171 Comments
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Goose's avatar

Rhode Island did something similar to the Colorado move except they haven't actually enacted any penalties, even when a local mayor literally declared eminent domain to prevent owners from building an affordable housing complex. If Polis commits, will make me think even harder about leaving my home state, which continues to move backwards on housing.

srynerson's avatar

Matt should lean into this (I wish the creator had used a more current photo of him though): https://x.com/HistoryBoomer/status/1958204844780421259

Benjamin Keller's avatar

It strikes me that homebuilders are wildly misguided in their pessimism. Prices and rates are at all-time highs, input costs have been out of control, but yet their sales and margins are just fine. It seems like a situation where they are just too close to the situation to accurately appraise their performance.

Jesse Ewiak's avatar

While NIMBYism is a big issue and maybe this is true of a lot of industries, homebuilders seem to be especially touchy and back off from investment at the smallest sign of economic turbulence despite the basically decades long unbroken run of high home prices (outside of a few years after 2008).

evan bear's avatar

I think they are risk averse because most of them are not especially huge companies and each of their projects puts a lot of money and debt at stake and so they have very little leeway to take baths on things.

ML's avatar

44% of the builder market is controlled by 10 companies. Not sure whether the NAHB survey accounts for that. But those companies should be pretty sophisticated in their views.

Full disclosure I know this because I got tripped up badly a long time ago by assuming what you assumed.

Benjamin Keller's avatar

It’s surprising there’s not more pressure for consolidation within the industry. Potentially because construction risk is correlated nationally so there’s no benefit from scale.

Benjamin Keller's avatar

I think community counts are still below pre-pandemic levels. NIMBYism is likely a culprit on throttling single home supply.

Jesse Ewiak's avatar

On a side note, from the discussion earlier today, I have infinitely more respect for a partisan Republican who will tell me they don't want DC to be a state because it'll 2 liberal Democrats than people who try to make a bunch of excuses or explanations on why people in DC should be happy being part of VA/MD or whatever, when deep down, they mostly just don't want 2 more liberal Democrats that'll move the Democrats to the left either.

Ken in MIA's avatar

Are you unaware of the Chesterson's Fence argument on this? Or are you aware, but dismiss it out of hand?

I think Democrats who make the arguments for DC statehood to serve their partisan ends are thinking very short term. My strong preference is for skating along the sharp edge of divided governments unable to make significant and lasting changes until the parties sort themselves out, or are replaced with saner alternatives.

Jesse Ewiak's avatar

It's the exact opposite - part of the reason we have "non-sane" parties is because of the filibuster and a tons of other veto points, parties can't actually pass the policies they promise and as a result, you can promise insane things without any real damage to your political career because everything needs 60 votes, so normie voters don't care because it doesn't passes but primary voters are happy because you can blame the other side.

Like, I saw centrists immediately post-election basically say, "see isn't a good thing we have a filibuster now" and no, I think a Congress should be able to pass what it wants w/ 218 votes and 50 Senators + a supportive VP. Majoritarian democracy seems to work fine in most of the First World.

Will there be a bit of back 'n' forth immediately? Sure. But when swing state Senators lose because they finally have to vote for the wacky stuff and gets passed and people don't like it, then they'll adjust or continue to lose.

If you're talking about some weird situation where Republican's begin splitting states, so be it. Just like the Supreme Court adding seats so its absurd and no longer supports it, the Senate expanding itself to irrelevance is a positive thing in my view.

Ken in MIA's avatar

"Majoritarian democracy seems to work fine in most of the First World"

That, of course, on what you mean by "fine."

evan bear's avatar

What they need to do is gerrymander the state lines so that DC is made part of WV.

Jon R's avatar

Jokes aside, why again is DC just not part of Virginia or something? Do the nearby states just not want it at this point, or are we just frozen by tradition.

City Of Trees's avatar

Indeed, since DC along wouldn't do it, but there's plenty extra to capture along the Fairfax/Montgomery/Loudoun trio on the way.

Ken in MIA's avatar

They should get Dulles. Seems fair.

StrangePolyhedrons's avatar

This perspective seems so weird. Of course highly partisan democrats and republicans don't give a shit about the people in Washington DC; they only care about the balance of the Senate and what DC statehood could do for that.

Whereas if someone's primary concern is getting the city out from under the control of the federal government and letting it be a normal city governed in a normal way, then I think the question would be what makes that happen the fastest. Sure people in DC say they don't want to be part of Maryland. But do they want to be under the control of whatever president wants to jerk them around for political reasons, or in the best of times be benignly ignored by a federal government that has no interest in catering to their needs? I would bet they don't want that either!

