Industry Social Media and Updates

SONAR Launches Real‑Time Rail Dashboard for Bulk & Intermodal Data
SocialMar 30, 2026

SONAR Launches Real‑Time Rail Dashboard for Bulk & Intermodal Data

Excited to introduce SONAR's rail dashboard, which offers high-frequency bulk and intermodal data at your fingertips.

By Craig Fuller
NASA Confirms April 1 Launch Still On Track
SocialMar 30, 2026

NASA Confirms April 1 Launch Still On Track

NASA post-MMT news conference underway. Amit says everything is still go for launch on April 1. https://t.co/oitmRWMkDe

By Marcia Smith
NASA Confirms Artemis II Launch Ready for Wednesday
SocialMar 30, 2026

NASA Confirms Artemis II Launch Ready for Wednesday

Monday briefing: NASA remains “go” for launch of Artemis II at 6:24 pm ET on Wednesday. 🚀

By Eric Berger
Judge Tariffs by President's Promises, Not Hype
SocialMar 30, 2026

Judge Tariffs by President's Promises, Not Hype

Excellent, data-rich thread - and exactly the right way to judge the Liberation Day tariffs (ie, by the President's own standards/promises). THIS is why tariff fans obsess over pre-TACO predictions of Tariff Armageddon & claim "victory" when the worst doesn't...

By Scott Lincicome
America Divided on Taiwan: Elite Consensus Questioned
SocialMar 30, 2026

America Divided on Taiwan: Elite Consensus Questioned

Ryan Hass On Taiwan: Is America dividing on Taiwan — And implications for Taiwan Is the "elite consensus" accurate? https://t.co/DyOQZXZLmE

By Paul Triolo
Israeli Army Suspends Reservist Battalion After CNN Crew Detention
SocialMar 30, 2026

Israeli Army Suspends Reservist Battalion After CNN Crew Detention

The Israeli military suspended a battalion of reservist soldiers on Monday, days after it detained a CNN crew in the West Bank village of Tayasir. https://t.co/wA0W5hdn4n

By Scott Nover
Fallout Season 2 Hits 83 Million Viewers in 13 Weeks
SocialMar 30, 2026

Fallout Season 2 Hits 83 Million Viewers in 13 Weeks

Fallout Season 2 reached 83 million people worldwide during its first 13 weeks of release. https://t.co/xwJxW1bBZP

By Geoff Keighley
Goldman Predicts Retail Outflows in Direct Lending Through 2027
SocialMar 30, 2026

Goldman Predicts Retail Outflows in Direct Lending Through 2027

Good episode from Goldman on private credit. They forecast outflows from retail channel for direct lending into 2027 https://t.co/eP2DhDcZhr

By Jack Farley
Netflix Targets Thanksgiving and International Games for Football Expansion
SocialMar 30, 2026

Netflix Targets Thanksgiving and International Games for Football Expansion

Netflix wants more football and is eyeing the new Thanksgiving eve game and the opening week International game. W/@jtoonkel https://t.co/8l0pS5bogM via @WSJ

By Joe Flint
Even AI Struggles With One‑Shot Real‑World Business Tasks
SocialMar 30, 2026

Even AI Struggles With One‑Shot Real‑World Business Tasks

things that seem possible but are hard to one-shot* with the latest agents - come up a unique tee concept, design it, and sell at least 100 tee shirts for a profit - sell $1000 worth of drop shipped goods for a...

By Yohei Nakajima
VRT Expands Ohio Plant as AI Cooling Demand Surges 109%
SocialMar 30, 2026

VRT Expands Ohio Plant as AI Cooling Demand Surges 109%

$VRT announces expansion at Ohio facilities to boost US production of critical thermal management technologies for AI data centers. They wouldn't be doing this if demand wasn't off the charts. It is - backlog rose 109% y/y last...

By Stephanie Link
Acquisitions Accelerate Growth: Favor Mid‑Size M&A Deals
SocialMar 30, 2026

Acquisitions Accelerate Growth: Favor Mid‑Size M&A Deals

Solid thoughts Art… Compressing “time to scale” is always a good M&a model — as is “owning a loved brand” Facebook was quickly copying WhatsApp and instagram — but decided to accelerate through an acquisition (and got two more swings...

