SpaceX Leverages Launch Margin, Not Platform Model
This is just weird, since SpaceX's key advantage is that *it alone* gets to exploit the gap between launch price and launch cost to build its own systems (satellites, ODCs, perhaps even a moon colony). That's not a "platform business"
Ye's $33M LA Shows Boost by Spotify, Live Nation
Ye sold $33M worth of tickets across two nights in LA, including one of the highest-grossing nights in music history. Perhaps more significant: Spotify playlisted a song from his new album and Live Nation is partners with the promoter for his...
Solar Becomes Cheapest Capital-Intensive Energy Option
Solar is now the less capital-intensive option. More charts and graphs featured on today's Chartbook Top Links in the comment below https://t.co/Duvpz2wy16
Azur Space Boosts Solar Capacity 25% Amid AI‑Driven Satellite Surge
Azur Space plans a 25pc solar cell capacity increase in 2026 as satellite demand rises with AI growth. https://www.metalnomist.com/2026/04/azur-space-solar-cell-expansion-signals.html
Market Ignores Hormuz Shutdown; Datacenter Attacks Could Trigger Crash
Literally no one in the mkt seems to care that Hormuz has been shut for a month, but if they start hitting datacenters, we may finally crash…🤣
Saudi-Backed Funding Boosts Paramount's Warner Bid
Gulf sovereign capital speeds media consolidation. ~$24bn Saudi-led backing lowers financing risk for Paramount’s $81bn Warner bid. Risks: regs, execution, leverage. Trade: buy Paramount. 🔍 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
SF's NIMBYism Fuels Housing Crisis, Stifles Startups
at what point does SF's NIMBYism make it a hostile and too expensive place for new startups? Certainly makes it hard for the unfunded eventually the California undersupply of housing becomes the primary obstacle to tech and innovation (and thus the...
Twitter, Not Social Media, Is the Real Audience Killer
Nate Silver pens an essay about how social media is dead as a way to build an audience because Twitter is now a right wing cesspool where Catturd gets more engagement than the New York Times. Weird that it never occurs...
Helium-Atom Lithography Aims Beyond ASML’s EUV Limits
The ASML book author saw the next generation – Lace Lithography, using helium atoms shooting through a holographic mask to scale beyond what’s possible with light, where the wavelength is larger than atomic scale. “ASML is the only company capable of...
Early Signs Suggest Iraq Flow Could Become Significant
There’s something to this Iraq stuff, even if it’s still too early to say how consequential this flow will grow to be https://t.co/S1itXIUl4L
Temperature Stress Accelerates Perovskite Solar Cell Aging
How perovskite solar cells age under temperature stress #energysky -- via pv magazine global: https://t.co/MyYMTXAJ26
War May End, but Oil Supply Disruptions Linger
According to Jeff Currie, distinguished economist and commodity market guru, even if the US-ISRAELI war on Iran ends soon, the damage to supply chains has been done. Oil flows will be disrupted for months or years. https://t.co/SxmxwhkvAY
Double‑digit Prompt Spreads Demand Explicit Delivery Month Quotes
When you need to explicitly include delivery months in all crude futures price quotes because we have double digit prompt timespreads https://t.co/cvrXe7FuP3
Every Story Needs a Long‑term Trend Graph
News outlets should publish long term graphs as a matter of course. Every crime story should come with a 60 year graph showing per capita trends in that crime. Every micro story on any topic should have a graph on...
Wheat Doubles as Living Cover, Boosting Soybean Yields
Relay wheat growing to 12” tall and closing the 15” twin rows. Looking like planting will be possible later this week. Wheat will act as living pattern tile and weed control for soybeans…. Naturally maturing w/o herbicides unlike traditional cover crops providing...
Research Finds Twitter's Rightward Bias Has Limited Societal Impact
Question: There's clear evidence that twitter tilts right. Is there evidence showing how it does or doesn't affect broader political views and outcomes in the US? Does this rightward slant matter, beyond the experience on this site?
