USV Attack Damages MSC Sariska V in Gulf
This video reportedly shows the damage to the starboard side of the Panama-flagged containership MSC Sariska V. The ship has been trapped in the Persian Gulf since February 28, when the war started. MSC has established an overland service to the Persian Gulf with cargo coming across Saudi Arabia and the UAE. MSC Sariska V appears to be operating as a shuttle ship between ports in Iraq, Kuwait, Saudi Arabia, Bahrain, Qatar and the UAE. The ship was outbound from Umm Qasr, Iraq when it appears to have been damaged by an Uncrewed Surface Vessel (USV). We have seen similar Iranian attacks at this site by other USVs in the past. A few things to note. While the ship seems fully loaded, she is light, meaning that most of the containers are empty. The damage, starboard side amidships is largely above the waterline, thereby ruling out a mine - even a floating one. It could be a missile, but that damage would probably be more severe based on attacks we have seen on HMM Namu and CMA CGM San Antonio. Iran has targeted MSC ships in the past, with the seizure of two of them last month trying to exit the Strait of Hormuz. https://t.co/jMIVwfoDlW
Bab El‑Mandeb Traffic Remains Depressed Two Years Later
traffic through Bab el Mandeb is still down more than 2 years after the Houthis seized a cargo ship.
U.S. Spends More on Data Centers than Transit Infrastructure
The U.S. is now spending more on data center construction than on public transportation infrastructure, according to new Census Bureau figures out today (https://t.co/2SonuBrsvY) https://t.co/ySWONpdu91
Tripo AI Secures $200M to Empower Artists with 3D Tools
Tripo AI has raised $200M in financing for its AI 3D and world model technology, which could be used in games. Their aim is to provide artists with tools, not replace them. https://t.co/3OX2FijyRD
Middle‑Income Travelers Boost Hilton’s Summer Bookings
Hilton is seeing a shift toward higher spending for middle income consumers… strong summer bookings
China Still Needs 16M US Soybean Bushels to Meet Deal
Just another 16 million bushels of US #soybeans need to be shipped to China to complete the 12 mmt that it bought in the current marketing year per its October 30 agreement. #oatt
Trump FCC Saved Americans $5.6 B in Internet Costs
Thanks to President Trump, millions of Americans are paying a lot less for Internet The Trump FCC quickly shut down a Biden-era plan that would have spiked Internet prices A new study now shows that consumers would have paid $5.6 Billion more...
US Hits Iranian Radars, Warns Ceasefire Could Crumble
The US has struck Iranian radar sites and intercepted missiles targeting US forces in Kuwait. It's remarkable the threat that the 'ceasefire is at risk' is being used seriously. Wider military action at risk would be more accurate
Iran Oil Shock Accelerates Electric Tugboat Market
NEW: The Iran war oil Shock is helping kickstart a market for electric tugboats ⛴️ https://www.forbes.com/sites/alanohnsman/2026/06/01/how-the-iran-war-oil-shock-is-helping-launch-a-market-for-electric-tugboats/
Over 300 Active Voting Rights Cases Nationwide
Here is what Democracy Docket is tracking today: Active Voting Rights Cases: 155 Active Redistricting Cases: 44 Active Anti-Voting Cases: 77 Active Pro-Voting Cases: 73 Active DOJ Lawsuits: 27 https://www.democracydocket.com
Intel Turns Capacity Into AI Accelerators, Not All Nvidia Competition
$INTC will use some of its capacity to build AI accelerators to meet insatiable demand. There, I rewrote it. Not everything is $NVDA compete. 😬😮💨
AMD Extends AM5 Support to 2029, Boosting Platform Longevity
Now $AMD at Computex 2026. AM5 socket support extended through 2029. [New.] A new extension of the prior commitment, which ran through 2027, plus the new EXPO Ultra Low Latency feature for DDR5. Platform longevity is one of AMD's most underrated...
Nvidia Launches Desktop AI Chip for PCs
Nvidia Brings AI Processing To The Desktop With New PC Chip https://t.co/J9ZlrpF4XA $NVDA $AMD $INTC $MSFT
American Airlines Sells First Class, Delivers Coach, Pockets Profit
New American Airlines Policy Says It Can Sell You First Class, Give You Coach — And Keep Most Of Your Money - View from the Wing https://t.co/nNvWFQyiZ9
Transformer Efficiency Needs 1000× Gains, Not Specialized Silicon
.@NextSilicon's Elad Raz tells me specialized silicon for transformers is not the way to go, since there is still 1000x improvements to be made. Full episode: https://t.co/BPTCuZSjIp https://t.co/Dj6H1QMzYP
June 1 Google Updates: Core, AI Mode, Ads Controls
It's New 6/1: Google May core update heated, @mordyoberstein on AI Mode sliding link cards, @TheMarketingAnu Google Ads brand search controls and @gregfinn on lead management in Google Ads https://t.co/lAHAK7ECgs
Brick‑and‑mortar Thrives as Diller Bids $18B for MGM
Brick n' mortar isn't dead... Barry Diller launches $18bn takeover offer for MGM Resorts https://t.co/3hKuJg3f3M
From Twitch to YC: 8 Startup Success Lessons
He cofounded a startup that sold to Amazon for $970 million. Now he's helped over 700 companies at Y Combinator. These are the 8 lessons he learned building Twitch and advising the world's best startups:
Oil Bears Bet Hormuz Shipping Resumes Soon
Oil bears expect regular Hormuz tanker traffic to resume soon Investors sold Brent crude again last week anticipating an early re-opening of the Strait of Hormuz amid continued negotiations between the United States and Iran and an intensification of military activity...
