Chinese EVs Leap Ahead Using Nvidia’s Rapid Iteration Model
A great thread here on how Chinese EV companies move so much faster than US and European automakers by adopting the "Nvidia Way" -- rapid design cycle and continual improvements.
Clean Energy Buffers EU Electricity Costs During Gas Spikes
The more clean energy a country has, the less it pays when gas prices spike. The chart shows electricity price sensitivity per €1/MWh rise in gas across EU countries in 2025. @CREACleanAir https://t.co/izKNUNPQwJ https://t.co/l6HAQKC1fi
Learn From America’s First Civil Supersonic Jet
Definitely don’t come to @reindsummit unless you want to be pilled by lessons learned building the first civil supersonic jet made in America. 🇺🇸
Cost Caps Not Spending? There's Likely a Reason
A lot of brands and agencies make this mistake. If cost caps aren’t spending - it’s probably for a good reason.
AI-Driven Software Will Push Shorter Vendor Contracts
Contract terms will shorten in the future. If AI commoditizes much of software and switching costs come down (which they are)… then I am more much likely to go with the vendor that offers shorter contracts I’ll still do *some* longer-term, but not...
Oil Prices Already Reflect War Shortfalls, Further Rises Unlikely
I covered 3 topics on this morning's live stream: (i) the 60% rise from before the war means oil already prices the physical shortfalls unfolding now, so prices shouldn't rise much further; (ii) global supply chain disruptions; (iii) rising global...
Housing Market Set to Grow Across All Sectors in 2027
There’s maybe another 3-6 months of softness as builders work down inventories but I think residential construction, resale transactions, new home sales, and home prices will all grow in 2027.
PBMs' Formulary Tactics Drive Billion‑Dollar Patient Costs
The same companies you say are denying claims, are the ones you prop up buying access to formularies. Tell your members to stop being afraid of the PBMs and the insurance companies that own them, or they own. Your...
Unified AI Healthcare Regulation Accelerates Patient Access
"50 competing standards cannot be the answer for a technology this consequential... many assume that regulation slows down transformative technology, but history suggests otherwise." Great piece by @HashemZikry calling for consistent regulatory guidance to **improve**, not impede, the solving of...
Great Strategists Win by Systems, Not Just Ads
Are the best creative strategists winning because they make better ads, or because they build better systems for ideas? https://t.co/jBeO6GRejl
NYT Editor Laughs as Extremist Defends Murder
New York Times editor giggles while interviewing a person who said “America deserved 9/11” and is giddy throughout interview where he justifies the murder of Brian Thompson—who was shot in the back on a New York City street—and many other...
Your Router Silently Tracks You—18 Ways to Stop It
Your Wi-Fi router isn't "accidentally" tracking you. It's a feature, not a bug. I searched for a specific medical symptom once. 10 minutes later, my partner had an ad for it on their laptop. It’s called "IP-Bridging," and it’s happening through...
Homebuyers Must Budget for Two HVACs and Roofs
Bought a brand new HVAC system for my house in 2015. It’s had seven major repairs in the 11 years since (parts under warranty but not labor) including an almost complete replacement of most of the internals two years ago....
Supreme Court Case Threatens Half of Freight Brokers
The Montgomery vs. CH Robinson is an extinction level event for so many brokers and could wipe out 30-50% of all freight brokers over the next decade. We are on SCOTUS watch, as the decision is imminent.
IMF: UK and Germany Hardest Hit by Energy Crisis
The UK and Germany are the two countries in the developed world whose economic growth prospects have been most hurt by the ongoing energy crisis, according to the IMF. This is totally unsurprising given that the UK has shut down its...
Maine Governor Vetoes Data Center Ban to Protect Jobs
The governor of Maine has vetoed a bill that would have banned datacenter construction in the state until November 2027. She said while she shares the concerns about the impact of data centers on electricity prices and the environment, the bill...
Ballmer Accuses Aspiration Exec of NBA Info Swap
Steve Ballmer urges judge to punish Aspiration exec Joe Sanberg. Ballmer says Sanberg cut deal with NBA to share info on Kawhi in exchange for NBA writing letter to judge. Sets table for Ballmer to claim any NBA punishment relies...
