Designers Choose EMIB Over TSMC for Strategic Benefits
Thanks Gemini lol. I used "strategic bridge" as a frame for EMIB intentionally but can't find the exact report. Joy. Gemini at least somewhat helpful. As @austinsemis and I will outline soon, there are very good reasons designers will want to use EMIB over TSMC options. https://t.co/llXEUOAZ2u
Early Network Shapes Your 50-Year Career Path
Got a DM from a 2L last night, deciding between BigLaw and in-house. Spent 20 minutes writing back the answer I wish someone had given me when I was her: the stipend is good, the ceiling is real, the network you...
Prada's Modest Debut Outlasted Superman's Blockbuster Reboot
#BoxOffice REWIND: 20 years ago, The Devil Wears Prada opened strong in #2 spot behind another new release, big-budget reboot Superman Returns. FRI-SUN portions of long holiday launches were $52.5M vs $27.5M. But nobody at the time knew that of the...
Tesla FSD Improves Manual Turn Signal Navigation, Still Imperfect
It doesn't work all the time but Tesla's FSD is getting better at following manual turn signal input for navigational preferences. First, navigation wanted to go right on Roosevelt and I had it turn left. Second, it wanted to go straight...
Apple Loses Bid; Fee Fight Moves
Apple loses bid to pause App Store fee changes as case heads to Supreme Court https://t.co/N91mwmm4V4
Substack Promotion Boosts First‑Week Book Sales
lena dunham reportedly sold 60k copies of her book in the first week. she did a ton of press on substack—guest essays, q&as, etc. thought this was an interesting insight that likely also applies to products other than books.
Lynk Global Seeks FCC Approval for 2026 Spectrum Tests
"Lynk Global filed this application with the FCC seeking permission to use Anterix’s spectrum to conduct tests in seven U.S. markets for 12 months starting May 31, 2026." https://t.co/3XUOg1thDl via @malleven33
Europe Can Self‑manufacture Clean Energy, but at Higher Cost
Dr Nagat Karroum, Uniper Renewables, says that Europe could – technically – manufacture everything domestically for clean-energy expansion (rather than buying from China). But she adds that this would come with trade-offs in terms of cost and speed of deployment. https://t.co/4rWiRH3rtb
Australia’s Biggest Battery Builder Sees Zero New Orders
Builder of Australia’s biggest battery project says outlook uncertain as new orders plunge to zero #energysky -- via Renew Economy: https://t.co/0l1ONBG8pH https://t.co/Q5D7EskjL6
Without Supply Discipline, US Shale Faces Price Collapse
In 2015 OPEC failed to do what swing producers had done since 1932 - cut under a surplus. It allowed a glut to form. In 2020, OPEC+ disunity and ramp to max exacerbated the demand collapse. In both cases...
True North Dewatering Unlocks High‑grade 710‑711 Zone
"It's completely opened up," says @1911goldcorp 's CEO Shaun Heinrichs referring to dewatering at True North project. Now the company can operate at Level 26 and access the high-grade 710-711 zone. $AUMB https://t.co/uHOeV1vXaP https://t.co/JWuFvGeLHo
Spain Seeks ECB Board Seat, Not for Cuerpo
Cuerpo says Spain wants an ECB board seat, but it won’t be for him https://t.co/CTzpWUPcjU via @flacqua @basteiro https://t.co/L5JRxkNcxq
Remote 120Hz XPS Delivers Ultra‑Smooth LAN Racing
Until we can get @TimSweeneyEpic to bring Fortnite to Linux, this is the next best thing: Using that gorgeous 120hz XPS 16" running Omarchy as a remote console for my 5080 racing sim downstairs using Moonlight/Artemis. Unbelievably smooth gameplay over...
AI Model Shows Iran War Yields $90B Net Loss
I used AI to run a rough ROI model on the Iran war: $25B in military costs vs. higher U.S. oil/LNG exports, refining gains, gas prices, shipping costs and inflation drag. Base case: exporters gain, but the national ROI is...
T‑
.@TMobile, @ATT agree: 'Satellite D2D is complementary service, we'll use multiple providers; LEO networks are not future MVNOs for us.' Market size still very much TBD. @Starlink @AST_SpaceMobile @Amazonleo.https://t.co/f9Hvq7vfxX https://t.co/L6ByNshq1Z
Union Accuses Nacon of Killing Spiders Studio
French union representing some Spiders developers blasts Nacon for "murdering" the studio. It says Spiders was not allowed to sign outside deals for contract work and multiple recent games were canceled with no plan B. https://t.co/NxQIdwg4YA
AI's Quiet Revolution: Automating Back‑Office Drudgery
the loud AI story is models replacing creative work. the quiet one is the drudgery of the back office evaporating — agents running procurement, AP, and renewals at 2am for three cents. the second one is bigger.