By Jason Calacanis
Virgin Galactic Nears First SpaceShip Completion, Flights $750K
SocialMar 30, 2026

Virgin Galactic Nears First SpaceShip Completion, Flights $750K

Virgin Galactic says assembly of first SpaceShip nearly complete, ground testing begins in April, limited number of Spaceflight Expeditions available at $750,000 each. https://t.co/cGpV1aLh5Z

By Marcia Smith
Energy Markets Under Pressure: Supply Bottlenecks and Rising Costs
SocialMar 30, 2026

Energy Markets Under Pressure: Supply Bottlenecks and Rising Costs

🌳Saudi Exports, Houthis, and the Bab el Mandeb Bottleneck 🌳Russia LNG Exports Set to Hit Record High Egypt’s Challenges: Typical of Every Developing Country 🌳Shipping Rates Are Up Again – Here’s Why King Coal: For How Long? 🌳EU Oil and Gas Pinch: The Never-Ending Crisis 🌳Cuba...

By Anas Alhajji
Rising Rates Erase Affordability Gains, Prices May Dip
SocialMar 30, 2026

Rising Rates Erase Affordability Gains, Prices May Dip

Mortgage rates hit the upper 6s this week - up 65 bps in a month. The affordability gains of early 2026 are gone. Here's what the data shows: ➡️85,000 pending sales this week, down for the week. Still 1.5% above last...

By Mike Simonsen
Oil Slumps,
SocialMar 30, 2026

Oil Slumps,

Sure, it looks bad in Oil.. But we are pretty far from 2021/2022 in Nat Gas, food, electricity etc.. Still a world apart..

By Andreas Steno Larsen
Middle East Jet Fuel Gap Nears Critical Threshold
SocialMar 30, 2026

Middle East Jet Fuel Gap Nears Critical Threshold

Our coverage from last week on this approaching milestone for global aviation: The Middle East jet fuel air gap is about to reach the tap https://t.co/2s6NEPkGYA (via @theaircurrent)

By Jon Ostrower
Alex Cooper Launches YouTube Reality Show with Mormon Wives Stars
SocialMar 30, 2026

Alex Cooper Launches YouTube Reality Show with Mormon Wives Stars

Alex Cooper Sets YouTube Reality Competition Show Featuring ‘Mormon Wives’ Stars Dakota Mortensen, Demi Engemann and More ‘Polarizing’ Figures https://t.co/6PD8lShAW3

By Todd Spangler
IRGC Funding Loss Could Trigger Iran’s Internal Fractures
SocialMar 30, 2026

IRGC Funding Loss Could Trigger Iran’s Internal Fractures

Given Iran's fragmentation and ethnic diversity, internal stability is essential. Should the IRGC's revenue streams fall in the war, internal fractures would form. #iranwar #irgc #geopolitics https://t.co/p2wDZMDKrC

By Peter Zeihan
National Labs Drive Multi‑Agency Solar Cybersecurity Standards
SocialMar 30, 2026

National Labs Drive Multi‑Agency Solar Cybersecurity Standards

National laboratories lead multi-agency push for solar cybersecurity standards #energysky -- via pv magazine usa: https://t.co/2zCsruApti

By Tor “SolarFred” Valenza
Irrelevant Officer Misconduct Won’t
SocialMar 30, 2026

Irrelevant Officer Misconduct Won’t

You are a CRAVATH senior partner in the petty misdemeanor defense department. Draft an air tight motion to dismiss my case permenantly on the grounds that the officer was a big fat jerk. Include that I was comitted the crime...

By Rocky Retrograde, Esq.
Renewable Growth Drives Lower Electricity Prices, Not Higher
SocialMar 30, 2026

Renewable Growth Drives Lower Electricity Prices, Not Higher

Just another reminder that, like worldwide, increases in WindWaterSolar in the U.S. correlate with lower, not higher, electricity prices. Please ignore all the spam claims that renewables increase prices. It is fossil fuels and nuclear that increase electricity prices. https://t.co/Lra772hw38

By Mark Z. Jacobson
Cold Storage Vacancy Hits 20‑Year High, Sparking Innovation Hunt
SocialMar 30, 2026

Cold Storage Vacancy Hits 20‑Year High, Sparking Innovation Hunt

Cold storage vacancies have surged to a 20-year high of 6.9%. Smart cold chain leaders like @americold and Lineage Logistics will look for new sources of innovation, growth, and value creation. These could come in several forms, ranging from traditional...

By Ben Gordon
Schwann Cell Exosomes Transfer Ribosomes, miRNAs for Nerve Repair
SocialMar 30, 2026

Schwann Cell Exosomes Transfer Ribosomes, miRNAs for Nerve Repair

Glia-to-Axon Transfer of Ribosomes and miRNAs: A Novel Paradigm in Neural Repair "Schwann cell-derived exosomes thus represent both a novel mode of glia–neuron communication and a promising avenue for next-generation therapies for nerve regeneration." https://t.co/xU3zmkA5OA https://t.co/kK3FrVuN7T

By David Barzilai, MD PhD
Judge Rejects Environmental Challenge, Clears Ioneer's Nevada Mine
SocialMar 30, 2026

Judge Rejects Environmental Challenge, Clears Ioneer's Nevada Mine

March 30 (Reuters) - A federal judge has rejected claims by environmentalists that the U.S. ​government improperly approved Australia-based ioneer's Rhyolite Ridge lithium and boron mine project in Nevada in a ruling ‌on Monday that boosts efforts to increase U.S....

