Tesla FSD Fails to Choose Correct Lane, Gets Confused
Another recent instance where Tesla's FSD just can't pick a lane. After spending time getting out of the 7th St turn lane, it decides it wants to exit anyway. Then once off the exit, it can't seem to decide which direction it should go. Spoiler Alert: Either way would get me where I wanted to go.
FCC Router Ban Eliminates Consumer Choice, Ignores Supply Chain Realities
.@FCC just killed consumer choice with their new router ban. This policy ignores supply chain reality and locks customers in. 🚨📉
TikTok Teams with Cameo for Creator Video Requests
This could get interesting 👀 TikTok partnered with Cameo — which means creators can offer personalized videos directly within the app It's a new revenue stream for creators and a new way to interact with your favorite TikTok creators for fans https://newsroom.tiktok.com/tiktok-partners-with-cameo-to-unlock-new-monetization-opportunities-for-creators?lang=en
Is Healthcare Tech True Software? AI Safety Debate
Has healthcare tech ever really been software? And therefore is it more safe in an era of AI? I debate this topic with: Equities research Stephanie Davis & Omada Health's Sean Duffy #OMDA 👇 https://t.co/O7smcV1gkX
Charles Cohen Faces $187M Foreclosure at 222E59
Latest thorn in #CharlesCohen's side: #foreclosure at 222E59. Personally owes $187M to #Fortress. A billionaire #realestate mogul bleeding bucks. #750Lex #NYC #realestate #CRE #mortgage #USBank #groundlease #Vornado https://t.co/IlXXCc7keq
Oil $100 Baseline Becomes Permanent After Iran Threat
WTI pre-market: $101.84. Brent: $108. Up 47% for the quarter. Iran is demanding sovereignty over the Strait of Hormuz — the chokepoint for 20% of global oil supply. That's not a negotiating position. It's a line in the sand with no realistic...
Iran's Hormuz Claim Locks in Permanent War Premium
$CL WTI pre-market: $101.84. $BNO Brent: $108. Iran demanding sovereignty over the Strait of Hormuz. That's not a negotiating position. It's a non-starter — and everyone knows it. The war premium is permanent until proven otherwise. --- https://t.co/DwGuXTrsgJ
Russian Oil Tanker Anatoly Kolodkin Arrives at Cuban Anchorage
Russian-flagged oil tanker Anatoly Kolodkin approaches the area of anchorage while being assisted by a tugboat, in Matanzas, Cuba, March 31, 2026. REUTERS/Norlys Perez https://t.co/eewxf34Q5n
US Banks' NDFI Exposure
U.S. banks' loan exposure to NDFIs has grown to $1.4 trillion or about 11% of total balances, according to Moody's. That growth has been led by lending to private credit, which rose 7.5% QoQ (as of Dec. 31). Moody's says...
Sysco's Pending Restaurant Depot Deal Sparks Industry Debate
Some additional thoughts on the Sysco acquisition of Restaurant Depot (which still needs to get regulatory approval.) Here's a short thread but I'm curious what people in the #restaurant industry think about this deal? 1/10
Furniture Leads Future Big‑Ticket Purchases Across Categories
"Used cars, furniture, TVs, and smartphones remained the most popular items within their respective categories for future purchases. Among all expensive items, furniture persists as the top expected purchase." https://t.co/eUexbV2ivH
LA Fires Displace 80k, Yet City Still Resilient
In 2024 the Pacific Palisades had more than 16,000 structures burned down and Altadena had just as many if not more. The combined populations displaced was likely around 75-80,000 residents. In a city where housing is already scarce and buying a...
Victims Receive $27.92 Settlement After 2024 Evolve Hack
Remember back in 2024 when a Russian cybercrime group hacked Evolve and exfiltrated terabytes of data, including user data like SSN and account numbers? Victims are finally getting their settlement payments: $27.92 https://t.co/9rKUgGOh5I
Uber’s Platform Could Outpace Car Makers in Robotaxis
The most important company in robotaxis may not be the one building the cars at all, but the one turning the entire autonomous industry into suppliers on a single platform... That's the bet by CEO Dara Khosrowshahi. -- By 2029, Uber...
BAT Converts Debt to Equity, Now Holds 40% of CWEB
$MSOS @thestreetpro Apropos to the possibility of takeover optionality in cannabis stocks mentioned in my previous post: https://t.co/PAAYQbNLtA In the first real precedent of tobacco companies taking an equity stake in cannabis - $BAT has elected to convert its debenture into...
