FCC Exempts Netgear, Permitting Foreign-Made Router Sales
"The FCC says it will exempt Netgear, allowing it to sell new Wi-Fi routers and mesh models to consumers, even though they’re manufactured outside the US." via @Michael_Kan Netgear has about 9.6% of the US market, according to @Speedtest https://t.co/UBgJUHkCIu
FDA Peptide Meeting Signals $100B Market Boom
I wish this FDA meeting to discuss peptides was happening a little sooner but I'm glad it's finally on the calendar so we don't have to keep guessing. Looks like they're going to start with 7 peptides (BPC-157, TB-500, KPV, Mots-C,...
Blockade Iran: Safer Than War, No Oil Spike
If you're interested in the rationale for blockading Iran and why this won't spike oil prices, watch my discussion on this from a month ago with @paulkrugman. Economic warfare like a blockade isn't perfect, but it's infinitely preferable to actual...
Vought: $1.5T Needed to Triple Defense Industrial Capacity
Speaking in front of the House Budget Committee, OMB director Russ Vought says the $1.5T defense budget is necessary to enable multiyear agreements "for the industrial base to double and triple capabilities, and build more facilities, not just add shifts."
Bank Credit Growth Spikes to 16%, Driven by HDFC Merger
Credit growth of banks at 16%. This is a big jump, only higher in 2023 because of the HDFC merger. https://t.co/ODgLcwfXYr
Inflammation: The Overlooked Key to Preventing CAD
That's right. Inflammation is the big miss for getting ahead of coronary artery disease https://t.co/KIs1AFxflE My review of this big shift https://t.co/foSaaTYUD4 https://t.co/cCRqSd8axt
GLP‑
This is nonsense. GLP1’s produce weight loss, about 1/4 of that is lean mass, which itself is not all muscle. Muscle quality (force production relative to size) improves with GLP1 use, which means more strength in a group of people...
US LLC Google Ads Verification Fails From India
Anyone here who has setup and done advertiser verification for Google Ads account with US billing from India? We've a registered LLC in US but verification keep getting rejected.
Sales Rise Thanks to $400‑500K Volume Surge
We have slightly more sales in 2026 compared to 2025 in the Sacramento region, and the x-factor has been higher volume between $400K to $500K this year. Why do you think we've seen more sales in this price bucket?
TSM Boosts 2026 Outlook to More Bullish
With $TSM tonight, what I wrote in January on 2026 outlook is a good primer. May even be more bullish of a year than we anticiapted even two montsh ago. https://t.co/C0GIvgrEll
Early Gasoline Cars Barely Covered Miles, Topped at 10 Mph
you should have seen how few miles gasoline powered cars could travel when they were first invented. they also had a top speed of 10 mph (16 km/h). https://t.co/Xx1EncFMwn
AI Shopping Generates Unattributed Conversions, Skewing Attribution
AI shopping is sending buyers to your store but NONE of them show up in your attribution. 39% of consumers already use AI for product discovery, and 23% of Americans bought something via AI in the past month. These are the...
China Blocks Access to Disputed South China Sea Shoal
China Moves to Block Entrance to Disputed South China Sea Shoal, Images Show. More maritime disruption. This time—China. https://t.co/I1J3yAmVcK
Tax Day Reminder: Carried Interest Still Taxed as Capital Gains
It's tax day. And despite the promises of three consecutive presidents, carried interest is still taxed as a capital gain.
Q1 Sales Volume Up Only 0.3%, Essentially Flat
Sales volume is slightly ahead of last year. Technically, we could say it was the best first quarter of volume since 2022, but volume is really only up 0.3% from last year (basically flat). https://t.co/UW13FjQ48p
AI Misinformation Loops Harm Billions of Users
How AI-generated misinformation is feeding itself, and why billions of users are getting the worst of it. https://t.co/oHLBE4nyep via @lilyraynyc, @sejournal
Fair Use Needed to Keep US Competitive in AI
AI is now a fundamental element of most all technology. high quality AI must be trained on vast amounts of data. other countries are training on vast troves US data with zero restrictions. in order for the US to stay...
Safety Beats Hardware: Heterogeneous Fleets Demand Robust FSD
No service running at scale is ever going to have a homogenous set of hardware. That’s like saying “wouldn’t it be easier for Apple to let everyone upgrade to iPhone 17 rather than making their software backwards compatible?” A heterogeneous...