Oil's 70% YoY Rise Still Lags Gold Benchmarks
Oil is up 70% year-on-year but still not a particularly impressive run in hard-money gold terms. Only back to the 2016 low. https://t.co/O03mkZeW1S
Live Interview with Maya Hawke on Apple Music
Talking to Maya Hawke live on the radio show in 20 minutes, see ya there @AppleMusic
Luxury Suites Inside Two Retired Boeing 747s
Johor Bahru Malaysia... a hotel with two full-size Boeing 747s ! It’s called 1975 Avenue & Hotel. They’ve converted the jumbos into luxury suites (18 plane suites + normal rooms). Opening mid-2026 with a beach and lagoon pool.
US Investors Finally Get Direct Access via IPO
“I’m an American investor running an American company, and I invest in American companies. But we don’t have a way for US investors to invest with us until today.” @BillAckman joins us on ipo day
Xbox Employees Receive New Xbox Email Addresses
scoop: Microsoft is giving Xbox employees an Xbox email address. The change is part of scrapping Microsoft Gaming in favor of Xbox and the "We are Xbox" effort. Details here 👇 https://t.co/8vTg135inV
Museums Turn Art Into Merchandise with AI‑Powered Pipeline
Most museums have great art they want to turn into actual merchandise, but no clue how to actually make stuff. Finding factories, building prototypes, checking quality, all that. Accio Work handled the whole pipeline for them. Mucha's great-grandson used AI to...
Late‑Stage Drug Development Trends: Phase III, AI, Global Partnerships
LOOKING forward to tomorrow's webinar on late-stage drug development trends with Susan Galbraith (AstraZeneca), Levi Garraway (Roche) and Ken Getz (Tufts). We'll be discussing the fundamentals of Phase III, with thoughts on efficiencies, interplay with biotech partners, China, AI, and...
Passive Drone Nets Essential for Layered Defense
Excellent article @WarInstitute "Missiles, Guns, Lasers . . . and Nets: The Case for Passive Drone Defenses." Appreciate the mention and nods to @thinkdefence great work. https://t.co/UYHac1ImXg Drones are a reality of modern warfare, and the United States has yet to...
Petrol Agency Nets ₹33.6L Annual Profit on 6k Litres Daily
My friend’s father has Petrol Agency. > Commission per Litre~ ₹3.5 > Fuel Sold per Day~ 6,000 litres > Daily Income~ ₹21,000 > Monthly Income~ ₹6,30,000 > Monthly Expenses~ ₹3,50,000 • Staff salary • Electricity • Maintenance • Rent/Lease > Monthly Profit~ ₹2,80,000 > Yearly Profit~ ₹33,60,000 @champ_trader
Iran Conflict May Curb Growth, Not Just Spark Inflation
"Ultimately, the key question is whether the dominant effect of the Iran war is higher inflation or weaker growth. Markets have so far leaned toward the former. If the latter proves more important, investors will need to broaden their approach—seeking...
OFAC Confirms Hormuz Toll Payments May Trigger Sanctions
OFAC confirms what I’ve been been saying for weeks U.S. Treasury Warns Hormuz ‘Toll’ Payments to Iran Could Trigger Sanctions https://t.co/trxwCyJZO3
Figure Boosts Robot Production 24×, 55 Built This Week
Today we’re giving an update on ramping F.03 production at BotQ In the last 120 days, Figure scaled manufacturing 24x - from 1 robot/day to 1 robot/hour We will manufacture 55 humanoid robots this week https://t.co/Am5Kn53mVE
FDA Pilots Real-Time Trials as AbbVie Eyes KRAS Biotech
FDA tests out ‘real-time’ clinical trials; AbbVie closes in on a KRAS biotech https://t.co/diuieVTJ3g $ABBV $LLY $GSK $IONS $PFE #biotech
New Vehicle Networks Will Supersede Legacy as AI Grows
New in-vehicle networking technology will likely take over as more AI is added, but in the near term designers face challenges integrating new with old. https://t.co/Mc3XsZ2MbY #CAN #AutomotiveEthernet #automotive #CANbus #LIN #Ethernet #SerDes
Future Wars Will Be Fought in Cyberspace Code
The Invisible Battlefield: Why Innovation Will Be Won—or Lost—in Cyberspace by @ChuckDBrooks https://t.co/XwNh8AsttX "The most significant conflicts of the future will take place over invisible networks of code, data, and algorithms”. #cybersecurity #tech #innovation #AI
Mortgage Rates Climb, yet Homebuyers Start Returning
#Mortgage rates are rising again, but homebuyers are trickling back https://t.co/Cn6MwsBKjW @MBAMortgage @mortgagenewsmnd #realestate #housingmarket #realestateinvesting
Chiesi Acquires KalVista for $1.9B Rare Disease Drug
Chiesi to buy KalVista in $1.9B deal for rare disease drug https://t.co/VR9hDYGLGJ by Kristin Jensen $KALV $PHVS $NTLA $BCRX $IONS
Top Broadcaster @WorldWideWob Still Missing From Major Networks
How is @WorldWideWob not on Prime, Peacock or ESPN?! One the great broadcasters of our time — a pure talent. You could build a network around him. https://t.co/CcZtF6AUFs
Kalshi’s Legal Victory Paves Way for Predictive Markets
I sat down with the co-founder and CEO of Kalshi (@mansourtarek_), a prediction market reportedly worth over $20 billion. After years of struggle, Kalshi won a regulatory battle, culminating with their successful suit to overturn a CFTC decision, giving them the...