After another few years of Trump, I wonder what the answer will when polling the question of would residents of DC rather:

1. Continue in the status quo for the next 40 years with no prospect of statehood in sight because the Republicans will block it at all costs.

2. Be subsumed by Maryland as a political compromise.

Ken in MIA's avatar

Maybe Congress could pass a broader home rule law that still kept federal oversight so that things don't get too out of control. Sort of like how Canada's Governor General is the monarch's local franchisee, but still has to follow the dictates of the franchise agreement when push comes to shove.

Jesse Ewiak's avatar

I bet support for DC statehood will be even higher or similar in 2028 considering it's only continued to go up over the past few years, as Matt retweeted - https://x.com/AlexCTaliadoros/status/1958153848184570172

If anything, this happening is making more people supportive of DC as its own distinct entity and its own state for obvious reasons.

Sam K's avatar

If progressive and "liberal" Democrats who claim to want DC to be a state actually wanted DC to be a state, they would move the party to the center and actual win a functional majority that could actually make DC statehood a reality instead of trying to pull the party to the left.

Jesse Ewiak's avatar

Almost got there in 2020 - too bad we nominated a weirdo in Sinema instead of a more normie Dem in Arizona like Gallego and Cal Cunningham couldn't keep his dick in his pants. Note I don't blame Manchin, except for having bad opinions, but alas.

Ironically, the real split I actually have with Matt and others here is dommerism over the ability of Democrats to ever win again - I'm old enough to remember when David Shor only a few years ago was claiming based on political trends that the Republicans would have a supermajority by now instead of 53 seats, which indeed sucks, but is not the insurmountable hill that only can be done by nominating a bunch of 1994-style Democrats.

2026 is pretty rough, but 2028 is likely to be an election w/ a weak incumbent and a meh Republican nominee w/ a bunch of Republican candidates who are fully lost in the world where Trump is still GodKing.

As I said, no we shouldn't nominate AOC in Iowa, Kansas, or Missouri in 2028 but I think we can nominate and win fairly normie Dems in Wisconsin and Norrth Carolina and have a chance of winning those seats in 2028.

Sam K's avatar

"Almost got there in 2020 - too bad we nominated a weirdo in Sinema"

Except she actually won her race. Maybe progressives should win more and they wouldn't need to worry about the "weirdos" like Sinema.

Also, Shor said in April 2022 the modal outcome was a Trump win with a ~60 Senate seats and that was pre-Dobbs. The outcome was a Trump win and 53 Senate seats with 10 Senate Democrats in Trump-won states, some of whom might not have survived if not for the Dobbs ruling. Hardly the miss you're claiming. His prognostication was certainly more accurate than that of most progressive and liberal Democrats, who thought Biden could continue to coast along and would just magically get popular again after the 2022 midterms and win in 2024.

https://x.com/davidshor/status/1511028728381734912

Lost Future's avatar

Yeah Shor has turned into a weird doomer. I too remember exactly what you were talking about, it's around the time that I started to take him less seriously. A couple of weeks ago he would just not shut up about how the smartphones are turning all of the Kids These Days into zombie-brained Nazis or whatever, and I had to unfollow him. He was really into the obviously fake FT chart about how kids lack conscientiousness now (which was quickly disproven), and..... yeah. He's gotten very negative

Jesse Ewiak's avatar

Almost as badly Twitter brained as Matt, unfortunately. At least Shor has the lost job (though I bet money he made more money the year after his 'cancellation' than the year before) to have a reason.

He's weirdly focused on the idea all left-wing people are neurotic weirdos who should be on meds or whatever, which may be true of a very specific sliver of people on say Bluesky, but generally the reason the kids are more socially liberal and say, more 'woke' on various things is globalization and social media.

I even agree that in theory, the GOP could've had a large majority going into 2024, but the changes in the composition of their base are the exact reason they never could have a party of Rob Portman's or whatever winning those 59 seats.

David Muccigrosso's avatar

I’m going to continue calling out Matt’s bad prior on St. Louis crime, until someone gets his ear and corrects him.

Because it’s just a plain fucking fact that the city and county crime stats are reported separately, and when you look at stats for entire metro areas, STL drops into the 20th/30th worst.

Please, I’m begging everyone here who will listen, but especially Matt, this is such a dumb thing to KEEP GETTING WRONG.

Lost Future's avatar

I dunno, is this really true? There are lots of other American cities that are only measured within the actual city limits, and exclude the suburbs. Baltimore, Atlanta, Boston, NYC, Baltimore, Cleveland, and Cincinnati are all small-core cities, off the top of my head. It's really just in the Sunbelt where the cities aggressively expanded to include suburbs.