Institutional Homebuying Ban's Effect Tied to 7-Year Rule
D.R. Horton: Impact of institutional homebuying ban hinges on 7-year selloff rule During the Tuesday earnings call, Alan Ratner at Zelman and Associates asked how an institutional homebuying “ban” could impact D.R. Horton’s business? D.R. Horton CEO's response 👇
Xbox's Quirky Double Fine Delivers Back‑to‑back Oddball Hits
Xbox’s weirdest studio is on a roll. Double Fine’s Kiln is goofy and delightful, and Keeper last year was also wonderfully strange https://t.co/jTexUBGFUw
Hormuz Delay Persists; Stocks Hit Record Highs as Forecasted
Strait of Hormuz likely will not fully reopen for months, Baker Hughes executive says @seekingalpha and stocks are at record highs, just as everyone predicted https://t.co/byIcXkNS7j
Semis Discounted, Software at Decade‑Low Valuations Despite Strong Fundamentals
The semiconductor industry is trading at a discount to the S&P 500 despite 86% earnings growth forecasts. Software companies hit their lowest valuations in a decade with record fundamentals. 🔒 Members-Only https://t.co/td0KtWtXzd
Nevada Should Leverage Presumption Against Preemption in 9th Circuit
Nevada should run, not walk, to the 9th Circuit and file the CA6 order as supplemental authority since it applies the “presumption against preemption”—describing the relevant field as “sports betting, not futures trading.” States win every case where the presumption...
Petrodollar Debate Ignoring Pre‑Crisis Global Surplus Figures
There is something about the petrodollar debate that seems to make its participant believe it can be conducted in the absence of solid numbers -- A reminder, prior to the crisis in the Strait, the global surplus as in Asia (manufacturing...
COVID‑Suspended Interest Rules Revive 843 Refund Strategy
#TaxTwitter I am getting a little more excited about 843s under the Fleisher theory. This is the idea that interest limiting exceptions were suspended during COVID most notably 45 day rule and no interest till you file. On the...
Kentucky Incident Mirrors SuperEgo and CH Robinson Scandal
This also happened in Kentucky a few weeks ago and shortly after stories broke about SuperEgo and CH Robinson https://t.co/nmO6R1QzBf
From Parts to Power: XB-1 Mirrors Symphony Engine
Not that long ago, XB-1 was a bucket of parts—just like the Symphony engine is now. When you’re in the first pic you get to be in the second. https://t.co/db7DTz4CNL
Rescheduling Marijuana Unlocks 280E Deductions for Joint Returns
I don’t want to stir the pot with my buds, but to be blunt, if you weed through the half-baked tax code and search high and low, you’ll find that rescheduling marijuana allows Section 280E business deductions—even if you file...
Tesla's Superchargers Reveal Strategy Amid Robotaxi Delays
A new #AutonomyMarkets episode is live. Watch or listen now on your favorite podcast player. Tesla's Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale Delayed $TSLA https://t.co/ZLDdV4IoxT
Chinese Micro‑dramas Explode: $12B Market, 1 in 10 Americans
Those Chinese micro-drama apps (ReelShorts, DramaBox, GoodShort) are hitting wild numbers. WSJ says 1 in 10 American adults watch them and estimated to hit $12b in 2027 (Hollywood did $9B box office in 2025). The apps do bite-sized English scripted video content…like...
Influenza Pioneer Nancy Cox Passes, Legacy in Global Surveillance
The world of influenza science has lost one of its giants. Nancy Cox, who led #CDC's flu division for years & worked assiduously to improve global flu surveillance, died Thursday. I learned a ton from Nancy Cox. RIP. https://t.co/vNBuYpFSpU
All Commodities Set for New Supercycle Surge
My view in @KitcoNewsNOW on the RISE OF ALL COMMODITIES: "You want to be long all commodities... We are entering a SUPERCYCLE again." GOLD, SILVER, OIL, AND ALL COMMODITIES ARE GOING UP, UP, AND AWAY. https://t.co/Ueh1qw5VEn
Jones Day's Pro‑Industry Brief Sparks Appellate Curiosity
I am impressed that Jones Day managed to come up with anything that supports the easement syndication industry's view of the world. I am looking forward to see what the appellate court makes of it. https://t.co/8UkCT0NPy7
Air Service Agreements Trim Top Airlines Emissions by 3%
For airlines in the top segment — whether defined by revenue (top 25) or service quality (Skytrax top 50) — air service agreements lead to a decline in total emissions of about 3%, along with a comparable reduction in emissions...
