Niall Official Joins Tomorrow's Apple Music Radio Interview
you guys have been asking... @NiallOfficial is calling into the show tomorrow to talk new music. hit the link to catch our chat in real time on @AppleMusic radio at 9am LA time tomorrow. gonna be great 👊https://t.co/4bdr4A5q06
India Tops Global Cheese Scene with Four Medals
While the world was distracted by AI, India just became the world leader in cheese.
Tesla's New Outlook Highlights Infrastructure Edge, Possible Terafab Role
The only change in the $TSLA outlook section compared to last quarter was the language: "Capacity build out and ramp related to our multi-year infrastructure initiatives, including AI compute, solar, battery material and semiconductor manufacturing are underway". My take: more infrastructure is...
US Threatens Canada Over Wine Ban Amid USMCA Talks
Carney Asada: Canada will get chopped up by USMCA renegotiation. From our early March note 👇 https://t.co/Eca6Me0P8D
Tesla Shares Rise as Margin Beats Expectations
$TSLA up 4% in part on automotive gross margin excluding credits (non-GAAP) were 19.2%, vs. 17.5% expectation.
Low‑Cost RAACM‑ER Missile Matches Tomahawk Range
New RAACM-ER Low-Cost Cruise Missile Features Tomahawk-Like Range With a range of over 1,000 nautical miles, the RAACM-ER cruise missile aims to go far while costing less. https://t.co/smNIk3Nw1d
COVID Vaccine Halved ER Visits, Hospitalizations for Healthy Adults
The report - that CDC leadership blocked after clearing scientific review - showed the COVID vaccine cut ER visits and hospitalizations for healthy adults by 1/2 last winter. It followed widely used methods, incl in a CDC flu report last...
Google Prioritizes Non‑Commodity Content Over Commodity
Very informative slide via Google's Danny Sullivan explaining the difference between "Commodity" vs "Non-Commodity" content Google prefers the later IMO, lots of evidence this is spot-on, not where Google is going in the future, but where it already is now via @ChouinardJC https://t.co/PcVtb2N7MV
25% Beta‑Cell Loss and Aging Drive Type 2 Diabetes
Researchers analyzed ~250,000 pancreatic islet cells and found that in type 2 diabetes, about 25% of insulin-producing beta cells are lost and many of the remaining ones become aged and dysfunctional. They identified dozens of genes—along with pathways like vitamin...
US Opens Tough Cuba Talks, Deadline Looms This Week
The U.S. has begun new negotiations with Cuba, presenting sweeping demands with a looming deadline later this week. Full analysis available exclusively for Analyst Tier members on Patreon ➡️ https://t.co/MG6vaQVGos #cuba #geopolitics https://t.co/Y4hhm8sZaK
No Vote Deals Major Setback to Oklahoma Sports Betting
The bill's sponsor said he will push for a re-vote, but today's no vote was a big blow for legal sports betting efforts in Oklahoma
Travel Roundup: TSA Funding, Touchless IDs, Fare Spikes
12 Things in Travel Today: — US Warns TSA Funding Will Run Out Soon — American Expands Touchless TSA ID To Hubs — Hawaiian Airlines Joins Oneworld Alliance — World Cup Train Fare Jumps To $150 — Southwest Planes Avoid Near Collision In...
Pre‑flight Drinks Skipped Due to Catering and Boarding Delays
Passengers usually don’t get a pre departure beverage due to delayed / late catering or boarding when we don’t have enough time to set up for the service on the ground and priority is on an on time departure
EU Finally Admits Oil and Gas Still Essential
The EU finally realizing it’s going to need oil & gas for long enough to justify frontier exploration.
A24 to Adapt Nick Brucker’s White Smoke with Cumberbatch
EXCLU: Even though the book doesn’t drop till 2027, A24 has optioned rights for Nick Brucker’s next novel WHITE SMOKE with plans to adapt into a TV series with Benedict Cumberbatch attached to star and produce https://t.co/3e8OOt4Dx4
SMCI Nears Resolution of Nvidia Chip Smuggling Allegations
$SMCI is getting close to filling the “allegations of smuggling Nvidia AI chips into China” gap https://t.co/wRUyCxU5ij
Livvy Dunne's SYRN Shoot Triggers Victoria's Secret Stock Plunge
, Victoria Secret $VSCO New guru Livvy Dunne poses for Sydney Sweeney’s lingerie brand SYRN — sending Victoria’s Secret’s stock plunging NY Post https://t.co/kaNjEhsNH8
Auto-Protect: 24/7 Security Engineer for Your Apps
Sometime apps you made that are secure might suddenly become vulnerable when there is an exploit in one of its dependencies. Typically you need engineers on payroll to monitor and handle this. We just automated that with Auto-Protect. It’s like your security...
