Hastings' Board Exit May Signal Confidence in Netflix
Does Reed Hastings stepping down from Netflix board signal confidence? $NFLX The LightShed Podcast, Ep. 310. With @BrandoLightShed and @WaltLightShed https://t.co/pD4lVXS0q3
Fenebrutinib Shows Promise, Yet Safety Concerns Loom
Relevant to $TGTX was the Roche $RHHBY fenebrutinib trial results recently announced. Excellent efficacy, but two cases of Hy's Law. Both resolved, but a patient might not be so lucky next time. Hard for me to see this gaining widespread...
John Coogan Mastered Media, Grew YouTube to 450k Subscribers
I don’t think people realize how much @johncoogan studied the media business before starting @TBPN. He didn’t just have a good take on where media was going… He literally built a YouTube channel from zero to 450k subs first. https://t.co/32bavCdvGZ
TGTX Shows Consistently Low Relapse Rates Across Trials
This very low relapse rate in this $TGTX Phase IV observational trial is consistent with that seen in their 6-year extension study: https://t.co/Shvb8h8VRr
TSMC Schedules A13 Shrink, A12 for 2029, Launches Photonic
Just in: TSMC revealed the next nodes in its technology roadmap A13 is a 6% shrink of A14 A12 will follow A13 Both scheduled for 2029 Also, Compact Universal Photonic Engine with Co-Packages Optics commencing production this year
Ticket Sales Signal Michael's Big Weekend Earnings
Looking at tickets sales for this weekend… I think #Michael is going to make a LOT of money https://t.co/yqAM2Kt0iC
Skip Risky Deals: Bridge Debt, Low DSCR, Thin Spreads
Here’s how to identify when a deal is too risky: Sometimes the deals you don’t do are more important than the deals you do This 40-unit deal that I underwrote a while ago had 4 major deal breakers 1. Having to take...
Intense Exercise Boosts Belief, Cuts Depression and Anxiety
Physical Activity and Mental Health of Employed Adults: Mediation and Moderation Effects of Beliefs in the Benefits of Physical Activity “more intensive PA was related to a stronger belief in PA benefits, subsequently leading to reduced levels of depression and anxiety.” https://t.co/JBF1kDolZa
Republicans Silent as Spirit Bailout Mirrors 2009
A lot of comparisons being made to the 2009 auto bailouts; that was a 363 sale vs a senior DIP https://t.co/8qyU5NDFkj
Mexico Eyes Development Bank Chief as US Ambassador
SCOOP: Mexico President Claudia Sheinbaum is considering development bank head Roberto Lazzeri as a candidate for ambassador to the US, a move that would mark the second major personnel shift ahead of USMCA trade talks, sources tell me @michaelob_mex & me https://t.co/JopwSJrCg8
Duffy Demands Transparency Before Risking Taxpayer Funds
More from @SecDuffy on @SpiritAirlines from our interview yesterday: ""We also have to be good stewards of the tax dollar, and we can't make dumb investments. We can't put taxpayer money that is going to be lost or just forestall...
VA Supreme Court Expected to Uphold Voter Will
The VA Supreme Court will likely have the final say and it’s highly doubtful it will ignore the will of the voters.
SoundHound AI Acquires LivePerson, Expands Enterprise AI Footprint
.@SoundHound AI buys LivePerson for $43 million, builds enterprise customer base https://t.co/7fswl32rnF SoundHound AI, which focuses on conversational AI, said it has acquired LivePerson in a deal valued at $43 million, a slight premium to LivePerson's $40 million market cap.
Century Communities' ARM Share Jumps to 30%
In 1Q26, adjustable-rate mortgages (ARMs) accounted for ~30% of mortgage volume at Century Communities (the 9th-largest builder in the US), up a bit from 25% in 4Q25 and up massively from less than 5% in 1Q25. $CCS
Elon Predicts Cybercab Dominance, Dampening Minivan Hopes
Question on the call related to future $TSLA vehicles. Elon says most of production in the future will be Cybercab because 90% of miles are with two or fewer people in the car. He mentions the new Roadster is coming next...
