Sixth Circuit Sets Kalshi Appeal Timeline Amid OH‑TN Split
The Sixth Circuit has issued the following briefing schedule in Kalshi v. Tennessee: May 18: Tennessee's principal brief June 17: Kalshi's response brief July 8: Tennesee's reply brief Crucial appeal given the intra-circuit split (OH vs. TN). https://t.co/6PCiyfPLVs
CIOs Must Optimize, Not Just Cut Consulting Costs
Consulting firms are incentivized to bill as many people as possible, but your job as CIO is to optimize costs, not just minimize them. Ensure you're making the best use of tech consultant resources. #Consulting #CIO #CostOptimization https://t.co/nEaQq050YV
Solar‑plus‑storage Can Supply 90% of India's Electricity
Solar-plus-storage could meet 90% of India’s power demand – Ember #energysky -- via pv-tech: https://t.co/IMEg4Tr5rK
Why a Michael Jackson Biopic Costs $200 Million
How in the name of Bubbles the Chimp does a Michael Jackson biopic cost more than $200 million to make? Here’s how ⬇️⬇️ https://t.co/foRDHFkfEP
Upcoming VRS Race Talk, HLTV Live, Rio Trip
Lots to discuss about the VRS race and the process around it. Will unpack it on the pods later this week. HLTV Confirmed on Friday live before the Bucharest semi finals. Talking Counter Thursday sometime. Fly to Rio on the weekend 👋
US Misreads Iran: Persistent Naval Threat Despite Limited Doctrine
"US/Trump camp misreads: - They underestimate Iranian naval capability because it doesn’t resemble US blue‑water doctrine. - They assume one or two massive blows will “teach Iran a lesson” and force retreat - In reality, Iran is structurally incentivized to...
Seeking Intel on Ships that Cleared Hormuz Last Night
Me checking DMs for intel from @MikeSchuler and @mercoglianos on which ships actually made it through Hormuz last night: All my other DMs: https://t.co/NOh3PufPGj
Constitutions Evolve: SA Amended 21 Times, Zimbabwe Only Two
The South African Constitution is 30 years old… and the MK Party is pushing for a 22nd Amendment (To expropriate land without compensation). This means, in 30 years, the SA constitution was amended 21 times. In 13 years, the Zim...
Integrations Only When Customers Demand, Not Startup Pitch
Recently more than one person called my Health Tech startup @SeamlessMD the “incumbent”. While we’ve been around 13+ years, it feels strange to call ourselves that - probably because we view the EHR as the incumbent. That said, there are...
Homebuyer Financing Varies Widely Across Local Counties
Who is buying a home right now? Here’s a look at reported buyer financing in MLS sales in 12 local counties. This is also a good reminder that the market isn’t the same in every location. https://t.co/GRkvX7kcrU
Interface Issues Appear in Advanced Packages, Not Originate There
In advanced packages, the interface is where problems show up, but rarely where they begin. https://t.co/Tefs3KJnTc #semiconductor #advancedpackaging #semiconductortest #interface
KAI: Durable, High‑Margin Supplier Now At Attractive Valuation
$KAI is a mission-critical industrial supplier getting cheaper. With two-thirds of revenue coming from recurring parts and services, this is a durable, high-margin business trading at an attractive price. Pitch by SouthernSun Asset Management https://t.co/Aoh5GLtd0F
AI‑RAN Embeds Intelligence in Networks for Instant Decisions
What is AI-RAN? It’s when AI is built directly into the mobile network—not just running in the cloud. That means faster decisions, lower latency, and smarter systems. I explain it simply here: https://t.co/qH8Xe7m0wg #MWC26 @SoftBank @SoftBank_RandD @ericsson @techiemats
Math Joins Trump's Scheme to Seize Iran's Oil
Mr. Arithmetic decided to help Donald Trump on his plan to take Iran's oil https://t.co/s6Rgop3tz8
Houthis Threaten Bab El‑Mandeb Closure, Risk Oil Price Surge
The Houthis attempting to close the Bab el-Mandeb strait by again turning it into a shooting gallery would be a massive problem and would send oil prices into orbit. Saudis are moving their oil to Asia via the Red Sea...
