Seasoned Steering Group and Sponsor Essential for Complex Change
“A dependable steering group with seasoned members is indispensable for complex or extensive change initiatives. And it must include a project sponsor/champion who knows which way is up.” 🔍 https://t.co/TR9SgSUXwm #changemanagement #organizationalchange #digitaltransformation https://t.co/UiyO6HoaCc
Chain Restaurant Sales Slow to 3%, Coffee, Chicken Defy Trend
Chain restaurant sales slowed last year, growing 3%, the lowest rate of growth (non-pandemic) since the Great Recession. Weakening sales are pressuring unit economics. But there were some strong pockets of growth, like coffee and chicken. https://t.co/SbjC4xYbLk https://t.co/vkjYWyxlvf
Rethink Yield: Embrace Polycultures Over Scale‑Driven Monocultures
This is the formula… Agriculture is obsessed with yield + economies of scale What delusional is we’re diluting each plant’s yield. The alternative is polymath through polycultures. I’ll be here…cranking out the research until it’s seen as relevant in the lens...
Investing in MTS: Real-Time Multi‑Angle News on X
Thrilled to announce our investment in MTS. Beginning today, MTS will be monitoring the situation across technology, business, politics, and culture, interviewing the main characters of the moment all day long on X. We’re seeding it alongside other angel investors such as...
Joining Backbase to Drive Core Industry Transformation Together
I am joining Backbase as a Strategic Industry Advisor. The transformation of our industry requires a major shift at the core of the business. We need to work together to accomplish this. https://t.co/yq1jt7W0lJ
Trump Says Iran Ceasefire Ends Wednesday, Not Tuesday
IMPORANT: Trump tells @business's @jeffmason1 that the Iran ceasefire expires "Wednesday evening Washington time.” That's a day LATER than the deadline many had assumed (Tuesday evening) since the ceasefire was originally announced as lasting "two weeks..."
Israel's SynBio Surge: CEOs Reveal Scaling Success
Israel has built one of the most concentrated synbio ecosystems outside the US. The country's National Bioconvergence Program, run through the Israel Innovation Authority, is specifically designed to close the gap between lab-scale innovation and commercial biomanufacturing. This session at @SynBioBeta 2026...
US Industrial Surge Reshapes Freight Market Beyond Retail Imports
This is a very different freight market, unlike any that we have ever tracked. The center of the country, led by industrials, are the drivers are freight - not imports for retailers. American industrials are ramping, driven by a mix of...
Navy Admiral Announces F/A-XX Fighter Selection by August
CNO gave us an answer to our question this AM: F/A-XX Stealth Fighter Selection To Finally Come By August: Navy’s Top Admiral After being stalled in procurement purgatory, the Navy is set to move forward with its carrier-based 6th generation fighter. https://t.co/RiYA3Valtp
Trump May Extend Hormuz Ceasefire Despite Tehran Advantage
Possible Trump realizes that a drawn out ceasefire in which Hormuz remains closed only serves to bolster Tehran's leverage in peace deal negotiations. Or, more likely, this means nothing and he'll absolutely extend it if/when the ceasefire ends before a more...
From $125k Loan to $12B Franchise Empire
Jersey Mike’s founder Peter Cancro sold majority of sub chain to Blackstone for $8B in 2024. In 2025, Wingstop's former CEO took top job and has filed to go public. Details on Cancro skipping college and turning $125k loan into...
Arctic Priorities Shift From Rescue to Security, Sovereignty
“Until recently our focus in the Arctic has been on Search And Rescue and pollution response. Now the conversations are about security and sovereignty.” VADM Nathan Moore, USCG, Deputy Commandant. https://t.co/cEvUC7yscN
ChatGPT Automates Topic Clustering for Thousands of Keywords
Are we really going to pretend that manually building topic clusters is still viable when ChatGPT can map semantic relationships across 10,000 keywords in one prompt?
MDA Space Secures Major Airbus Antenna Order for OneWeb Refresh
.@MDA_space, which supplied 2,000 antenas for @EutelsatGroup 650 Gen 1 OneWeb satellites, has won repeat order from @AirbusSpace for more than 880 Ka-band steerable antennas and 440 Ku-band user replacement antennas as part of 440-sat OneWeb Gen 1 refresh. https://t.co/Qm92DFyItN
Urban Apartment Build Slows, Suburban Rents Set to Outpace
Apartment construction is down everywhere but ESPECIALLY in/around downtown areas across the U.S. On a relative basis, we built far more apartments in urban areas than in the suburbs over the past 15 years. As a result, urban rents grew far...
