1950s View: Coal, Oil, Nuclear Shaping Energy Transition
Coal, oil, nuclear and energy transitions - perspective from the mid-1950s. Extract from "ECE the First Ten Years" published by the United Nations Economic Commission for Europe (ECE) in 1957: https://t.co/xjjuqV0Lsa
US Blockade in Hormuz Unlikely to Force Iran’s Surrender
The Iran conflict has entered a new phase centered on the Strait of Hormuz. The US blockade will remain in place but it won't achieve its goal: economically squeezing Iran into capitulation. Analysis w/@DEsfandiary & @ChrisJKennedy featured @business: https://t.co/iqV6ihtc4T https://t.co/VYTYvhvcxA
Tokenized Metals Signal Shift to Hard Collateral
I am interested to see how it impacts liquidity and price discovery for minor metals.
AI Boom and Analog Revival Propel Chip Stocks Higher
Chip Stocks On Epic Run, Fueled By AI Megatrend, Analog Recovery https://t.co/njh2d0G6WM $NVDA $TSM $STM $ALGM $INTC
Cheap Robots and Solar Prove Abundance Is Feasible
A humanoid robot will cost us $30K and works 24/7 for $0.40/hour. A solar panel generates electricity for 3 cents/kWh. What exactly is the argument that we CAN'T create abundance?
SpaceX Builds Its Own GPUs, Vertically Integrating Compute
SpaceX is now building its own GPUs. For cars. For robots. For orbital data centers. @elonmusk isn't just launching rockets — he's vertically integrating the entire compute stack.
New Trial Compares Dara‑Bor‑Dex vs Cy‑Bor
EAA241 - Ph 2 RCT Dara-Bor-Dex vs Cy-Bor-Dex in the treatment of Newly Diagnosed Multiple Myeloma with Light Chain Cast Nephropathy (LCCN) [Study activated 8/11/25] @keruakous https://t.co/1NgvVZ3fTA #NCT07085728 #mmsm @eaonc https://t.co/n2tSuJXS5b
Daratumumab Boosts Revlimid Efficacy in Smoldering Myeloma
#EAonc EAA173 - Daratumumab to Enhance Therapeutic Effectiveness of Revlimid in Smoldering Myeloma (DETER-SMM) - PI: @nsc_natalie https://t.co/VtBMJUjI5X Activated: Apr 30, 2019 #mmsm @eaonc #NCT03937635 @VincentRK @mweissmdphd https://t.co/VPIH8iphVP
AI Power Buildout Becomes Reality with Massive Backlog
AI-Power Deep Dive — April 23, 2026. GE Vernova just told the Street its gas turbine backlog jumped from 83 GW to 100 GW in ONE quarter. Customers are now booking 2030 delivery slots. NextEra today disclosed 12 GW in advanced-stage...
Phase 3 Trial Tests Daratumumab Reg
.@SWOG S2213 Ph3 RCT Dara-VC Induction Followed by ASCT or Dara-VCD Consolidation & Daratumumab Maintenance in Pts w/ Newly Diagnosed AL Amyloidosis [Activated: 12/1/23] https://t.co/OizUfJCc2c #mmsm #bmtsm https://t.co/xv1RlCv8gl
Colleague Appointed to Alberta's Court of King's Bench
I am absolutely thrilled (and a bit sad) to share the news that my friend, @UAlbertaLaw colleague, and co-author @ericadams99 has been appointed to the Court of King's Bench in Alberta. Wishing you all the best in your new role,...
Trucking Rates Set for Double‑Digit Surge, Supercycle Looms
Knight Swift is projecting double digit contract rate increases by the end of the year, a more bullish forecast than their Q1 report. Any thinking that the tightness was situational is gone, as UBS suggests that a trucking rate "Supercycle"...
Sale Driven by Mission Purity, Not Profit
Salient detail here: With the Star, Allbritton said, a sale isn’t the endgame. “I don’t need the damn money,” he said. “This time, let’s do it for the purity of the mission.”
2027 BMW 7 Series Swaps Driver Display for Panoramic Vision
I just drove the 2026 @BMW i7 m70 a couple months back, but there are big changes with new 2027 BMW 7 Series — like how it ditches the traditional driver's display for a pillar-to-pillar Panoramic Vision panel. 🥰 ...
