Tech Sharing Won’t Boost Ford; Volvo’s Geely Tie‑up Failed
Volvo is owned by Geely and this hasn't helped them produce vehicles as competitive as China's best companies. Why would technology sharing work for Ford? The secret sauce seems unlikely to be in licensable tech IMO. What do you think @dunne_insights?
Young Non‑college Workers Lose Jobs as College Peers Gain
Since @ngoldschlag and I wrote our piece, the situation has only gotten worse for young non-college workers. Young college workers have actually seen an uptick in employment. Does this look like AI to you? https://t.co/MSlKuOfnK4
Industry Doubts Chinese Cars, Opposes Local Factories
This is a whole lot of cope on Chinese vehicles. I don't understand the point either. The industry does not believe this. They do tear-downs, they know better. Its why they oppose Chinese auto companies allowed to open factories here....
Disney Launches 4,000‑person NC Community, Aims Bigger
Disney building a new 4,000 person community in NC. Nice start Disney but let’s add a few more zeroes next time, as Walt would’ve wanted https://t.co/vE3T5b6YME
We Can Build Johnny
We could build Johnny 5 today for real but nobody is bothering to do it. https://t.co/K1ghO9a48b
Eliminate Davis‑Bacon to Unblock the CHIPS Act
Great detailed piece on how Davis-Bacon was a problem for the CHIPS Act, as some of us predicted it would be. But the obvious answer is to get rid of Davis-Bacon entirely, which is not the recommendation for some reason....
U.S. Must Lead AI Security Race Against China
As you read about Anthropic's Mythos capabilities to find critical security weaknesses, consider what if a Chinese AI company had gotten here first. There is a real race underway, and its in our interest I believe for U.S. companies to...
Honda Warns: Chinese Car Makers Threaten Global Rivals
Very stark talk about Chinese automakers now from Honda. Rest of the world automakers are very worried https://t.co/2lBZzK5vtG
Tesla Semi Enters Production; $300K Price Raises Industry Questions
The Tesla Semi begins volume production this quarter. Very curious to see whether the $300k cost proves worth it for the industry. https://t.co/l98gdpxjJI
Kia Rises to Near-Top in JD Power Reliability
In its 2026 vehicle dependability study, JD Power puts Kia just one spot below Toyota, well above Honda. The Korean automakers have really figured it out over time. https://t.co/BG0l4rtKty
Seeking Confirmation: Does Twitter Downrank Links?
It looks like the "does twitter down rank links?" question should be fully resolvable with this. Do we have an answer yet?
Musk’s Pre‑purchase Comment Could Settle Twitter Debate
This is what @elonmusk said before he bought twitter. Actually doing this would help clarify this debate. https://t.co/GECYZZ8JEw
Chrysler's Solo Model Undermines the “Big 3” Label
Big 3 is a bit of a misnomer now. Chrysler is owned by Stellantis, only makes one model of vehicle, sold 126,000 vehicles last year.
Few Theaters Worth Rebuilding Amid Poor ROI
What percent of movie theaters if they burned down would be rebuilt today? How many are making a return on investment that makes sense versus high sunk capital costs?
Manufacturing Jobs May Rise Slightly, Yale Predicts
I do think its important to note it would not be shocking if manufacturing employment moves higher over the year. It is hard to say because of downstream losses from higher input costs, but factories are being completed. The Yale...