MAF Cessna Caravan Brings Hope From Factory to Jungle
Delivering hope - we follow a MAF Cessna Caravan from factory to the jungle - 'In the latest issue of AEROSPACE - April 2026' #avgeek https://t.co/H8rWIihOYZ https://t.co/pwxr53c1h0
Compass Call Jets Poised for Middle East Deployment
EA-37B Compass Call Electronic Attack Jets Cross The Pond, Middle East Next? The jets could provide CENTCOM with America's most advanced standoff jamming capability, including disrupting communications and air defenses. Updating live: https://t.co/Z3ydr54165
Four Agentic Commerce Models to Power Financial Discovery
There are 4 agentic commerce models for Banks, Fintechs, and Insurance. You can play on several fronts. Start the foundational work. Where will you be discoverable? 🎥 Agentic Commerce: 4 Models for Banks & Fintechs (10min full video )https://t.co/aeoEeYpOBM https://t.co/miAd0gAxJp
First Humanoid Robot Gets FDA Clearance for Spine Surgery
World’s First Surgical Humanoid #Robot Achieves FDA-Cleared Precision in Spine Surgery by @StarSnap_1 #MedTech #Healthcare #HealthTech #Tech #TechForGood https://t.co/aks0DC51ns
Freddie Mac Index Slides; Punta Gorda, Austin Prices Plunge
Freddie Mac House Price Index Decreased in February; Up only 0.4% Year-over-year Punta Gorda House Prices Down 23% from Recent Peak, Austin Down 18% https://calculatedrisk.substack.com/p/freddie-mac-house-price-index-decreased-8d1
Memory Market Still On Track for $200 B
Will do a memory market update next week. But in the meantime. Nothing has changed since this report a month ago. Memory still on track to ~$200B https://t.co/QSHAd1OxK2
MFR Distress Ends as All Reconsideration Motions Processed
All motions for reconsideration timely filed in @AppealsCourtGA cases decided for the August 2025 Term have been processed and MFR Distress is over.
Iran Threatens April 1 Strike on U.S. Firms in Middle East
Iran has warned that it may attack major U.S. companies’ operations in the Middle East if the conflict continues. •It even gave a specific timing (April 1, 8 PM Tehran time) for possible action. Companies named include: Microsoft, Google, Apple, Intel, IBM, Oracle,...
Self‑Serving Listicles May Violate FTC Regulations
Self-serving listicles... not only embarrassing for companies to implement, but could also be against FTC rules. Not saying the FTC is going to do anything about it, but they could. Beware.
Proposal Ignores Iran’s Threats and Foreign Backers
I am trying to stay professional in language. This is not a serious proposal. It does not address a single issue of Iran's threats to the U.S., Israel, entire region - missiles, nuclear, navy, behaviors of proxy terror armies/against international...
Airlines Split on Jet Fuel Shortage Outlook
In Europe… - Air France-KLM CEO: "drawing up scenarios" on jet fuel shortage, airports in SE Asia considered at highest risk so far - easyJet CEO, last week: “I’m confident for a week or two that we’re all good. I’m...
Valuation Is a Narrative, Not Just Numbers
"Valuation is a story" Great thoughts on Allbirds from @ProfPaulNary who I encourage you to follow for his thoughtful insights on the M&A space.
Regional Banks Face $1.5T Real‑estate Maturity Crunch
CRE office delinquency: 12.34%. All-time high. Multifamily maturities in 2026: $162.1 billion. A 56% jump from last year. Total maturity wall: $1.5 trillion. Who holds the most concentrated exposure? Regional banks. The ones without the size or diversification to absorb a wave of...
Record Office Delinquency Signals Imminent Real Estate Debt Crisis
CRE office delinquency: 12.34%. All-time high. $162B in multifamily maturities in 2026 alone. Up 56% YoY. $1.5T maturity wall. Rising rates. Regional banks holding the bag. The next shoe isn't dropping. It's already laced up. --- https://t.co/GPSg1nlO6H
Hershey CEO Sees No Spending Drop Amid Gas Hikes
The Hershey CEO told us he’s seen no impact on consumer spending in recent weeks at convenience stores or other places as a result of higher gas prices. @SquawkStreet
Injured in Uber or Lyft Crash? Call CEO Lawyer Now
If you have been hurt in an uber or Lyft accident, contact the CEO Lawyer team asap !
Trust, Not Contracts, Makes TSMC Irreplaceable for Nvidia
No Contracts, No Problem: The Trust Behind NVIDIA and TSMC Huang highlighted two key reasons why TSMC is irreplaceable: Its ability to manage the conflicting and constantly shifting demands of hundreds of customers at a world-class level. Its creation of something...
Burt Rutan’s TED Talk Sparked Boom’s Mission
This 2004 TED talk by Burt Rutan was part of my inspiration for starting Boom. I remember showing this to friends in ~2010 and saying someone needed to do something about the problems Burt called out….