Build Antifragile Supply Chains with the 4Rs Framework
A few weeks ago, I had the pleasure of spending an evening with @SupplyChainProf (Professor), one of the world's foremost authorities on supply chain risk and resilience. And given everything happening right now with the Strait of Hormuz, tariff...
United May Raise Fares up to 20% Due to Fuel Surge
United Airlines says fares may need to rise up to 20% to offset fuel surge https://t.co/iu9q0t5385
Million Followers ≠ Guaranteed Brand Deals or Easy Success
As a content creator with over 1 million followers here’s a myth that I think people (including myself believe) once you hit that milestone it’s easy. All brands want to work with you. No😂 every post can still be a...
Media Criticism Makes META Stock a Buying Opportunity
It's amazing how badly the media wants Zuck and Meta to fail. Journalists LOVE pointing to various flaws of social media and Meta's ad business as if they are so morally superior. These people are sad as they criticize all...
Bezos and Washington Post Threaten American Democracy
Jeff Bezos is a bad actor and the Washington Post is now a font of disinformation and propaganda and a threat to American Democracy
NYT Calls for 20-Year Hard Labor for Shoplifters
For all the complaints about left-leaning media bias, the NYT published a piece today that makes a pretty strong case for sentencing shoplifters to a minimum of twenty years of hard labor.
Tesla's 2026 CapEx Spikes to $25 B, Far Above Guidance
Tesla CapEx forecast and historic: 2026: $25 Billion (up from $20B guided last quarter) 2025: $8.5 Billion 2024: $11.3 Billion 2023: $8.9 Billion 2022: $7.2 Billion
Microsoft Still Eyes Full Multiplatform Xbox Store on Android
Microsoft’s new head of gaming, Asha Sharma, says Microsoft is still pursuing the idea of evolving the Xbox App for Android into a full-fledged multiplatform game store.
US Navy Leadership Ousted as Iran Blockade Falters
The US Blockade of Iran is FAILING…. And @realDonaldTrump has pushed out the man in charge of the US Navy… https://t.co/RnieA8mJkh
Tesla Hikes 2026 CapEx to $25B, Forecasts Negative Cash Flow
Tesla’s raised 2026 CapEx to $25 billion from $20 billion and sees negative free cash flow for the rest of the year.
Inside VC Investing in Nuclear Fusion Breakthroughs
On this week's episode of @EquityPod, @TimDe_Chant and I chatted with Rachel Slaybaugh, general partner at DCVC, about what it's like investing in nuclear fusion. https://t.co/cXRBBkejPY via @techcrunch
Navy's Top Conference Ends as Budget Talks Intensify
Doing this right as the Navy’s biggest conference ends, after Phelan spent the last three days laying out the Navy’s priorities to industry and media, and amid Phelan meeting with lawmakers on the budget, is some wild timing:
Zumwalt's $10B Flaws Exposed by Shipyard Fire
Really the dumbest boondoggle of them all. It will never end with these things and nobody is willing to cut them loose. We are at like $10B per ship all in. Absolutely insane. Cool ships yes, of course. But the...
POTUS Pushes Zero‑tolerance on Fentanyl, Lenient Cannabis Reclassification
Reclassification is critical so that we can have a no-tolerance rule for fentanyl and meth, which are deadly, and a reasonable policy on plant medicine and cannabis — which experts believe are far less harmful (and in therapeutic or hospice...
Double Standards: NYT Content Free, Wordle Blocked?
OK… so it’s ok for everyone to republish the nyt and for us to vibecode a free wordle competitor? , @NYTimesPR?
Mackay Gold Claims Nevada Comstock District Remains Under‑explored
"I just can't believe that this thing has been so under-explored," says Darwin Green CEO and director of Mackay Gold & Silver. The company has a consolidated land package in the Comstock district in Nevada. $MACK https://t.co/055jdnCBaA https://t.co/3CgN60zNo1
Court Rules Frontier Kept $5.4M TSA Taxes
Frontier Airlines Kept $5.4 Million In TSA Security Taxes For Themselves, Court Rules - View from the Wing https://t.co/Rl3BJRaA2v
Last Flag Deserves Love for Its Delightful Experience
I see Last Flag isn't getting much love. That's sad, as I know Mac and Dan Reynolds put a lot of work into this dream game. But it really can be a delightful experience. https://t.co/ysWscW2a26
Applovin Rescues Clients as Meta Experiences Major Outages
Applovin is my saving grace for all these bugs on Meta right now. Things are actually doing really decent for a number of clients while Meta is down bad.
