
He made $4B for his old firm and $900M for himself. Then sued to break a noncompete—and launched a hedge fund that gained 20% in year one.

Impactful discussion with 🇳🇱 @MinisterKGG, 🇬🇧 @Ed_Miliband, 🇦🇺 Stephen Jones, 🇪🇸 Sara Aagesen Muñoz & other leading figures on what is needed to ensure electricity systems can cope with the growing range of threats they are facing, both old and...
Silicon Valley’s energy appetite is so insatiable that it is now trying to build a colossal shadow power grid for itself nationwide. But will it work? Said @JigarShahDC : “This whole thing feels like a fairy tale concocted on...
What happens when you drop great tech into a fee-for-service system? Farzad Mostashari has a blunt answer—and it’s worth hearing. See what Aledade is doing to make the math work for value-based care: https://t.co/iMKzsdQSrl @AledadeACO #ValueBasedCare #HITsm https://t.co/lL49Ha2UHC

Inbox: Fox Corp and News Corp (owner of WSJ et al) says it will match the U.S. government’s so-called Trump accounts with $1,000 contributions. https://t.co/jvxXALmJI6

Trying something new this week: instead of one legal win at a time or a long deep-dive, here’s a 3-minute roundup of the administration’s legal L’s — a concentrated shot of court losses, blocked policies, and judges saying “not so...

Important discussions with 🇳🇱 @MinisterKGG, 🇺🇦 @Denys_Shmyhal, 🇱🇹 Žygimantas Vaičiūnas, 🇵🇱 @motykamilosz & others on Ukraine’s energy security Ukraine’s energy system is facing major challenges, but steps can be taken now to meet urgent power needs while preparing for the future...
Lots of updates about Gaza from the Board of Peace. One clear and consistent message: everything rests on the full disarmament of Hamas. International Stabilization Force (ISF), commanded by U.S. Major General Jasper Jeffers, deputy command now Indonesia, ISF to...
Finian O'Shea of Wells Fargo just asked this question on this morning's $OBDC conference call and mgmt confirmed nothing behind the scenes, no bonus economics or shenanigans behind the $1.4bn private credit loan sale at par value to 4 institutional...
SMART Health IT team submitted formal comments on HTI-5. Feel free to read and borrow language. Briefly: Deregulation should not mean losing sight of whether interoperability is actually working. (HTI-5 risks eliminating the instrumentation ASTP/ONC needs to steer a successful...
No matter how sunny a region it is deployed in, solar is not a reliable source of power. Even in sun-drenched Arizona, a series of three low-pressure systems wiped out most of the state's solar energy for 6 days in January...

.@AirbusSpace, after annus horribilis in 2024, reports 16% increase in revenue and return to profitability in 2025. Parent @Airbus says preparations for space merger with @Thales_Alenia_S @LDO_Space continue. @defis_eu @esa @EutelsatGroup. https://t.co/hqR8FTeOcS https://t.co/R22dQJ3mJk

Proud to share that The Legalmiga Library® is officially an Entreprenista Approved Partner. ✨ @entreprenistas supports ambitious women founders, and this recognition means our legal templates and resources are trusted to help real businesses protect what they’re building. The Library was created...
Most UX teams have a bottleneck problem. You've done the research. You know what users need. But every time someone across the organization has a question about users, they have to come to you. You become the gatekeeper. Not by choice. Just...

🚈 Would you want to live in close walking proximity to public transit? Or prefer using a car to get around? Here’s a look into how Charlotte, North Carolina is developing around its Light Rail Blue Line.
The #Avatar franchise has sustained ~20 years of TV viewership. Animation = ~15% of annual domestic BO. Kids entertainment = 2nd largest genre share of original/new BO hits (2021–25). Yet Paramount still pulled #TheLegendofAang #TheLastAirbender from theaters. Make it make...
To +1 @laurahazardowen I've also seen PDF of Atlantic piece on measles as first posted. a/ Originally it had no editor's note b/ PR rep initially told reporter (in note I've seen) "this is based on a mother's real account." If Atlantic was...
"I took part in a 2012 psilocybin trial. What I’m seeing now horrifies me" https://t.co/T1BLv6n59X via @statnews
Listen up! Incredibly fun conversation with my friend @baglino of @heronpower on power electronics, from a history lesson to a tour of all the things we'll soon be able to delete in solar, BESS and data center power equipment https://t.co/Zm2MVanCS0

A great pleasure to meet with Thai Permanent Secretary Prasert Sinsukpraset at the #IEAMinisterial We signed a new joint work programme to further strengthen IEA-🇹🇭 cooperation across key areas, including power systems, energy technologies, energy efficiency & more. https://t.co/g4zRIVstEo

Should residents and med students get access to AI scribes? Or does it risk critically de-skilling them? My 7 thoughts: 1/ Students are increasingly using scribes in all aspects of their life. I’m not in school anymore but I suspect many...
Rep. Sam Liccardo (D-CA) is concerned about all the foreign money tied to Paramount's efforts to acquire WBD. In letter to Paramount CEO David Ellison, Licarrdo writes: "this acquisition raises serious national security, data-protection, and editorial-independence concerns that warrant full...
$PWR: more evidence of the DC+Grid+Power theme - EPS beat/raise with Year-End Remaining Performance Obligations of $23.76B and Total Backlog of $43.98B. Year-End Electric Infrastructure Solutions Segment RPO and Total Backlog Reach All-Time Highs.
This is what happens when you weaponize tariffs and international alliances: people will assume you would also weaponize energy exports.

