Paramount's FCC Request Was Anything but Quiet
Why do some outlets keep saying David Ellison’s Paramount “quietly” asked the FCC to bless its finances for Warner deal which includes lots of Gulf State cash? It’s literally in a regulatory filing which is about the least quiet way to do something.
Combining 5G and Starlink to End Telecom Fragmentation
The challenge I keep seeing isn’t access, it’s fragmentation. Multiple providers, overlapping contracts, and no clear accountability when things go wrong. Bringing #5G together with @Starlink is a step toward simplifying that model, designed for continuity, not just coverage. Interesting to see...
U.S. Homebuyers Spend 38% of Income on Mortgages
The U.S. Housing Market is contending with its worst affordability crisis in decades. Today, U.S. households need to spend nearly 38% of their gross income on mortgage costs to buy a house. This figure is nearly the same as the mid-2000s bubble,...
Anti‑woke Backlash to Saros Is a Weak Raid
Seeing the anti-woke hate train try to manufacture a backlash around Saros feels like watching a raid team try and fail to break a boss' shield because they can't muster enough raw power for the DPS phase. https://t.co/vKgVHfmNT4
Deleted ChatGPT Chats Still Stored, Court Orders Disclosure
Every ChatGPT conversation you ever deleted is still saved on a server. Not a guess. Not a theory. A federal judge ordered OpenAI to preserve every chat, even the ones you deleted, from May to September 2025. 20 million ChatGPT logs were ordered...
Clean Energy Needs Thousands of Midsize Firms, Not Giants
Clean energy won't be won by 5 giants. It'll take a million companies doing $10M/year — or 100,000 doing $100M — to hit trillion-dollar scale. That's exactly how we got here. https://t.co/rdA6J5tqgJ
Amazon Ad Share Falls as Google and Meta Surge
"It is interesting to observe a noticeable drop in Amazon ads incremental share compared to Google advertising which itself is losing share to Meta’s FOA. For the last four consecutive quarters, Amazon ads grew at 22%. In contrast, Google advertising...
Upcoming Fiber Race Promises Biggest Consumer Surplus Ever
This race will produce the largest consumer surplus since WorldCom, JDS Uniphase, Lucent, Alcatel, and Nortel bankrupted themselves building out fiber networks for broadband internet.
Guardian Seeks Audience Engagement Editor – Remote, $88‑98K
The Guardian is hiring an Audience Engagement Editor, remote possible, 12-month contract role, $88k-$98k. The ideal candidate will have a deep understanding of digital journalism trends, internet culture and communities, as well as distribution strategies. These are the types of opportunities...
US Announces Preliminary Anti-Dumping Duties on Solar Imports
U.S. government sets preliminary anti-dumping duties on solar imports from India, Indonesia, and Laos #energysky -- via pv magazine global: https://t.co/s1Ki33oLMF
JetBlue Redirects Planes, Crews to Hub After Spirit Shutdown
JetBlue Pounces After Spirit Shutdown — Planes And Crews Head Straight For The Airline’s Home Base https://t.co/vRH9qovsJU
Two Cybersecurity Experts Sentenced, Third Faces July Ruling
Two US cybersecurity experts sentenced in ransomware case, third awaits July ruling https://t.co/w7yfvZbTJj #BreakingNews https://t.co/nIdgU0yxBm
Wright Brothers Filed the First Airplane Patent in 1903
The Wright Brothers' patent for a "Flying Machine," AKA the world's first airplane. It was filed in 1903. Images v/Library of Congress https://t.co/AoXKuvtQyh
SEC Chair Doubts Spirit Airlines Bailout Viability
Also worth going back and looking at @SecDuffy comments to @Reuters 10 days ago questioning viability of @SpiritAirlines bailout https://t.co/NbzYtXChNB
Sec Duffy Says No Rescue for Budget Airlines Now
The biggest news today out of @SecDuffy is that he does not think a government rescue is warranted of budget airlines "at this point" https://t.co/ygxeLLrgTK
April RKEquity Scoreboard Highlights Lithium, Rare Earths
Check out latest #RockStockRecap, which includes a detailed run through #RKEquity April scoreboards for lithium, rare earths and minor metal equities. #GoLongWhereMemoriesAreShort 👇👇
Budget Carriers Challenge Claim that Policies Favor Big Airlines
Budget airlines respond to @AirlinesDotOrg saying major carriers suggest government policy "should continue to favor the largest and most entrenched carriers who are unabashedly steering customers toward higher priced offerings. Notably, many of the airline 'self-help' measures described by A4A...