Electric 2‑3‑wheelers Now 10% of Fleet, Slashing Oil Demand
One in 10 two- and three-wheelers worldwide are already electric. And the trend is accelerating. >In 2025, EVs wiped out 2.3m barrels of oil demand/ day, of which electric 2- and 3-wheelers were ~50% >There are now 350m electric 2- and 3-wheelers...
Tesla Sales Surge 655% in France, Now 7th Best
Tesla registrations are up +655% in France in May year-over-year, with 5,446 sold. Tesla is up 156% in January-May sales compared with same period last year. It is now France's seventh best-selling brand (of all fuel types): https://t.co/F3EAEwB7gJ
No Universal Safe Alcohol Level; Risks Outweigh Benefits
Finings of an exhaustive review of alcohol effects on 20 health outcomes from 843 studies https://t.co/Xnzg1LGpGp —"Current evidence does not support a universally applicable threshold for alcohol consumption that maximizes health for all." Associations: —Increased risk of 10 cancers, pancreatitis, cirrhosis, tuberculosis, atrial fibrillation,...
Empty Container Share Rises to One‑third Globally
One in three containers shipped today is empty, up from one in four before the pandemic. Does this reflect Trump, tariffs, Hormuz? How do the longer transits play here? Bunker costs? Freight rates? https://t.co/rzQOyFinxk
Zero‑energy Homes Achieve Passivhaus Standards with Solar and Heat Pumps
"The redevelopment aims to be an exemplar of low carbon architecture. Not only does the scheme deliver Passivhaus, the new homes will generate all the energy they require through solar panels and use air source heat pumps." #passivhaus #passivehouse https://t.co/gByAGL8FPc https://t.co/j861osSpDF
Trump’s Aid Block Fuels Doubts on US NATO Defense
Trump has blocked new U.S. aid for Ukraine, and hasn’t condemned Putin’s recent missile and drone strikes on Ukrainian civilians — and now on an apartment building in Romania. He doesn’t even call out Putin for helping Iran target U.S....
Arctic Fiber Failures Question Viability For
D.C. Memo: Is Fiber the Right Technology for Alaska? @GCIAK Rushing to Fix New Subsea Fiber Tear in the Aleutians | GCI is also buying Quintillion, which suffered a fiber break in the Beaufort Sea in 2025 that could not...
Crimea Faces Gasoline Rationing After Ukrainian Drone Strikes
“Drivers in Russian-controlled Crimea were grappling with gasoline rationing on Monday after Ukrainian drone attacks constricted road supplies across south-eastern Ukraine, Reuters witnesses and officials said… Moscow-backed Crimea governor, Sergei Aksyonov, said limits had been imposed on sales of the most...
Russia Boosts OWA Drone Output, Cuts Missiles Amid Budget Limits
Russia produced approximately 74,000 OWA drones in 2025 and plans to produce 127,000 in 2026, including 12,000 Geran-4 and 12,000 Geran-5 jet engine variants, which recently entered serial production. Interestingly, Russia has reduced the production of certain missiles to afford...
AIAA Aerodynamic Decelerator Conference Launches at RAeS
This week at RAeS HQ, Farnborough and Heathcote Fabrics - AIAA Aerodynamic Decelerator Systems Conference and Seminar 2026, in collaboration with RAeS - 1-5 June #avgeek https://t.co/7U18I7QeRw https://t.co/ma9YL65G9a
DOT's Limited Allergy Ruling Creates Unfair Disability Hierarchy
The Department of Transportation just affirmed food allergy as a disability under the Air Carrier Access Act. Then it restricted pre-board protection to peanut and tree-nut allergies only. That is a structural error. The ruling extrapolated from the specific characteristics...
UK Power Mix Shifts From Coal to Renewables Since 1950
U.K. ELECTRICITY generation by source since 1950 – showing the rise and fall of coal and fuel oil: https://t.co/H2IcE9zyMa
Truckload Spot Rates Hit Record as Demand Outpaces Supply
Major overnight surge on truckload spot rates to new all time high. Truckload van spot rates moved up $.09/overnight to $3.83/mile, the highest level in history. This is happening despite fuel prices cooling, reinforcing that rate inflation has been driven by...