Deal Announcements Thrive on Market Dips, Not Peaks
see you don’t announce deals at the market high or else no money to be made. market tanking is a sign they’re about to sign https://t.co/wrLPTeHTYd
Inside McClatchy Newsroom: How AI Transforms Journalism
Check out @CorbinBolies deep dive inside McClatchy newsroom and its use of AI, with lots of exclusive reporting:
Inside SXSW: Pop Trends, Marketing & Streaming Royalties
had a fun chat with @popsamcam at SXSW about all the latest trends in pop music, artist marketing, and streaming royalties. managed to get references to robyn, rosalia, charli, britney, & audrey hobert in there, too. https://open.spotify.com/episode/7xWxyeYptPs3LV9xuG1S9j
Crude and Product Tankers Drive Suez Canal Traffic Surge
Crude tankers and product tankers are resulting in the uptick in passages through the Suez Canal.
Marriott Adds $20 Cash Fee for Westin LAX Point Redemptions
Marriott Lets Westin LAX Charge A $20 Cash Fee To Redeem Your Points [Roundup] - View from the Wing https://t.co/5tguhZfCYM
Edge Computing's Tiny Latency Gains Rarely Justify Extra Effort
"I am not sure that there's much value in extending that compute all the way to the far edge just to save another millisecond or two milliseconds of latency," $T via @mpdonegan https://t.co/RGaBYD0Z3l
Disney Funded Disneyland via TV Deal After Banks Rejected Dreams
Walt Disney said he couldn’t get traditional bank financing for Disneyland in the 1950s because “dreams offer too little collateral”. So, he funded the theme park through a unique TV deal with ABC. https://t.co/rdil08daDr
Oil Price Hikes Supercharge Devon Energy’s Cash Flow
When oil rises, shale cash flow doesn’t just grow — it accelerates. 👇 $DVN Devon Energy 851k boe/d with $1.5B quarterly operating cash flow. Capex already normalized for flat growth, so upside flows directly to FCF. Variable dividend model amplifies returns. Trades...
Titan's Banking AI Makes Compliance Auditable, Not Optional
Domain-Led AI for Banks: Titan's SLMs Aim to Make Compliance Auditable, Not Optional Titan launched banking-native small language models (SLMs) embedding banking logic + regulatory frameworks. Proprietary Banker Trust Index (BTI) + RAGAS benchmarks claim higher safety, reliability, supervisory alignment vs...
German Rooftop PV Tender Undersubscribed Despite Stable Prices
German rooftop PV tender undersubscribed as prices hold #energysky -- via pv magazine global: https://t.co/hXVT3aGM0P
Lyft to Operate Waymo Robotaxis in Nashville
You'll be able to get these Nashville Waymos from both Lyft and Waymo app, once the service expands. Lyft will handle the fleet's readiness and maintenance, charging, and depot ops. I'll write more on the dynamics in my Robotaxi Report on Thursday,...
Trump Edging Toward Iran Nuclear‑deal Dilemma
Nuclear bomb or deal? Is that the Trade-off for Iran now? I don’t think we can fully write off that Trump is getting to that point
Accelerating Early-Onset Cancer Cause Research for Prevention
Accelerating discovery of cancer causes for prevention in the era of rising early-onset cancers 🌟This roadmap aims to stimulate advances to accelerate cancer etiology research and prevention in the era of rising early-onset cancers. https://t.co/d0z6EHDpTh https://t.co/H6I76e4tFB
Load‑to‑truck Ratios Inflated by Hidden Ghost Loads
Load to truck ratios are not real because they include ghost loads, which according to former DAT insiders are far more significant than they readily admit
Accuser Misreads Transparent Omidyar-Funded Fellowship as Dark Money
The same guy who tried to claim I was accepting “dark money” by taking part in a public non partisan investigative journalism fellowship funded entirely & directly by Pierre Omidyar (who discloses his funding on the website). He has 0...
Dimon Warns Private Credit Market on Brink of Collapse
The dean of America’s banking system, Jamie Dimon, warns that the $1.8T private credit market rests on grounds that become more shaky with each passing day. Defaults are rising. Risky loans are piling up. PRIVATE CREDIT MAY BE THE NEXT DOMINO TO...
