Leaving Email Sacrifices Audience Control, Substack Mirrors Facebook
The stuff here about email metrics IS true (bad news for ad-dependent email biz) but the idea that the solution for small publishers is to move to another platform where they DONT control the audience is gaslighting. Today’s substack App is tomorrow FB audience capture problem

June 1 Traffic Normalization Odds Dip to 46%
Meanwhile, probability that the traffic in the Strait will return to normal by June 1st lowest level since April 13th (46%) https://t.co/ZSS8VlOSXs

Alzheimer's Drugs Show Minimal Benefit, Review Reveals Deeper Issues
Alzheimer’s drugs offer little benefit, major review finds – and the reasons go deeper than the science https://t.co/cnMPAEQumY https://t.co/wtg8llquON
Value Creation Shifts to Small Teams, AI Ends Billable Hour
I’m honored to be the inaugural guest on my friend and longtime collaborator Ron Boire’s new podcast, Lead with Purpose. Our conversation (cut down from almost 3 hours of recording, if you can believe it) covers all manner of things:...

AI Turns Coffee Brand Ideas Into Instant Reality
Been wanting to open a coffee brand and coffee shop, so I mocked up the whole thing with ChatGPT’s new image generator. Brand world, packaging, storefront, interiors, the whole vibe. Honestly kind of wild how fast you can now go from idea...
FDA Criticizes Replimune's Melanoma Trial Design
Some observers, including @US_FDA, have criticized @Replimune for the design of the trial that led to the decision not to grant accelerated approval of their melanoma treatment. I asked the company's Chairman about that view. Watch the full interview: https://t.co/XYVmSeodLv https://t.co/OO8eXTZOXh
Fertilizer Price Surge Triggers Gradual Food Inflation
Rising fertilizer prices are now hitting farmers, and eventually those will translate into higher wholesale food prices which will (assuming higher costs are passed onto consumers) eventually land at grocery stores too. The inflationary impulse doesn’t arrive all at once,...
US Munitions Arrive in Israel as Carrier Group Approaches
Is May 1, end of the ceasefire, going to be the date when Trump acts instead of settling new fallback dates? And ships in the Strait?
Iran Escalates Hormuz Attacks Despite Trump Ceasefire Extension
Iran Ramps Up Attacks On Ships In The Strait Of Hormuz After Trump Ceasefire Extension With Iran refusing to commit to peace talks, the future of the ceasefire remains in doubt. Updating live: https://t.co/Yg6DONMUnM
Pirro Vows Continued Fed Probe, Appeals Grand Jury Ruling
Pirro says her probe of the Fed’s construction project is ongoing and Boasberg's ruling will be appealed: "The cost overruns on that building are well over $1 billion dollars. This investigation continues. I am in the legal lane. There are...
Remembering Deepwater Horizon: 16 Years of Environmental Disaster
Deepwater Horizon oil spill started 16 years ago this week. Shit was crazy. Went on for months
Austin's Housing: Supply Outpaces Demand, Not Shortage
It's not a demand issue in Austin. There's plenty of it. But even more supply than demand.

OpenAI's Images2 Pulls Me Back, Creates Magazine Instantly
1/ have not used openAI/chatgpt in ~3 months 0% use. 100% claude BUT with release of Images2 (especially for text) openAI recaptured ~20% of my use i designed a new 21-page magazine in 3mins that i fantasized existed: a mashup of...

Presidents' Oil Price Moves During Hormuz Crisis
A brief history of presidential oil price jawbones through the Hormuz crisis. Feel free to add your favourites below. https://t.co/iF0JvVgn0v
Somalia's Israel Ship Ban Threatens Bab Al-Mandeb Stability
Somalia. Ban on Israel ships. Bab al-Mandeb Strait. Ban or more pirate attacks? Global maritime is showing signs of upheaval.

Avoid Costly Heat‑Treat Failures with Proven Practices
What is heat treating? Why do some parts fail? How can machinists and manufacturers avoid costly mistakes? Stream now: 🔗 https://t.co/9vEAAzKbfc 📽️ https://t.co/So0R3DfOyg 🔗 https://t.co/DmYp21NDA3 #Manufacturing #MachineShop #HeatTreating #SkilledTrades #QualityControl https://t.co/FarfWuXZhz
Air Force Hikes VC-25B Budget, Bypasses FY27 Bridge Funding
The Air Force is increasing VC-25B spending to meet the newly announced schedule. Also, no money requested in FY27 for the Qatar-donated 'bridge aircraft.' Funding transferred from Sentinel, outside the typical budgetary process, covers the whole project https://t.co/nMNKAzWLff
Saudi Arabia's US Pivot Raises Questions on Trump
Saudi Arabia. Shift away from US. And its unpredictability. What will Trump do? Not a strong diplomatic admin.