I'm not sure I believe that St. Louis drops into 20th or 30th worst homicide rates if you adjust. It has an insanely high homicide rate no matter how you squint

David Muccigrosso's avatar

The metro-area stats are the ONLY ones that are apples-apples. You’ve got it the other way around.

Lost Future's avatar

Why isn't just comparing city cores (i.e. ex-suburbs) equally or more valid? A high crime city could be surrounded by relatively safe suburbs, which is my understanding of say Detroit and Anchorage. So if you just look at metro areas, 'high crime core, low crime suburb' makes them look artificially good.

Why not just compare city cores? Because if you look at it that way, St. Louis appears to be extremely high, though I agree not the literal highest in the US

David Muccigrosso's avatar

ALSO, a whole metro area is a much more relevant political unit for considering the structural drivers of crime.

As Matt was ignorant of in his comment on the pod today, STL can’t JUST reallocate cops from the city to the county — they’re different jurisdictions. They only really do it for big crises on a voluntary basis.

Structurally, the county both thinks it pays for the city’s dysfunction AND refuses to pay to clean up the mess — don’t ask me, it’s just another bigoted stereotype like the supposedly lazy immigrants stealing jobs — so they really don’t give a shit about the city. The city in turn struggles to get ANY traction on any of its problems except when private investors are footing the bill. It’s like being the Mayor of Fallujah: Even an unthinkably-perfect policy agenda is simply going to get drowned out by larger trends and challenges.

And unlike Baltimore, we have a hostile state government that wants to peacock about how good little Trumpists they are by doing to STL what Trump’s doing to DC: Not helping one fucking bit, turning a deployment of external resources into a photo op so they can pretend that they solved everything with some light-to-medium authoritarianism.

But you don’t learn ANY of that by just having a shithead take on a podcast that STL should, like, redeploy its cops.

Lost Future's avatar

I thought about it a little more, and- why is a metro area somehow more standardized? They're all over the place. The NYC metropolitan area literally covers parts of 4 separate states- New York, New Jersey, some of Connecticut, and a few counties in Pennsylvania. Others are quite small- Jacksonville is its own MSA, so is Cleveland, Providence RI (which is tiny) is its own MSA, so is Albuquerque. But then others are gigantic again, like Dallas-Fort Worth. The Miami one covers half of south Florida.

I just don't really see them as standardized units that are comparable. Whereas city cores kind of are, and again- St. Louis is one of dozens of 'small core' cities

David Muccigrosso's avatar

I’d argue that crime stats on “just cores” can still be deceiving because of the level of granularity that crime happens at.

Ferguson, for instance, isn’t in the core of STL — nowhere near it! And it’s not even one of the worst municipalities, but definitely worse than average.

But if it was swapped for, say, the within-city-limits neighborhood that the McCloskeys lived in, then the city’s stats would go up, the county’s down, and the metro’s would stay the exact fucking same.

I consider that a pretty convincing case to both (1) look at crime on metro-wide levels when comparing what cities are doing well or poorly in general, and (2) look at crime on neighborhood levels to determine what the actual problems are that could be prevented by better enforcement.

But just taking an arbitrary core… is arbitrary.

Josh Berry's avatar

Places like Florida probably also had a ton of remote workers moving to them? It is a fun place to try and live if you don't have to be near an office in a much more expensive place.

David Muccigrosso's avatar

I really wish we had some good data on this shit, because like a lot of things it ends up being mostly just speculation without data.

Josh Berry's avatar

Agreed. I certainly mean my question as a legit question that I don't know how to research.

My gut is that the remote work was far bigger for tech than other industries. But, even that, I would have a hard time supporting. :( And is it big enough that it would be seen in some of these trends?

ryan hanemann's avatar

"critics warn this move will jeopardize access to government services including “affordable housing, health care and registering to vote” for non-English speakers."

I voted for this. Quit trying to convince me.

Jöseph America 2028's avatar

If Dems had someone who looked like Gavin Newsom and had the policy preferences of Jared Polis, we'd be unstoppable in 2028.

Joachim's avatar

Newsom looks like a used car salesman, why would that benefit Dems? They need someone who looks ordinary, folksy, plain and preferably manly (if a male candidate).

evan bear's avatar

In my view, the main problem with Newsom as a candidate isn't his policy preferences, which are... flexible (not an insult really, I'm down with realpolitik) but the fact that he slept with his close friend's wife and split up their marriage. I really do not want to have to deal with that talking point in a general election campaign.

Jay from NY's avatar

I didn't know this and agree. We should want some bare minimum of decency

SAS Pensioner's avatar

As long as he isn't in a polycule.

