Midwest Embraces Policies to Boost Housing Density
Even the Midwest Wants to Encourage More Housing Density #energysky -- via Heatmap News https://t.co/iQRgZy2aMd https://t.co/EVFiifNuDF
America's Shahed-136 Clone Emerges as Indispensable War Weapon
How America’s Shahed-136 Clone Became An “Indispensable” Weapon Of War Michael Horowitz, who pushed for the LUCAS drone program while at the Pentagon, offers unique insights into its genesis and future. https://t.co/DC5BtHgsGK
Wisconsin Gets Mobile Sportsbooks, Major Brands Still Missing
Wisconsin sports bettors The good news: You'll soon have legal statewide mobile sportsbooks, probably by year's end The bad news: It may be years (if ever) until you see most major national sportsbook brands
US‑Iran Talks Unlikely to Yield Comprehensive Deal, Says Evercore
.@SarahABianchi Evercore ISI: "Even if Lebanon issue can be clarified, we don’t expect any breakthroughs from U.S.-Iran mtg... Given deep mutual distrust and Iran’s well-established tendency to prolong negotiations, the likelihood of a comprehensive agreement is next to...
AI‑crafted Game at GTC Left Me Stunned
This is what I saw at GTC. It is a completely AI generated game. Blew me away.
Massive WBD, KVUE Block Trades Signal Merger Arb Alert
$198mm $WBD and $200.4mm $KVUE block trades today at the close Merger arb PM got a tap on the shoulder today? https://t.co/tx0WOC2arI
Physical Brent Market Stays Robust; Prompt Oil Premiums Soar
The physical Brent market remains very, very strong, even if Dated Brent has come off from its all-time high reached on Tuesday (down around $15). Physical premia for prompt oil (or as my colleague @AlaricN calls it: “ASAP barrels”) are...
ESPN Layoffs and Masters Preview Dissected on Podcast
I always love going on @PeterHamby's great The Powers That Be podcast. This week, we hashed out ESPN's job cuts and offered a Masters preview. https://t.co/LXZeklVwQZ
Zootopia 2 Smashes Viewership, Nearly Doubles Netflix Rival
ZOOTOPIA 2 debuted with a monster 1.7B minutes viewed in its first five days on Disney+, per Nielsen. That's nearly double the #2 movie that week, WAR MACHINE on Netflix.
Sports Betting Now Dominates Hip‑hop Podcast Ads
The goal is to target young men everywhere. Its deeper than sports. Nearly every hip-hop podcast is now sponsored by sports betting or some gambling app. I miss the days of Mail Chimp and Casper
Mythos Cuts Cyber Attack Surface, Makes Exploits Scarcer
Concur. Mythos shrinks the total cyber attack surface area. There will be fewer exploits remaining, and those likely harder to find. And because model capabilities scale sub-linearly with both compute and training data, it likely takes a very large $$...
Erika Alexander Targets Emmy for New Comedy Series
Erika Alexander Eyes Supporting Comedy Emmy for ‘The Fall and Rise of Reggie Dinkins’ (EXCLUSIVE) https://t.co/dhZelhUnOv via @variety
Blue Moon Mk1 Exits NASA Vacuum Chamber, No Issues Reported
Amit Kshatriya of NASA said Blue Moon Mk 1 has “just” come out of the vacuum chamber at Johnson Space Center and will soon be shipped back to Florida. No comment on how it performed but he did not indicate...
FSD 14.3 Beats Humans; Regulation, Not Tech, Limits Deployment
Unsupervised is purely a legal / regulatory issue at this point. FSD 14.3 is already above human performance in most major metros
DoD Switches Allies as Anthropic Unveils Dangerous AI Weapon
DoD: Friendship ended with Anthropic. Now OpenAI is my best friend. [one month later] Anthropic: We’re pleased to announce the most powerful hacker capability ever created, able to discover and exploit thousands of critical 0days. Friends only release.
Self‑Sufficiency Policy Reverts Century, Undermines US Global Power
Forcing everyone to secure their own resources takes us back about a century, triggering conflicts and competition over resource control. This move weakens America's global position... #geopolitics #trump #nato https://t.co/XjQdUuGG3H
AI Cybersecurity Closes Gaps, Giving Defenders the Edge
Yes. We're closing vulnerabilities that could have been (and may have been) exploited by bad actors already. AI cyber-security may well favor defenders in the large majority of cases.