Wall Street Rushes to Price Multiple SPAC
Nobody: ... Absolutely no one: ... Not a single soul on this earth: ... Wall Street: We are pricing 5 SPAC IPOs tonight to trade tomorrow https://t.co/VAE2q5HX5s
Half of Sacramento Deals Include Seller Concessions
Good news for buyers. Seller concessions in the Sacramento region are taking place in about half of transactions. These are things like a credit for repairs, credit for closing costs, or buying down the rate. What types of concessions are...
Legal Tech Media Prioritizes Sponsors Over Unbiased Reporting
there’s literally no real unbiased news in legal technology media. it’s all sponsorship based coverage and takes. that’s why they seem to “miss” on the actual newsworthy things because reporting on it honestly would upset their sponsors
FDA to Relax Peptide Rules After High‑profile Endorsement
FDA moves toward easing restrictions on certain peptides The agency’s decision to hold an advisory committee meeting on the topic comes after HHS Secretary Robert F. Kennedy Jr. told podcaster Joe Rogan he’s a “big fan” of peptides. https://t.co/wynhLuBUPE https://t.co/y9dgG0xWAq
National Parks Lead Usage, Overall Demand Lower Than Expected
"Most of the usage we're seeing is in national parks … we're seeing a lot less usage than we were originally thinking, https://t.co/CKW5kmzQz2
PE Investors Chase Smoothed Volatility, Not Real Returns
Back in 2019 I launched a private equity replication ETF, which provided PE returns in a liquid vehicle. After hundreds of meetings with allocators, I concluded that the primary reason they allocate to PE is the mark-to-model and smoothed volatility. The product...
Mortgage Rates Jump to 6.38%—survey Your Tolerance
4.40% --> average mortgage rate on all outstanding U.S. mortgages: 6.38% --> average mortgage rate today Homeowners: What’s the highest mortgage rate you’d accept on your next home purchase? Take our annual Housing Sentiment Survey here: https://t.co/t2Yn9pawIo
UAE Leaves OPEC: Strategic Shift Explained
HOT OFF THE PRESS: My interview in @FortuneMagazine with @MrShawnTully, "Take the Money and Run": Why the UAE Quit OPEC https://t.co/VBoanrelVc
Quintuple Receptor Agonist Outperforms Tirzepatide in Trials
New @Nature A quintuple [GLP-1 + 4 other] receptor agonist drug that exceeds effects of the dual receptor (GLP-1 and GIP, tirzepatide) in the experimental model vs diabetes and obesity (in case you thought a dual receptor was max effect, as...
Light‑Touch FCC Policy Drives Communications Price Deflation
Communications sector price deflation is a real thing. This is a direct result of light-touch regulation backed by @BrendanCarrFCC and his Build America agenda at the @POTUS Trump @FCC.
WSJ Repeats Our Client Insights After Seven Weeks
The Wall Street Journal is now telling its readers what we shared with our clients and readers more than seven weeks ago. Subscribe here: https://t.co/uge5K5nfvA
Tomorrow's Dual AZN ODAC: Serena-6 AM, Truqap-281
Reminder that the dual $AZN ODAC takes place tomorrow. Camizestrant Serena-6 trial being debated in the morning, then Truqap Capitello-281 in the afternoon. Youtube link -> https://t.co/RDcvhRqVWR
Official Costs Exclude Base Damage; True Bill Higher
This is likely an accounting of munitions, destroyed equipment, and some O&M costs. What it probably does not cover is the cost of base damage -- in part because the Trump administration believes the Gulf states will pay for reconstruction....
Oil Rally Pushes WTI Past $105, Spikes OVX Volatility
US benchmark oil (WTI) is above 105 on a more than 5% climb today. Brent is near 110. Notably, the rally is stirring a commensurate rebound in the OVX volatility index - similar to the Mar 25 - Apr 2...