By Ernest Scheyder
Rubio Urges NATO Reassessment After Iran War Disappointment
SocialMar 30, 2026

Rubio Urges NATO Reassessment After Iran War Disappointment

Secretary of State Marco Rubio said the US may need to reassess its relationship with NATO after the #Iranwar is finished, calling the military alliance’s alleged lack of support during the Middle East conflict “very disappointing.” https://t.co/stc5XJGSss

By Eric Martin
The Atlantic Welcomes Visionary Journalist Will Oremus
SocialMar 30, 2026

The Atlantic Welcomes Visionary Journalist Will Oremus

The greatest of us all. The Atlantic is getting a truly special journalist, thinker, and human being in @WillOremus.

By Scott Nover
From 183 JUNO to 45 Grammys, I’ll Champion Yours
SocialMar 30, 2026

From 183 JUNO to 45 Grammys, I’ll Champion Yours

Over 183 JUNO-nominated albums. 45 Grammy-nominated campaigns. And the thing I am most proud of? Every single artist I got to champion along the way. Let me champion yours. Happy to chat: Eric@ThatEricAlper.com

By Eric Alper
Treating Classic PTSD Essential for CPTSD Success
SocialMar 30, 2026

Treating Classic PTSD Essential for CPTSD Success

It’s a trendy narrative on therapist social media to say that therapists are disproportionately prepared to treat classic PTSD and underprepared to treat CPTSD - because historically, that was (and in some circles, still is) true. But what I’m increasingly...

By Riva | A Therapist Can’t Say That
People Want Good Homes, Not How They're Built
SocialMar 30, 2026

People Want Good Homes, Not How They're Built

This is basically the same reasoning for why @americanhousing is a vertically integrated real estate company We are *using* industrial manufacturing to build nice rowhomes for people. They just find the house on Zillow, take a tour, like it ... and...

By Bobby Fijan
SAS 80th Anniversary Misses Bold Moves, Plays Safe
SocialMar 30, 2026

SAS 80th Anniversary Misses Bold Moves, Plays Safe

SAS turned 80 and this is what they came up with? 😅Feels like they played it way too safe

By Fahad Naim
Hormuz Closure Wipes Out Qatar’s Oil and Product Exports
SocialMar 30, 2026

Hormuz Closure Wipes Out Qatar’s Oil and Product Exports

We've lost a LOT of Gulf crude oil production capacity to shut-ins following the closure of the Strait of Hormuz But we've also lost refined products, condensates, and natural gas liquids Here's Qatar, which normally exports ~1.5 MMbpd of which only 1/3...

By Rory Johnston
U.S. Can Cripple Iran’s Oil Lifeline without Occupying Kharg
SocialMar 30, 2026

U.S. Can Cripple Iran’s Oil Lifeline without Occupying Kharg

The U.S. has many more options than to only seize Kharg Island with ground forces. It may be possible to isolate, degrade, or rendered it inoperable without occupation. Kharg is uniquely a center of gravity for the regime’s economic power/survival. It...

By John Spencer
Emergent Builds MLS Replacement From a Single Prompt
SocialMar 30, 2026

Emergent Builds MLS Replacement From a Single Prompt

A realtor just showed me an MLS replacement built with Emergent from a single prompt. F—k

By Robert Taylor
GameChange Solar's Tracker Passes Earthquake Test
SocialMar 30, 2026

GameChange Solar's Tracker Passes Earthquake Test

GameChange Solar successfully tests tracker for earthquake conditions #energysky -- via Solar Power World: https://t.co/nJTtzHJWlq

By Tor “SolarFred” Valenza
Kennan’s Cold War Blueprint Calls for Same Clarity on China
SocialMar 30, 2026

Kennan’s Cold War Blueprint Calls for Same Clarity on China

There is a lot of talk on X today about Professional Military Education. Nobody mentions that when the National War College opened in 1946, the first man brought in to teach foreign affairs was George Kennan — the same officer...

