Owen

@oweninvan.bsky.social

The best laid schemes o' Mice an' Men gang aft agley, an' lea'e us nought but grief an' pain, for promis'd joy! Vancouver, BC

Renovations vs. Construction is an interesting indicator of filtering. If buyers can't find a new home they want, they reno an old one, reducing the supply of depreciated homes, not the supply of new ones. Makes sense that building more drops the lowest rents the fastest.

https://www.pew.org/en/research-and-analysis/articles/2025/07/31/new-housing-slows-rent-growth-most-for-older-more-affordable-units
Jerusalem Demsas@jerusalem.bsky.social · 11h ago

"For the first time ever, more people are employed by remodeling companies than by single-family and multifamily developers combined." (h/t @josephpolitano.bsky.social) www.theargumentmag.com/p/americas-e...

3. You don't have to pretend like incorrect or baseless claims are anything more, and should call them out; you don't have to engage in "meet in the middle" midwittery. Speak with clarity about what will and won't work; even in 2026, being the person saying the true thing in a sea of BS is power.

Remember that by killing the Villages Plan, Sean, ABC, & "Green" Pete Fry scuttled Complete Communities, an essential Big Move of the Climate Emergency Action Plan. 1000s will commute in cars from exurbs & fossil gas will heat more homes, regardless of what CoV rules say.

SEAN ORR @seanorr.bsky.social.

49m

Remember as your eyes burn from the smoke today, Ken Sim and ABC voted to allow fracked gas in new builds, cancelled $8 million in climate retrofit grants; voted against funding for cooling kits for people in the Downtown Eastside; and got rid of the climate justice charter.

2

9

28

What’s happened since? A spike in reckless driving. On Ottawa’s Katimavik Road, 86% of drivers obeyed the limit when cameras were in use. Now just 20% do. In Toronto, the share of vehicles >11 kmh over the limit jumped 4x. In Guelph, the share of cars >15 kmh over has more than tripled.

Most drivers speeding at 8 former camera sites, city data shows | CBC News

New City of Ottawa data shows that fewer than half of drivers are complying with posted speed limits at eight former speed camera sites in May, months after the province banned automated speed enforce...

cbc.ca

There's not much we can do about the information environment. But, as Canadians, we need to resist the poison pouring over from our southern border. We don't need to all agree with each other. But we also don't need American style polarization. We're not going to figure shit out with memes.

"It would be one thing if CPP was underperforming... another if they were manipulating their benchmark to pay themselves unduly... another if ... depressing growth in the Canadian economy writ-large to cover it all up. I’ll prove they're doing all three"

How CPP Executives are Manipulating their Benchmarks to Pay Themselves Before Your Retirement

An insider's perspective on the illegitimate $100 million dollar wealth transfer from Canadian tax-payers to CPP execs and employees, and exactly how they covered it up.

mathewkaminski.substack.com

two days after Vancouver city council voted down their own Villages Plan, west side residents who opposed the plan en masse are complaining that Dunbar (!!) doesn’t have any wine bars, boutiques or gyms — the kind of amenities that require neighbourhood density to support

Hi fellow neighbours. Have you ever wondered why Dunbar has been so slow to develop decent shops and restaurants? Dunbar & King Ed; Dunbar & W 16th; Dunbar & W 41st - all pretty well trafficed intersections yet theres no decent pub, restaurant or wine bar. No boutique shops or decent shopping. There's also no decent gym besides the community centres which are fine but not if you like specialized equipment.
What gives? I've been in Dunbar for over 10 years & more recently moved to Southlands. Before that was in Kits. Kits is vibrant but a different crowd.
Would love to see some better business development in Dunbar / Southlands & area.
Closest thing is Kerrisdale - concentrated to a few blocks, still only one decent wine bar - not much selection.

Yesterday, ABC walked away from their Villages Plan. The plan was not perfect and people didn’t feel heard. But here’s what was on the table: homes, for people and families, that are much more affordable than the ruinously expensive single family homes that are there today.