Therapists Need Balanced Training Beyond Rigid Echo Chambers
There are therapists trained to follow strict therapy protocols and they're told that it's the only way to be evidence based in their work - and they still believe it. There are therapists who are trained in almost no direct...
Iran, US Escalate Tensions Ahead of Ceasefire Talks
Both Tehran and Washington are upping the ante ahead of the ceasefire talks over the weekend. But raising the stakes increases the miscalculation risk: “We will definitely bring the management of the Strait of Hormuz to a new stage,” Iranian...
New UNSW Study: Next‑Gen Solar Modules May Degrade Faster
Next-generation solar modules could degrade faster than expected, new UNSW research warns #energysky -- via pv-tech: https://t.co/9MN0k0o50k
Buy Income-Generating Dental Office, Reap $2.6M Profit
Why did we buy this Dental office? ✔️ Tenant already in place (private equity-backed dental group) ✔️ Long-term lease with 3% annual rent increases ✔️ Property cash flows from day one Fast forward 10-20 years: → Property value: $3.66M → Total profit + cash flow:...
Only 12% View US as Ally, 36% See Threat
only 12% of europeans polled across six countries see the united states as a close ally. 36% see it as a threat.
Stablecoins: Payment Tool, Not High‑Yield Savings Alternative
To be clear, we offer above market yields for savings (3.61 APY) and checking (2 APY) @bankonroger. I'm not concerned about competition & love embracing faster payments, I'm concerned about the impact to local economies. Stablecoins should be a payments...
1970s Shah Warned of Oil Stakes in Hormuz
In the 1970s, the Shah of Iran, Mohammad Reza Pahlavi, the father of @PahlaviReza, spoke about the Strait of Hormuz…. He was a strong ally of the United States until he was overthrown in 1979 by Ayatollah Khomeini… In this...
Tesla Went From Zero to Fully Driverless in a Year
And one year ago Tesla had 0 driverless cars. 9 months ago they had 11 cars in Austin driverless with a supervisor in the front seat Now they’re fully driverless. Guess what happens next?
Vaccines Work, Are Safer; Learn to Read Science
Vaccines (a) work and (b) are safer than not getting the vaccines. Learn how to read scientific papers, deniers.
Trump vs Anti‑abortion Forces Amid Medicare Cuts
on this week's #WTHealth podcast: Trump admin v anti-abortion forces, it's budget season, and cutbacks in Medicare AND Medicaid. With @AliceOllstein, @mayagoldman_ , and @LaurenWeberHP https://t.co/fwsdaC20ZJ
OneWeb UK Cuts Costs, Boosts Revenue, Secures Eutelsat Backing
.@EutelsatGroup OneWeb UK reports 44.5% rev boost in FY 2025; opex down 17%; staff costs down 33%; operating loss, at $456M, down sharply from 2024. Letter from Eutelsat guarantees financial backing through June 2027 if needed. @AirbusSpace @defis_eu.https://t.co/m1k5YGix9u https://t.co/iTbKQhShKk
Putin Declares One-Day Ceasefire for Trump After Refusing Zelensky's Pleas
So Putin refused an Easter ceasefire when Zelensky called for it for the 23,443rd time — only to declare one himself now, unilaterally and for a single day, to perform his “peace-loving” for Donald Trump.
Unexpected Celestial Glitch Becomes Artemis II’s Greatest Gift
It was an accident of celestial mechanics, but ended up becoming one of the "greatest gifts" of the Artemis II mission. https://t.co/Tg8VGfIpjl
Minnesota Moves Toward Online Sweepstakes Casino Ban
A Minnesota legislative committee advanced an online sweepstakes casino ban bill today without opposition; Minnesota could join Maine, Indiana and several other states looking to pass similar bans this year
Mythos Launches Blackwell AI, GPUs Promise 2‑3×
Get ready for the acceleration 🚀 Mythos is JUST the first Blackwell class AI Vera Rubin GPUs land in months → 2-3x better models by December. Feynman in 2028 → another 2-3x leap. Mythos 10T → 100T–500T+ class by end-2028
Google Partners with Intel for SmartNIC‑powered Datacenters
Google wants more Intel inside ... its datacenters, taps Chipzilla for more SmartNICs https://t.co/NWjnTCSr9z https://t.co/IGYOky9NxI
AI Judges Could Bridge Small Claims‑Arbitration Gap
Problem: The large gap in commercial dispute resolution between small claims court (capped at like $10k damages in CA) and arbitration (where you're going to spend $20k+ on legal, which you may or may not get back). Proposed solution: A neutral AI...