Tariff Relief Boosts Newell Brands' Outlook Significantly
Protectionist darling Newell Brands, maker of Sharpie, says its outlook has improved significantly bc of... tariff relief and refunds https://t.co/R0c5C0lpQB https://t.co/T0NHveNICU
Integrating Trees and Cattle Cuts Fertilizer Costs, Boosts Yields
A welcome change. Should lead to better understanding and wider acceptance of tree-based farming. For every acre of agricultural land, there must be at least two bovine animals. When soil is enriched with tree litter and animal waste, it will...
Rejection Fuels Success: Keep Publishing Despite Doubts
My first book was rejected by every agent and publisher. So I self-published it. Sold 60k+ copies. I thought I made it, it'd be easy now... I got an agent. My 2nd book got rejected by 27 out of 28 publishers....
All Viable Accelerators Could Win Hyperscaler Adoption.
I maintain my thesis that all viable compute (in this context accelerators) has a chance of being adopted by hyperscalers and frontier labs. Hence why @cerebras is getting more attention and now @tenstorrent. BUT, @AMD has more upside, and maybe...
Forecasting Success Lies in Repeatable Systems, Not One‑off Models
A few years ago I showed a forecasting model to a VP of supply chain. The accuracy was good. I was proud of it. She looked at it for about 10 seconds and asked one question. "Can you run this again next month?" I...
Ship Insurance for Hormuz Strait Hinges on Price
Becky Quick: "The question is, how and when can you offer insurance to ships crossing the Strait of Hormuz?" Ajit Jain: "The short answer is it depends on the price." https://t.co/0m8CO1FXH8
Going Jax‑style in NBA 2K, Mortal Kombat Vibes
In the spirit of Mortal Kombat.... think I'm going with the Jax look in 2K 🧐
Discovery Acts as Kryptonite, Even for Trump
People on here talk a lot about "discovery" as a reason parties may not want to litigate. This is true of Trump. Many cases are filed for other reasons, control narrative, embarrass, leverage etc. The day he was supposed to sit for...
NY Second‑Home Tax Proposal Falters on Unclear Numbers
"Can a Second Home Tax Work in New York? The Numbers Don’t Add Up Yet." https://t.co/93zcA8JAPT https://t.co/le2hB4g5XI
Narratives Clash over Effectiveness of US Iran Blockade
Narrative shift on the blockade 1. The US blockade won't work 2. It works, but Iran can outsmart it 3. It works, but it's slow and incremental 4. Wow, it's hitting Iran quite badly already 5. The US blockade was a good idea 6. Should've done...
SMBs Face Up‑Front Costs While Big Brands Fund Sustainability
“Big brands & multinational cos. have the deep pockets to finance their #sustainability drives. It’s not as easy for many SMBs—a sustainable #supplychain makes business sense in the medium to long term but costs money in the short term.” 🍀 https://t.co/9vm6ZldSMK #procurement https://t.co/mTjzi4TZPG
Mortgage Rates Rebound From Historic Lows to 6.3%
Average 30-Year Mortgage Rate in the US… 1970s: 8.9% 1980s: 12.7% 1990s: 8.1% 2000s: 6.3% 2010s: 4.1% 2020s: 5.3% --- All-Time Low (Jan 2021): 2.65% 2023 Peak (Oct 2023): 7.79% Today's Rate: 6.30% https://t.co/Ji2noTwgDL
Housing Inventory Growth Plummets From 33% to 2.3%
Housing inventory growth has now gone from 33% year over year last year to just 2.33%. Remember, this is a hard comp story too, up until mid June
Robots Cut Warehouse Labor Costs Dramatically
Human vs. robots: the cost savings will surprise you. https://t.co/j74EUoSHhY #warehouse #distributioncenter #robotsreplacinghumans #AI #AIrobots https://t.co/tgjc04qMt0
US Autonomous Trucks Surge as China Halts Autonomy
A new episode of #AutonomyMarkets is out. Watch or listen on your favorite podcast player. Big Week for U.S. Autonomous Trucks, While China Shuts Down Autonomy @BotAutoAV $AUR https://t.co/m8nl7i1a4Q
Devil Wears Prada 2 Matches Project Hail Mary’s $80
Devil Wears Prada 2' On Pace to Match 'Project Hail Mary' With $80.5 Million Box Office Opening https://t.co/gFPNFHejsQ
May 2026 AEROSPACE: Tankers, Weapon Rush, Typhoon, Ukraine
Re-up! In the latest edition of AEROSPACE - May 2026 - tankers in the danger zone, accelerating weapons development, Eurofighter Typhoon & future Ukrainian air force #avgeek https://t.co/PICLXlhRG5 https://t.co/0WZJzj7unA
ByteDance's AI-Designed Therapies Spotlight Global Progress
ByteDance’s drug unit presents AI-designed therapies at global conferences Yes this is reality of AI applications, but we are "winning" by slowng Chinese company progress on AI? https://t.co/G3lIeOAddU
Regulation Cut Prices Faster, Deregulation Worsened Flights
False. Prices dropped far more quickly in the regulated era than in the period of deregulation. And flight options are far worse today except from a few big cities. Same bad dynamics across all transportation sectors.