Hormuz Shutdown Cuts 20% LNG, Hits Growth Markets
"Strait of Hormuz closure removed 20% of the world’s LNG supply leaving some importers desperately short. They won’t forget. Most-affected nations — think India, Bangladesh or Pakistan — are the price-sensitive markets the industry counts on as future consumers." https://www.bloomberg.com/opinion/articles/2026-06-01/lng-prices-strait-of-hormuz-squeeze-could-give-way-to-a-glut
Clean Energy Investment Now Over Twice Fossil Fuel Spending
NEW @IEA data: clean energy investment is now more than double fossil fuels. $2,155bn vs $1,008bn in 2025. The crossover happened around 2016. Since then the gap has only widened. What was a narrow lead a decade ago is now a >2-to-1...
LNG Faces Long‑term Surplus as Demand Shifts
COLUMN: The future of LNG. Supply: away from LNG via the Strait of Hormuz. Demand: away from LNG itself, into solar and coal. "... It may sound counterintuitive [....] but the contours of a long-term surplus are already starting to emerge..." @Opinion https://t.co/XSHFBknUGD
New Pancreatic Cancer Drug Earns Standing Ovation
I don’t usually talk about new drugs but it isn’t often we see a new one get a standing ovation like this. Pancreatic cancer took my dad and Steve Jobs so any breakthrough is worth cheering about.
Nvidia's SPV Mirrors Chinese Risk‑Shifting Finance Model
All the people freaking out about the Nvidia structure Michael Burry has just highlighted presumably have no issue with China using economically similar structures for years? To recap, Burry points out Nvidia/Xai are using an SPV for off-balance-sheet holding of...
King Li Appointed Founding Dean of HKUST Medicine School
Physician-scientist Professor King Li has been announced as the founding dean of the new HKUST school of medicine. Li previously served as the founding dean of the Carle Illinois College of Medicine at the University of Illinois Urbana-Champaign from 2016 to...
Smaller Jets Could Unlock New Southeast Asian Connectivity
#NSTExclusive Spoke to Endau Analytics Shukor Yusof and an aviation industry expert recently on whether smaller narrowbody aircraft such as the Airbus A220 and Embraer E2 family could reshape connectivity in Southeast Asia. These aircraft could help airlines right size...
Free Sync Licensing Course Boosted 50 Producers' Careers
Last year I gave 50 music producers my sync licensing course for free. Here's what happened ↴
Toyota Tsusho Secures 20% Stake to Boost US Battery Supply
Toyota Tsusho acquired a 20% PPESNA stake to build a North American battery supply chain. https://www.metalnomist.com/2026/06/toyota-tsusho-ppesna-stake-strengthens.html
Tesla Now Parks Itself at The Grove with One Tap
Imagine if your car could drive you to The Grove and find parking with just one tap. Every new Tesla (even the cheapest base model) can do this today. https://t.co/gBn2EW4JcH
25,000 MW of Commercial Rooftop Solar Still Battery‑Free
Right now most rooftop solar projects on commercial and industrial rooftops don't have battery storage attached to the projects. If you look at MISO and PJM specifically I estimate there is over 25,000 MWs installed. 🧵
World’s Most Efficient Silicon Solar Cell Hits 28.2%
JA Solar, Gold Stone Energy claim world’s highest efficiency for silicon solar cells with 28.2%-efficient back contact device #energysky -- via pv magazine global: https://t.co/aICHkrmTbG
LLMs Excel as Judges, Not Just Generators, Says Netflix
Many projects aimed at integrating LLMs into consumer-facing product features focus on generating content, which I think is mistaken. The power of LLMs for consumer-facing tasks is often better invoked through systems that rank, sort, classify, etc. at scale according...
Standing Ovation for Daraxonrasib Survival Benefit at ASCO26
Incredible #ASCO26 moment. Dr. Brian Wolpin, presenter of the daraxonrasib study, received a standing ovation DURING his talk after he stated the survival benefit for PDAC patients. It was sustained. Cheering. I have never see anything like it in the...
Russia's Rubicon Reveals Surge in Ukrainian Strike Drones
Videos from Russia’s Rubicon Center targeting FP-2, Hornet, and other UAS. An indication of the quantities of Ukrainian middle strike drones Russia is facing. https://t.co/FJe8GqKwBN https://t.co/vJdlI9kV11 https://t.co/BTWe1uYGd8 https://t.co/34tGKFxXpn https://t.co/l3EXrEvKr2
Sarc041 Verzenio Trial Highlights Pfizer, Not Lilly Opportunities
MSKCC's Sarc041 trial of Verzenio being discussed at #Asco26 plenary right now... actually a really interesting study, but more for $PFE $ONC CDK4 inhibitors than for $LLY, I reckon. I covered it here (pawyalled, soz) -> https://t.co/I7ZspUFfBI
US BESS Updates: NeoVolta, Goshe, Frontier Power, Stella, Prevalon
US ROUNDUP: BESS news from NeoVolta, Goshe, Frontier Power & Stella and Prevalon #energysky -- via Energy Storage News: https://t.co/7en96H9Pff
CEO Denies Privilege for AI-Generated Communications, Even to Counsel
This is literally what the CEO did in the Heppner case (no privilege for inputs/outputs from consumer AI tool + no retroactive privilege when sent to lawyer).