Shift Focus: Prioritize Cancer Prevention Over Detection
We should be prioritizing prevention of cancer instead of the major focus on detection and treatment. A new @CellCellPress perspective https://t.co/Gkso3gGPOI
China’s CZ‑8 Lifts Qian
LAUNCH at 1332 UTC Apr 7 of a Chang Zheng 8 from Hainan with batch 7 of the commercial Qianfan internet satellite system - the first Qianfan launch since Oct 2025
Pitch Spotify Playlists Correctly: Avoid Common Mistakes
Want your song on Spotify playlists? There's a right way to pitch — and most artists are doing it wrong. Here's the step-by-step breakdown. https://t.co/lPCJKuGHtP
Two Low‑Cost Newsletter Platforms That Work With BookFunnel
I did a little research today to see what newsletter platforms integrate with bookfunnel and don’t require your left arm and right shoe to afford. I found 2. Now I don’t have experience with these companies but they are legit. Email...
The Obvious Answer: Sears Needed Amazon‑style E‑commerce
Reminds me of early 2000’s questions like “Why can’t Sears just build a website like Amazon?” It’s the right question and the correct answer is a lot easier in hindsight.
24‑Hour Threat to Pull Report on Oxford
We’ve just been given 24 hours to take down our report on a dodgy Oxford accounting firm. Here’s the correspondence. On the Richter scale of legal threats, it’s somewhere between cornflakes and a kitten: https://t.co/ftbhNlq9Vq
ATA's Driver Shortage Myth Harms Trucking and Blocks Entry
The ATA damaged the trucking industry in countless ways by promoting the truck driver shortage lie, eliminating barriers to entry. The problem is that lie stuck and it’s almost impossible to unwind because it is accepted as fact by those that...
Rising Global Debt Threatens Growth, Sparks Inflation Risks
Jamie Dimon: "Global deficits are significantly elevated, particularly during what has been a relatively healthy global economy and, until recently, a time of peace—the deficit globally is at an extremely high 5%, while global sovereign debt is at all-time highs....
Launching Invite-Only Healthy Debate Club for Civilized Discourse
Inspired by the multiple crash outs in my comments section over the last year, I just bought the domain name healthydebateclub.com For thought leaders and critical thinkers who want to have civilized, moderated debates on topics that matter to us. Not social...
March Rents Rise Modestly as Supply Overhang Dampens Growth
Apartment rents increased in March (the start of the leasing season), but more muted than normal. Demand remained solid despite the economic headwinds, but still playing catch up to the supply overhang from 2023-25 (biggest supply wave since 1970s). As CoStar's Grant...
Peptide Vials Contaminated, Underdosed, and Unsafe
Besides the lack of data for safety or efficacy on peptides, or any assurance of sterility, here's what an independent lab found of samples: —The vial of BPC-157 contained lead —The vial of TB-500 contained endotoxins —The vial of CJC-1295 contained <42% of...
MMR Revenue Targets New College Sports Money, yet Viability Unclear
I think @HowieLongShort is right in that MMR rev is the most obvious target for new college sports $...but I wonder if the math pencils out for many leagues to try and consolidate MMR rights... https://t.co/75mBDWQppr
PV‑Hydro Storage Could Drop to $0.022/kWh LCOE
PV-driven hydraulic hydro storage may hit $0.022/kWh LCOE in the U.S. #energysky -- via pv magazine usa: https://t.co/qGvRRcDfXZ
Mearsheimer: Trump's Air‑strike Regime‑change Fantasy Is Absurd
Distinguished UChicago Prof. John Mearsheimer on Trump's uninformed foolishness in his war on Iran: "The idea that you can bomb a country and cause regime change with air power alone is not a serious argument. Why Trump thought he could pull...
Budget Cuts Ahead After Reaching Infrastructure Spending Peak
The new budget will start paring this back, but we seem to have hit peak infrastructure spending this year/next year in terms of real outlays for completed work... https://t.co/b8om2bYNrQ
How U.S. Healthcare Costs Soar Without Better Outcomes
The multitude of ways that jack up American healthcare costs (without improving outcomes) @armollica @WSJGraphics @annawmathews gift link https://t.co/FjseZsYQiT https://t.co/QcAmpv2L5r
Hollywood Trades Rarely Credit Pre‑greenlight Scoops
The Hollywood Trades are the worst at giving people credit for reporting things before they get the green light
May WTI Crude Surges to New High, Up 20%
May WTI crude oil futures are now at a new high and up 20% from Friday's low. https://t.co/rqftGvnrgP
Wells Fargo Predicts Swift Strait of Hormuz Reopening
They are drunk in fantasyland over at WFG: "The team at the Wells Fargo Investment Institute has a base case that sees a reopening of the Strait of Hormuz occur relatively soon, as well as limited damage to Middle Eastern...