Semi‑humanoid Robot Streamlines Solar Farm Installation and Inspection
Tracked Semi-Humanoid #Robot Enters Solar Farms for Smarter Installation and Inspection by @CyberRobooo #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/AaZYpNM75C
US Data Center Growth Stalls Over Imported Equipment Shortage
Almost half of US data centers planned for 2026 are expected to be delayed or canceled. One big reason is the shortage of electrical equipment, such as transformers, switchgear and batteries. US doesn't have manufacturing capacity, forcing it to rely...
Comparing 100‑Hour LDES Batteries From Form, Noon, Ore
100-hour LDES battery technologies from Form, Noon and Ore: how do they compare? #energysky -- via Energy Storage News: https://t.co/CjiddvgGDw
Speedtest Rankings Reveal FCC‑Impacted Top 10 Router Vendors
MY LATEST Speedtest data helps highlight the Wi-Fi router vendors that will be most directly affected by the FCC's new rules. Here is a list of the top 10 Wi-Fi router vendors in the U.S. from January 2025 to March 2026,...
Roscosmos Confirms First Methane‑Oxygen Engine Test Fired
According to Roskosmos chief, the "first firing of the methane-oxygen engine (presumably the RD-0177M demonstrator) took place just last week" (which would make it between March 23 and 29). Context: https://t.co/RwOb1eWwT3 https://t.co/lZc1VCXbeJ
Diplomats Exempt From Constitution; Native Americans Have Birthright Citizenship
Foreign diplomats are not "subject to the jurisdiction of" the Constitution. They agree to abide by U.S. and state laws by custom; hence the term "diplomatic immunity." American Indians do have birthright citizenship, by law.
Physical Brent Commands $20 Premium over June Futures
When looking at the oil market: Brent **June** futures (settled at the end of April): That's trading at ~$102 a barrel. But physical Brent market for prompt delivery: That's trading at ~$125 a barrel. There's a big difference depending on when a refinery needs...
Defense Spending Surge Fuels Unseen Innovation Arms Race
I'm proud to launch Sage Road's sixth report, which focuses on "Defense Innovation" (read the Executive Summary here: https://t.co/rRtYxEUTE9). Accelerating global defense spending is poised to run headlong into accelerating innovation with market participants underestimating the breadth of implications to...
Slightly Elevated Withdrawals and Cancellations Remain Unremarkable
Through March, withdrawn listings and canceled contracts are still slightly elevated, but don't look particularly alarming to me https://t.co/aDY2kdN66d
Hormuz Closure Threatens Helium, Driving up Chip Prices
The closure of the Strait of Hormuz is choking off about a third of the world’s global supply of helium. Helium is a critical input in semiconductor manufacturing used to cool chipmaking tools. LESS HELIUM = FEWER CHIPS = MORE EXPENSIVE CHIPS....
South Australia’s Power Demand to Hit 50 TWh by 2040
Green steel, data centres and hydrogen push South Australia’s electricity demand toward 50TWh by 2040 #energysky -- via pv-tech: https://t.co/CtFApHKWU6
Lilly's Obesity Drug Cleared, Heats up Novo Rivalry
Eli Lilly’s obesity pill approved by FDA, setting up fierce competition with Novo Nordisk https://t.co/8TyrKyyNYP
RBI Bans Banks From NDFs, Rebooking, Related‑party Forwards
Rbi saw that banks moved their positions to corporates or perhaps related parties and have said: Banks can't offer ndf rupee contracts to anyone If you close a contract from now, no rebooking, even if it's a deliverables contract. Banks can't deal...
Weekend Strikes Exploit Market Closures and Holiday Gaps
✅ Possible wknd invasion/raid when the markets are closed. ✅ Both of Israel's attacks on Iran (June 13) & (February 28)—occurred on Saturdays (markets closed). ✅ Easter Monday means a 3-day weekend window instead of the usual 2. Easter...
6%+ Mortgage Rates Outnumber 3% or Lower
Yes, it's true — no April Fools' joke — more people have rates of 6% or higher than those with 3% or lower. @housingwire @sarahteresa6 #housing #realestate #economics #chartdaddy
Iran Offers Ceasefire for Strait Access, US Demands Opening
The way out of this mess, according to our geopolitics guy: The TACO was trailed by yesterday's talk about leaving others to free up the strait. Trump's latest burp today hardens this somewhat when, in answer to his own claim that...