Admitting Past Mistake: AMA Not Causing Doctor Shortage
[Deleted a comment alleging that the AMA is the cause of our shortage of doctors. I think this was actually true when I learned it in the early 2000s, but it appears no longer to be true. Mea culpa.]
Shock at Spirit's Shutdown Despite Personal Loyalty
If you know me in real life (or my posts on socials lol) you know I always say I fly anyone who will get me there and I've flown with everyone and I've had flights canceled with everyone. I've never...
Devil Wears Prada 2 Opens Strong,
#TheDevilWearsPrada2 buttons up $32.5M Friday, weekend in $75M range, slightly below expectations but Disney will definitely take it International cash MUCH bigger at $82.1M for $114.6M global haul through Friday https://t.co/ZE97geTGvi
Yahoo's Media Bridge, Wall's Opportunity, Media Rights Challenges
Saturday Goodies; #Yahoo Builds A Media Bridge, Wall Creates An Opportunity, and Digging Into Media Rights Challenges... #sportsbiz #storytelling https://t.co/uHgrXabcWq https://t.co/y36or5tglf
Matrix Renewables, BW ESS Lock Financing for 2.2 GWh UK BESS
Matrix Renewables, BW ESS secure finance and offtake for over 2.2GWh of UK BESS #energysky -- via Energy Storage News: https://t.co/DiGtBDgnSo
Reregulation Would Raise Travel Costs and Cut Flight Choices
Reregulation of transportation would result in much higher costs for consumers, with far fewer flight options.
Data Answers, yet Speculation Still Sways Narratives
Getaloada this #BrokenTimes headline. It poses a question, answers the question with data, but then speculates a different answer this time, for its bête noire, @ZohranKMamdani. https://t.co/8PM0hDkwJN
China Pushes Policy to Curb Food Import Dependence
Why China worries about its agricultural dependence on the rest of the world, as well as Beijing’s new industrial policy efforts to ensure greater food self-sufficiency. by @Adam_Tooze https://t.co/xkVOHAeLog
US Still Reliant on Persian Gulf Oil and Resources
Tell me again how the Persian Gulf does not impact the US? 8% of our oil imports (approx 250M bbls) comes through the Strait of Hormuz. The world is pulling WTI crude out of the US at record levels, along with refined...
Spirit's Debt Crisis Undermined Value, Merger Might Have Helped
Was Spirit Airlines Roomba-ed®? Did debt levels make Spirit walking dead? Would the JetBlue merger have made the end less painful for employees of Spirit and Spirit shareholders/debt holders? Did Spirit have any pricing power? Anyone. Anyone. Bueller?...
BrokenTimes Platforms Man Worse than Fox News
Bad enough that the #BrokenTimes chooses to give its platform over to the man too awful even for Fox News, it aggrandizes itself with a how-we-did-this sidebar. https://t.co/JTMB53YXjS
Container Ship Commute: Climb Six Stories Before Elevator
Here’s what it’s like to commute to work if you work on a container ship Apparently you have you climb about 6 stories of ladders before you even get to the elevator https://t.co/8seZ8SmfTQ
Canada’s Diamond Industry Starts Its Long Farewell
Canada’s diamond industry begins a long goodbye via @FT Lovely, insightful read by @IlyaGridneff reporting from Rio Tinto’s Diavik mine in the Northwest Territories https://t.co/NvCvXDHNPo
Land Value Tax: Key to Real Housing Affordability
If we're serious about housing affordability, we should be serious about the land value tax (aka Georgism)