AI Bots Turning Elections Into Whack‑a‑mole Reality Test
The rise of AI social media accounts trying to influence humans and elections feels like a losing game of whack-a-mole. What is real is going to a be a major challenge for everyone (and AI video is not even...
Tesla FSD Guides Cyclist Across Busy Palm Springs Road
Coming up to a CV/Link crossing in Palm Springs (a 52-mile multi-purpose trail along the Whitewater River to Coachella) with a blinking light signifying they wanted to cross this relatively busy road. Tesla's FSD recognizes it, and lets the biker...
Wireless Is Now Sufficient; Speed Tests Are Vanity
The “best network” era is over. Wireless is now good enough, and speed tests became a vanity metric. 🚨📶🧵
AACR 2026 Unveils Merck Breakthrough and Lung Cancer Hope
AACR 2026: Revolution’s next prospect, Merck’s reveal and a lung cancer battle https://t.co/u2iwCd3DKv #AACR26 $RVMD $MRK $NUVL $NUVB
CUSMA Dissolution Set for July, Threatens Ontario Jobs
Let's Get Clear On This: As It Stands Today CUSMA Will Begin Its 1 - Year Dissolution Process In July This will cause more unemployment in Canada (Mainly Ontario's) Manufacturing Sector The highest probability is Canadian Governments have totally screwed this up In...
Legal Prep Prevents Probate Real Estate Nightmares
I spent 25 years in courtrooms arguing over real estate that someone should have sold correctly the first time. Contested probate sales. Disputed trust distributions. Beneficiary lawsuits against executors. Almost every case I litigated had the same root cause — someone moved...
Biotech Must Prioritize Collaboration, Not Nationalism, for Patients
After a week in Washington DC at one of the best new annual events by @semafor , I came to China for just 2 nights to meet some of my friends from Washington. I even had to skip this year's...
Stadium Ads Return Sparks Debate Among Baseball Purists
Ads covering the stadium is nothing new. The disappearance of ads actually caused just as much of a stir among baseball "purists" when it happened. https://t.co/giW5htoW0R
Two U.S. Carrier Strike Groups Now in CENTCOM, Third Incoming
Carrier Tracker As of April 20, 2026 Second American carrier strike group enters Central Command area of responsibility, third en route https://t.co/Zvut8LUbVS
9+ Ultra‑Processed Servings Daily Spike Heart Risk
As a medical school professor, I want you to count your ultra-processed food servings today. A major new study from the Multi-Ethnic Study of Atherosclerosis (MESA) just presented at ACC.26 followed thousands of Americans for years. The findings are stark: -- 9+ servings...
Podcasting Sharpens Industry Insight Through Deep Research
underrated part of doing @gamecraftpod: it forces us to really step back and analyze the industry. episodes sound conversational, but there’s *a lot* of research and outlining behind them. it's an amazing forcing function for sharpening my thinking.
Agentic CPUs Forecast Hits $100B by 2030, Consensus Forms
Morgan Stanley's report on agentic CPUs has a TAM expansion forecast in line with mine from a month ago. I thought I was crazy for saying it will reach ~$100B in 2030, and now that is becoming consensus. https://t.co/jjdrB3k1Bt
Iran‑U.S. Standoff Persists Amid Weekend Political Theater
So it is now being suggested that the breakdown over the weekend was political theater. Iran still considers US blockade a redline and unwilling to give up its missile program. The US will not budge on enrichment and Iran control of...
SignalShot: AI-Driven Proof of Signal’s Full Security
Today is the launch of SignalShot: An AI-powered moonshot launched to prove that Signal Messenger is bug-free and secure – and turbocharge the AI-powered quest to secure all critical software.The spectacular power of new AI tools such as Mythos to find...
Netflix Posts Record Q1 Revenue and Soaring Profit
Netflix revenues hit a record $12.3 billion in Q1, up 16% YoY. Net income hit a record $5.3 billion, up 83% YoY. Operating margins moved up to 32.3% from 31.7% a year ago. $NFLX https://t.co/L4wWI2gmjO
Beware: Recruitment Agencies Targeted by Bill‑of‑Exchange Tax Scam
Just heard about an insane "tax avoidance" scheme being pitched to recruitment agencies, involving paying HMRC with a "bill of exchange". I'd think it was a joke if it hadn't come from an unimpeachable source. If you come across this, do get...
