Driverless Trucks Already Operating, Few Winners Ahead
Autonomous trucking is here — not coming. In Talking Transports, @KodiakRobotics CEO/founder @don_burnette breaks down: • Driverless trucks in operation today • AI vs HD mapping • Cost + utilization advantages • Regulatory reality • Why only a few winners emerge 🎧 Listen to episode 134 of @BBGIntelligence's Talking Transports: Apple: https://t.co/6bM5IIPmxN Spotify: https://t.co/WpxXfQbzwP iHeart: https://t.co/hNfztbjo9u https://t.co/eCb5WV066Z: https://t.co/b4LIiHKZ3W Bloomberg Terminal: https://t.co/TpfWfmgpze #Autonomous #Freight #AI #Logistics
Tariffs Spur Few New U.S. Jobs, Tour Highlights Legacy Makers
"While Greer's tour highlighted companies that have been making their products in the U.S. for years, it's more difficult for the administration to showcase manufacturers that have set up shop in the U.S. or added jobs specifically as a result...
Middle East Conflict Reshapes Current and Future Energy Markets
Pleasure to open today's sessions at the Semafor World Economy in Washington In a fireside chat with @semafor's Global Managing Editor @prashantrao, I discussed the implications of the war in the Middle East for energy markets today and in the future...
Questioning Panic over Possible Hormuz Closure
"I don't get why people fret about the Strait of Hormuz being closed for six weeks when it might not be closed sometime in the future" https://t.co/2QU64RAu5W
Ideematec to Provide 1.2 GW Trackers for Texas Solar
Ideematec to supply 1.2 GW of trackers for Texas solar portfolio #energysky -- via pv magazine usa: https://t.co/ZZpXXpp5SX
BetMGM CEO Backs Kentucky’s 21+ Betting Age
FWIW, BetMGM CEO Adam Greenblatt supports Kentucky raising its minimum sports betting age to 21
AI Expands From Radiology to Entire Healthcare Operations
AI in healthcare started with radiology, from 0 to mainstream in 5 years. But something bigger is happening. AI is now transforming patient pathways, workflows, and healthcare operations beyond image analysis. Join our masterclass with Jan Beger & @HLTHEVENT next week. Limited...
Trump's Debt Plan Failure May Raise Mortgage Costs
Another reason you can't buy a home. W/#Trump unable to lay out a plan to stabilize its $38T debt burden, rising financing costs may spill into #mortgages, sez a study. #realestate #multifamily #interesrates #TheFed #TerwilligerCenter https://t.co/Cg69AbZM0H
Brokers Earn Full Lease Commission Upfront, Not over Time.
Why do commercial brokers get paid their commission on the full lease at move-in, rather than getting paid over time, as the tenant actually pays rent? Feels like it would be fairer for them to bear the risk of default alongside...
From Earth to $2 Million: Inside Gold Bar Creation
How is a $2 MILLION gold bar made? ー At the Karlawinda Gold Mine in Western Australia, gold goes from raw earth to a multi-million-dollar asset through an incredible process. ー It's not every day you get to hold a few million dollars in...
Virginia Poised for 2027 iGaming Despite Legislative Deadlock
BetMGM CEO Adam Greenblatt noted Virginia as a leading iGaming legalization candidate in 2027; both the state House and Senate passed iGaming bill this year, but the full legislature did not agree to differences between the two versions
Bullish on Oil as Hormuz Closure Sparks Market Tension
I'm used to oil hate because, well, I'm not a permabull and normally the dooming is deeply overwrought This episode has been weird bc I'm bullish oil given THE STRAIT OF HORMUZ HAS BEEN CLOSED FOR SIX WEEKS and now I've...
Allowing Foreign Carriers Would Prove True Competition
Exactly. If it were really about competition, they would allow foreign carriers to serve U.S. domestic routes.
In‑vivo Base Editing Rescues Zellweger Disorder in Mice
Today in @natBME we report an in vivo base editing strategy that corrects a common disease-causing mutation and rescues pathology in a mouse model of Zellweger spectrum disorder (ZSD) and restore peroxisomal function in patient derived cells. This work highlights...