League Pass $40 Gives Access to 167 WNBA Games
There's a record 200+ WNBA games on national TV this year, but WNBA League Pass still looks like a good deal at $40/season. It'll include 167 games (minus local blackouts) by my math. https://t.co/G6DyHuqNK5
Network Speed Race Ends; Speed No Longer Consumer Priority
The "fastest network" war is over. .@DanSchulman is right—network superiority is becoming a vanity metric that consumers no longer care about. 📉📡
CinemaCon Signals $10 B Domestic Box Office by 2026
Big guns came out for #CinemaCon this year and it's truly looking like a bullish #boxoffice ahead for 2026! Could we be on track to hit $10B domestic?? https://t.co/9U8i4BjIt2
Doctors Must Speak Up or Lose Public Influence
Brutal truth: MD/MS doctors are losing the internet to people with weekend certifications. You studied for 10–15 years. They studied lighting, scripting, and delivery. They talk confidently about gut health, hormones, heart, brain. You hv depth. They hv reach. Hot take: The biggest threat to MD/MS doctors...
Bird Strike Rips Aircraft Nose, Shreds Skin, Damages Radar
Bird strike hit like a missile. This aircraft’s nose skin got absolutely shredded... peeled back like a tin can. Even damaged the radar. Not sure what kind of bird did this, but respect to whatever it was 💀✈️
Backing Coherence Neuro's Real Solution for Glioblastoma
A great look at @coherenceneuro, a company we've been backing since 2024. Coherence is actually building something useful for a real market; the thousands of people who get diagnosed with glioblastoma - one of the deadliest brain cancers - each...
40% Expect Strait of Hormuz Traffic Normalization After November
40% of oil and gas firms in the @DallasFed survey expect it'll be November or later before Strait of Hormuz traffic returns to normal. https://t.co/aNqqqDpuML
Why Dale Vince’s Heat Pump Claims Are Wrong
There are literally 10s of thousands of reasons why Dale Vince is wrong about heat pumps and energy bills https://t.co/KR3JUI0Ujl https://t.co/O9qAbcNLk9
Hollywood Stars Rally Against Paramount‑Warner Merger, 4,000 Sign
Hollywood Petition to Block Paramount-Warner Bros. Merger Tops 4,000 Names as Robert De Niro, Sofia Coppola, Holly Hunter and More Join the Fight https://t.co/MUBlyV48X0 via @variety
Tesla AI Strategy and Q1 Highlights on BBC
Great to be on @BBCWorld with @BenThompsonTV discussing Tesla’s AI Path and the 1Q takeaways 🎯🍿🐂📺 @BBCBreaking @BBCNews https://t.co/mdJQBGacLU
Sanofi Reports Strong Sales Amid Growing R&D Pressure
Sanofi posts upbeat sales as R&D pressure builds https://t.co/4WUccjXY5D by Kristin Jensen $SNY + 2% $REGN
Request to Verify Source Behind White Supremacy Spike
.@grok find the original source of this data and fact check it What story was the cause of the spike in “white supremacy” @WSJ @NYTimesPR @washingtonpost @latimes please vet this and check in https://t.co/jiWxeWQ6BB
Read The Prize to Decode Global Energy Markets
If you are trying to understand what is happening in global energy markets I highly recommend “The prize” by @DanielYergin Literally one of my top ten books ever.
Trump Unwilling to Resume Military Strikes on Iran
key takeaway here (which is equally clear to the iranians): president trump really doesn’t want to return to military strikes against iran.
CIO Chat: Are Consultants and SIs Facing Disruption?
Join this week’s #CIOChat 2-3 p.m. EST today. Topic: Consultants, SIs: Disrupted or Not? https://t.co/JWPjnulgap
Starlink Posted $4.4B Profit on $11.4B Revenue
Starlink last year: $4.4 billion in operating profit and $11.4 billion in revenue, according to @Reuters review of pending S-1 https://t.co/e9KFllMATS
Starlink Mobile Launches in Canada, Philippines, New Zealand June
"Starlink Mobile service will be sequentially available in Canada, the Philippines, and New Zealand beginning in June" https://t.co/dM7tKUH308
DOJ Shifts Sports Broadcasting Act Probe to Vegas
DOJ probe into Sports Broadcasting Act moved to Vegas this week as officials met with TV station operators at NAB convention to discuss sports TV marketplace and the SBA. W/@DanaMattioli https://t.co/1oyi55NoJX via @WSJ
Linde's Gas Supply Could Power Future Space Launches
This was a good conversation between @JRogrow and Krzysztof Smalec on Linde. The opportunity in providing gases for space launches is an interesting one. https://t.co/a7vSbYo3cf
Celebrating Gaming History in “Video Games in 100 Objects”
Great to see this coffee table book, edited by Joe Funk, with my contributions and those from other writers, out in the wild. Video Games in 100 objects. Lots of nostalgia here. https://t.co/DaXFf4xXMA
Too Many Stops Undermined Pacific Electric’s Success
Culver City transit past and present. For the Pacific Electric Railroad layer I will not label individual services or stops as there are literally like 50 stops on the PE DTLA to Hollywood line alone. In fact It seems like the...