Predicting when symptoms of Alzheimer's disease will occur with elevated p-tau217 blood test and a person's age, even 20+ years in advance @NatureMedicine https://t.co/EYaGglBh1H
This week's Biotech Scorecard newsletter: -- What to expect from $GOSS Gossamer Bio’s late-stage lung disease study -- A better, safer Alzheimer’s treatment? ProMis $PMN takes its shot https://t.co/YaA8kvUR4Z
👀IEA head Fatih Birol, in press conference after ministerial meeting, does not commit to keeping the "net zero" scenario in the next flagship World Energy Outlook. Notes the last WEO just came out a few months ago, haven't considered the...
HTV-X1 will depart the ISS on Mar 6, 12:05 pm EST (Mar 7, 2:05 am JST) and then spend 3 months in free flight conducting several experiments as described in this JAXA press release.
👍Profusa is my pick for 2026. Fascinating technology to measure real time tissue biochemistry. This is a fundamental shift from blood to tissue to shine a new light on cellular status and metabolism. https://t.co/gfduGvgJTX @ProfusaInc #medicine $PFSA #diabetes
1. Something unusual happened to a key indicator of operational efficiency in the U.S. ethanol industry in 2025. See my latest FDD for all the details: https://t.co/ehKyQvEQGp

India isn’t waiting on Washington. It just signed a deal for 114 Rafale jets from France. This is more evidence that India is pivoting away from Trump’s threats from the US. https://t.co/kHtF1xgjEs
CLANCs = Copper, Lithium, Aluminum, Nickel, Cobalt. Copper ripped 30% in Jan, then erased ~1/3 — still ~+20% YTD. Secular shortage story → oversupply in days as inventories hit multi-year highs. For decades, digital dominated physical. The physical world is back with a...
[New Episode] How to Serve the Customers Most Banks Avoid. Interview with Steve Min, Chief Credit Officer of @CreditOneBank. Watch the latest episode now: https://t.co/wUIHckaAy4 https://t.co/A9qJ3lPsUy

Excellent exchange with Korea's Vice-Minister of Climate, Energy & Environment Hohyeon Lee at the #IEAMinisterial We had a wide-ranging discussion on 🇰🇷's energy priorities, including energy & AI, energy security, technology supply chains, upgrading the power grid & nuclear https://t.co/1GKQdBGKMH
Could EU Regulators Favor Paramount Over Netflix in Battle for Warner Bros. Discovery? https://t.co/fkGFzUlDW1 via @variety
$INSM guides to 2026 Brinsupri sales of "at least $1B" in line with consensus. https://t.co/o7JhPKU3m1
This looks like one of the largest buildups of U.S. air power and precision strike capabilities in the Middle East in over 2 decades.
"The U.S. is also pressing allies not to invite Ukraine and the alliance’s four official Indo-Pacific partners — Australia, New Zealand, Japan and South Korea — to the formal meetings at NATO’s July summit in Ankara, the four diplomats said. The...
#Mission300 is strengthening grids across #Africa. For example, a 225 kV transmission ring now links Guinea to Senegal, The Gambia and Guinea-Bissau. This transmission ring is a vital component of the West African Power Pool, which spans 14 countries. https://t.co/kWAgiIv7Oa https://t.co/T8tpU9C76L
Interesting and rare shot of unique Cuban MiG-17 that was locally adapted with underwing pylons for two R-13 air-to-air missiles. Modification was unsuccessful: the missile was too long, so it interfered with the use of flaps. Also Soviets were unhappy.

EU GAS STORAGE facilities are now less than one-third full, with more than a month of the winter heating season probably still ahead. Storage facilities were on average 32.5% full on February 17, the second lowest seasonal fill in records...
Chatted with @kaileyleinz and @JMathieuReports on @BloombergTV about Trump’s military buildup in the Middle East. My take: Strikes on Iran are increasingly likely based on the scale of airpower and types of equipment we’ve seen flow into the region. https://t.co/mueW9lox9q

Modern Treasury just became a PSP competing with Stripe and Adyen. But that undersells it massively. What they really did was rethink what a PSP needs to be in 2026. 👇 https://t.co/UQF88miBKC

One of the best deep dives I’ve seen recently is on the “boring” propane industry, by Emeth Value Capital. Covers regulation, supply & demand, and detailed public company breakdowns. Also part of the $SPB.TO pitch. If you like learning new industries, this...

“European intelligence chiefs are pessimistic about the chances of an agreement being reached this year to end Russia's war in Ukraine, despite Donald Trump's assertions that U.S.-brokered talks have brought the prospect of a deal ‘reasonably close’. The heads of five...
From isolated experimentation to embedded capability, culture, process, and incentives as the true transformation levers In boardrooms across industries, the same slide appears with reassuring regularity: a grid of successful AI pilots. A fraud model that lifted detection rates. A...

Who says clean energy and nature can’t thrive together? New @NatLabRockies research confirms what global studies are increasingly showing: utility-scale solar farms actively foster biodiversity By planting native prairie under panels, 3 sites in Minnesota have transformed into thriving sanctuaries for...
The Kling Report. For those interested in AI video. I'm running a series of reports. Having AI read my lists here on X (I have about 50,000 people in AI industry on them) looking for interesting trends. I've been having a...

Vietnam Airlines just broke their Airbus only narrow body tradition 🔥 Signed for 50 Boeing 737 MAX 8s yesterday + Sun PhuQuoc Airways went all-in on up to 40 787-9s ($22.5B) as their widebody future. In my opinion, this mix of Boeing...
Can't do a poll. Use the corresponding emoticon to represent your opinion on which potential final would offer the most entertment at Cluj ✊ 🥕 Vitality vs Falcons 🥔 Vitality vs MOUZ 🥜 Furia vs MOUZ 🥦 Furia vs Falcons