New Role Switcher Makes Product Shipping 100x Faster
We just made shipping a great product 100x easier @ngrushkovsky just shipped a plan / role switcher I can quickly impersonate any account on any tier with any role Ideal for quickly reviewing paywalls and feature access #buildinpublic https://t.co/rQaGV92TGl
AI Leadership Meets FIRE Principles on DisrupTV
On Friday 11 AM PT @DisrupTVShow interviews Joseph Kim, President and CEO DRUID AI, and Paul McCarthy, author of The F.I.R.E.D. Leader https://t.co/Z6ceWPWeKR @ValaAfshar @rwang0 #DisrupTV
Agentic AI Adds $1.2B to CPU Substrate Market, Shortage Deepens
The one area I did not go deep in my CPU report. Morgan Stanley on the ABF substrate demand tied to the CPU TAM expansion. - Agentic AI to broaden the Server CPU ABF Substrate TAM by US$1.2B: - ABF Substrate under-supply...
New Google TPUs Arrive, Compute Shortage Trumps GPU Debate
$GOOGL will launch its next generation TPUs this week. The narrative in the press will be Google vs. $NVDA. I strongly suggest not spinning wheels on the TPU versus GPU debate. Right now all capacity is good capacity because we don't...
Panasonic Avionics Targets 202
Panasonic Avionics in 2027 plans to offer a “truly global” multi-network LEO satellite-powered IFC solution — including across G7 and BRICS countries — by pairing two LEO-only ESAs atop aircraft fuselages to support service from OneWeb and China’s Spacesail. https://t.co/lKUdtEPHvt
AI Fuels CPU Renaissance, Lifting AMD, Arm, Intel
AI-Driven 'CPU Renaissance' To Boost AMD, Arm And Intel, Analyst Says https://t.co/QTANhz2sSt $AMD $ARM $INTC $RMBS
NIH Grant Funding Slashes, Women’s Health Projects Plummet
Elections have consequences.... The number of competitive grants awarded by the NIH is down by more than half compared with the same period last year. Overall, the NIH supported over 2,700 fewer scientific projects in fiscal 2025, about a 15%...
Ukrainian Drone Strikes Russian Tuapse Oil Refinery, Killing One
Ukraine continues to target Russian oil facilities. Last night, a Ukrainian drone hit an oil refinery in Tuapse, Russia, resulting in significant damage. Reuters reports that at least one person was killed. https://t.co/uMGk8uMXm0
Oil Flows Through Hormuz Won’t Normalize Until July
Rystad Energy says it will take until July for roughly normal flows through the Strait of Hormuz "Our analysis shows that it would take until July for oil flows to normalize to some 80-90% of pre-war production levels, and another 1-2...
Bots Account for 37% of Web Traffic, Redefine Analytics
Web traffic metrics increasingly hide a structural distortion. Malicious bots generate 37% of activity, so marketing analytics, ad spend and cybersecurity baselines must be recalibrated because a growing share of “users” is no longer human. Source @StatistaCharts via @antgrasso https://t.co/kfAwyiqWYw
Stocks Must Remain Strong to Shield Crude From Gas Slide
Stocks May Need to Stay Up for Crude Oil Not to Follow US Natural Gas Down https://t.co/TLsVGd92SK #crudeoil @BBGIntelligence
US Sanctions Waiver Fuels Russian Oil Gains Amid Iran Conflict
Why Russia is the big winner from the US-Iran war US sanctions waiver boosts Russian oil revenues https://t.co/uGny0kDGDL @DeutscheWelle
QXO's $17B TopBuild Deal Offers 5.9% Arbitrage Yield
➡️ M&A Deal Sheet ⬅️ TopBuild Corp. $BLD to be acquired by QXO, Inc. $QXO for $227.25 cash per share + 11.11x shares, 23.1% premium, $17.0 billion, 14.7x EBITDA (2027E) Trading at a 5.9% arbitrage yield and an implied 92% odds of...
Measles Outbreak Could Cost $7 B, Anti‑Vax Shift
Two Bloomberg measles stories - $7 billion in potential costs and some anti-vaxers coming to their senses: https://t.co/oLkHtaLjmY https://t.co/qXAG8FfXIx
Refinery Fire Erupts Before Modi Inauguration, Confirming Hanke's Theory
Today, a fire broke out at the Pachpadra refinery in Rajasthan, India. The blaze comes just one day before PM Modi was set to inaugurate the project. Just more confirmation of Hanke's Schoolboy Theory of History: It's just one damn thing after...