Jöseph America 2028's avatar

That’s small potatoes these days.

Jesse Ewiak's avatar

Jared Polis would crash hard in a national Democratic primary even if he looked like Newsom, much like Charlie Baker or Larry Hogan would in a GOP one.

Hell, I bet Polis would get a healthy challenge even within Colorado if he could run for another term or tried to run for Senate.

Sean O.'s avatar

Newsom is not that far away from Polis. Especially compared to like, AOC.

Polytropos's avatar

Love to see that Downtown Brooklyn unit construction number. That’s a very centrally located area with very good transit access.

StrangePolyhedrons's avatar

[The New York Post on Monday reported that the Department of Housing and Urban Development will provide materials only in English]

Critics warn this move will jeopardize access to government services including “affordable housing, health care and registering to vote” for non-English speakers, while advocates of the policy promise that it will jeopardize access to government services including “affordable housing, health care and registering to vote” for non-English speakers.

dysphemistic treadmill's avatar

Thanks, Halina. These round-ups are super useful.

Jacob Manaker's avatar

A few days ago I commented (https://open.substack.com/pub/matthewyglesias/p/sb-pm-a-week-in-review?comments=true&commentId=147025471) that I really hated the style of one of Halina's posts. Well, I really liked the style on this one. Kudos to her for adapting and giving the readership what it wants.

(Yes, this comment is somewhat talking to her through you.)

David Muccigrosso's avatar

CT’s housing funding is pitiful, although I guess it’s a small comfort that everywhere else is pitiful.

Also, our governor let the NIMBYs bully him into vetoing a decent housing bill. I’m not voting for the Republican next election, but Lamont can get FUCKED.

David Muccigrosso's avatar

Yes, and those fuckers should be voted out too.

Sam's avatar

The developers threatened to make use of the CT law which bypasses local zoning control for an affordable housing development and everyone seems to hate that idea, but I think it’s hilarious and they should do it

David Muccigrosso's avatar

I run by that area multiple times a season. It’s not “quaint”, the neighborhood character is “criminally underutilized with a bunch of pointless dilapidated buildings not remotely befitting Westport’s tony reputation”.

So yeah fuck them, build away.

Jöseph America 2028's avatar

Connecticut needs a Gina Raimondo, not a Ned Lamont!

David Muccigrosso's avatar

I want a Polis. You up for the job? CT pizza will help bulk you up!

Jöseph America 2028's avatar

I would happily be Governor of Connecticut. Does it come with a house?

evan bear's avatar

Yes, but it's in Hartford.

Jöseph America 2028's avatar

You can’t just BUILD housing, David! Are you daft!

President Camacho's avatar

It’s insane to me that people still move to CA and FL.

Cal Amari's avatar

A good thing about California is that while the housing market and overall cost of living is absurd, it is somewhat made up for by salaries being higher if you can get a decent job. I can then utilize this higher wage for things like travel - I can spend freely when visiting Italy or Ohio, the same cannot be said for Italians or Ohioites when visiting California.

Josue Gomez's avatar

The higher salaries do no come close (for most people) to addressing the high housing prices. Now, if you bought 15 years ago and your parents helped with the down payment, THEN you might be in pretty good shape. Or you are sitting on your parents/grandparents house.

StrangePolyhedrons's avatar

The thing about Florida is that you don't actually have to live directly on the coast where your house is going to get flooded all the time. There's lots of land in the interior where you can live in easy driving distance from beaches and beach resorts, but the worst a hurricane is going to do is knock your power out for a while, and that's what backup generators are for. There's still no state income tax. Of course it's incredibly hot most of the year, but that's what A/C is for and at least there's never any snow or ice.

There's industry in Florida too. It doesn't compare to some states, but there are manufacturing plants and phosphate mining and agriculture. There are jobs, even technical jobs, to be had. Housing prices are still very high of course, and that's a serious problem as the article notes, but prices aside there's plenty to recommend Florida.

If only it weren't for all the damn Republicans.

mathew's avatar

The republicans are why the state is well run

Ken in MIA's avatar

"...you don't actually have to live directly on the coast where your house is going to get flooded all the time. There's lots of land in the interior where you can live in easy driving distance from beaches..."

Or, live on the coast in a high rise. Even easier beach access, if that's your thing.

Lisa C's avatar

Living in CA is fantastic. They'll drag me away from Oakland in a body bag.

Lisa C's avatar

I laughed, but seriously, I walk home alone every night in Oakland and have never once felt unsafe. It's a far cry from NYC that way.