Bird-Inspired Control Stabilizes X‑Fly Ornithopter
X-Fly: The Ornithopter That Tames Wing-Flap Chaos with Bird-Inspired Control via @IlirAliu_ #EmergingTech #Technology #Innovation #Tech https://t.co/4CaWCAjKRC
Artemis Escapes Moon Thanks to Sufficient Escape Velocity
Good question in the press conf: once it's in the grip of lunar gravity how come Artemis gets out again later? Because it has escape velocity relative to the Moon. The Moon is dominating its motion, but it's going...
IRGC Warns Strait of Hormuz's New Reality for US, Israel
IRGC. Strait of Hormuz. Previous state. What will it be for all except the US and Israel? And the supply of supply chains?
False Article Removed; Unnamed Sources Demand Fact‑checking
RfI have now removed the (false) article. I wish they had done basic fact-checking prior to publishing something based on "two Lybian sources" that they called "an investigation". Nothing based on unnamed sources should ever be called "an investigation". https://t.co/hsfjqJbtKp
OpenAI’s $200B Losses Need Amazon‑style Discipline
I have been thinking about the news that Sam Altman wants to take OpenAI public by the end of 2026, while the company is still projected to lose more than $200 billion before it turns a profit. A lot of people...
Explosives Discovered Near Balkan Stream Pipeline, Ukraine Suspected
Serbian police found explosives near the Balkan Stream gas pipeline. It supplies Serbia and Hungary with gas from Russia. PRIME SUSPECT = UKRAINE. Stay tuned. https://t.co/AHjq0mZhzB
Pending Sales Hit Multi-Year Highs, Growth Slows
Purchase apps, weekly pending, and total pending sales are still at multi-year highs, but growth has slowed over the last 2 weeks. The 6 weeks of positive YoY data on the weekly pendings were snapped last week, even though we...
Community‑Funded AI Substacks Demand Real Writing
This is how I feel about AI Substacks. Life if you want to be community funded you do actually have to WRITE.
New FPV Sim Adds Kill Count,
🌅 Was mostly out enjoying the sunset today with gf and @rameerez @marc et al But I did add kill count, soldiers firing back at your drone and improved heat vision (can now see through walls) to find people in my...
Can You Sue AI Over Tax Mistakes and Data Use?
has anyone ever figured out if you can sue AI companies for messing up your taxes? and what are they doing with that data—it's pretty much the best personal financial data set one could have
Don’t Skip Research: Live Shopping Demands Deep Dive
Please don’t get to slide 4 because if you do .. you might have to put in a lot of work to research what’s going on with live shopping 🛒 📱 .. what’s going on on TikTok and whatnot and...
Satellite Lifetime Drops Sharply With Altitude, Study Shows
Today's calculation: how long does a satellite in a circular orbit stay up when it stops all reboost burns? Depends on a lot of things, especially solar activity, but let's average over all of that and do a Kaplan-Meier analysis...
SIRT1 Activation Shows Promise for Age‑related Brain Disorders
SIRT1 Activators as Geroprotective Agents in Brain Aging: Mechanisms and Therapeutic Potential "...SIRT1 could be a promising pharmacological target for age-associated brain disorders, warranting more robust translational studies to validate these findings in humans..." https://t.co/hGVxZ4RErM
Last Row: Family’s Secret Economy Perk
This is for all the haters who say I never fly economy. Reality check: the last row is where it’s at (when flying with the family)!
Existing Home Sales at 1.29M, Well Below Normal
We will get this updated this week with the new existing home sales report. ...
Unexplained Infertility Often Means Under‑investigated; Get Expanded Testing
Unexplained infertility means the standard tests came back normal. It does not mean nothing is wrong. It means the tests they ran did not find anything. Most standard fertility workups check AMH, FSH, an ultrasound, and maybe TSH. They do not...
2026 Q1 Box Office Beats 2023, Best Post‑COVID Start
🧵Hey Hollywood: I’m not trying to harsh your doom and gloom – I, too, enjoy feeling sorry for myself — but I do want to point out that all may not be lost. * Q1 box office 2026 has surpassed 2023 to...
