Proactive Planning Safeguards MedTech Performance and Margins
Medtech has no margin for error. Lisa’s MPO article: From Reactive to Proactive—planning strategies to protect customer performance + margins. #MedTech #SupplyChain #Planning https://t.co/gQf2Q4uUXD
Freshly Revamped Montana Knife Co Homepage Shines
We first built the @Montanaknifeco store theme a while back. It’s been too long since we touched the homepage. Just shipped a refresh, and I love how it turned out. https://t.co/gUydjIbxnR
Avoid All‑In SAP; Blend Third‑Party Solutions
When upgrading to S/4HANA, be wary of going 'all-in' with SAP's entire tech stack. Spargroup learned that SAP's native warehouse management system wasn't ideal for their food distribution needs. Don't be afraid to integrate third-party solutions. #SAP #S4HANA #TechStrategy https://t.co/0zO5jFxduM
Platforms Lock Transcripts, Creating Artificial Data Silos
YouTube makes it effectively impossible to copy or download transcripts for videos, and Apple Podcasts limits how much of a transcript can be copied. I was trying to load a transcript into Claude, getting frustrated with it, and remarked to...
Drone Strikes Aren’t a Game—Listen to the Truth
As we watch the ghastly images of drone strikes on this app like it’s a video game and not real life, I encourage you to listen to this song which pretty much spells out the immoral or even amoral pretense...
Lucid Secures $1.05B, Swaps CEO, Expands Uber Robotaxi Deal
Lucid Group released a trifecta of major updates, announcing a $1.05 billion capital raise, a leadership change, and an expanded robotaxi partnership with Uber and an affiliate of Saudi Arabia’s Public Investment Fund. https://t.co/F4hrNUg0UO
US Blockade Shift Highlights Iran’s Strait Dominance
Looks like @ethanlevin did not read the USCENTOM notice that the blockade will not be enforced in the Strait of Hormuz, but in the Gulf of Oman and Arabian Sea. There is no reason to intercept close to the ports,...
Pluribus Boosts Light Viewer Engagement Over The Morning Show
When it comes to understanding the value of programming on streaming, Netflix wrote the manual. One of their key metrics is "Adjusted View Share". Do at-risk subscribers overindex as viewers of a given title? If yes, adjust the value of...
NJ Transit’s Service Gaps Cost Meadowlands Tourism Revenue
It's a real failure of NJ Transit, American Dream, Metlife tenants, and the state govt that there isn't regular service to Meadowlands (including American Dream) from Penn Station and Hoboken. So much forgone revenue. Missing a generational tourism windfall...
Full‑stack Meta Strategy Drives Scalable Brand Growth
Meta strategy Meta strategy + offer that converts at current CPMs Meta strategy + offer + creative that doesn't fatigue the same audience Meta strategy + offer + creative + not generic thank-you page Meta strategy + offer + creative + not generic...
Navy Repels Blockade‑Running Ships as Diplomatic Talks Continue
Navy Turns Around Ships Trying To Run Blockade Of Iran Meanwhile, CENTCOM says the blockade is working as communications between Washington and Tehran continue in hopes of more in-person talks. https://t.co/P2kOGPAyi5
Unpaid Call Still Required for Hospital Privileges
Your hospital privileges are tied to taking call. No call, no practice. That is the condition, not a choice. Corinne Sundar Rao calls it what it is: unpaid labor baked so deeply into the system that most physicians absorb it...
Minnesota Faces 3,800 Illegal Gambling Sites, Officials Warn
There are roughly 3,800 illegal gambling websites available to Minnesota residents, state Department of Public Safety officials estimated in a legislative hearing today
Prime Midtown Fetches $700+/Sqft in $385M Deal
$700+/foot for prime #Midtown. #SovereignPartners+#HudsonPoint may pay $385M for #575Fifth, at 5th+47th. #NYC #realestate #CRE #investmentsales #mortgage #Eastdil #Savills #Sakhai https://t.co/rwtwZ6wI0E
Beyond Ads: Positioning Product when Creative Budget Dries
Most people think I create & run ads. Me: How to effing position this product now. The creative has spent $5mn & there is no more juice out of it.
European Gas Prices Plunge to 7‑Week Low Amid Oversupply
CHART OF THE DAY: European natural gas benchmark prices (TTF) fall to 7-week low. Current prices are about the same as in late-January, when I don’t remember anyone in Brussels (or Frankfurt) talking about a crisis and/or inflation problem. LNG market...