Premier Energies Lands 1.6GW Solar Supply Contract
Premier Energies secures 1.6GW solar cell and module supply orders #energysky -- via pv-tech: https://t.co/MdaSsbkDqu
Ally Shifts Ad Spend From Cable to Women's Sports
Financial-services firm Ally wanted to increase the ad dollars it spent on women's sports. To do so, it cut the commercials it ran on traditional entertainment-focused cable networks.... https://t.co/BmFwrCvBNw via @variety
Snapdragon X2 Elite Extreme Delivers Impressive PCMag Performance
Qualcomm's Snapdragon X2 Elite Extreme is racking up some big performance numbers at PCMag. Can’t wait to see more performance benchmarks and battery as well. https://t.co/w4JkIH4qdo
PhaseV Sponsors Timmerman Traverse for Young Cancer Researchers
PhaseV Steps Up for Young Cancer Researchers. New Major Sponsor of Timmerman Traverse for Damon Runyon Cancer Research Foundation. Next trip: Sierras, Aug. 2-5. https://t.co/lvbuUGj0A6
Music Charts Are Manipulated by Paid Album Purchases
I remember friends being paid to buy albums release week at Hollywood tower records, since that was one of the chart reporting stores. The music business has always been a psyop.
New SUVs, EVs, and Buying Tips Shape
Going Rogue Robbie and Nicole both ran into travel delays today so Chad Kirchner is jumping in. Sam makes the case for buying an Acura Integra A-Spec over the ADX. Nissan has revealed its next-generation Rogue and teased the upcoming XTerra....
TBAC Survey Launches; Coupon Rise May Pressure Long End
I think TBAC questionnaires go out this week. Any question suggesting an increase in coupon issuance could pressure the long end.
Vietnam-China Security Ties Deepen Through Carnegie Insights
Terrific piece on Vietnam-China internal security cooperation from our talented #CarnegieAsia junior fellow Sophie Zhuang. Builds on themes from others in our @CarnegieEndow Asia program, especially @SheenaGreitens.
WTI's $7 Drop Signals Ongoing Geopolitical Volatility
WTI crude dropped from $104 to $97.24 in 24 hours — a $7 swing in a single session. That's not a market. That's a volatility event. US-Iran breakdown + supply uncertainty = oil as a geopolitical instrument. Watch $WTI. The whiplash isn't over....
Don’t Pay for Bookstagram Followers: It’s Counterproductive
"It quickly became apparent that building a following on Instagram required a volume of work that I was disinclined to undertake. Bookstagrammers, on the other hand, seemed to provide a way to potentially outsource this labour to someone else." Author...
April Sees 10 MMbpd Crude Draw in First Nine Days
Good morning, oil watchers. Vortexa tracking crude/condy stock draws of 10 MMbpd through the first 9 days of April. That's a lot.
Dimon: Private Credit Mostly Stable, Winners Will Vary
Jamie Dimon on private credit: "The actual credit hasn't gotten that much worse. There are pockets where it has. And, you know, the credit spreads themselves haven't gotten much worse in general... "I just don't expect every player to be the...
Oil Futures Lag Spot Prices Amid White House Influence
Excellent @wsj dive into what's driving the growing divergence between relatively tame oil futures prices and much higher prices on the spot market https://t.co/MLJoHMhDx5 One thing: oil traders convinced prices will go higher don't want to bet against White House...
Survive the AI Vulnerability Festival: Your Vulnapalooza Guide
Everyone's worried about the Vulnpocalypse, vulnmageddon, vulnerability storm brought on by #AI like #Mythos, but what if we treated this like a music festival? We all have tickets to Vulnapalooza. Here's your festival survival guide. https://t.co/9EYqmueCPf
Legacy TV News Must Evolve as Linear Viewership Declines
🎙️ NEW POD: Former NBC News chief Noah Oppenheim returns to The Grill Room to assess the slow fade of linear TV news—and what legacy players like NBC, CBS, and CNN can do to stay relevant. Listen: https://t.co/1eirU7syNu @PuckNews https://t.co/NmK46593Oc
Cognitive Robotics Unify Supply Chains, Boost Data‑Driven Culture
Integrating Intelligent Process Automation into supply chains replaces fragmented manual tasks with the unified layer of cognitive robotics. Advanced predictive analytics bridge the operational gap since data accuracy stabilizes the organizational culture. Microblog @antgrasso https://t.co/MdxRQQZG7O
Prioritizing Green, Cheap Energy Solves the Trilemma
This solves the energy trilemma by de-prioritizing secure and prioritizing achieving green and cheap energy transition. My version of the trilemma: https://t.co/YtnAs4vI0F
GCL Optoelectronic Plans 2026 IPO, US Plant, Space Solar
GCL Optoelectronic targets 2026 IPO, US plant, space solar rollout #energysky -- via pv magazine global: https://t.co/rdA4GxUdCl
YMTC Expands Production Amid Escalating US‑China Trade Tensions
Exclusive: Chinese chipmaker YMTC plans new factories amid heightened US-Sino trade tensions, sources say - https://t.co/RoWfDZ6BEq
Spain, China Strengthen Alliance Amid Global Order Threats
Spain, China pledge closer ties in the face of threats to world order - https://t.co/Ym3XQaXmlF
China's Q1 Lithium Battery Exports Surge, Signaling Energy Shift
China’s lithium battery exports surged in the first quarter, reinforcing signs of demand for alternative power sources to counter the global energy-supply crunch https://t.co/tdvAMTghZb
Streaming Wars Threaten NFL’s Sunday Night Broadcast Future
The Varsity * Russini-gate underscores underlying tension between NYT and The Athletic. * NBA ends its season of tanking. Plus, ahead of NFL Kickoff in September, the streaming wolves are circling Sunday Night Football—so media-industry equity research analyst Michael Nathanson stopped by to...