U.S. Depletes JASSM-ER Stockpile in Iran Conflict
US reportedly committing nearly its entire JASSM-ER inventory to the Iran war. Per @Bloomberg: ~2,300 pre-war stockpile, 1,000+ already fired, & after repositioning remaining missiles to CENTCOM/UK bases, only ~425 left for rest of the world 👇 https://t.co/qqkf8ERauf
US‑Iran Talks Show Positive Momentum After Holiday Pause
catching up on the news after the holiday week, seems like the US-Iran negotiations are going well
Acquire Competitors with SBA 7(a) for Cash Flow
The competitor acquisition is the one most existing business owners sleep on. SBA 7(a) covers it. You eliminate the competition and add cash flow at the same time. One of the cleanest deal theses we close. More operators should be looking at...
All Networks Face High Stakes in 2026 Emmy Race
Emmy Predictions: Latest Projections in 23 Categories as Every Network Has Something to Prove in 2026 https://t.co/bayY5ZZn34 via @variety
German Auto Industry's EV Failure Hits Us Harder
Axel: 🔥🔥🔥 "And the failure of the German auto industry, which has completely lost its competitiveness in electric vehicles, naturally hits us even harder." ⚡️⚡️⚡️ #alwaysbecharging https://t.co/JoUlcn88vC
U.S. Drivers Spent $8.4 B Extra on Gas
American drivers have paid an additional $8.4 BILLION in fuel costs since the start of the US-Israeli war on Iran. The cost of regular gas has JUMPED from $2.80 to $4.11 per gallon since January 11. AMERICANS DRIVERS SHOULD SEND A BILL...
French Post Offices Block US Mail, Threatening Tax Returns
Many French post offices are declining all US mail citing US tariffs. This means Americans in France are struggling to send their tax returns and sending via Fedex, DHL instead. This has voting implications if it continues.
Tech Can't Replace Human Vigilance in Inventory Accuracy
Even with advanced tech, human error causes inventory discrepancies. Forgetting to scan items or even theft can lead to systems showing inaccurate stock levels. Real-time accuracy requires vigilance. #InventoryManagement #SupplyChain https://t.co/JSwAjiR4Sk
Bill C‑22 Allows Warrantless Confirmation of Service Demands
The first of a series on what's in Bill C-22, Canada's new #LawfulAccess bill. A close look at the warrantless "Confirmation of Service Demand" in Part 1 of the bill, new on my YouTube channel: https://youtu.be/gMno2l6QfOY
Cut Corporate Sponsors, Accelerate Music Industry Change
This is the real way to make change in the music industry because these institutions can't do anything without their sponsors 👌👌 Once the big corporate money is out, change starts happening much quicker...
Whiteboard Tactics Unlock NHS Negotiation Success
The Whiteboard Windfall: A Lesson in NHS Negotiations by @Timothy_Hughes https://t.co/2JqnBxsbKP @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Leadership #Marketing #SalesNegotiation https://t.co/y7GD77iyVR
Never Offer Discounts First; Let Buyers Ask
Every time you offer a discount without being asked, you train your buyer to expect one. Worse: you signal that your price was inflated to begin with. Never volunteer a discount. Let them ask. Then get something in return.
United Adds Basic Fare Tiers for Premium Travelers
After impressive Elevated 787-9 reveal, United Airlines surprises with basic fare tiers for premium customers https://t.co/Ao8WEVGtrk #PaxEx #AvGeek https://t.co/nHoqWPQoYn
Packaging Paper Shipments Rise 4% Signals Industrial Recovery
Another proof point that the industrial recovery is underway and the strength in freight isn’t just capacity. Packaging paper shipments are up 4% YoY https://t.co/rGPd8dyncF
Tiny Cameos That Changed Entire Shows
Who had a small role in a TV series or movie but had a big impact?
Agentic Commerce Fails; Invisible, Agent‑native Payments Win
Agentic commerce is dead. Despite ALL the hype from payments companies, agentic commerce isn't happening. Walmart saw a 66% drop in conversion when adding agentic commerce. We shouldn't embed checkouts in chatbots. We should make payments invisible and agent-native.
Veteran Male Athletes Face Heightened Ventricular Tachycardia Risk
Protecting older male athletes’ heart health “Veteran male athletes who have spent years training at high intensity may be at greater risk of serious heart problems while exercising, new University of Leeds research shows… Over the two years of the study, around...