Robots Install 100 MW Solar, Automation Accelerates Renewable Build
Robotic solar installation is quickly becoming real. Planted, Maximo and others all deploying automated construction platforms. This Maximo machine just installed 100 MW of solar power https://t.co/M1NSKOSVMT
Doctrine Promised Open Hormuz, yet We Closed It
“His national security doctrine is blunt about the essentials, protect the oil chokepoints, keep the Strait of Hormuz open, and safeguard global supply lines.” The Strait of Hormuz was open until the day we attacked.
Daryl Hannah Critiques
We revisit our earlier conversation with Daryl Hannah and thanks to @lucas_shaw for bantering with @mattbelloni while I was sunning myself. https://www.kcrw.com/shows/the-business/stories/disney-ceo-josh-damaro-daryl-hannah
New Perovskite Solar Cell Achieves 26% Efficiency at High Temperatures
Scientits build high temperature-resistant perovskite solar cell with 26% efficiency #energysky -- via pv magazine global: https://t.co/BIcDoIvSat
Class Action Looms Over Unlicensed AI Music Platforms
It's probably time for the class action against these unlicensed AI music platforms. The principle is the rights and the money. But got to admit it will be quite entertaining to watch these dim witted entitled and obnoxious assholes...
Foundation Unveils Phantom MK-1 for Factory Hazards
Phantom MK-1: Foundation’s New Humanoid #Robot Aimed at Factories and High-Risk Environments by @IntEngineering #Robotics #MachineLearning #ArtificialIntelligence #ML https://t.co/vJaXNzhtwN
Rapamycin Lessens Age‑related Motor Decline, Varies by Sex
Chronic rapamycin treatment attenuates age-related motor deficits in sex-dependent manner in UM-HET3 mice 👉"Our results are consistent with the idea that rapamycin’s beneficial effects are mediated, at least in part, by reducing oxidative stress and ER stress-mediated apoptosis... https://t.co/b8EZwrDTXP
US Deploys 3,500 Troops, Conflict Risks Prolonged War
Ground Troops Arrive in Middle East It’s been reported that 3500 US ground troops arrived in the Middle East, Friday 27th March. The war in the Middle East has now passed the one month mark with no immediate signs of...
Military Occupation Rarely Ensures Victory, History Shows
I see this sort of reasoning a lot. The problem with it is that it was also true of North Vietnam and yet Hanoi still prevailed. Of course, we can occupy Iran instead of just bombing it, but we did...
Project Hail Mary Surpasses $300M, Down 23%
Project Hail Mary has eclipsed $300 million in worldwide ticket sales. It dropped just 23% from last weekend. https://t.co/vmL9tuJxBa
Iran War Undermines Canada's 500% LNG Expansion Goal
Iran War Destroys Canada's LNG Assumptions Mark Carney, David Eby's goal of growing LNG production by 500% is likely dead in the water. #cdnpoli #bcpoli #cdnpoli https://markhamhislop.substack.com/p/iran-war-destroys-canadas-lng-assumptions
Tampa Bay Vacancy Hits 8.7%, Sparking Vertical Growth
What's going on in the Tampa Bay area? Apartment vacancies just spiked to 8.7%. Haven't seen anything like this in 10+ years. They're going vertical. https://t.co/EXZxZsIT13
US Gas Prices Stay Low, Softening Energy Shock Impact
For the American economy, the key different between the current energy shock and previous ones is the (lack of) impact in US natural gas prices. That's crucial for industrial activity and electricity prices (and thus inflation). Far less reported than...
Darth Vader Edition: Black Genesis, New Corvette, Infiniti Q
The Darth Vader Edition This week Nicole has been driving the Hyundai Santa Cruz trucklet and Sam had the Genesis GV80 Coupe in Prestige Black (aka the Darth Vader edition). In the news, Infiniti unveiled the its own crossover coupe, the...
Geopolitical Chokepoints Threaten AI Data Center Power
What will Iran/Strait of Hormuz and the Houthis/Bab-El-Mandeb and the magic resolution do to the energy needed for all the AI data centers? https://t.co/knB0mXEbND
2026 Demands Higher Caps—Don’t Wait for Naive Buyers
Dear sellers stuck in the past: A property we’re about to list with a broker would’ve sold at a 4.75% cap in 2021. It will be listed at a 6.25% cap. Why are we selling at a 24% discount to 2021? Because it’s...