Trump Alerts to Jet Fuel Shortage, Flags Heathrow High‑risk
President Trump, briefed on the jet fuel shortage, and airport hubs such as UK’s London Heathrow being categorised ‘high risk’, posted the following… https://t.co/buOwlOBtyP
Telehealth Gets Discounted GLP‑1 Service, Outsmarts Weightwatchers
GLP-1 as a service and at a massive discount. Entire distribution now massively and exclusively advantaging telehealth providers. Of course Mr efficient thinks that’s a nothing burger for Weightwatchers. Can’t make this up https://t.co/62IYen2o3b
US‑Israel War Choice Triggers Iran Closing Hormuz
Forget the Western propaganda and spin. The US and Israel engaged in a war of choice against Iran. Iran counterattacks and shuts the Strait of Hormuz, one of the world’s 8 important chokepoints. DAMAGED PARTIES THROUGHOUT THE WORLD SHOULD SEND A BILL TO TRUMP...
FERC OKs ISO-NE Shift to Prompt Capacity Market
RIP ISO-NE FCM (2008-2026) FERC approved ISO-NE's proposal to replace the Forward Capacity Market with a prompt capacity market in which an Annual Capacity Auction (ACA) would be held 1 month before the capacity commitment period.
Trump's Library to Feature Air Force One and Jets
Centerpiece of Trump's proposed presidential library is one of the VC-25As. VH-3D and fighter jets as well: https://t.co/tunh4fckU2
Regulators Lag as AI Accelerates Drug Discovery
AI in drug discovery is moving faster than any other sector right now. Eli Lilly. Computational pharma. FDA timelines under pressure. The bottleneck isn't the AI. It's whether regulatory frameworks were designed for a world where drug candidates get identified in months.
Israel Won’t Gain Control Over Gulf Oil Supply
Giving Israel the power to control the flow of oil from the entire Gulf? Nah. Never going to happen.
Home Price Growth Stalls; Atlanta Joins Declining Markets
Home prices are only up 0.9% vs last year at this time. Essentially all markets have declining growth. 10 markets are now negative vs. Jan 2025. Atlanta is new to the list. Weakness on the West Coast in the period....
Insights on Managing China’s Rare Earth Export Controls
China's Rare Earth Export Controls Commentary from @Camrjohnson and @pstAsiatech ...excellent comments from Cameron here on navigating China's Rare earth controls...... https://t.co/Ue3q820lYO
Perimenopause: A Cardiovascular Turning Point, Not Just Gynecologic
Perimenopause is not a gynecologic problem. It’s a cardiovascular turning point, and we’ve been treating it like a nuisance symptom. In fact, I’ve been teaching this in a deeper way lately, and the response has been eye-opening. The most dangerous...
OneWeb's Rare Failure: Satellite SL0179 Begins Deorbit
There have been very few failures in the OneWeb constellation; on Mar 16 OneWeb SL0179, launched in 2021, began rapid orbit lowering, presumably being retired as a result of some malfunction. https://t.co/catxyEcmju
FDA Peptide Loosening Could Power Enhanced Games’ Public Debut
If the FDA follows through with lifting restrictions on several peptides, it could unlock a massive market opportunity in performance medicine. One of the most interesting candidates IMHO – with all the bias I have as one of the founders -...
Most Cancer Treatment Posts Spread Harmful Misinformation Online
Since I'm teaching misinformation today, here are some "fun" facts from a 2021 research article published in the Journal of the National Cancer Institute. In a review of 200 widely shared cancer treatment articles on social media (Facebook, X, Reddit, etc),...
TMZ Is Fully Owned by Fox, Bought by Lachlan
A fact somewhat lost in TMZ's naming and shaming of Senators and Congresspeople amid the partial government shutdown: It is wholly owned by Fox, a strategic purchase by Lachlan Murdoch.
USDA to Publish First 2026‑27 WASDE Balance Sheets May 12
USDA will release its first WASDE balance sheets for the 2026-27 marketing year May 12. It typically uses trend yields from its February Outlook Forum, and Planted Acres from its March planting intentions survey. As such, today's numbers should help...
Gymshark Earns $200M US Sales without Any American Staff
Gymshark hit $200m in US revenue before hiring a single American employee. no US office. no US warehouse. no US team. they are not the only British brand that did this. https://t.co/HPqeuVPM8C
Trump's Build America Boosts West Texas Connectivity
President Trump and the FCC’s Build America Agenda are delivering results. Hayden and his crew are expanding connectivity across West Texas — from fiber to fixed wireless and satellite. Great to see these builds underway. #CarrTrip https://t.co/fH8mu4D02M