Joseph Bohm

Primarily energy markets, energy regs and energy services but also NYC politics, policy, real estate and Jewish community.

[Zineb Riboua @zriboua]

He gets it.

[Joseph Bohm @josephbohm]

Words matter to entrepreneurs.
REV was supposed to change the utility business model.
Cogen was going to be localized assets that could be owned and managed.
Indian Point was to be replaced with Renewables.
Businesses were built around these words.
Businesses died bc they couldnt keep their word.

[Joseph Bohm @josephbohm]

NYS wants to be a leader in Nuclear

Cogeneration backtracked
VDER backtracked
Indian Point backtracked
Offshore wind backtracked
Closing gas peakers backtracked
CLCPA targets backtracked
Data centers backtracked

NYS energy credibility... 0

[Governor Hochul Press Office @NYGovPress]

“I want to build more nuclear in New York than the entire country has in 30 years.

That's how ambitious I am about powering our future of innovation.”

[Joseph Bohm @josephbohm]

@jraphs @EinhornGabe Correct

[Joseph Bohm @josephbohm]

@JosephMajkut

[Joseph Bohm @josephbohm]

@JosephMajkut Will be alot of 49.5MW data centers.

Reminds me of Fulton's high pressure steam model sizes. They sell a 49.5hp high pressure steam boiler mainly for the NYC market even though they offer a 50HP because NYC code requires boilers 50hp and ⬆️ to have operating engineers 24/7.

[The City Reporter @THECITYNY]

NEW: A line meant to bring hydropower from Canada to New York City has been out of service for 10 days with no end in sight as another heat wave sets in.

https://t.co/YpO091CoLp

[Joseph Bohm @josephbohm]

@jaymart222 Contrition is impossible for them. They never owned up to their mistakes managing COVID and they certainly wont admit the 2019 rent laws hurt new yorkers. They would rather die on their sword.

[Joseph Bohm @josephbohm]

I get hired by owners/managers to do radiator replacements. Very frequently we are unable to gain access to units bc there are scared residents paying cash to the official tenant and fear getting caught.

[Arpit Gupta @arpitrage]

The median renter in New York pays $1,641, while market rate asking rents in Manhattan are >$5k.

We have an insider-outsider housing market. Long tenured tenants (in or out of rent control) enjoy large discounts, so the small market rate segment for outsiders costs a lot

[signüll @signulll]

if anyone is developing a device in this category, please dm me. i will invest asap. i am not kidding.

please. i am begging anyone to do this.

this would structurally change the composition of public life in meaningful ways.

[J @JayTC53]

I did not know Lindsey Graham served 33 years in the United States Air Force and retired a colonel earning a bronze star.

Love him or hate him, without a doubt Lindsey Graham was a patriot who served America for 3 decades. Then 2 more decades in the senate.

Graham loved America, that I can tell. 🇺🇸

[Al Franken @alfranken]

Saddened to hear of Lindsay’s death though we so regularly disagreed. But he was a good friend and an amazingly effective Senator. Also, the funniest. One Christmas break I told him my family was going to Puerto Rico. He said, “Do two fundraisers. One for those who are pro-statehood and one for those who are against it. They never talk to each other.”

[Arpit Gupta @arpitrage]

The median renter in New York pays $1,641, while market rate asking rents in Manhattan are >$5k.

We have an insider-outsider housing market. Long tenured tenants (in or out of rent control) enjoy large discounts, so the small market rate segment for outsiders costs a lot

[David M Friedman @DavidM_Friedman]

Here’s the bottom line on @RoKhanna . He visited Israel for the sole purpose of self-victimization, seeking a confrontation with people whom he had been vilifying for months.

Now, to achieve that with minimal self-risk, he had a far-left guide take him to a relatively low-risk site in a military zone. But because his visit was not coordinated or previously cleared with authorities, his arrival drew some attention, first civilian and then military.

As was entirely predictable , he was asked a few questions and sent on his way. But he got the photo op and all he needed for his pre-conceived false narrative.

Well played Ro. You learned much from the haters you came before you how to play this cynical game.

[Aravind Srinivas @AravSrinivas]

"I find it ironic that the status quo is to then turn around and impose restrictive terms on distillation, and to reserve the right to learn from customer usage and interaction data. If learning flows in only one direction, economic value converges toward the owners of the learning infrastructure rather than the creators of the knowledge itself. Therefore, it's imperative that we distribute the learning infrastructure to every firm so that they can control their own learning loop."

Well said.

[Sam E. Antar @SamAntar]

.@RoKhanna. I have more questions:

The New York Times had a photographer present and reviewed photographs and video.

Was anyone in your delegation physically injured?

Did any settler point a firearm directly at you or another member of your delegation?

Were any verbal threats made specifically to you or your staff? If so, what were they?

Did anyone attempt to open your vehicle or physically restrain anyone in your delegation?

Were you ever ordered by an Israeli soldier not to leave?

Did any Israeli soldier point a weapon at you or your delegation?

At what point, if any, were you free to turn your vehicle around or leave by another route?

Will you release the complete, unedited video so the public can evaluate those facts?

I also noticed something similar about the Times article. Despite having a photographer present and saying it reviewed photos and video, it doesn’t answer many factual questions that would help readers evaluate the incident. For example, it doesn’t specify:

whether firearms were ever aimed at the delegation;

whether anyone suffered any physical injury;

the exact number of settlers present;

the precise timeline of the 90 minutes;

exactly when the IDF arrived and what each side did;

whether the road was continuously blocked or intermittently passable;

what the unedited video shows compared with the selected images.

Those are legitimate observations about the level of detail. It’s fair to ask for more specifics rather than assuming the missing details favor one side or the other. That keeps your critique focused on transparency instead of speculation.

[Igazsag @Jan6Patriot]

@RoKhanna @netanyahu @MeetThePress You instigated the entire episode in Israel to distract people from the fact you advocated for a Nazi rapist.

[Joseph Bohm @josephbohm]

@ShitFund To be fair, this was disclosed in public filings during the IPO process. Shareholders should not be surprised.

[Daniel Friedman @DanFriedman81]

Stuy is New York’s most prestigious high school because it admits the highest-performing students as determined entirely by scores on an objective, unbiased test.

Seats at Stuy are not allocated by race. They are not given out through a subjective process that can be influenced by politics or favoritism or money.

The kids who got in did the best, and the kids who did not do the best cannot get in, no matter how much rich parents or woke politicians want to corrupt the fair and objective admissions competition.

People like Lincoln Restler think Stuy is prestigious for reasons other than the fact that it has a rigorous objective admissions standard. He thinks the prestige these kids earned through their excellence can be redistributed to the students who are not the best that he would prefer to pretend are the best.

But these students are not prestigious because they go to Stuy; Stuy is prestigious because these students go there. And if different students — inferior students— went there, then Stuy would no longer be the school that is a magnet for the smartest kids in New York and its prestige and reputation would dissipate rapidly, just like the University of California system’s has.

Or maybe Restler knows this, and he just wants to destroy Stuy, because he wants to prevent these students’ talent from being measured and identified, so they can be scattered into low-performing schools where they will languish instead of having their talent cultivated.

Regardless, his ideology of racial grievance and destruction is a monstrous evil masquerading as “social justice,” and it will not be tolerated.

[Joseph Bohm @josephbohm]

@PhilSustainable Beyond taxes, this also applies to LL97. Coops, condos, and market rate properties are on the hook for a disproportionate amount of decarbonization.
@Jamie_LeFrak