Zaslav's Warner Bros Deal Boosts Him, Hurts Hollywood
David Zaslav spoke to me for a @nytopinion piece about how things turned out with buying Warner Bros - with Hollywood for the worse, him for the better. https://t.co/WAh0svnSZ0
No Evidence Juries Improve Outcomes Beyond Vague Enforcement Claims
What's missing from this: any argument that juries reach better outcomes by any metrics besides some vague comments that more enforcement is better https://t.co/Pqvp2WnMGx
Google Unveils Safety Reports for Maps, Ads, Plus ChatGPT Ads
It's New 4/20 - Google Maps & Google Ads safety reports, ChatGPT ads and... https://t.co/PYuiao4kFU with @gregfinn @TheMarketingAnu @MordyOberstein
9.5%
New preferred stock alert: Cantor Fitzgerald Income Trust is issuing CFTRPRA shares with a fixed 9.5% dividend. High yield, but it's illiquid & carries BDC risk. Not for everyone. Investing
Jet‑Powered JDAM Gives Super Hornets Low‑Cost Standoff Strike
Jet-Powered JDAM Tested From Navy Super Hornet F/A-18s have trialed the JDAM-LR, a powered evolution of the JDAM that offers a relatively cheap cruise missile-like standoff strike capability. https://t.co/3pcbzwhYDf
Teen Stress Can Permanently Rewire Brain, Boosting Mental Illness Risk
Teen stress may permanently rewire the brain, raising mental illness risk "The findings help explain why mental health conditions like depression and schizophrenia often trace back to stressful experiences during youth..." https://t.co/wVALCMTE11 @EarthDotCom https://t.co/LToEke4GVL
Real Estate Often Outvalues the Underlying Small Business
The value of the land > the business itself I spoke with a family office that owns a portfolio of small businesses. One interesting point the son of the owner made was that, in several cases, the underlying real estate is...
Sea Air Space Draws Record Crowd, Navy's Top Conference
Packed house at Sea Air Space, the biggest US Navy conference of the year. https://t.co/ioBHNnjVLa
Breakfast with a View and Virgin Voyages Room Service
breakfast with a view 🥹 also the fact they have room service on @virginvoyages >>>>
FBI Director Sues Atlantic for $250 Million Defamation Claim
FBI Director Kash Patel has sued The Atlantic and staff writer Sarah Fitzpatrick alleging defamation and seeking $250 million in damages. https://t.co/5Z9SVDbUu7 https://t.co/sYgZXFowIB
Trump’s Tariffs and Iran War Cripple Non‑China Manufacturers
Trump's foreign policy (tariffs and Iran war) could not have landed at a worse time for industries outside China. Those factories were already facing cheap Chinese goods (because of weak yuan and domestic subsidies), then Trump raised tariffs and energy prices....
ETF IQ Show Features First PRIV Interview and DRAM Mania
Big ETF IQ show coming up: Michael Baron of $RONB etc on stocks, SpaceX, Andrew Gosden of Apollo on $PRIV (first ever intv for them) and Jake Sullivan of BI on $DRAM and Memory Stock mania w/ @kgreifeld @scarletfu. Starts...
AI and 6G Converge to Shape Wireless Future
Patrick Halley, the president and CEO of the Wireless Infrastructure Association, discusses the top trends in the industry and how AI and 6G are poised to come together. @WIAorg #6G #AI @Light_Reading https://t.co/3Lg9h47LT0
RECARO Unveils AI Voice-Controlled Lie‑Flat Seat
RECARO Aircraft Seating is so confident in its new 'AI-powered seat control by voice' feature for lie-flats that it allowed journalists to test it at Aircraft Interiors Expo in Hamburg. VIDEO: RECARO reveals AI-powered seat control for R7 premium seat https://t.co/UZtj6Oe8vG https://t.co/AnG87SxjUu
ASTS Payload Misplacement: Wrong Orbit Demands De‑orbit Plan
Success? They put their $ASTS payload into the wrong orbit. How will that be de-orbited?
Hormuz Strait Unreliable, Threatening 20% Global LNG Supply
IEA'S BIROL: HORMUZ STRAIT LOST ITS STATUS AS RELIABLE About 20% of global LNG supply is locked behind the strait
US‑China Stockpiling Fuels Copper Price Surge
The entire copper industry has just returned from last week’s leading copper conference in Chile (CESCO), with participants, including the world’s largest copper traders, even more bullish that all-time-high copper prices could be tested over the coming weeks. It’s become...
PSIL Surges as Trump Fast‑tracks Psychedelic Research
Far Out Man: The Psychedelics ETF $PSIL has destroyed its daily volume record in first 30min of trading.. Trump just signed ex order expediting research/access to psyche drugs to cure depression. The sector has been in dog house, waiting for...
EdgeBeam Partners with Soracom for Hybrid ATSC 3.0
EdgeBeam said it will tap into Soracom's 4G/5G platform to provide the terrestrial cellular end of a national hybrid network that will lean heavily on ATSC 3.0-based datacasting. @Light_Reading https://t.co/DNbYUGOawv