Spain Leads EU by Legalizing 500,000 Undocumented Migrants
Spain continues to be one of the ONLY decent countries in the EU doing the right thing right now and stepping forward in ways that almost no other country has yet. Amazing. 🇪🇸 Spain approves plan to give around 500,000 undocumented...
Nominal.io Secures $53M IDIQ to Modernize Hardware Development
Excited to see @redglassvc portfolio company @Nominal_io receive this $53M IDIQ award. We are believers in this team, and their product roadmap to modernize hardware development and testing.
Levered Lending Cycles Always End the Same, Just Bigger
The FT pointing out what should be obvious: every levered lending cycle ends roughly the same way. New financing innovation, rapid growth, retail participation expands, crisis, etc Each cycle is bigger. Each wave of retail participation arrives later
Energy Sector Leads, Now 12% Dip—Inflation Hedge
Energy $XLE is the top-performing sector this year, and now it’s in a 12% drawdown. If you think this Iran conflict isn't over, or you just want an inflation hedge in the portfolio, it’s worth a look. https://t.co/jvKqx5faaw
Trump’s Iran Stance Ignores Need for Mutual Win
The KEY quote from Trump's interview with the NY Post. Re: #Iran: “I don’t want them [Iran] to feel like they have a win.” Problem with that approach is that for a negotiation to reach a deal, generally both sides need to...
From Second Life to Holodeck: Virtual Reality Accelerates
20 years ago when I worked at Microsoft we did a virtual world in Second Life. Couldn't even dream of something like this. But you can see the Holodeck arriving quickly now.
Amazon to Operate Globalstar Satellites, Launch Own System by 2027
Amazon told PCMag: “We expect the transaction to close in 2027, and at that point we plan to operate Globalstar’s existing satellite fleet, and their upcoming low Earth orbit satellites being manufactured by MDA Space, before deploying a next-generation DTD...
Create a Full AI Marketing System in 2 Hours
i'm running a live claude cowork workshop for non-technical people on april 22 by the end of the 2 hours, you'll have a fully set up marketing system on your computer that: > produces a full week of content in one sitting,...
Sweetgreen IPO Jumps 77%, Hits $6 B Valuation
WSJ, Nov 2021: "Sweetgreen shares jumped 77% in their debut. Shares of the salad chain closed at $49.50, valuing $SG at more than $6 billion." https://t.co/4nAeKtz5q0
Section 122 Tariffs Hampered by Undefined Terms
A discussion of section 122 -- balance of payments tariffs -- for those interested. Turns out that the statute never defined its key terms -- international payments problem, large and serious balance of payments deficit -- so there is a bit...
Minnesota Lawmakers Discuss Mobile Sports Betting Legalization
Minnesota lawmakers Tuesday will discuss, but not vote, on a mobile sports betting legalization bill; though no action will be taken today, a conversation in committee is a positive sign in what has been a long (long) journey to bringing...
CRE ETF Mirrors Market: Higher Highs, Lower Lows
$IYR Daily. Commercial real estate ETF may be a microcosm for broad market: Massive broadening pattern of higher highs but lower lows. Loose & sloppy since last summer. Tons of debt, empty buildings https://t.co/isus0WM0lO
GAO Warned in 2012: FMCSA Can't Probe Most Carriers
The Government Accountability Office warned about Chameleon Carriers all the way back in 2012 At that time they noted the FMCSA’s lack of ability to investigate these carriers. And they outline how only certain carriers are even looked into https://t.co/Cdhqf0rkwc
Studios Finally Admit Theatrical Windows Still Matter
As finally after 6 years Post-Covid even studios started to realise that theatrical windows DO MATTER, exhibitors union #CinemaUnited (formerly known as #NATO)’s CEO #MichaelOLeary went harder than ever in his “State of the Union” speech at #CinemaCon 2026, citing...
Drone Threat to Hormuz Could Force Iran’s Oil Embargo
If Iran can stop Western ships through the Strait of Hormuz with a few drones, the mighty US Navy can embargo Iran's oil. Goal is to bring the mullahs to the negotiating table in good faith. Iran is a gas...
Create Pro Video Ads in 90 Minutes – 70% Off
Seedance 2.0 just went live on Higgs for everyone. You can take one product image, write a few prompts, and have UGC, production-level, and lifestyle video ads ready in about 90 minutes. You can get up to 70% off right now with...
Extreme Brent Backwardation Pushes Physical Prices $20 Above Dated Brent
Charting the Brent complex today to add some context to the numbers bouncing around. Pretty well everything weird in the current oil market can be explained via *extreme* backwardation (i.e., near-term delivery premia), and as you can see the intense futures...