Kuwait Air Defenses Counter Ongoing Drone Attacks
I WAS ASSURED THAT THE FIRING HAD CEASED [Kuwaiti] air defenses in the Armed Forces are currently dealing with hostile attacks from drones that penetrated the country's airspace, targeting a number of vital facilities.
Emerging Markets Leapfrog Oil, Embrace Energy Tech
Emerging Markets are Leapfrogging Oil and Gas ...just like the Global South leapfrogged landline phones and rapidly adopted cellular at scale. With @KingsmillBond of ember_energy. #uspoli #cdnpoli https://markhamhislop.substack.com/p/emerging-market-are-leapfrogging
AI Turns Knowledge Into Scalable Revenue Engine
My take: Enterprise knowledge will soon stop being a “soft asset.” AI is turning decades of tacit expertise, playbooks, and tribal know-how into owned, highly operational capital. 📈 When companies combine that with real business model redesign, with new decision rights, strong...
Iran's Illegal Strait of Hormuz Hold Undermines U.S. Force
"Continuing Crisis in Strait of Hormuz: Why Iran’s Hold is Illegal and U.S. Military Force Alone Fails" https://t.co/h8YXNFL0Qe
U.S. Apartment Industry Remains Highly Fragmented, No Dominant Owner
Name one major U.S. industry where the biggest players have <0.5% market share. The apartment business has gotta be the most fragmented major industry, is it not? Big names, sure, but no behemoth owners. (Analysis from today's release of the NMHC Top...
Board Liquidated Teledesic Despite $4/Share Payout, Shaping NGSO Regulation
Wrong. A decision was made by the board In 2002 to liquidate Teledesic even though there was enough capital to pay out shareholders almost $4 a share. Hundreds of millions paid. No bankruptcy. Teledesic's win at WRC created regulatory category...
FDA Reopens Mifepristone Safety Review Amid Court Pressure
FDA is working on another safety review of abortion drug mifepristone, after a Louisiana court order/pressure from @HawleyMO - FDA in 2021 said it did not find increases in adverse events after allowing remote prescribing https://t.co/FcznZ41p45
Messy Hormuz Reopening Fuels Shipowners' Profit Surge
The more "messy"/"inefficient" the re-opening of the Strait of Hormuz is, the higher shipowners' profits are 🇮🇷🛢️🚢 @ed_fin on "Persian Gulf Traffic Jam" as tanker bull case: Apple🔊https://t.co/qUjYx8adg2 Spotify📽️https://t.co/07NUjj4n74 1/2 https://t.co/yWohqK1at9
Targeted Automation, Not Broad GenAI, Drives ROI
Spotlight: Ogilvie (p. 6): ROI isn’t broad GenAI - it’s targeted automation + narrow AI engineered into the process. https://t.co/YrxFqMpTXp #AI #Automation https://t.co/igBN0phimF
Comcast Revamps Cable Bundle for Streaming Era
Comcast is continuing on its quest to kind-of, sort-of reconstitute the cable TV bundle for the streaming era. https://t.co/FiEBwSd62i via @variety
Attacks Shut Down Key Saudi Energy Facilities, One Killed
🟥🟥🟥Official Source at the Ministry of Energy: Operational Activities Halted at Several Energy Facilities in the Kingdom due to Recent Attacks https://t.co/YhaVlatjkT Riyadh, April 9, 2026, SPA -- An official source at the Ministry of Energy stated that important energy facilities in...
DOJ Probes NFL for Possible Antitrust Violations
The Justice Department has opened an investigation into whether the NFL has engaged in anticompetitive tactics that harm consumers - WSJ
Both Iran and White House Must ‘Like’ Ceasefire Terms
Is there a ceasefire to break? At this point, I think we need to have both Iran and the White House 'like' the same social post listing the agreed upon terms of a ceasefire...
SpaceX Pioneers First Sovereign AI – Deep Dive
For a deep dive on our @SpaceX Is Building the World’s First Sovereign AI thesis, check out @dougclinton and I on Pressure Points:
Earnings Shield Markets Amid Major Oil Shock History
The analog chart below shows the major oil events since the 1970’s. The green line (1990 Gulf War) remains the best-case scenario, namely a short war that produces a full roundtrip in crude oil. Even by 1990 standards, the stock market...
American Airlines Removes Elite Perks From Basic Economy
American Airlines Is Stripping Elite Benefits From Basic Economy — You No Longer Have Status, You’re Just Your Fare - View from the Wing https://t.co/oZjpGTFVfV