Hollywood Overbudgeted Films Expecting Endless DVD Revenue
With due respect to Matt Damon, there were no DVDs in most of the 90s. The first mainstream DVD release was 1997. Yes, the heat of Damon’s early career was in the DVD era, The Departed coming as it dissipated....
Shareholders OK Paramount‑Skydance Deal, Awaiting Regulators
Warner Bros. Discovery shareholders approved Paramount Skydance's acquisition. Now the deal is just awaiting regulatory approval.
Resistance Is Inevitable Even After Initial Buy‑In
Change management sounds simple, but resistance is inevitable. Even when everyone seems on board initially, expect pushback as the project progresses. It's a universal truth in project work. #ChangeManagement #ProjectTips https://t.co/PhW6ykcUmv
Sports Powers TV
Front Office Sports Takes Big TV Swing With Daily Syndicated Show: Sports Is ‘What’s Really Driving Broadcast Television These Days,’ Jeff Zucker Says (EXCLUSIVE) https://t.co/zk3rdR1f4P via @variety
Future Iran Deal Mirrors JCPOA: Limits for Relief
“… Any future nuclear deal with the current Iranian regime will rest on a familiar foundation: constraints on Iran’s nuclear program in exchange for meaningful economic relief…”
China’s New Supply‑Chain Rules Pose Risk to US Companies
AFP: China’s new supply chain regulations could be a “concern” for US firms, @AmCham_China warned. The regulations, released April 7, allow authorities to take measures against foreign companies that “harm China’s industrial and supply chain security.” https://t.co/bmnFKekxT7
Condo Construction Collapse Confirmed: Industry Now at Zero
We Knew The New Condo Construction Industry Was Screwed: Now We Know How Screwed When a business goes to ZERO it's REALLY bad Just as crazy: we KNEW this would happen We knew 3 years ago, I posted about it, others did as...
Amazon Teams with Grow Therapy for Employee Mental Health
Whoa... The employer behavioral health wars are heating up! Amazon is partnering with Grow Therapy on EAP. 👇 https://t.co/jVDA2xBhsE
Tech Giants Converge on AI‑Biology at SynBioBeta 2026
Silicon Valley's biggest tech players aren't just watching synthetic biology from a distance. They're showing up in person. This year at @SynBioBeta 2026, delegations from @Amazon, @Google, @Apple, @OpenAI, @Anthropic, @NVIDIA, and others are coming to San Jose to see what's...
Google Uses Click Data to Influence SEO Rankings
How Google's systems treat click data, and the straight facts about what it means for SEO and rankings. https://t.co/3hJjjfp9A9 via @martinibuster, @sejournal
NYT Digital Ads Surge 25% After Video Pivot
Yes, and to add a bit more context: The New York Times Company saw its digital advertising revenue stall -- even decline, as it did by nearly 4% in Q4 2023 -- until it strategically embraced video. In Q4 2025, its...
Choosing Cheap Flight over Pricey Train with Phylicia Rashad
Threads told me not to fly from NY to D.C. the train was $300. My flight $89 and Phylicia Rashad is on board with me. I do want to experience the train but not today.
AI Becomes Healthcare’s Operating Layer, EHR Becomes Plumbing
This is bigger than 𝗰𝗼𝗽𝗶𝗹𝗼𝘁𝘀. 🚀 OpenAI, Anthropic, and Google are racing to become the 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗹𝗮𝘆𝗲𝗿 above healthcare’s fragmented mess. 🏥 Once AI becomes the interface, the EHR stops being the 𝗱𝗲𝘀𝘁𝗶𝗻𝗮𝘁𝗶𝗼𝗻. 📍 It becomes the 𝗽𝗹𝘂𝗺𝗯𝗶𝗻𝗴. 💧
AI Fears Slash Software CLO Exposure, Widen Valuation Gap
Software Sector Debt Market Shifts (data via Mizuho): • CLO software allocations dropped from 15% to 5-8% • AI risk fears have pushed some performing credits into the 70s-80s • Refinancing private credit into Term Loan B is currently stalled AI disruption fears are...
FAA Targets 2026 Approvals, Fleet Upgrade by 2028
Timeline on issue per OIG: "In our latest update from FAA, it stated the engine-level approval is expected in the 2nd quarter of 2026 and the airplane-level approval is expected in 3rd quarter of 2026. Further, once Boeing publishes its...