Live From Boston Public Library with Jim and Margery
Will be on with Jim & Margery @BosPublicRadio, from the Boston Public Library studio, today at noon.
Buy WMG on Pullbacks After Revelator Acquisition
Macro: music-tech consolidation; Key: WMG buys Revelator to bolster distribution, rights & analytics; Risk: integration execution/valuation mismatch; Insight: buy WMG on pullbacks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Moonbound Tonight: Repeating the Dream Feels Better
People are going to the Moon (well, almost) again tonight. Saying it five times in a row, and each time feels a little better.
Mortgage Rate Lockdown Myth Remains Unfounded
One of the most misunderstood housing economic stories in this cycle is the mortgage rate lockdown premise, which I never bought into, even in the last decade when it was being discussed. https://t.co/ae3tzVWdb9
Global Trade Thrives Despite US Tariffs, Economy Resilient
"The global economy turns out to be more resilient than we had feared" [ed. note: not all of us] "global trade in goods, the products targeted by the tariffs, has been strikingly robust" "While its direct exports to the US came under...
Saudi's 2025 Break‑even Oil Price Stays Near $100
Petrodollar (or lack of them) update: Saudi 2025 balance of payments data is out, and the Saudi "current account" break even oil price (based on ~ 7 mbd in exports of crude/ product) is still right around $100 a barrel 1/
Audiobooks Show What Music Streaming Missed Decades Ago
audiobooks basically function the way streaming albums should have been set up to function, if the music industry had been concerned about obliterating its own ability to turn a profit 20 years ago
NASA Shares Live Artemis II Updates Alongside Livestream
In addition to the livestream, NASA is also posting live Artemis II updates here: https://t.co/9gcpALfGtC
Calvin Klein Sales Surge After Hulu's Love Story
PVH’s Calvin Klein gets boost from Hulu’s “Love Story.” CEO tells me “40 million people have watched it. We saw an increase in search, e-commerce traffic and spring selling…”
Moon Mission Could Help Humanity Rediscover Earth
Science is transcendent -- true to nature in another galaxy on other side of the observable Universe. Humanity could use some of that transcendence here on Earth...by leaving Earth to go to the Moon. "58 Years After ‘Earthrise,’ NASA’s New...
PEPFAR Faces Fatal Funding Cuts, Jeopardizing HIV Gains
#PEPFAR, which changed the trajectory of the #HIV epidemic, "is being slowly starved, through budgetary choke points and administrative fiat," at risk of dying a death of a thousand cuts, @sciencecohen reports. https://t.co/RFOXy1Ueql
Thomson Reuters Ruling Set to Shape All AI Lawsuits
"the pending appeals in thomson reuters and ongoing litigation in other cases may significantly shape the legal landscape.” 👀 - what gets decided in thomson reuters v. ross will apply to all other AI cases (all 90+ of them right now)
Microsoft's Xbox PC Remote Tools Accelerate Game Testing
Microsoft has launched new Xbox PC Remote Tools that are designed for developers to deploy, test, and debug PC games to remote Windows devices. Devs don’t need to use the GDK with these tools and they should help speed up...
California Ranks as World’s #4 Economy, Reshaping Logistics
California is the fourth largest economy in the world. Now think about supply chain and logistics.
US Modules Launches Texas Solar Panel Assembly Plant
US Modules opens solar panel assembly plant in east-central Texas #energysky -- via Solar Power World: https://t.co/5vjljqcFwu
VR‑Controlled Humanoid Robot Safely Welds at Height
#VR-Controlled Bipedal Humanoid #Robot Performs High-Altitude Welding Tasks Safely by @BotKepler #Robotics #Innovation #EmergingTech #TechForGood #Technology https://t.co/BLab1fCqBn
Brokerage Shifts Amid Weak Demand and Tightening Capacity
Brokerage shifting — but demand still weak. In Talking Transports, @freightcaviar CEO Paul-Bernard Jaroslawski breaks down: • Capacity tightening from regulation • Broker vs. carrier tensions • AI vs. relationships • Cargo theft & offshore labor 🎧 Listen: Spotify: https://t.co/x8SmAONHvY Apple: https://t.co/ISB1RXSa8z https://t.co/eCb5WV066Z: https://t.co/YxgISwaIaW Bloomberg Terminal: https://t.co/XEutV8r55p
SpaceX Files Confidential IPO, Targeting June Listing
JUST IN: Elon Musk owned SpaceX has confidentially filed to go public through an IPO SpaceX submitted its draft IPO registration to the 🇺🇸 SEC. The filing puts it on track for a June listing
Startups Swarm Mercury for Business and Personal Banking
LOVE @mercury for business banking services (not an investor but wish I was). 90%+ of startups I work with use them (including myself) and they now have personal banking services... so good.
