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
Iran's 15‑ship Limit Won't Mean 15 VLCCs
I'm not sure who needs to hear this but Iran's 15-ship daily limit isn't going to be 15 VLCCs each laden with 2 million barrels of oil.
Taylor Swift Tickets Carry Hidden Terms, Court Rules
Taylor Swift concert tickets are expensive. They also contain terms that might surprise ticket buyers and are common in sports tickets, as a new court ruling shows: https://t.co/IKO7FlYT90.
Seven Academic Findings Show Social Media Harms Youth
Interested in the upcoming social media trials? Get your guide to the 7 lines of academic evidence that social media platforms are causing a variety of harms to many young people. This is a condensed version of my essay...
Energy Disruptions Accelerate Canada's Electrification Shift
Pay Attention, Canada: Electrification Surge Reshaping Global Energy Future Thus far, Canadian leaders are taking the wrong lessons from the Iran war. Energy system disruption = faster energy transition to electrification. https://youtu.be/wevqzdFPCMQ
Even with AI, Podcasts Retain Unique Value
Pretty amazing. In a world that I can ask AI to tell me about anything and do any research, podcasts still hold so much value.
Higgs X Seedance 2.0 Cuts 90% of Production Work
Thanks to Higgs x Seedance 2.0, we can skip about 90% of the production work. - No equipment - No reshoots - No endless edits It’s basically: references → cues → a full, cinematic result. Honestly, this is pretty amazing. https://t.co/B1Zd3uXVaw
AI Compute Shortage Far Worse Than Expected
I was not emphatic enough about just how short we are of compute, memory, energy, etc. The demand curve for AI has been greatly understated. And the estimates aren’t bullish enough. Watch. 👀 We do not have even close to enough to...
U.S. Shipping Deficit Exposes Critical National Security Weakness
The NATO fiasco just exposed a massive US national security vulnerability: America barely owns any ships. The top 5 container shipping firms (all European or Chinese) control 65% of global capacity. The US has zero container shipping firms in the top 30...
Propose Shared Car‑Rail Tunnel Linking Long Island, Connecticut
My most pro-car opinion is that there absolutely should be a shared car/rail tunnel under the Long Island Sound to connect Long Island and Connecticut. Connects LIRR/MNR strategically as well as where car traffic gets bad headed into the city. Am...
AI Completes Full SEO Audit and Fixes Instantly
I've had "build out SEO content" on my to-do list for 2 years. Last week, I gave an AI agent my URL, and 15 minutes later, I had a full audit, a prioritized action plan, and every fix executed. Not...
Meta's Moat: 3 Billion Users Outweigh Early Entry
$META didn’t need to be early. It just needs to be good. 3+ Billion users is the moat. 🔥🚀
March 2026 Digital & Email Marketing Highlights
The Last Word on March 2026: A roundup of #digitalmarketing and #emailmarketing articles, posts, and social buzz you might have missed last month… https://t.co/EXN9hn5eUm https://t.co/v4XcHOxTdu
Fervo Energy Secures Major Turbine Deal for Next‑Gen Geothermal
Fervo Energy inks big turbine deal to build more next-gen geothermal #energysky -- via Canary Media: https://t.co/2db2ArIrcM
US Data Center Rollouts Stalled by Equipment Shortages
ICYMI: “.. Almost half of the US data centers planned for this year are expected to be delayed or canceled. One big reason is the shortage of electrical equipment, such as transformers, switchgear and batteries.” @business https://t.co/F04P0tZO1m https://t.co/wwlVqspf9b
Quality Brokers Are Scarcer than You Think
There may be no broker shortage, but don't you think there is a shortage of good-quality brokers?
High CTR ≠ Sales: Prioritize Intent Over Attention
CTR at 4%. Everyone felt good. But clicks weren’t buyers. Shifted messaging, ROAS moved to 3.9X. Are you attracting attention or intent?