Infor CEO: Market
And to got to market keeps being vertical says @Infor CEO Samuelson, with a focus on - Discrete Manufacturing - Procrss Manufacturing and Distribution - Service Industry #InforAnalystSummit https://t.co/FJ9jGvZm10
US Must Build Talent and IP, Not Just Fill Gaps
Why the US may need more than just fixing gaps to rival China on rare earths Yup, some have been saying this for some time, despite all the happy talk... Personnel and IP.... https://t.co/ehnvjtwql4
WEC Chief Urges China Tech, Warns Overcapacity
World Energy Council Head Urges Nations to Use China Tech to Go Green Wait, what about "overcapacity"? https://t.co/gQusOUBuWD
$240M Deal for 11‑Unit Flatiron Conversion
Is nearly a qtr-$B coming in to the #FlatironBuilding? 11 units at the high-profile office>resi #conversion said to be in contract, w/a price tag of #240M. #CorcoranSunshine #realestate #CRE #NYC #mortgage #condo #Olshan https://t.co/wu2G9DlEe8
Irregular, Short Sleep Boosts Major Heart Event Risk
One bedtime habit may significantly reduce heart risks https://t.co/D8A1qEMmri "A new study examined the association between sleep habits and heart disease. After getting 7 days of sleep data from the participants, the researchers used the following 10 years of health data...
CATL Expands Beyond EVs Into Broader Markets
Battery giant CATL is no longer just a play on electric vehicles via @FT https://t.co/cJ9uCcGe9R
A350 Door Costs Around One Million Dollars
Damn… take a close look at the state of this China Airlines A350 door. An Airbus A320 passenger door already runs you about $700,000–$800,000 USD. Scale that up to the bigger, more advanced composite A350 door (plus hinges, seals, actuators, and...
Supply Chain Strain Peaks at Highest Since Jan 2023
"Global supply chain pressure is at its highest level since January 2023, according to data released by the Federal Reserve Bank of New York." https://t.co/ukMJP5oDLE
Mediaite Accused of Fabricating Quote, Blames Attribution Error
.@oliverdarcy's Status says that @Mediaite "appeared to outright fabricate" a quote and attribute it to @passantino. Mediaite blames "mistaken attribution." 🤔 https://t.co/C7NVPDLmZl https://t.co/y8KkhxhmeU https://t.co/jTdqSJdbP7
Last‑Mile Logistics Set for Consolidation Among Tech Rivals
Last mile logistics is poised for growth and consolidation. Will the winner be a traditional logistics leader like @XPOLogistics ? A drone leader like @Google or @zipline? Or a new challenger like @MannaAero? https://t.co/WBYv7Igj9h
AR Windshields Project Navigation Directly Onto Glass
Driving in the Future: #AR Windshields Show Navigation on the Road by @ViralRushX #VirtualReality #AugmentedReality #EmergingTech #Technology #Innovation https://t.co/3TAgkwhq3B
China's High‑tech Export Surge Reshapes Global Markets
China Shock 2.0: The Flood of High-Tech Goods That Will Change the World amazing deep dive into the data, from @rwmcmorrow, @Sam1Fleming, @pmdfoster & @leahyjoseph @FT 👉 https://t.co/6LLsSBXlUn https://t.co/o80ETCu1Ki
Ad Ops Experience Remains Crucial Amid Growing Automation
Ad ops experience changes how you see everything from metrics to AI. @EricTilbury_RTB , Senior Director of Ad Operations and Product Solutions at @Inuvo shares why hands-on knowledge still matters as automation takes https://t.co/oVLkIGPa4k
Apple Skips C‑3 Services as Amazon Plans 2028 Constellation
This doesn't specifically say what's happening to the C-3 constellation, but Apple is not getting the more advanced services intended as part of that constellation and Amazon is building its own constellation in 2028. Looks to me like C-3 may...