Molecules vs Electrons: Energy System Outpacing Old One
The Energy Revolution in Two Words: Molecules vs Electrons What an energy transition looks like in real time: the steady expansion of a new global energy system that grows faster than the one it is replacing. #energytransition https://markhamhislop.substack.com/p/the-energy-revolution-in-two-words
Space Force Releases Likely Bogus BB7 Search Orbit Data
Well this is REALLY WEIRD. Space Force just issued another BB7 orbit with an epoch of 1235 UTC yesterday and a nominal orbit of 455 x 462 km x 49.5 deg. I suspect this orbit is BOGUS and is a...
Brand Overhaul Triggers User PTSD Over Poor UI
I admit I have PTSD from Microsoft simply ruining Wunderlist (remarkably so, with a minimum number of high impact changes) ... but I'm feeling that way all over again with @blacklane. Branding's changed. Rides are now journeys. ...
Air Force Extends Three A‑10 Squadrons Through 2030
The Air Force will extend three A-10 squadrons, the service announces today. One Moody active duty squadron and one Whiteman reserve squadron to 2030, plus another Moody squadron to 2029, according to the service. https://t.co/pNrdLnWk15
Empower: Cheaper Rides, but Questionable Quality and Legality
There’s a new cheaper rideshare app called Empower that’s 25% cheaper than UberX or Lyft. BUT: 👴 Some cars are really old ❌ It’s supposedly operating illegally in DC (but working fine in other cities, including NYC, Miami, Dallas, and Houston) ⏱️ The...
Interconnection Queues Inflate Data Center Growth, yet Few Build
Many of the headlines on data center growth are driven by GWs in power grid interconnection queues. But these queues are highly speculative. People enter a project into the queue to reserve a spot in line, even if they don't...
India Expands Rail, but High Fares Curb Ridership
#India should be commended 4 the investments in expanding its train network—unlike most govts. in Sub-saharan African countries. But if commuters nos. are low due to unaffordable ticket prices, then there’s more work to do. Via @Nik_Inamdar @BBC https://t.co/Hzmv0R9pKy
2026 Tech Trends Highlight Agentic Identity Access Management
JP Morgan Chase top 20 technology trends for 2026 (hat tip Rich Turrin) https://t.co/bAPTUD5kVv "Agentic identity access management" https://t.co/5TchYZDOlS
El Salvador Launches World's Largest Dual‑type Aircraft Hangar
El Salvador just opened the biggest airplane maintenance hangar in the world.. They cut the ribbon on Hangar 7 at AEROMAN last week. Now the place has 65 lines and can work on both narrowbodies like A320s and proper widebodies...
Navy Admits IT Structure Turns Paperwork Into Poor Digital Products
“Our IT structure is challenging,” said Admiral Daryl Caudle today. “The Navy has gotten good at turning crappy paperwork into a crappy digital products.” https://t.co/1Bflg1bkG7
JRT: LSD-Derived Antidepressant Boosts Brain Spines without Hallucinations
One dose: > 46% more dendritic spines in prefrontal cortex > 100x more potent than ketamine as an antidepressant What is it? LSD with a two atom swap. > no trip > no hallucinations > no schizophrenia signature It's called JRT. https://t.co/sozMqlJctc
Containerized Weapons Become Cornerstone of the Golden Fleet
CNO Daryl Caudle says containerized weapon systems will play a key role in the Golden Fleet. “If it fits in a shipping container, I want it” https://t.co/BF0x8gmvTB
Energy Politics Shift: War, Policy, Affordability Explored
Today on Volts: There sure is a lot going on! Instead of a nerdy deep dive, today I go broad, talking current events with @yayitsrob of @heatmapnews: the Iran War, its effects on Trump's energy policy, the lessons of the...
MatX Shows How Chips and Models Co‑Evolve
MatX is quietly putting out some of the best content on how chips and models should evolve together
The Onion to Rebrand Infowars as Comedy Site
SCOOP with @NYTLiz: The Onion has a new plan to take over Infowars. It has entered into an agreement to license the Infowars brand and plans to operate it as a comedy site. A Texas judge must approve the deal. https://t.co/YYPmqDHvnv
Balaji Predicts Booming Market for Bro Biotech
.@theojaffee asks Balajis for his thoughts on Clavicular, Balajis says he’s cheering for Clavicular because he’s tapping into bro biotech/bro science and that’s set to be a major market. Peptides, etc https://t.co/CgSt6rg1zI
JetBlue Retracts Ticket Price Claim After Lawmakers React
New: @JetBlue says post on ticket prices was in error (This post caught attention of @RubenGallego and other lawmakers) https://t.co/l9SNHHUopp
Amex Tempts Business Platinum Users With Nearly 1M Points
Amex Is Offering Some Business Platinum Cardholders Nearly 1 Million Points To Keep Spending - View from the Wing https://t.co/sDHPuiLH8b
From Wagons to Starships: Private Wealth Drives Space
The difference today vs. 1972: we built the Conestoga wagon with Starship, and there is now enough wealth in the hands of single individuals to keep space exploration going, independent of any government.
