West Must Match China’s Aggressive Electrotech Investment Drive
Daan Walter: "China is approaching electrotech the same way the US is approaching AI: relentlessly investing to win the market. If we in the West want to compete, we will need to do the same thing." #alwaysbecharging ⚡️⚡️⚡️ @JessePeltan https://t.co/nrn4f43w14
Air Force to Acquire 4,300 JASSM Stealth Missiles by 2031
From DoD 5-yr plan: The Air Force plans to buy nearly 4,300 long-range Jassm stealth cruise missiles from Lockheed over the next five years, according to new budget documents, after using them against Iranian targets; starting with 821 in FY...
Xbox's New Vision Expands Strategy, Prioritization Remains Key
New vision for Xbox laid out by Asha Sharma feels like a better messaged version of what Phil Spencer and the team already had been doing. It's very much an "all of the above" approach. Where the rubber meets the...
Home Bancorp Targets Bigger Acquisitions Amid Rising Stock
Home Bancorp $HBCP eyes larger M&A as stock price improves | S&P Global Market Intelligence https://t.co/yi98Ndxs6f
Rising Costs Squeeze Distribution Profit Margins
The negative pressure of increasing operating costs on profit margins in distribution. https://t.co/o7eOAnX1Tq #warehouse #distributioncenter #robotsreplacinghumans #AI #AIrobots https://t.co/IPzs7213Fy
Tariffs, Geopolitics, AI Drive New Regional Supply Routes
Tariffs, geopolitics and AI are reshaping supply chains - and transportation networks will follow. Expect shifts in corridors (incl. Mexico–U.S.), more regional lanes and bigger upside for teams using visibility + advanced planning + GPS https://t.co/Vmy9ypLF38 #SupplyChain https://t.co/8AWPQjDWoi
White House May Extend Jones Act Waiver 90 Days
90 days? As in 3 more months? Surely they can't expect the Hormuz crisis to last until July... right?
All RFK Jr. Hearings Summarized, Plus Fix‑It Discussion
On this week's #WTHealth podcast: we watched ALL the RFKjr hearings so you didn't have to! with @SherylNYT, @AliceOllstein, and @victoriaregisk. Plus "How Would You Fix it?" with David Blumenthal. https://t.co/YpCpbgcSVC
2026 GMC Terrain AT4: Improved Yet Still Underwhelming
The 2026 @GMC Terrain AT4 is an improvement over older models, but it still proves rather humdrum when you're behind the wheel. My detailed review explores the good and the not-so-good of this Compact SUV: https://t.co/uPYvAak3A0 #cars #auto #suv #gmc...
China Advances Tech, Economy Hesitates, Military Stalls
our first ask ian live. a caller asked if china is shifting from second gear to third. technologically, yes. economically, maybe. militarily, not so much. xi still playing the long game. @gzeromedia
Post Sparingly, Share Insights, Engage Meaningfully on LinkedIn
I went to @LinkedIn's “what to post on LinkedIn” webinar today and here were the main takeaways, for the interested: 1. Share a recap of an event you attended with key takeaways for folks who couldn’t attend 2. Share a learning/original...
American Reclaims Three O'Hare Gates, United’s Gambit Falters
American Airlines Wins Back 3 O’Hare Gates — United’s Chicago Gambit Fails - View from the Wing https://t.co/4bYigiZ5ik
China Moves From Sanctions Victim to Export Regulator
"After years...on the receiving end of sanctions, China is now developing its own export control regime. Last year's controls on rare earths only signalled the beginning of what might be a much greater degree of intervention" - from @China_Digital https://t.co/EzBswTk66J
AI Excels at Editing, Not Original Writing
I just spent 6 hours writing a newsletter and 30 seconds using an LLM to chop off 4k words. AI is a crappy writer, but a pretty decent editor.
Urea Shortage Resurfaces; Urgent Need for New Fertilizer Solutions
We have a shortage of urea again. The last time I saw this was during the pandemic. We need to come up with better ways to produce fertilizer. Who's working on this?
Land Value Tax Cuts Sprawl, Boosts Affordable Housing
Why are we bulldozing forests while city parking lots sit empty? 🌳🚫 It’s the tax code. By taxing buildings instead of just land, we incentivize sprawl. But a solution from the 1800s is back: Land Value Tax. 📈 The key to affordable...