Ships Use Territorial Waters to Bypass US Blockade
How can dozens of ships defeat the US Blockade, as the FT repost below says is happening? The map shows how a tanker can travel from Kharg Island to Mumbai while remaining within the territorial waters of Pakistan and India. The US...
Only Google Knows TPU Performance; Need Independent Benchmarks
I’m getting a lot of questions on Google TPU performance versus NVIDIA. The reality is that only Google knows for sure. I am looking forward to 3rd party assessments across a wide variety of workloads that touch entire stacks and...
Community and Human Connection Drive Ad Tech's Future
Jay Wolff, President at @TwoOneTwoNYC , breaks down how community, accessibility, and human connection are shaping the future of ad tech and why it matters more than ever. https://t.co/WhaQt75hmx
Spurs‑Blazers Opener Draws 5.7 Million Viewers
Strong 5.7 million viewers for Game 1 of Spurs-Trail Blazers first round series on NBC on Sunday night (1 million of those on Peacock's stream). Hopefully Wembanyama comes back soon from that concussion.
Dorena Vessel Confirmed Under U.S. Destroyer Escort
The statement here about the Dorena matches reporting from @washingtonpost yesterday: We reported the vessel was under escort by a U.S. destroyer.
Past Buyers Respond Differently: Apparel
Apparel brand advertising new drops to past buyers: high incrementality. vs Supplement brand advertising the same bottle to past buyers: low incrementality.
Top Protein Degrader Session at AACR26 Highlights Await
Excellent protein degrader session today at #AACR26. Third speaker was all Do Not Post (sorry @HartungIngo !) so some highlights from the other three speakers coming up...
EU Grants Ukraine $90B as Kyiv Jokes “Donnyland”
Funding secured: $90B for Ukraine from the EU And Ukraine playing up to Trump by suggesting a rename of some of its land in his name (dubbed Donnyland)
Putin's Clownish Press Act Masks Russian Army's Failures
The more smirking, giggling, sleazy jokes, awkward clowning, and empty bravado Putin puts on at his press conferences, the worse things are going for the Russian army on the front lines in Ukraine.
Diffused Orientation Fields Let Robots Slice Any Fruit
A new approach uses diffused orientation fields to help robots transfer skills across curved objects of diverse shapes and sizes, enabling them to peel and slice varied fruits and vegetables. Learn more in Science #Robotics: https://t.co/RU2Ah0r5gO https://t.co/88BtPQXW8T
Leaving Email Sacrifices Audience Control, Substack Mirrors Facebook
The stuff here about email metrics IS true (bad news for ad-dependent email biz) but the idea that the solution for small publishers is to move to another platform where they DONT control the audience is gaslighting. Today’s substack App...
June 1 Traffic Normalization Odds Dip to 46%
Meanwhile, probability that the traffic in the Strait will return to normal by June 1st lowest level since April 13th (46%) https://t.co/ZSS8VlOSXs
Alzheimer's Drugs Show Minimal Benefit, Review Reveals Deeper Issues
Alzheimer’s drugs offer little benefit, major review finds – and the reasons go deeper than the science https://t.co/cnMPAEQumY https://t.co/wtg8llquON
Value Creation Shifts to Small Teams, AI Ends Billable Hour
I’m honored to be the inaugural guest on my friend and longtime collaborator Ron Boire’s new podcast, Lead with Purpose. Our conversation (cut down from almost 3 hours of recording, if you can believe it) covers all manner of things:...
AI Turns Coffee Brand Ideas Into Instant Reality
Been wanting to open a coffee brand and coffee shop, so I mocked up the whole thing with ChatGPT’s new image generator. Brand world, packaging, storefront, interiors, the whole vibe. Honestly kind of wild how fast you can now go from idea...