Check Levy, Reserve Fund, and Financials Before Buying
𝗪𝗵𝗮𝘁 𝘁𝗼 𝗖𝗵𝗲𝗰𝗸 𝗕𝗲𝗳𝗼𝗿𝗲 𝗕𝘂𝘆𝗶𝗻𝗴 𝗮 𝗦𝗲𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗧𝗶𝘁𝗹𝗲 ✅𝗟𝗲𝘃𝘆 𝗮𝗺𝗼𝘂𝗻𝘁, to confirm what the levy covers and whether the amount is realistic, not artificially lowered to attract buyers. ✅𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝗳𝘂𝗻𝗱 𝗯𝗮𝗹𝗮𝗻𝗰𝗲, to ensure the scheme holds adequate cash reserves to handle unexpected...
Tesla Lets Free‑charging Owners Skip Non‑free Stations
Tesla owners with free supercharging will now be able to opt out of routing to third party superchargers where free charging doesn’t apply
Twitch TOS Now Lets Them Dissect and Monetize Your Content
Twitch just updated the Terms of Service. IANAL, but my analysis: Section 4: Covers Authorized Users (3rd parties, Business Manager role, etc.) Section 8: Pieces apart your content (video, audio, images, text) to allow Twitch to provide and improve the platform.
Generic Marketing Saturates Music, Movies, and Influencers
Unfortunately this is pretty run of the mill marketing now for music, movies, influencer brands, etc
Samsung Doubles Exynos 2700 Output, Hikes Memory Die Prices
Samsung plans to more than double production of the Exynos 2700 next year compared to the 2600 The company also increased basic memory die prices by up to 50%
Suggest Your Favorite Creators for VidSummit 2026
Who should be on the VidSummit 2026 stage? Tag the creators, marketers, and industry leaders you want to hear from this year. https://t.co/gN26cat8aN
Case‑Shiller Reveals National Housing Price Crash.
If you show the Case-Shiller index instead of a median sales price index, prices have been crashing nationally "The drugs you're on," Wow https://t.co/98Oo6wuBbW
Heat Pumps Harvest Ambient Energy, Bypassing Oil Dependence
Heat pumps are the most efficient heating technology ever invented. They harvest and compress pre existing heat in the air, ground or water and transport it where it is needed. That energy is all around us. And it...
Most Miss How Social Media Marketing Operates
Wild to see how many people didn’t know how social media-based marketing works. The point of that Geese expose is in the last paragraph when the artist who “exposed” the marketing plan said she’d do it too. Fair to not...
U.S. Energy Self‑Sufficiency Shields Against Oil Shortages
Ellen Wald, a global energy analyst @ACGlobalEnergy... said: “The US is in a particularly advantageous position to do something like this. The United States is very well supplied. We pump a lot of our own oil. We’re not going to...
M&A Surge: AVNS, GSAT Deals Lead $13B Activity
Today's M&A and SPAC notes $AVNS to be acquired by American Industrial Partners for $25.00 cash per share, 72.1% premium, $1.3 billion $GSAT to be acquired by $AMZN for $90.00 in cash + stock, 23.5% premium, $11.7 billion $SZZL announced a business combination...
Townhouses: America’s City‑friendly Homes for Growing Families
I love townhouses. They have filled the neighborhoods of cities in and around downtowns for centuries. And Townhouses are fundamentally an *AMERICAN* housing typology. 🇺🇸 They are smaller, but family oriented housing … so the young people who move in to the...
Exploring AI's Societal Impact at SF Book Event
Join me this Wednesday in SF for an event celebrating the new book from NPR's Planet Money team. We'll talk about the impact of AI on society, how we think about the future at Anthropic, and maybe read some of...
Genetically Switched Microbes Aim to Cut Synthetic Nitrogen Use
Nitrogen fertilizer feeds 4 billion people. It also uses 2% of global energy to produce and loses nearly half of what's applied to runoff. Biology has promised a fix for decades. The problem: engineered microbes that make nitrogen can't also compete...
Drop the Checkout Gate, Boost Conversions Like Italic
Italic tested removing their membership gate for Black Friday. 30% of non-member shoppers later converted to paid members. Meanwhile you're forcing customers to create an account before checkout and wondering why your top-of-funnel traffic bounces.
Guy Adami Would Overhaul FAA Regulations
✈️ If @GuyAdami was put in charge of the FAA he'd be making some changes... https://t.co/Zu6PPQyL3B
Mandatory AC Mandate Overloads DWP, Triggers Panel Replacements
Good post And, by the way, the local politicians pushing mandatory AC have no idea of the tidal wave of work they would be sending to our already totally overloaded DWP (I bet ~25% of the main electrical panels in apt buildings...