By John Konrad
Canadian Committee Flags Forced Labour in Chinese EVs
SocialMar 30, 2026

Canadian Committee Flags Forced Labour in Chinese EVs

Clash Over Forced Labour as Chinese EVs Coming Soon to Canada A tense exchange between Marg McCuaig-Johnston and Michael Ma at a House of Commons committee puts forced labour in China’s EV supply chains under the spotlight. #cdnpoli https://youtu.be/ayzXULB_Q4s

By Markham Hislop
China's Gold Premium Stays Elevated, Signaling Strong Buying
SocialMar 30, 2026

China's Gold Premium Stays Elevated, Signaling Strong Buying

Gold Premium in #China Remains Well-Oriented. local premiums staying elevated during consolidation often reflects strong underlying buying.

By Carolin Frazier
Caroline Kwan Exposes TikTok Smear Attacks on Women
SocialMar 30, 2026

Caroline Kwan Exposes TikTok Smear Attacks on Women

.@carolinekwan joined the podcast this week to chat about Chappell Roan, TikTok smear campaigns, and eternal hate campaigns against women https://t.co/vYf98TYZF2

By Taylor Lorenz
Rising Mortgage Rates Signal Upcoming Home Price Decline
SocialMar 30, 2026

Rising Mortgage Rates Signal Upcoming Home Price Decline

With each passing day, the mortgage rate lock-in effect fades. Nearly 22% of mortgage holders now have a rate above 6%. Which is more than the share with a rate below 3%. Ultra-low-rate owners are slowly getting replaced with 6%+ owners. Meaning...

By Nick Gerli
Supreme Court Justices Teach Appellate Practice Class
SocialMar 30, 2026

Supreme Court Justices Teach Appellate Practice Class

Appellate Practice and Procedure Class No. 10 (@MercerLAWSchool, 2026), featuring Justices Charlie Bethel (@CharlieBethel) and Michael Boggs (@SupremeCourtGA). https://t.co/2N3hY2Stxz

By Judge Stephen Dillard
Prediction Market Insider Trading Surges Ahead of SpaceX IPO
SocialMar 30, 2026

Prediction Market Insider Trading Surges Ahead of SpaceX IPO

🆓 Monday links: prediction market insider trading, the SpaceX IPO, and the Las Vegas economy. https://t.co/YOHx684pmO chart: https://t.co/oI8dMmmDov https://t.co/SXFchEDUrC

By Tadas Viskanta
Can You Deduct Getaway Car and Driver Costs?
SocialMar 30, 2026

Can You Deduct Getaway Car and Driver Costs?

But can you deduct the cost of the getaway car and driver from the fair value of the stolen property? And is the getaway driver really an independent contractor? So many questions. 😀

By Peter Suzman
31‑Minute Episode Sets Record: 3,300 Downloads, 80% Completion
SocialMar 30, 2026

31‑Minute Episode Sets Record: 3,300 Downloads, 80% Completion

My editor messaged me that this short 31-minute episode has a total of 3,300 downloads and an average consumption of 80%, which is the highest we've seen after posting over 165 episodes.

By Mike Markus
U.S. Converts Electricity to Economic Value Nearly Fourfold China
SocialMar 30, 2026

U.S. Converts Electricity to Economic Value Nearly Fourfold China

Simple. The US is nearly 4x as effective at getting economic value out of electricity as China is. Yes, it's noteworthy that China generates more electricity than the US. The US generates almost twice as much per capita, and uses...

By Ramez Naam
Superoptimizers Outperform Handwritten Assembly for Decades
SocialMar 30, 2026

Superoptimizers Outperform Handwritten Assembly for Decades

Just for the record, superoptimizers that beat handwritten assembly are not new, and should not be considered an unexpected result. They are a very useful tool for finding optimal assembly on specific platforms. They have been in regular use by...

By Casey Muratori
BLUETTI Launches Fridge Storage; EV Battery Advances
SocialMar 30, 2026

BLUETTI Launches Fridge Storage; EV Battery Advances

New BLUETTI Fridge Storage System, EV Battery Innovation Updates — Top Stories of the Week - https://t.co/S6atDwZBC3

By Zachary Shahan
Set Redlining Limits to Preserve Deal Value
SocialMar 30, 2026

Set Redlining Limits to Preserve Deal Value

Founders: Set clear expectations around contract redlining: 'We can handle 1-2 rounds of reasonable changes. Beyond that, legal fees eat the deal value.' Helps prevent endless back-and-forth that kills deals through exhaustion.

By Pete Kazanjy
SCOTUS Shields Platforms; IP Owners Must Secure Cloud Deals
SocialMar 30, 2026

SCOTUS Shields Platforms; IP Owners Must Secure Cloud Deals

SCOTUS says platforms are not liable for copyright infringement. Disney's OpenAI deal collapsed. WBD's Superman hits public domain in 2034. The Ellisons own Paramount and Oracle. Every other IP holder needs a cloud infrastructure deal now. https://t.co/frS0mL1rld

By Andrew Rosen