AI Accelerates CIO Demands: Balance Innovation and Team Well‑Being
#CIOChat Q3: AI transformation is considerably “accelerating” expectations on IT leaders, shall we say. AI appears to make things go at lightspeed. How can CIOs pursue innovation and growth while protecting the health and resilience of their teams, and themselves? https://t.co/ddMdfyFo5T
Amazon Graviton Surges; CPU Bottleneck Drives ARM AGI Push
$AMZN Graviton is soaring. As we've said, the CPU is the next great bottleneck. $ARM is on to something its AGI CPU.
China Secures Germany’s Premier Robotics Asset
How China Acquired Germany’s #Robotics Crown Jewel by @JacklouisP #AI #MachineLearning #ArtificialIntelligence #ML #Innovation https://t.co/DuFtEGfyDb
Even Guide Dogs Need a Layover Break
Ever seen a story that just sticks in your head? This old viral pilot tale has been doing the rounds forever: Woman flying Melbourne to Brisbane, plane makes an unscheduled stop in Sydney. Everyone deplanes to stretch their legs… except...
Oil Prices Near Double, WTI Hits $112, Brent $109
Crude oil finished the week at $112 (WTI) and $109 (Brent), making the current oil shock almost a double. https://t.co/7EKQWyQ7zM
False Firefighter Death Trend Exposes AI’s Shallow Fact Checks
There was also a (thankfully) false "trending now" about the death of a firefighter in a NYC fire a few weeks ago. Sloppy X AI "works" if you a) know enough about the subject matter to instantly discern what's true...
Oil at $115, Backwardation Rises Amid Strait Uncertainty
Crude oil is now trading at $115 (as of Sunday night) while the forward curve has gotten even more backwardated. It’s unclear to me whether the backwardation is a manifestation of optimism over the Strait re-opening or the mechanics of...
Google's Dutch Auction IPO Still Seen Overvalued
To be clear when Google IPO'd most on Wall Street believe it was "insanely overvalued". That was even with sppressed pricing because Google chose to not do a traditional IPO but rather a *dutch auction*. The pricing was so low that neither...
Europe Faces Fuel Shortage After Hormuz Shipment Ends
So tomorrow Europe gets its last shipment of oil from the Strait of Hormuz. Based on that timing, if the Strait were to open tomorrow Europe's next oil shipment would come at the end of May. Reports are circulating that...
AI‑driven India to Add 1
Google projects 1.2B people will come online for the first time by end of 2026—many through AI platforms, not browsers. Bollywood is already making AI films for them. The nightmare for Hollywood: India does not need U.S. IP, U.S. union...
Tenants Across NYC Prioritize Safety Over Rent Issues
At the "rental" "ripoff" "hearings," three separate tenants from three separate boroughs talked to me about security issues that have nothing to do with the rent -- one (Bronx) had an insane upstairs neighbor, whom (he says) he's called the...
MOL Delays Hormuz Transits Until Security Clarified
MOL Awaits Safety Clarity Before Resuming Hormuz Transits, CEO Says. When will there be maritime security? What will it look like? https://t.co/iQtmyR7uY2
Scientists Advance mRNA Immunotherapies for Cancer, Funding Lags
Now in addition to our @TexasChildrens @BCM_TropMed protein vaccines for global health, our scientists are refining the mRNA technology for new immunotherapies for pancreatic cancer and triple negative breast cancer, if only the grant support would hold… https://t.co/NEgq6DX4qz
Growth Alone Won’t Free You Without Systems
A lot of clients come to me and say their business is growing but something still feels off. They still spend so much time in every aspect of their business and feel like they can never step away, which is...
Artemis II’s Success Sparks Excitement for Future Missions
I’m really happy to see all the love for Artemis II. I hope we can keep it going for the following missions. The fly by was great mission, but there is some spectacular stuff coming.
Win Online with Tiny, Consistent Content Effort
It has literally never been easier to win: • 94% of blogs have fewer than 5 posts • 99% of podcasts have fewer than 21 episodes • 85% of YouTube channels have less than 10 videos • Americans spend 2.5 hours per day doom-scrolling You...
Sonobuoys Only Shove Submarines Aside, Not Stop Them
Dropping sonobuoys on a submarine IS “shooing them away”. There isn’t much you can do beyond that that doesn’t risk killing people - a lot of them.