It's extremely possible that I don't understand the business, but I would not have put Shopify on a top 5 list for moat in the AI era. Hosting individual shops seems to have limited network benefits & a low barrier for customers' switching providers. What am I missing?

Brutal stock screen

Morgan Stanley head of research Katy Huberty marketed a software stock screen that brutally narrowed the sector down to five companies,

“We introduce a ‘Moat & Journey’ framework that evaluates US Software companies on the durability of their current competitive position (their Moat) and the effort required to succeed in an AI-native, agentic and consumption-driven environment (their Journey). Only five companies (out of the 81 under coverage) rank in the Top 15 across both Moat and Journey: Microsoft (MSFT, $381.70), Palo Alto Networks (PANW, $323.79), CrowdStrike (CRWD, $183.28), Shopify (SHOP, $113.75), and ServiceNow (NOW, $98.78). We rate all 5 Overweight”.

One thing you can see in the latest Stancil blowup is that a sizable share of this website thinks that good intentions are the only thing that matter in policymaking, and expressing skepticism that a policy will really work as intended is equivalent to stealing food from the poor.

This pattern of politicians running against their own bureaucracies as champions of the people was tagged as "the dysfunctional dance of local governance" by Mariana Valverde when she saw it in Toronto in EVERYDAY LAW ON THE STREETS from 2012. Its biggest beneficiary? Rob Ford.

Justin McElroy 🇨🇦@jmcelroy.bsky.social · last wk.

A funny thing about Vancouver's Villages rejection happening so close to the election is Ken Sim's office posting a statement being like "we listen to the wisdom of the people" and ABC Vancouver sending supporters an email being like "we're protecting you from city bureaucrats who are garbage"

The alternative to density is sprawl, which not only requires deforestation, but also forces people to make long commutes, typically by car in this region. People who don't want new neighbors are supporting sprawl, whether or not they want to save individual trees in the yards near their houses.

I’ve seen a number of babies born in buildings I’ve built, many times due to couples having enough room to grow. Housing creates the blank pages that one day will be filled by the lives and stories of our current and future generations. Building it is so important.

Peter Waldkirch 華彼德@pwaldkirch.bsky.social · last wk.

Some nearby house-owners had lawn signs opposing these rental homes up until this building was almost completed, years after it was approved. And I am 100% certain all the people who call this building home today, and those who will for decades to come, enrich and strengthen the neighbourhood.

Some councillors suggested doing only one or two villages as a pilot. This would not be representative, as it would concentrate development in one area & they all have different characteristics. More important: Housing is needed now! Council should approve the whole plan.

https://dailyhive.com/vancouver/vancouver-unaffordable-market-report-2026

I’m as pro-free speech as the next guy, but there needs to be some kind of law restricting movies over 2 hours. Masters of the Universe needed 140 minutes, really? Don't ban them outright, maybe a tax or mandatory editing if a film falls below 90% on Rotten Tomatoes?

This is a tremendous amount of copium. Data centres won't "go dark" because OpenAI loses money. Nvidia's margins can go down a LOT, the chip fabs can keep churning. Model creators can drastically reduce the R&D arms race. LLMs won't disappear just because early investors lose their equity.

We're talking about a crash that will put 2008 in the shade and meet or exceed the pandemic sell-offf."
Doctorow's arguments are persuasive and oddly cheering.
We will be rescued from the AI apocalypse by the collapse of Al and the global economy.
Our pension funds may be lost in the rubble, but the oligarchs and their purchased politicians will face a crisis far worse than, say, the beginning of the COVID-19 pandemic.
Their credibility and power will evaporate with their wealth.
Their data centres will go dark, or never be built at all.
The Tyee@thetyee.ca · 2w ago

In his latest book, Toronto-born science fiction author and tech critic @doctorow.pluralistic.net argues that AI will make us all reverse centaurs, or assistants to machines, if it succeeds. 🤖 @crof.bsky.social writes. thetyee.ca/Culture/2026...