US‑Israel Iran Conflict Boosts Chinese Exporters’ Global Market Share
Ah, well, nevertheless: "The US and Israel’s war on Iran is expected to help China’s exporters gain global market share from rivals in countries hit harder by high energy prices and supply chain shocks" https://t.co/FzaZnRiklq https://t.co/oA3t3jaaS4
Fuel Imports Cost Pacific Nation Triple Healthcare Budget
Pacific Islands energy crisis: One country faces fuel import bills three times its healthcare budget #energysky -- via Renew Economy: https://t.co/N00HEnovpH https://t.co/UtxPetaA8W
Globalization 2026: Regional Strengths Converge, Heading to Orbit
globalization in 2026: American models, Korean memory, Taiwanese silicon, Chinese competition, Middle Eastern capital, European regulation 😂 and soon- orbital compute
Resource Sharing Hasn't Boosted Local News Coverage
But I thought combining resources and finding back room efficiencies would increase local news reporting. So confused.
Trump Threatens Europe's Reliance on U.S. Defense Monopoly
What if I told you that for decades, this was largely a U.S. policy -- that Europe largerly disarmed, weakened its defense industries, and handed its security over to the United States, making itself dependent? What if I told you that...
Clarify U.S. Military Tear‑Gas Policy for Urban Combat
I have advocated for a better understanding and policy of when the U.S. military can or cannot use tear gas (riot control agent), especially in high intensity urban warfare scenarios where even recent use such as in the Battle of...
Consulting Firms Must Choose Innovation or Face Extinction
It is a really interesting time for the large consulting houses. I think they will define their own fates. If they react defensively, they will be gone. If they react creatively, they will have a chance. It is more in...
Restrict Agent Permissions to Mitigate Data Exfiltration
Why I am using agents on locked down sandboxes on EC2 instances and still have more to do. I don’t give agents credentials for the most part. The data needs to somehow be exfiltrated and sent back to the attacker....
AI Agents Challenge Vendor Control Over Software Use
We’re about to spend the next decade in tech arguing about something that used to feel settled: who actually gets to decide how software is used once it’s deployed. For most of the last 30 years, the answer was straightforward. The...
Pick the Right System: WMS, SCM, or ERP
Automate warehouse processes with Warehouse Management Systems (WMS). Choose between best-of-breed WMS, broader supply chain management solutions, or comprehensive ERP systems that cover financials, inventory, CRM, and HR. #WMS #SupplyChain https://t.co/9wuuojXMdF
Product Prices Reveal Story, Crude Oil Doesn't
What tells a clear story? Crude oil prices = No Product prices = Yes... https://t.co/Ltyf8VQx12
Amazon AI Chatbot Ads Get Few Clicks, Cost Half the Price
88 clicks versus 500K. Whoa -> More data about ads in AI: Amazon's "sponsored prompts" for its Rufus AI assistant are yielding significantly lower traffic than traditional ads, but are more cost-effective "Amazon’s new form of chatbot ads have only...
Invest Like The Best Rakes In Massive Ad Revenue
What kind of revenue is Invest Like The Best bringing in these days, the ad load is insane
SpaceX Rumored to Acquire Globalstar at SatShow 2026
"Rumors that SpaceX will buy GlobalStar were the buzz at SatShow 2026 last week." https://t.co/YuUnHqkpoE “I think everyone’s convinced that there will be a sale of Globalstar,” @TMFAssociates , founder of the satellite research firm TMF Associates, told @malleven33
Copper Demand Set to Surge Across Infrastructure, Tech, and Defense
Road Ahead 1. Data Centers, $2.5T Capex. 2. $2T US Power Grid Rebuild - copper, aluminum. 3. Currency Debasement: USA $1.9% Defecit / 6.2% of GDP vs 3% average last 40 years. 4. Re-Build: Gaza, Iran, Ukraine, Israel - copper. 5. Robotics -...