Dynamic NYC Interviews Meet AI‑Powered Tech Talk
The Newcomer Podcast... in-person, NYC interview show... guests like @tfadell & @rabois... looking for guests where things can get animated and feisty and passionate... The Cerebral Valley Show... co-hosted with @mlchild & @jameswilsterman... chat show on AI, draft picks, top tweets of the past two weeks, winners and losers, etc. ringer for tech
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.
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
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. 🚀
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...
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
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

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

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
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
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...
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...
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...
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

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...
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...
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..
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)
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
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
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
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...

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

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...

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
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....
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
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.
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
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...
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...

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

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...
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...
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
GameChange Solar's Tracker Passes Earthquake Test
GameChange Solar successfully tests tracker for earthquake conditions #energysky -- via Solar Power World: https://t.co/nJTtzHJWlq
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...
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
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.
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

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...

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

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
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. 😀
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.
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...
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...
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
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.

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