Conor Sen

Conor Sen

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Bloomberg Opinion columnist; U.S. macro, housing/labor

MARTA's Daily Chaos Hides Event‑Ready Capacity
SocialApr 14, 2026

MARTA's Daily Chaos Hides Event‑Ready Capacity

On a daily basis MARTA is kind of a mess but because it has so much excess capacity it’s actually well-suited for big events.

By Conor Sen
Is Sam and Dario's Rhetoric Helpful or Doomerist?
SocialApr 13, 2026

Is Sam and Dario's Rhetoric Helpful or Doomerist?

Asking this in all sincerity — is the rhetoric from Sam and Dario closer to something society should want that’s broadly beneficial or doomerism?

By Conor Sen
NBA's Woes Trace to Overpaid Media Rights Deals
SocialApr 13, 2026

NBA's Woes Trace to Overpaid Media Rights Deals

On some level I think the NBA’s problems stem from the league getting overpaid for media rights because streamers were desperate for content and agreed to uneconomic deals, which made the owners rich and reduced the financial pressure on them...

By Conor Sen
Prioritize Early Rounds that Capture Real Attention
SocialApr 13, 2026

Prioritize Early Rounds that Capture Real Attention

I’m good with this. Better to have the first round series people will actually pay attention to.

By Conor Sen
Oil Headlines Mislead; Brent Stuck Near $100
SocialApr 11, 2026

Oil Headlines Mislead; Brent Stuck Near $100

I can’t be the only one who sees these headlines day in and day out yet sees Brent crude struggle to hold $100/barrel and thinks there must be magic supplies of oil out there somehow.

By Conor Sen
Early-Year Releases Surpass Expectations Across the Board
SocialApr 9, 2026

Early-Year Releases Surpass Expectations Across the Board

It’s still early in the year but it seems like most of the big releases have been beating expectations.

By Conor Sen
Even CEOs Like Schultz and Iger Follow Identical Playbooks
SocialApr 9, 2026

Even CEOs Like Schultz and Iger Follow Identical Playbooks

This is how it works in the corporate world too — Howard Schultz, Bob Iger…

By Conor Sen
Suburbs Must Offer Amenities for EV Residents, Replacing Cities
SocialApr 9, 2026

Suburbs Must Offer Amenities for EV Residents, Replacing Cities

The real urbanism fight that doesn’t get talked about much is if suburbs — particularly your Johns Creek/Frisco types — can build enough amenities for your Rivian R2-type residents and consumers that they don’t need actual cities as they’re currently...

By Conor Sen
Satoshi’s Identity Remains Unknowable without Definitive Insight
SocialApr 8, 2026

Satoshi’s Identity Remains Unknowable without Definitive Insight

Unless Joe has a view on who Satoshi is I’m just going to assume it’s unknowable.

By Conor Sen
Regulators May Force Anthropic to Go Non‑Profit
SocialApr 8, 2026

Regulators May Force Anthropic to Go Non‑Profit

So the bear case on Anthropic (equity) is the technology is so good that the government will never allow it to stay a for-profit enterprise?

By Conor Sen
Healthcare Hiring Forces Other Sectors to Cut Jobs
SocialApr 7, 2026

Healthcare Hiring Forces Other Sectors to Cut Jobs

[@opinion] If: -the labor force isn’t growing -healthcare adds at least a couple hundred thousand jobs a year then: -non-healthcare industries (85% of the labor market) have to be constantly shedding a modest number of jobs https://t.co/GVeOyRT44p

By Conor Sen
Algorithmic X Lets Fans Catch Baseball Highlights Next Morning
SocialApr 5, 2026

Algorithmic X Lets Fans Catch Baseball Highlights Next Morning

Elon’s more algo-centric X has been better for baseball than chronological Twitter. Catch some crazy play the next morning instead of having to be awake at midnight ET to see it.

By Conor Sen
AI Liquidity Surge Boosts Austin Real Estate Outlook 2027
SocialApr 4, 2026

AI Liquidity Surge Boosts Austin Real Estate Outlook 2027

My hot take is the AI liquidity events are bullish Austin real estate in 2027.

By Conor Sen
ICE Staffing Speeds up Hartsfield-Jackson Security, Benefits Flyers
SocialApr 4, 2026

ICE Staffing Speeds up Hartsfield-Jackson Security, Benefits Flyers

Can’t speak to what the TSA situation at airports has been the past several weeks, but I just went through security at Hartsfield-Jackson and it was a breeze — ICE officers checking ID’s made it overstaffed in a way that...

By Conor Sen