Japan's Naphtha Shortage Threatens Global Semiconductor Production
Semi Market, show me you care. "Japan is short on naphtha → Japan can't produce semiconductor materials → This could bring the world's semiconductor fabs to a halt."
Paxlovid Showed No Hospitalization Benefit in Vaccinated Seniors
In 2 randomized, open-label trials of Paxlovid there was lack of evidence of reduced hospitalizations among the participants, who were age 50+ with coexisting conditions, and who were vaccinated. The endpoint was very low (<1.2%) in the treatment and control...
Landlocked Nations Need Diverse Links, Not Single-Partner Dependence
I'm afraid you can build a highway from Kyrgyzstan to western China but not from Kyrgyzstan to California. So if you're a landlocked economy, you do build infrastructure links to contiguous countries like China, especially when they have been growing,...
Google AI Mode Shows Citations as Person Names
Look at this super weird way Google is changing title links / citations in AI Mode - just the name of the person, with a link to the place they were mentioned @glenngabe @rustybrick https://t.co/ihFss0tQvp
Airlines Pledge Starlink to Fix Chronic Wi‑Fi Outages
Third flight in the last week (two on United, one on BA) where the airline has apologized in advance for the lack of WiFi and promised that Starlink will soon "transform the quality and speed of connectivity" https://t.co/WcO89ZPqJy
FBI Involved in First Amendment Press Violation
Agree. This is a blatant violation of first amendment rights and an attempt to chill a free and plural press consistent with other actions by administration. That it involves the FBI should be even more concerning. 1/2 https://t.co/pf61sFHLi7
Revealed Vulnerability Shifts Bargaining Power; Iran's Capabilities Now Known
Bottom line: the issue isn't only what Iran can do. It's that everyone now knows what Iran can do. Revealed vulnerability changes bargaining power. https://t.co/icf9axhcM0
Scale Proven Content Pillars with Dedicated Accounts
This will be the future of content pillars. Have a specific content pillar that’s proven to work. Test repeatable concepts around it. Create another account for it. Scale the show on that account.
Tesla’s Delivery Outlook Remains Vague, Limited Growth Expected
What about $TSLA deliveries for this year? The comment in the shareholder deck on delivery outlook was not helpful. I'm not expecting much from the call. Here's what the outlook on volume reads: "We are focused on maximum capacity utilization...
Families Prioritize Affordability Over Gender Identity TV Warnings
FCC commissioner Anna Gomez (the only Democrat on the commission): “American families are worried about affordability, access and rising costs, not whether the TV ratings system has enough warnings about gender identity” https://t.co/8WRHMkjv6S
Watch Founders Race to Real Revenue on Camera
If liked our Agent 3 documentary, this is next level, and focused on Replit Builders. It will be a series.
Ask LLMs to Verify Uncited Journalistic Beliefs
Journalists: if you ever have a thing you understand to be true, but cannot cite it or get it past editors due to commitments made to sources, describe your belief about the world to an LLM and ask the LLM...
FSD Miles Surge 93% Quarter‑over‑Quarter, Subscribers Driving More
FSD subs grew 16% q/q (reported). FSD miles driven grew 93% q/q (looking at the chart in the deck). My take: Hard to believe. Looking for confirmation on the call that FSD miles driven grew that much quarter over quarter. If...
Only 2% of Creators Earn Real Six‑figure Incomes.
"But here’s the reality: only 2 per cent of content creators make more than $50,000 a year. The vast majority earn little or nothing. What we see on our screens is not an accurate representation of reality. It is a...
Wondery Podcast Service Ends After May 21
Wondery has a closing date: The podcast app and service will shut down after May 21.
Privacy Hardliners Overstate Incomprehensibility of Data Disclosures
The “data collection transparency is bad, actually” argument from privacy hardliners is overstated and inconsistent. First, society asks citizens to navigate complex questions as a matter of routine. We can expect a person to understand nutrition labels or traffic laws,...