ASML Earnings Validate January WFE Outlook
Have a big report coming on WFE as I share a full model on the sector, foundry TAM forecast, and cost per transistor/cost per gb (memory) models. But on the heels of $asml earnings, my base report for WFE...
NY Gov Pushes Higher Taxes on Luxury Vacant Homes
If you c/afford a 2d home, you c/afford to pay more #tax, sez #Hochul. #NY guv wants to raise $500M in bid to close deficit. 'If you c/afford a $5M 2d home that mostly sits empty, you c/contribute like every...
Revolut's GlobalHire Lets Businesses Hire Anywhere Instantly
pretty sick move - I am more inclined to bank with them for business. so forward thinking
Two‑Month Dosing Likely Beats Monthly in PK Trial
As I commented before, they have Phase 2 PK data and they still took both 2 months and 3 months into Ph 3. The primary endpoint is purely a PK non-inferiority one (AUC through week 24). That means that 2...
More Perfect Union Launches Student Discord Community for Collaboration and Learning
More Perfect Union is launching a student program including a Discord community for young people where they can collaborate, join virtual events & trainings, learn from organizers 👇
Self‑Employed Penalties Stem From Complex, Unpredictable Tax Estimates
The best part abt being self-employed in the US is that the government penalizes you for underpaying estimated taxes each quarter - amounts that are often impossible for self-employeds to know in advance due to the tax code's complexity and...
Chatbot Ads Need a New Model Beyond Search
Search is the wrong mental model for chatbot advertising "I think it’s a mistake to view the Search advertising model as the default for chatbots; both from a user expectation and a revenue standpoint. And in fact, I think that Search...
Congress Adds Tax Complexity to Favor or Punish Groups
And yet Congress cannot resist adding new tax complexities (in order to subsidize/punish favored/disfavored groups)
Roblox: Compounding Network Effects Power Imagination at Scale
Anyone who has spent time with me in the past few years has likely heard me talk about Roblox. @mitchlasky and I finally sat down to do a real deep dive into Roblox. A story of compounding, network effects, and...
Comcast Ends By‑The‑Gig Plans, Applies Premium Data Policy
. @comcast is bringing a premium-level data policy to all its unlimited plans and confirms it is no longer selling by-the-Gig plans to new Xfinity Mobile customers. @Light_Reading https://t.co/qdcFDBjihC
USTR Section 301 Probe Called Pre‑Planned Tariff Sham
Bessent again confirms that USTR's "investigations" under Section 301 will be a reverse-engineered sham pre-determined to reproduce Trump's illegal IEEPA tariff wall: https://t.co/rvwEiNT9tw
Cleveland Transforms Historic Downtown Into Modern Apartments
Nobody does resi #conversions like the #mistakeonthelake. Renters move back to the future as #Cleveland, a nat'l leader in the space, reimagines its historic downtown stock as modern apts. #realestate #CRE #retail #multifamily #mortgage #OH https://t.co/vSGJrrowfU via @WSJ
Q1 2026 Logistics Trends and Indago Highlights
Top Talking Logistics Posts & Episodes - Plus Indago Highlights (Q1 2026) - https://t.co/0v7Bzsi67g @joinindago @DescartesSG #tariffs #AI #USMCA #logistics #supplychain #ESG #HumanoidRobots #CyberSecurity #3PL
Focus on Inter‑org Handovers for Supply Chain Efficiency
The biggest efficiency gains in a digital supply chain don't happen inside your organisation. They happen at handovers between organisations, where paperwork piles up, data gets re-entered, and responsibility gets blurred. That's where to focus first 👇 https://t.co/DBWWiDVpOg
23 States Use Reverse Preemption for One‑
My street cred really got a jolt today when the @Verizon crew heard me say one touch make ready (OTMR) and that 23 states and the District of Columbia have exercised reverse preemption under section 224 the Communications Act. @FCC...
CRDO: SerDes‑Focused Interconnect Leader, Not Just Copper
Best to understand $crdo as an interconnect company whose vertical orientation, particularly their SerDes, puts them well positioned for every pocket of interconnects. They are not a copper company just now thinking about optical.