Elisabeth Moss Secures Guest Actress Emmy Nod for ‘The Testaments’
Elisabeth Moss Wins Emmys Petition, Will Compete as Guest Actress for ‘The Testaments’ After Reprising ‘The Handmaid’s Tale’ Role (EXCLUSIVE) https://t.co/2w48rqQPmW via @variety
Bill Helps First Responders Afford Homes Near Their Communities
Too often, those who protect our communities are priced out of them. SB26-053 helps change that—making it easier for our first responders to live where they serve. Thank you to the bipartisan sponsors, Senators Barbara Kirkmeyer and Kyle Mullica, and...
Iranian Ship Seized, Linked to China‑Frequented Fleet
Seized Iranian-Flagged Ship Was Part of Fleet That Frequented China—MV Touska is controlled by sanctioned Iranian company accused of transporting items for potential military use @austinramzy https://t.co/dNGUknky0h https://t.co/dNGUknky0h
CRISPR Advances Outpace Ethics in Germline Editing Debate
In 2018, He Jiankui edited the genomes of two human embryos, brought them to term, and went to prison for it. The babies are now children. We don't know how they're doing. Seven years later, base editing and prime editing can...
Ultra‑thin 3D‑printed Astronaut Suit Dazzles at Festival
3D Printed Astronaut suit buy it is so thin 😂🫣 work by hueforge spotted at @rockymountainreprapfestival #3dprinting #artemis #astronauts
American LNG Revolution Rises: Woodside Cranes at Lake Charles
PHOTO OF THE DAY: The build up of the American LNG revolution. The cranes at the Woodside project under construction near Lake Charles, Louisiana, seen at sunrise a few days ago. https://t.co/QlyMzh0C8s
Fastest 5G Hype Fades; Reliability Now Wins
Telecom is still selling “fastest 5G.” That era is over. When every network “just works,” speed bragging becomes expensive marketing, not a moat. 🚨🧵 #Telecom #5G
Skipping Due Diligence Can Cost Millions in Deals
I had a client who initially agreed to a $25 million acquisition and was already celebrating. Then I read the documents and found an uncapped indemnification clause, an earnout with zero seller protections, and disclosure schedules that were barely half-finished. By the...
Artemis II Unites Global Audience Through YouTube Live
When @NASA's Artemis II crew splashed down in the Pacific, they not only completed a 10-day historic mission, but also captured the world’s imagination and united a global community on @YouTube. Over the course of their journey, NASA's official YouTube broadcast...
Free Virtual Summit on Multiomics & NGS – Register Now
Join @julemieux1 and as we co-host THE STATE OF MULTIOMICS & NGS @Genbio virtual summit next Wednesday, April 29th: Sponsored by @illumina - registration is free. https://t.co/NJErGGe5qb https://t.co/dJuRqy8Np7
Oil Drops Post‑war, Gasoline Lagging Behind, Says Weatherall
"Oil prices have fallen from their peak after weeks of war have choked off the Persian Gulf, but gasoline prices are likely to descend more slowly. One of the reasons is Alex Weatherall." Very good lede and story @lydiadepillis https://t.co/xBuWzYaRt5
Danger Zones Shift: 15km Risk Varies by Location
It varies quite a bit depending on location as well. In some areas 15km from the presumed FLOT is a lot more dangerous than others.
Snapchat's Growth Hacking Sparks DAU and Engagement Concerns
⚡️ Snapchat Growth Hacking Raises Concerns on DAUs/Engagement ⚡️ $SNAP Ever since becoming a public company, Evan Spiegel, Snap’s Co-Founder, has been critical of growth hacking... https://t.co/cUVqO01ZFu
Ford Announces Budget EV to Compete with Tesla
Ford CEO confirms affordable EV to rival Tesla Model Y and Model 3 Read on EVwire: https://t.co/FugjL3OJuU https://t.co/ygQgcEpz2T
Gold's Re‑monetization Signals Bottom for Mining Stocks
Paydirt Editor Doug Hornig is back with a compelling look at how #gold is being re-monetized—and why he’s buying gold stocks right now... See what's happening that doesn't make mainstream headlines, and why he thinks the bottom is in for mining...
Iraq’s SOMO Secures Modest Oil Trucking Contracts
Iraq trucking oil to market. "SOMO awarded contracts to supply about 650,000 metric tons of fuel oil per month from April to June to be trucked overland via Syria." Still modest flows, though—that's only ~150-160 kbpd vs ~3,600 kbpd of pre-war Gulf...