Chinese Satellites Over Middle East Alarm U.S. Military
Chinese Satellites Over Mideast Battlefield Put U.S. on Edge—Chinese satellite industry grows as a potential threat to U.S. forces in the Middle East @ByChunHan https://t.co/zBXNJ3h7lR https://t.co/zBXNJ3h7lR
Broadcast Networks Should Prioritize NFL Over Entertainment?
Should Broadcast Networks Scrap Entertainment Programming? Broadcast TV = Sports or More Specifically @NFL 🏈🏈🏈 https://t.co/QGAFvtVgGb
Reigniting Alinea’s Original Vision with Fresh Dishes
Twenty one years ago, we named Alinea after a symbol that means the beginning of a new train of thought. I wrote about what it means to actually live up to that, and why we are doing it again. New dishes....
ABC Overtakes ESPN for MNF, but ESPN Dominates Draft
Monday Night Football is now viewed more on ABC than on ESPN, but viewers still choose to tune in to ESPN for their #NFLdraft coverage. Holla @andrewelkadi for the #mediarights insights.
World Chooses Renewables: Solar Panels Double, Batteries Surge 44%
Solar energy is booming in response to the energy crisis. Data shows battery exports from China are up 44% and Chinese exported solar panels reached 31.7 GW from 16.6 GW a month prior. It is said that people vote their true...
Holding Energy Exposure Yields New Cycle Highs
Unlike some, we didn't sell our Energy Exposures - new Cycle Highs for us in $OIH terms https://t.co/Ita9wyMzJx
Kremlin Weaponizes Fake Horoscopes in Hybrid Warfare
From Tanks to Tarots: how the Kremlin uses fake horoscopes and psychic predictions (as opposed to the real ones, ahem) as part of its hybrid warfare. It's Mercury retrograde all over again.
Panuco Design Advances; Silver Stock Down 50% yet Buy
Design work at @VizslaSilver's Panuco project is underway, pushing the company on the path to construction readiness. Engineering partners stepping in signals the long-term case at Panuco remains intact. Down 50% from its highs this #silver stock is a Buy:...
Chinese Export Share Soars as US Tariffs Shift Demand
China’s share of global car sales jumped from 4.5% to 11.4%, and global sales of electronics JUMPED from 20.7% to 26.1%. The scope and scale of Chinese exports is SURGING. Thanks to Trump's tariffs, the world is pivoting away from made in...
Questioning Bari Weiss's CBS Motives: Idealism or Whim?
Great piece… and picks up on same question I asked last night: is Bari Weiss’s CBS truly motivated by a nonpartisan ideal or her own personal whims?
ChatGPT Extends Ads to Logged-Out Users, Boosting Inventory
Now for logged out users. Interesting -> ChatGPT ads expand to logged-out users "ChatGPT is expanding ads to logged-out users, increasing inventory and making it easier for advertisers to scale spend." https://t.co/ljDF916Tsj via @TheMarketingAnu https://t.co/067EGOyLLI
Strait of Hormuz Tensions Rise Amid Leaky Blockade
Great to join @kaileyleinz on @BloombergTV last night for a visual briefing of what's happening in the Strait of Hormuz: a leaky blockade, high tensions, and all sides in the Iran conflict repositioning in case things get hot in the...
Iran Conflict Depletes US Missile Stockpiles, Undermining Indo‑Pacific Deterrence
If you care about deterrence in the Indo-Pacific, this is not an encouraging story ... Six years to replace stockpiles and a pretty stunning burn rate on Tomahawks, Patriot: "Based on prewar inventories, CSIS estimated that munitions expended in Iran...
Remember when Odd Lots Tickets Were Free?
I’m old enough to remember when Odd Lots event tickets were free for Terminal subscribers
Microsoft Unveils New Xbox Strategy Blueprint
"We Are Xbox": read the memo defining Microsoft’s gaming future. Microsoft’s new Xbox leader starts to talk strategy for the company’s gaming business 👇 https://t.co/69IhB4NQQG
Onyx Gold Expands to 110k‑meter Drill, Eyeing District‑scale Jump
Holy drill rig, Batman, @OnyxGoldCorp increased their drill program to 110,000 meters, one of the biggest campaigns you'll see from a junior. Munro-Croesus increasingly looks like a district-scale property. See why JV thinks this #gold stock is gonna jump: https://t.co/wjjOv4E22H
Oil Output Doubled Since 2008; China Dominates Reserves
Very interesting. This does not mean Brent should be priced in the $200s today. In 2008 US oil production was around 5 million bpd. Today is around 13 million bpd. China’s oil stocks are higher than everyone else’s put together. But...
