprise lesson from the Housing Innovation Summit: Traditional market rate YIMBYism *alone* can easily solve housing affordability all the way down to 60%AMI

To paraphrase Lincoln--I hope to have innovation on my side, but I must have land use deregulation

[Eraldo De Paola @EraldoPaola]

O que pode quebrar a onda de Capex de IA que está puxando a economia americana ?

75% do crescimento marginal do PIB americano no 1o T veio de investimentos em Infra p/ estes projetos, assunto que dissequei no episódio "Os números que podem derrubar as bolsas mundiais" que foi ao ar no dia 17 de Maio no canal do YT do @fernandoulrich.

Uma das hipóteses geopolíticas mais contundentes para isso seria a "crise do hélio no Qatar”, passível de derrubar a produção global de chips até setembro, pois a Coréia do Sul, por exemplo, tem uma dependência de 65% de importação de hélio via Qatar (e portanto Hormuz), e Taiwan, depende em torno de 70%. (China 54% também).

Preocupante, não?

Nem tanto, pelo menos até agora, primeiro que o custo do hélio versus o custo do chip final é muito baixo (menos de 0.1% de um wafer), segundo, dois meses após o início da guerra, onde o mercado tratava originalmente 8 semanas como o limíte de tempo para não dar um problema maior, os dados contam outra história:

-> Pedidos de Ordem de Exportações de Taiwan: cresceram 48% anualizado em abril (tudo bem que a base é afetada por tarifas ano passado nessa época);
-> PMI Industrial Americano no maior nível dos últimos 3 anos;
-> Guidance da Linde PLC, maior empresa distribuidora e processadora de hélio que em tese se daria bem com os problemas dos competidores no Qatar, assumindo zero upside adiante devido a esse problema.

A narrativa pessimista ainda não bate com o mercado.

O capex em IA está absorvendo choques de segunda ordem.

Enquanto continuar assim, esse apetite insaciável por investimentos em infra compensará o resto dos dados macro anêmicos.

O que pode atrapalhar, talvez (1) reaceleração inflacionária forçando o Fed a apertar mais (o PMI americano está vindo com inflação de inputs em máxima de 10 meses), (2) Air pocket pós-front-loading no 3o T, quando a demanda antecipada por tarifas se exaurir, (3) guidance fraco de capex dos hyperscalers no próximo ciclo de earnings.