Josue Gomez's avatar

Where in Oakland? That makes a rather large difference. And suppose if you are like Jen Angel that might also affect your interpretation.

Charles OuGuo's avatar

As someone who moved from SF (Inner Sunset, then SSF) to the East Village in 2022.... polar opposite experience here!

Josh Berry's avatar

Even NYC isn't really a place to feel unsafe, anymore. Maybe some of the more industrial parts? The touristy places, at the very least, were fine. Dirty. But fine.

Lisa C's avatar

In NYC’s defense, I lived at the end of the L train past Ocean Hill.

ML's avatar

Compared to San Diego?

Lisa C's avatar

Yes! SD has better weather and the zoo but Oakland is way more walkable (perfect walk score baybeeee), has a more vibrant music and theater scene, has better museums, and has better Asian and African food. I walk around Oakland to get to and from work and the gym and enjoy the lake and all the activity around it. Love the live music, food trucks, drum circles, street vendors, etc.

Cal Amari's avatar

SD has only lost one of its big sports teams whereas Oakland has lost them all. Even though being a Padres fan is deep suffering, even I'll admit that A's fans have had a 24-carat run of bad fortune.

Lisa C's avatar

Ah, see, I feel about sports the way conservatives feel about drag queens, so that doesn't bother me at all.

Cal Amari's avatar

You publicly want all sports banned and violently excommunicated from American culture, but if I scratch the surface, you fantasize about both your idols and enemies playing sports and if I dig a bit deeper there is a repressed desire, (possibly honest, possibly sadomasochistic) to play baseball yourself?

Kenny Easwaran's avatar

I feel about sports the same way I feel about drag queens - I'm glad that there's the people who enjoy that performance have a place they can do it, but I usually find it uncomfortable to watch, and I'm annoyed that people often assume I have an opinion about a particular performance.

Jesse Ewiak's avatar

I mean, parts of California is legitimately possibly one of the greatest places on Earth when it comes to weather, etc. with the bonus of a teeming megacity for all its many political issues.

OTOH, Florida is a massive swamp outside of Miami and I say that as somebody who live in Florida for a decade.

evan bear's avatar

Florida is a pretty soulless place to live for the most part, but one thing it has going for it is that it's a very good state for food, especially cheap eats.

Cal Amari's avatar

I'll never get over the fact that we discovered a massive flat basin along the coast that has nearly unmatched weather, almost 300 sunny days a year, and then we decided to pave it over with a network of supergiant freeways that make sitting in a car mandatory for two hours per day. Our own Edo plain or north Holland totally squandered.

Davis's avatar

Honestly, does anyone know why the LA basin and other flat areas of coastal California never supported large population basins during the pre-European eras? It's hard to believe that the population density of such favorable climes was insanely low until the past 70-ish years.

Cal Amari's avatar

The climate while really pleasant doesn't lend itself to agriculture unless you have complex modern irrigation systems - it's too dry overall combined with irregular snowmelts, and a pretty limited selection of crops to choose from in the pre-Colombian era (Acorns were big, maize wasn't around). LA basin specifically had the issue of the river being very inconsistent until they built the concrete channels. The California native tribes we're mostly semi-nomadic which of course doesn't lend itself to large populations.

David_in_Chicago's avatar

Or just don't go anywhere everyday and enjoy paradise. I have friends in Santa Monica and West Hollywood that don't own cars.

Sean O.'s avatar

The LA basin was originally a bunch of oil fields. Not really an ideal place for Manila-style density.

A.D.'s avatar

You get to see the sunshine through your car windows.

Ken in MIA's avatar

"...Florida is a massive swamp outside of Miami..."

A massive, burning swamp:

https://www.nbcmiami.com/news/local/live-updates-fire-in-the-everglades-spreads-smoke-all-over-south-florida/3680027/

Since you used to live in Florida, maybe you know that the Everglades burns here and there every year. But I've been here nine years and this is the first time seeing it in August.

ML's avatar

Maybe we should try cloud seeding? It worked great in Texas a couple months ago.

Ken in MIA's avatar

It normally rains every day over the Everglades this time of year. It's been a dry year.

Jesse Ewiak's avatar

Been nearly 20 years since I've lived there....but nothing comes to mind immediately, so it seems Not Great.

Pat T.'s avatar

Also some developments here in Maryland with Gov. Moore and Sec. Day trying to get out ahead of potential issues around their housing package next year:

https://marylandmatters.org/2025/08/19/day-gives-county-planners-pre-decisional-look-at-2026-housing-priorities/

lwdlyndale's avatar

The best explanation I've read about what's going on in DC https://x.com/Fritschner/status/1958223575732924881