Lobbyists Absurdly Doubt Small Streamers' NFL Bidding Power
See this a lot in D.C. lobbying, where advocates test the limits of an argument to an absurd degree: Is the @NFL seriously saying to @FCC Chief of Staff @Watson__Greg that @philoTV, @AMC_TV and @Crackle_TV (owned by Chicken Soup for...
Indonesia's Strait Fee Sparks UNCLOS, Supply‑Chain Turmoil
Indonesia. Impose fee on ships going thru the Strait of Malacca. Learned money lesson from Iran. UNCLOS? Will there be military action to stop it? More maritime and supply chain hell.
78% Tax Rate Means State Bears Most Carbon Tax
"With a marginal tax rate of 78%, the state effectively shares a large portion of the carbon tax cost (because carbon taxes are deductible as operating costs)." Yes, but let's imagine why he would say if Canada raised its marginal...
Zepbound Sparks Diet Shift, Slashes LDL by One‑third
Patient started Zepbound and cut their LDL cholesterol essentially by a third and no longer in the range to start a cholesterol medicine. The medicine doesn't lower LDL cholesterol that much, but it did allow her to eat a more plant-forward...
Maternal Emulsifiers May Close Infant Immune Tolerance Windows
Common food emulsifiers like carboxymethyl cellulose and polysorbate 80 are in processed dairy, baked goods, sauces, and even some baby formulas. When mother mice consumed these during pregnancy and breastfeeding, their offspring's immune development was altered in ways that lasted...
Former Employee Sues Beast Industries for Harassment; Company Denies Claims
MrBeast’s Beast Industries Sued by Former Employee Alleging Sexual Harassment and Retaliation; Company Says Suit Is Based on ‘Categorically False Statements’ https://t.co/iiW9QhO9nD via @variety

YIMBY Policies Turn Mall Parking Into 174 Homes
In Arden-Arcade, a Sacramento suburb, the full stack of YIMBY reforms help to turn a mall parking lot into 174 homes: AB 2097 allowed the mall to carve off parking, SDBL granted a 20% bonus, and HAA guaranteed entitlements. h/t...
Search Is Behavior—Be Everywhere Your Audience Looks
"Search is a behavior, not a channel.” — Lacey Reichwald Your audience is “searching” on TikTok, YouTube, AI tools… not just Google. Are you showing up everywhere they look? Full interview 👉 https://t.co/gVeYqeVDov @ahamediagroup #marketingstrategy #hcmktg https://t.co/qBsry4BqoG
Mortgage Rates Peaked 2024, Now Easing Toward 2026
The average 30-year fixed mortgage rate on April 22, by year 4.58% -> April 22, 2018 4.35% -> April 22, 2019 3.43% -> April 22, 2020 3.14% -> April 22, 2021 5.38% -> April 22, 2022 6.66% -> April 22, 2023 7.43% -> April 22, 2024 6.98% ->...

Losing Goodell’s Antitrust Immunity Could Spark NFL Chaos
In an April 17 meeting with @FCC staff, @NFL General Counsel Ted Ullyot came armed with a 17-page slide deck. This page is a visualization of the alleged ensuing chaos if @nflcommish Roger Goodell lost his antitrust immunity in the...
Ship Seizures Signal Iran’s Growing Control of Hormuz
Ship Seizures Mark New Phase in Iran’s De Facto Control of Hormuz. With extended ceasefire. The situation looks shaky. https://t.co/pThf20VEbW
Asian Shipowners Set to Cross Hormuz Ahead of Western Firms
Asian Shipowners to Cross Hormuz Before Western Firms, Executives Say. Fee? Maritime safety/security? Country affiliation and negotiating release. https://t.co/wDf0p1uk9P
777 Crews Score Higher Than Those on Problematic Flights
So many factors work against the score. I bet crew who work 777 have higher scores than crew on other equipment or less desirable destinations that have issues like tight seating, baggage issues, no WiFi, late departures, cancellations or delayed...
Unitree's Supply‑chain Mastery Teaches US Robotics Competition
Sam is right about the importance of robotics for the US but Unitree offers a real lesson to US companies hoping to compete at the bleeding edge. It has risen thanks to a true mastery of China’s supply chain. https://t.co/JyNQZSycxJ
Report Uncovers $4 Bn Phantom Mining Company
This is pretty extraordinary. Our report into a $4bn mining company - that didn’t actually exist - is just a small part…
Iran's Missile Fleet Underutilized Despite Active Air Force
This article is potentially pretty damning. But I'd like to know whether the 50% of the ballistic missiles + launchers can be utilized, why if Iran still has an Air Force was it not being used & are all these...
Gulf States Eye Takeover of CBS and CNN
Three Gulf States are about to claim ownership of companies that own CBS and CNN. Who are they exactly and what do they want? I went looking. Latest for @TheAnkler https://t.co/PtldZMTkBC