Iran's Missile Arsenal Fuels Strait Leverage; CPI Sparks Macro Shift
FEDWATCH: “Iran keeps leverage over the Strait without using significant military force .. gains its leverage from a flexible missile arsenal, remaining at ~1,500 missiles and ~200 launchers “Tomorrow’s CPI is therefore the kickoff for the macro effects as negotiations begin.”...
Morgan Properties Surges to #2, Greystar Holds Top Spot
The 2026 NMHC Top 50 rankings are out. Owners: Morgan Properties leapfrogs MAA into No. 2 spot, adding 14k units to reach 110k. Greystar remains No. 1, but was net seller last year. https://t.co/6UNTlK2tUF
NYT Transcribers Still Botch Theological Interview Transcripts
The @nytimes transcribers aren't getting any better at the theological content in @DouthatNYT interviews: https://t.co/mTmr1LaYSt
First Citizens Poised for M&A Opportunities as Buyer
The Pipeline: First Citizens $FCNCA has M&A options if it becomes a buyer | S&P Global Market Intelligence https://t.co/7bt4aA28NQ
VA Court Blocks Rezoning, Sparks Digital Gateway Debate
Some folks just not buying notion that #datacenters bring nothing but good, as #VA court voids rezoning pave way for #DigtalGateway. 'Datacenters run amok' #tech #AI #realestate #PrinceWilliamCounty #CRE #industrial #warehouse #NOVA #Blackstone https://t.co/n047DKCnw0
From Pandemic Trauma to AI: 1000xResist Evolves
1000xResist was/is one of my favorite games of the past few years. It spoke powerfully to the personal and societal traumas from the early days of COVID-19. Now, they're making a game about AI? Of *course* I had to talk...
From Ford’s Assembly Line to Fully Autonomous Dark Factories
More than a century ago, Henry Ford began to automated production of his vehicles. But today, dark factories operate without humans entirely. My latest for @IMechE's Professional Engineering https://t.co/fxnq0uvAnu
Ares Backs $1.7B Sunbelt Retail REIT Push
Latest bet that #CRE especially in the #Sunbelt is undervalued belongs to #Ares, w/is teeing up #Whitestone #REIT for $1.7B+taking 5MSF of open-air #retail in places like #Phoenix #Austin #DFW #Houston #SanAntonio. #realestate #PE #BofA #WallSt https://t.co/iaUBXCrFQe
Tracker PV Arrays Degrade Faster From UV than Fixed‑tilt
UNSW study finds tracker-based PV systems experience higher UV degradation than fixed-tilt arrays #energysky -- via pv magazine global: https://t.co/5RRbnGXRM0 https://t.co/WmJ664hZBv
Biglaw Shifts From Defense to Corporate Plaintiff Representation
Defense-Focused Biglaw Moves Into Plaintiff-Side Work Elite firms are increasingly representing corporate plaintiffs—an expansion driven by client demand, economic opportunity, and legal finance. LINK: https://t.co/J3wa1Qk0q2 #Biglaw #litigation #sponsored https://t.co/RqUNsY1RmU
Rain Eases Midwest Corn Drought, Plains Wheat Stays Parched
🇺🇸Recent ample rains have loosened drought's grip on the core U.S. Corn Belt. Only 40% of the Midwest is abnormally dry, the lowest since late August 2025. But extended dryness in the Plains has accelerated drought across hard red winter...
Devil Wears Prada 2 Opens $66M, Beats Original
DEVIL WEARS PRADA 2 came on tracking today at $66 million opening, per NRG. First DEVIL opened to $27.5 million in 2006, or $44 million in today's dollars. Good news for @Lucas_Shaw, though MICHAEL (on Team Belloni) is also surging,...
Interpretability Becomes New Scalability in Synthetic Biology
One of the most clarifying conversations we've had about where biotech should go next. Krish Ramadurai of @aixventureshq argues interpretability is the new scalability, and that the founders who build mechanistic, measurable platforms will define the next era of synthetic biology. He...
EU Warns as Nations Grapple with Soaring Energy Costs
EU sounds the warning bell as countries face soaring energy prices https://t.co/c7S4lxI7D8 via @suzannelynch1 https://t.co/rMfXvLzmAu