FDA Criticizes Replimune's Melanoma Trial Design
Some observers, including @US_FDA, have criticized @Replimune for the design of the trial that led to the decision not to grant accelerated approval of their melanoma treatment. I asked the company's Chairman about that view. Watch the full interview: https://t.co/XYVmSeodLv https://t.co/OO8eXTZOXh
Fertilizer Price Surge Triggers Gradual Food Inflation
Rising fertilizer prices are now hitting farmers, and eventually those will translate into higher wholesale food prices which will (assuming higher costs are passed onto consumers) eventually land at grocery stores too. The inflationary impulse doesn’t arrive all at once,...
US Munitions Arrive in Israel as Carrier Group Approaches
Is May 1, end of the ceasefire, going to be the date when Trump acts instead of settling new fallback dates? And ships in the Strait?
Iran Escalates Hormuz Attacks Despite Trump Ceasefire Extension
Iran Ramps Up Attacks On Ships In The Strait Of Hormuz After Trump Ceasefire Extension With Iran refusing to commit to peace talks, the future of the ceasefire remains in doubt. Updating live: https://t.co/Yg6DONMUnM
Pirro Vows Continued Fed Probe, Appeals Grand Jury Ruling
Pirro says her probe of the Fed’s construction project is ongoing and Boasberg's ruling will be appealed: "The cost overruns on that building are well over $1 billion dollars. This investigation continues. I am in the legal lane. There are...
Remembering Deepwater Horizon: 16 Years of Environmental Disaster
Deepwater Horizon oil spill started 16 years ago this week. Shit was crazy. Went on for months
Austin's Housing: Supply Outpaces Demand, Not Shortage
It's not a demand issue in Austin. There's plenty of it. But even more supply than demand.
OpenAI's Images2 Pulls Me Back, Creates Magazine Instantly
1/ have not used openAI/chatgpt in ~3 months 0% use. 100% claude BUT with release of Images2 (especially for text) openAI recaptured ~20% of my use i designed a new 21-page magazine in 3mins that i fantasized existed: a mashup of...
Presidents' Oil Price Moves During Hormuz Crisis
A brief history of presidential oil price jawbones through the Hormuz crisis. Feel free to add your favourites below. https://t.co/iF0JvVgn0v
Somalia's Israel Ship Ban Threatens Bab Al-Mandeb Stability
Somalia. Ban on Israel ships. Bab al-Mandeb Strait. Ban or more pirate attacks? Global maritime is showing signs of upheaval.
Avoid Costly Heat‑Treat Failures with Proven Practices
What is heat treating? Why do some parts fail? How can machinists and manufacturers avoid costly mistakes? Stream now: 🔗 https://t.co/9vEAAzKbfc 📽️ https://t.co/So0R3DfOyg 🔗 https://t.co/DmYp21NDA3 #Manufacturing #MachineShop #HeatTreating #SkilledTrades #QualityControl https://t.co/FarfWuXZhz
Air Force Hikes VC-25B Budget, Bypasses FY27 Bridge Funding
The Air Force is increasing VC-25B spending to meet the newly announced schedule. Also, no money requested in FY27 for the Qatar-donated 'bridge aircraft.' Funding transferred from Sentinel, outside the typical budgetary process, covers the whole project https://t.co/nMNKAzWLff
Saudi Arabia's US Pivot Raises Questions on Trump
Saudi Arabia. Shift away from US. And its unpredictability. What will Trump do? Not a strong diplomatic admin.
Lobbyists Absurdly Doubt Small Streamers' NFL Bidding Power
See this a lot in D.C. lobbying, where advocates test the limits of an argument to an absurd degree: Is the @NFL seriously saying to @FCC Chief of Staff @Watson__Greg that @philoTV, @AMC_TV and @Crackle_TV (owned by Chicken Soup for...
Indonesia's Strait Fee Sparks UNCLOS, Supply‑Chain Turmoil
Indonesia. Impose fee on ships going thru the Strait of Malacca. Learned money lesson from Iran. UNCLOS? Will there be military action to stop it? More maritime and supply chain hell.
78% Tax Rate Means State Bears Most Carbon Tax
"With a marginal tax rate of 78%, the state effectively shares a large portion of the carbon tax cost (because carbon taxes are deductible as operating costs)." Yes, but let's imagine why he would say if Canada raised its marginal...
Zepbound Sparks Diet Shift, Slashes LDL by One‑third
Patient started Zepbound and cut their LDL cholesterol essentially by a third and no longer in the range to start a cholesterol medicine. The medicine doesn't lower LDL cholesterol that much, but it did allow her to eat a more plant-forward...