Sustainable Supply Chains: Plan Smarter, Waste Less, Move Efficiently
Earth Day: sustainability is built into the daily supply chain choices - plan smarter, waste less, move efficiently. #EarthDay #SupplyChain https://t.co/As8cZeuhSD

Seedance 2.0 Delivers Ultra‑Realistic AI UGC Ads
How I Make (insanely) Realistic AI UGC ads with Seedance 2.0 WATCH HERE 👉 https://t.co/WXdgLmQEox In this video, I show you how I use Seedance 2 to create insanely realistic AI UGC ads for dropshipping. The biggest game changer is the...

Kailera Leads, SANA Ranks #2 Among Biggest Biotech IPOs
The excellent @biospace 📊👇shows the 5 biggest IPOs in BioTech history. At the top of this list is of course Kailera Therapeutics $KLRA with its $625M blockbuster IPO - the largest public offering in recent years. The one that caught...
Iran Conflict: Strategic Threat or Opportunity for China?
Is the Iran war a strategic threat or an opportunity for China? https://t.co/E82r5V2x3h @QamarEnergy @TheNational
New $10M Funding Fuels Drilling,
A C$10M raise from @AstraExp, a bought deal from high-quality resource funds. This will ramp up drilling, in a system already demonstrating size and growth potential, what could set up this #gold stock for a major re-rate. We're actively buying:...
Social Support Beats Policy‑blind Trauma Treatment for Recovery
Treating trauma while ignoring the social and political conditions that generate it risks turning medicine into a repair shop for problems our policies continue to produce. The strongest predictor of sustained recovery from addiction is social support. https://t.co/HoXy8efgWf
Copper Market Tightening Fast, Global Cathode Deficit Looms
Major metals trader Mercuria recently published to their clients feedback from the CESCO copper conference in Chile. We have read it and, in short, the copper market is tightening, fast. Mercuria believe that a global (ex-US) deficit in cathode is coming...

Mapping Hormuz Bypass Easy, Execution Far More Challenging
Bypassing Hormuz: “You can draw beautiful lines on the map. To try to make it happen in reality is something else.” @QamarEnergy @ColumbiaUEnergy @rfelliott https://t.co/JKNGbORqzA
AI Regulation Boom to Spawn $5B Compliance Industry by 2027
"By 2027, fragmented AI regulation will grow to cover 50% of the world's economies, driving $5 billion in compliance investment." Thus begins a whole new industry.

WTI Climbs 11% as US‑UK Spread Flips Dramatically
US oil (WTI) is up 11% on the week again as we move back above 93. Meanwhile, the US-UK (WTI-Brent) spread has swung back from the unusual positive extreme (+2.50, highest since Nov 2008) back to negative extreme (-8.75). Basis...
Flight Attendant Forced Off for Demanding Chinese Language
Off-Duty Flight Attendant Demands Crew Speak Chinese, Gets Kicked Off Flight - View from the Wing https://t.co/2Kf6VFMD9n
Grain Aims to Select D2D Satellite Operator in 90 Days
"Grain believes that this competitive process can be completed within 90 days ... and will facilitate the swift identification of a qualified D2D satellite operator capable of deploying the spectrum nationwide on the timelines suggested by Grain" https://t.co/gOlCA8ZxqR
Great Lakes Cities Poised for Climate‑Driven Real Estate Boom
Wildfires and floods put $15 trillion in real estate at risk. Could the Great Lakes be America's last climate haven? 🌎 🔥 🌊 I test the theory using Redfin data to see if Detroit, Milwaukee, and Buffalo are primed for a...
Structure Your Blog First, Rankings Follow
Google doesn't hate your blog posts. You're publishing without structure. That's why nothing ranks. Site-wide: - Topical map - Pillar pages - Hubs or clusters Page-level: - Competitive research - Consensus analysis - Keyword data Structure first. Writing second.
EU Faces Costly, Complex Break From US Tech Dominance
With so much of #Europe’s technology provided by a few US tech giants, alongside “troves of sensitive data,” it won’t be easy or cheap for the #EU to wean itself off this digital dependency. Via @MathieuPollet_ & Anouk Schlung @POLITICOEurope https://t.co/WNaVH4mBtt