OpenAI Refuses Central Control, Empowers Verified Defenders
#OpenAI shots fired “We don’t think it’s practical or appropriate to centrally decide who gets to defend themselves. Instead, we aim to enable as many legitimate defenders as possible, with access grounded in verification, trust signals, & accountability.” https://t.co/KM1Vr7Idej
US Ports Already Using Automated Vehicles, Contrary to Claims
Pro China accounts love to post automated vehicles at ports and claim they’d never see this in America (hell, a lot of the videos are literally from LBCT) Meanwhile, these AGVs are rolling everyday at Long Beach Container Terminal https://t.co/P1kW2UZlAK
Evening Workouts Boost Lasting Blood Sugar Control
For people with Type 2 diabetes, exercise later in the day tends to result in substantial and lasting improvements to blood sugar control. https://t.co/xO87XFTdQ4
Tax Complexity Grows Despite TCJA Simplifications Since Rummy's Letter
Even with the TCJA's (pretty good) simplifications, the US tax complexity problem has gotten significantly worse since Rummy wrote that famous letter. (More to come on this later today - hint)
Medical AI Flaws Exposed: Bad Chatbot Answers, Unreliable Data
Issues recognized with medical AI models —Problematic responses to 5 chatbots https://t.co/V6IZHOhAm4 —Prediction based on unreliable, open-access datasets https://t.co/PnJ0TrtXK2 https://t.co/Bp8ztckFgV
Vero Fiber Acquires TEC, Expands Across Mississippi, Alabama, Tennessee
"Vero Fiber ...today announced the completion of its acquisition of Telephone Electronics Corporation ("TEC"), expanding its presence across Mississippi, Alabama, and Tennessee." #fiberRollup https://t.co/ACap8is2Eg
Grüns' DTC Surpasses AG1, Validating Omnichannel Strategy
Grüns built a successful omnichannel distribution network on the way to its acquisition by @Unilever for a reported $1.2 billion, with more than 7,000 retail doors in addition to Amazon. But its DTC site has also grown rapidly, and is about...
FDA Panel to Consider Expanding Peptide Access
FDA panel will meet to discuss allowing broader access to certain peptides https://t.co/PDWKvmvvUH via @LizzyLaw_
Pakistan Delegation Visits Tehran, Mediates Iran‑US Talks
NEW: A government delegation from #Pakistan will visit Tehran on Wednesday as Islamabad continues to mediate the exchange of messages between #Iran and the US, Iran’s Foreign Ministry Spokesman Esmail Baghaei tells reporters. Pakistan continuing to play a key role.
Reality TV Star Lists $195M Beverly Hills Villa
From #realityTV star to boss of the #GoldenState. #Serhant seeks $195M for #BeverlyHills villa. part of $2B of inventory for new brokerage. #realestate #CA #mortgage #RyanSerhant #MillionDollarListing #PalazzodiAmore #LA https://t.co/B0Y1AJbYBt
Trump Urges Xi; China Denies Arming Iran
Trump asked Chinese President Xi Jinping in a letter not to give Iran weapons, and Xi responded that China was not supplying Tehran https://t.co/60vaNXzDS1
India’s EV Push Still Hinges on Chinese Supply Chains
Battery and EV manufacturing are more dependent on China than ever despite billions in investment under the Make in India initiative Yes, innovative Chinese companies like BYD, CATL, and REE/magnet producers... https://t.co/CmFd1U4boY
China Acquires US Chip Tools Through Southeast Asia Amid Supply Shift
China snaps up US chip tools via Southeast Asia amid supply chain shift @pstAsiatech: No kidding, the SME industry is global, with complex supply chains, it is the market at work...... https://t.co/6KGUxLwD5g
Pilots’ “Meow” And “Ruff” Irritate ATC
Pilots “Meow” & “Ruff,” Anger Air Traffic Control: “This Is Why You Still Fly An RJ” https://t.co/IlfvIohHKb
WSJ Defends Replimune Drug Amid Mounting Criticism
@WSJ is not giving up the fight for Replimune's cancer drug. Second CRL draws another rebuke and a direct attack on @MartyMakary (Prasad gets another swipe as well, but he's about out the door now.) I often disagree with the...
Brazil Conditions Rare Earth Deal Amid US‑China Competition
China and the US want rare earths. Brazil will share – on one condition Move comes as Washington locks US$565 million deal with Brazil’s only operating rare earth mine https://t.co/iQo2RjLACX via @scmpnews