Iran Conflict Enters Fifth Week, Exceeding White House Timeline
We are now in the fifth week of the Iran war (which the White House assured us would last 4-5 weeks).
Energy Sector Rally: XLE Climbs Higher
$XLE - For the person living under a rock but has their twitter feed open. Energy is going up.... Follow along for more of my cutting edge insights.... https://t.co/HBD1aPInUX
Closing Hormuz: Strategic Disruption, Not Just Conflict
They were always going to close the Strait of Hormuz. This was never a side development. It was central to the strategy. Because the objective isn’t just confrontation — it’s disruption: energy flows, shipping routes, and the systems that rely on them. That changes the...
Consider Buying NYT to Counter Supershare Bias
Too bad the nytimes is so closely held with supershares.. would be epic to buy it and send it straight to the middle, and take out the bias I guess the best we could do is to build a position...
Project Hail Mary Leads, Box Office Up 34% YoY
WKND #BoxOffice Chart ▶️ Amazing hold for #ProjectHailMary at #1 ▶️ #Hoppers doing well in 2nd ▶️ #TheyWillKillYou opens DOA Top 10 at $92.8M, up 34% from last year when A Working Man opened at #1. See full wknd chart at: https://t.co/H9rtcx7IlP.
Atrial Fibrillation Impairs Brain Waste Clearance, Predicts Worse Outcomes
Heart-Brain Axis Atrial fibrillation leads to reduced brain glymphatic flow, decreased washout of waste metabolites. https://t.co/2PNjoDl4Om Today #ACC26 @JAMACardio Serum Neurofilament (sNfl), a marker for brain cell injury, is associated with adverse CV events and mortality in patients with atrial fibrillation https://t.co/fWNg8zks0C
US‑Israeli Strikes Cripple Iran’s Missile Production Sites
NEW: Four of Iran’s key ballistic missile manufacturing locations and at least 29 ballistic missile launch sites have been damaged in the first four weeks of the U.S.-Israeli offensive, undermining Iran’s strategy, according to a @washingtonpost review and analysis by...
Speed Trumps Higher Margins in Home Building
These firms are primarily solving for speed of construction and sales and maximal return on each equity dollar. A 20% margin home they can build and sell in 3 months is BETTER than a 40% margin in 6 months 1.2^4 =2.0736x 1.4^2...
MRK's Sotatercept Shows Inverse Dose Response in 6
$TENX $TECX 🤔 $MRK sotatercept high dose *missed* stat sig on 6MWT in P2 (and it wasn’t particularly close). The low dose hit stat sig (barely) and was the dose taken to P3. What to make of a...
McKinsey Lagging as Trade Wars Trigger Supply Chain Fragmentation
Is McKinsey slow to react to what has and is happening? Global trade war. Iran war and the Strait of Hormuz. A continuation of trade supply chain disruption that may be moving to fragmentation and even devolution.
Users Upset: Wire Stories in App's Print Edition Won't Open
And is anyone else frustrated that the increasing number of wire-service stories that appear in the “Print Edition” on the app don’t open up when you click on them. ( unlike the staff written pieces).
Long Copyright Terms Don't Guarantee Artist Royalties
How is anti-artist that my copyright last LOA +70 years verses a hard 28 years? The song low is 35 years old. I would not have recieved the last 7 years of music publishing royalties. The label and the streaming...
USS Tripoli Returns, Echoes 1991 Mine Incident
"USS Tripoli Arrives In Middle East" Is it just a weird coincidence that one of the ships that hit mines in 1991 during the First Persian Gulf War was the previous USS Tripoli (LPH-10). https://t.co/0ivtHJDgVw https://t.co/njPikzGOBg
Hormuz Shutdown Creates Unprecedented Oil Supply Shock
Lotta people love to play with Hormuz offset balance math—and boy, oh boy, the numbers I've seen bouncing around... But let's keep it dead simple and focus on pure output: There's now ~10 MMbpd of crude oil production shut-ins confirmed across the...
New Crisis Mirrors Suez, Yet Isn't
Here’s a suez redux. But it’s not suez, any more than it’s Vietnam or Iraq.
US Stalls Progress: Regulations, Not Tech, Hold Back Innovation
Why is it so damn hard to do big things in America? Australia has 40% rooftop solar. We have 6%. We can build beautiful homes in a factory for $300k delivered. Local regs block it. The technology isn't the problem. We are. https://t.co/IBSjsr4eDl
US Attack on Iran Threatens Strait, Empowers Houthis
What if American troops attack Iran? What will it mean for the Strait? And the Houthis?