SentinelOne Profits by Selling AI Agents per Endpoint
Day 11 of 30: How $S SentinelOne actually makes money Most people think it's "the AI version of CrowdStrike" That's a positioning slide. Not how the money flows Their revenue isn't from selling software. It's from selling AI agents that hunt threats on...
Minto Pyramid: Secret Blueprint Behind Viral Content
i've never seen anyone talk about it but the minto pyramid is the most critical distribution skill in 2026 i use it religiously. it's how i average 10m+ impressions a month and pull about $5k mrr just from X revenue...
Healthcare Software Shifts From Workflows to Intent
Healthcare software is moving from workflows… to intent. Srinivas Velamoor talks about systems that understand what you want, not just what you click ↓ https://t.co/iGlc6onYkI @NextGen #AmbulatoryEHR #HITSM https://t.co/0h8tr7GxkZ
Xbox's New Chief Plans to Rethink Exclusives and Release Windows
Microsoft’s new Xbox chief is "reevaluating" exclusive games and release windowing. Asha Sharma has a new strategy for her return of Xbox. Full details 👇 https://t.co/fE1GLkCsVi
Flat‑Fee Startup Legal Costs Half Expected, Save Money
A founder came to me expecting a $50,000 legal bill for his seed raise. The actual number was $25,000. Flat fee. He'd been putting off contacting a lawyer because of a number he made up in his head. And he's not the...
Jones Act Blocks Daily US Oil Trades, War Needed
This could happen every day if the Jones Act didn't exist. Instead, it takes a WAR to let US companies trade with each other.
Truckload M&A Fails: Heartland as Cautionary Example
Truckload M&A rarely works out. Heartland is the poster child of what happens when deals go wrong. https://t.co/xhIBLVqmbB
Fertility Clinics Sell IVF; Seek Holistic Care Elsewhere
Every week I talk to couples who are struggling to conceive. They come to us because they feel completely lost and in the dark about their own fertility. And almost all of them have the same story. They went to...
Iran Conflict Delays US Taiwan Defense Weapon Replacements
Iran War Complicates Contingency Plans to Defend Taiwan, Some U.S. Officials Say—Fully replacing stockpiles of weapons fired in the Middle East could take up to six years @alexbward @shelbyholliday @Kubota_Yoko https://t.co/M137i7YcP3 https://t.co/M137i7YcP3
Brent Flat; Gasoline and Diesel Cracks Surge 20%
“Brent moved just 3 dollars. Gasoline and diesel cracks widened roughly 18 and 22 % over the same week’s window.”
Three REP Rounds Lock in ≤4c/kWh Electricity
Dear Premier @ABDanielleSmith, the three REP rounds all let contracts with average costs of electricity at or below 4c/kWh. https://t.co/d95ub8MxVo
Execs Cry for AI Rescue Yet Ignore Their Own Fluency
Large agency holdco employees (e.g., WPP, Omnicom, etc.) think their business models are sinking ships because of how AI is shifting their labor models. They all want to be saved. But when I talk to these executives about roles at our company,...
Anthropic Model Degradation Detailed: Transparent Analysis Unveiled
Full breakdown of the model degrade on Anthroptic I’ve been hot on for the past month. Solid level of transparency and analysis from them. https://t.co/au6d64fzAX
Profit Gap: Preventing Strokes Beats Treating Them
Is there a window in American healthcare where preventing strokes is more profitable than treating them? @Farzad_MD left his dream job at the HHS to find out. New Lifers this week: Spotify: https://t.co/sl8a6nuUlC Apple: https://t.co/yDarYoJcDz Youtube: https://t.co/UDbEjHA3cD
Tesla's Robotaxis Hit Roads Before First Roadster Shipped
It's kind of amazing that Tesla announced their autonomy efforts in 2019 and got driverless Robotaxis on the road before the first roadster shipped 😂
Ammonia Shortage Threatens Global Food Security, Requires Gas Infrastructure
The same folks that are screaming about a food crisis were part of the same groups that screamed about banning fossil fuels - without realizing that ammonia comes from natural gas and America is literally downing in it (often burning...
Tesla Should Grant Free FSD Transfer
Excited to hear more about Tesla's special sales incentive for AI3 cars that bought FSD I think they should get free FSD transfer, plus a discount on a new or used car with AI4 from Tesla