Trump's Unilateral Iran Deal Withdrawal Lacked Strategic Planning
starting to think president trump’s unilateral withdrawal from the iranian nuclear deal wasn’t well thought through.
Miami Leads World in Custom Car Variety
Been all over the world and I don’t think anywhere has more custom cars than Miami. Dubai would be 2nd but the range isn’t as wide https://t.co/bKugtn5EUX
Hormuz Crisis Unfolds: Market Calm, Leaders Navigate Shock
🎙️ NEW PODCAST 🎧 On the latest episode of Oil Ground Up, I spoke with @Amena__Bakr about the latest tracking of the Hormuz crisis, the shockingly sanguine market reaction thus far, and how the political and industry leadership across the region...
Alternative Data Powers Digital Lending for the Unbanked
Digital lending platforms have brought millions of previously unbanked people into the formal financial system. To reach these borrowers, many platforms rely on alternative data such as call records, mobile usage patterns, and social network information. https://t.co/QEz3AWRmB6
Doctors Won't Be Replaced: Embrace Blended Intelligence
“Will AI replace doctors?” I hear this question a lot, but I think the answer is no. AI is amazing at pattern recognition. But medicine is also about judgment, context, human connection. That’s on us. The future is "Blended Intelligence,"...
Seeking Tools to Boost Post-Stroke Short-Term Memory
#gamers #cognitive #neurology Can you suggest anything to help my friend Brenda @bsuecannon? She wants to buy s/thing to help her husband improve his ST memory that was impaired from a recent #stroke. Thx.
Veil Piercing Succeeds 30‑50% When Bad Cases Pursued
The data on piercing the LLC/corporate veil is sparse, jurisdiction-specific, and often misunderstood. The data generally shows that courts do pierce LLC/corporate veils, but but not routinely. And across multiple studies (state and federal cases), plaintiffs succeed roughly 30–50% of...
UK Reaffirms Falklands Sovereignty Amid US Pressure
FFS. Is the idiot going to have us invade the Falklands next? The wake up every morning asking where they can spread their shitshow next. UK insists control of Falklands ‘not in question’ despite US memo https://t.co/lMswmjmQbz
Turn Due Diligence Findings Into Price‑Cut Leverage
the cold blooded approach to due diligence: finding 1: owner add-backs → reprice finding 2: declining margins → restructure finding 3: key person risk → earn-out finding 4: customer concentration → discount every problem: a negotiating tool every finding: a price reduction never skip it never be emotional about it
Iran War Enters Week Nine, Strait of Hormuz Closed
Today marks the start of the 9th week of the Iran War and the closure of the Strait of Hormuz. https://t.co/SlkCd7pW0e
Uniform Regulations Inflate Costs of Small Housing Projects
The main reason more so-called "missing middle" housing doesn't get built: In most states (including CA), there is little regulatory distinction between a 5 unit building and a 500 unit building. Despite posing 1/100 of the risk, the 5 unit building is...
Check What AI Actually Sees—And Says—Your Content
Your content looks complete to a human visitor. To an AI model fetching your page to generate an answer, it might be nearly empty. Two free tools changed how I think about this: @Adobe AI Content Visibility Checker (Chrome extension) shows you exactly...
Solo AI Founder Earns $1M+ Monthly After Rapid Validation
My next guest is making $1M+ a month (!) from 5 AI products that he built as a solo founder. Tomorrow, Tibo will break down: → How to validate and kill ideas fast → Why SEO is still his top channel in the...
Delta Claims Immunity After Passenger Handcuffed, Exposed, Denied Bathroom
Passenger Was Handcuffed, Exposed Naked, And Denied The Bathroom — Delta Says It’s Immune From Suit - View from the Wing https://t.co/p3ZDQnAf68
Hotel Sues Southwest Over Flight Attendant’s Room Flood
Florida Hotel Sues Southwest Airlines After Flight Attendant Floods Her Room On Layover - View from the Wing https://t.co/lf9w4teIo4
Weekend Housing Tracker Ranks Among Best in Years
This weekend's housing tracker was one of the better reports in years for many reasons do.
2026 IPOs Average 19% First‑day Gain, Matching History
GS: The average 2026 IPO has jumped by 19% on its first trading day, in line with the historical median return. https://t.co/8t0zAeVGQq