Oil Hits $99 Amid Tensions; Economy’s Resilience Tested
Oil spiked above $99 as Middle East tensions escalate. This week's jobs and confidence data will show if the economy can handle the shock or if cracks are starting to emerge. 🟢 Open https://t.co/muP4Yrt2q1
Crossing 99% Sim‑Real Accuracy Triggers Digital‑First Production
The Economic Engine of Physical AI. {🧵 Full breakdown below.} After this, you should understand… • why 99% sim-to-real accuracy is the tipping point • how simulation replaces hardware • how ROI shifts in production design • why Digital First...
Copyright Protects Expression, Not Ideas, per Legal Definition
Copyright is not a monopoly on ideas. It secures human expression. Go back to your law school textbooks on expression vs ideas. If it did grant a monopoly on ideas that would be bad. But it does not. You should...
Use AI for Drafts, but Own the Final Output
There’s a question I’ve been mulling for a while now, and I think it’s time to write it down: when is it okay to use generative AI in a given business context, and when does it cross a line? I’ll...
Genetic IL6R Blockade Shows No Impact on Disease or Longevity
Genetic interleukin-6 receptor blockade, chronic disease risk, and longevity: results from the women’s health initiative Lay Summary: "The role of interleukin-6 receptor (IL6R) blockade in reducing chronic-disease risk and improving longevity is uncertain. In a study of 38 807 postmenopausal women followed for...
Florida Inventory Drops; National Growth Slows to 5.7%
Did you know Florida's inventory is down year over year? Also, the growth rate of inventory nationally decreased from 33% to 5.69%. With a HousingWire subscription, you can access local, state, city, and ZIP code data with multiple data points....
Online Writing Fueled My Digital Business Exit
Writing online is how I built a digital business and quit my corporate job on Wall Street. This is the roadmap I wish I had when I first got started:
Bridge Denies Shipping Trucks to Venezuela‑Linked ISP
Did @stripe-owned @Stablecoin platform Bridge ship 12 Mitsubishi trucks to an ISP, Thundernet C.A., with links to the Venezuelan government? Shipping records say it did, the company denies it, and the reality is too complicated for a tweet. Full story in Fintech...
Iran's Own Strikes Leave Shipwreck on Its Coast
Poor Iran now has to deal with a wrecked ship on their coast due to their own attacks.
ICE Purchases Warehouses to House Detainees
ICE is buying up warehouses … for people. Great article in the Wall Street Journal featured on today's Chartbook Top Links: https://t.co/sIvP3Dpgd7
Two Analysts Deliver Unbiased Autonomy Podcast
Highly recommend this podcast on autonomy, FSD, etc They actually do fair and rigorous journalism — unlike @nytimes and @wired Just two analysts going direct
Rising Oil Prices Hurt Importers, Boost U.S. Exporter
"More expensive oil is bad for Europe, Japan and Korea, all big importers. It is actually a net benefit to the U.S., as an exporter and the world’s biggest producer." — The Wall Street Journal Russia and the Middle East also benefit.
GLP‑1 Drugs Now Help Psoriatic Arthritis Beyond Weight Loss
The list of conditions for which GLP-1 drugs provide benefit independent of weight loss keeps growing. Add psoriatic arthritis #AAD26 @AADskin https://t.co/kJej6osXTS
Regime Blocks Internet, Silencing Iranian Citizens
The Iranian people have been without internet, the Islamic regime has had it and kept it from the people as a form of control.
Treatable Genitourinary Syndrome of Menopause: Options Available
Perimenopause and menopause can alter vaginal and urinary tissue through loss of local hormonal support. The result can be dryness, burning, pain with sex, urinary symptoms, and recurrent UTIs. This is not simply “aging.” It is often genitourinary syndrome of...
India Targets 346 GWh Battery Storage by 2033
Indian industry body projects 346 GWh of BESS capacity by 2033 #energysky -- via pv magazine global: https://t.co/Obs4o92i3V
Retaliation on Gulf Energy Could Trigger Global Depression
If Israel/US attack Iranian oil fields and power plants, they are not going to sit back...they'll attack oil fields, desalinisation plants and power assets in the Gulf. Then, we'll get an economic depression.