AI-Powered Attacks Foreshadow Automated, Scalable Cyber Threats
Early AI-driven cyberattacks show systems can find vulnerabilities with little human input. Still rare, but signaling more automated, scalable threats. As AI advances, organizations must prioritize speed, visibility & resilience. https://t.co/rCsmckczrM
AI Powers Restaurant Automation and Loyalty Rewards
AI for restaurants. @HostBuddy_AI lets restaurants automate themselves and add loyalty programs that will reward repeat customers. Here's founder Sagar Gola telling me about it. https://t.co/f4idphjguH
Life‑Science Lab Real Estate Bounces Back, Investors Take Note
Life sciences lab real estate is on the rebound. What it means for investors @CNBC #realestate #biotech #realestateinvesting https://t.co/Ts7hAvMYed
Safety First: Autonomous Tech Must Outpace Driver Recklessness
It's hard to understand some driver's actions but I do look forward to when all autonomous systems prioritize safety over hype and headlines. In this instance, there wasn't much for Tesla's FSD to do as the driver ahead executed this dick...
Parents Demand Transparency as FCC Reviews Kids TV Ratings
Years ago, Congress passed a law that empowers parents to decide the types of TV programs that are appropriate for their kids by standing up a TV show ratings system. But recently, parents have raised concerns with the industry’s approach—including with...
FAST Complements, but Won’t Replace Paywalled Live Sports
There’s nuance to “FAST’s booming popularity” and live sports economics IMHO — so let’s summarize the nuances before unpacking them further below: • FAST is best understood today as a complementary distribution and monetization layer, but not a replacement for premium...
Prelude Tx Unveils Early-Stage KAT6A Degrader
Looking through my #aacr26 collection of posters from yesterday. Prelude Tx have a KAT6A degrader (PRT13722) in early development to compete with inhibitors: https://t.co/23zBtCX8Hs
Sherman's Costs: One‑Third Public, $1‑1.5 B Estimated
More Sherman: 2/3 private cost, 1/3 public, so that would make the total public cost either $1B or $1.5B depending on whether $3B is the total cost or just the private cost. And, of course, this is before any land...
UN: Renewables Boom Demands Massive Critical Mineral Mining
On Earth Day, UN Secretary-General calls for unleashing "the renewables revolution" - a push that inevitably will require far more mining/processing of critical minerals
US Petroleum Stocks Dip Modestly as Gasoline Falls, Crude Rises
US commercial petroleum inventories declined by only 1.8 MMbbl last week, driven by ongoing declines in gasoline (-4.6) and gasoline (-3.4) but offset by a 1.9 MMbbl build in crude together with inflows of NGLs. https://t.co/A15Ypw5oq9
Personalized CRISPR Poised to Become Standard Care
How individualized CRISPR genome editing can go from rare, expensive use to broader accessibility and a standard of care by @UrnovFyodor and Sadik Kassim @Nature https://t.co/ddc5ASPPAK https://t.co/GOFneIyuai
Navy Expands E‑2D Fleet Amid E‑3 Readiness Woes
The Navy wants to grow its E-2D fleet because Advanced Hawkeyes are seeing "accelerated service life burn down" as they are taking on more overland airborne early warning taskings This as E-3s face readiness issues and the E-7 has an uncertain...
Prominent Politicians and Groups Submit CFTC Prediction Market Comments
Some notable people/groups to file prediction market rule proposal comments to the CFTC: - Sens. Jack Reed and John Hickenlooper - Rep. Dina Titus - ProphetX - Kalispel Tribe of Indians - Florida Democratic Party - EDGE Markets
Lamb Weston Shares Plunge 20% Amid SAP Lawsuit
Lamb Weston's stock dropped 20% after problems were disclosed. A pension fund sued the company, CEO, and CFO, alleging they didn't fully disclose the magnitude of issues from a botched SAP implementation. #BusinessNews #Corporate https://t.co/vuGqpFaYyu
Merck Expands AI Push; Roche Reports MS Drug Data
Merck adds to pharma’s AI push; Roche details MS drug results https://t.co/VmpWyLhP9A $MRK $RHHBY $TGTX $RCUS $GILD #biotech
U.S. Retreats From Seas; Who Will Police Space?
Really good point. If the US is pulling back from policing the high seas, who will police the assets in outer space?
Chinese Battery Makers Lean on Gas Amid Lithium Crunch
Volt Insight briefing: Chinese battery companies' reliance on natural gas, CATL's mining push, and the lithium squeeze. Read more and sign up to my newsletter here: https://t.co/IUiScW74cK https://t.co/qZWMUx3kbM
New Receptor Enables Bat Alphacoronavirus Entry Into Humans
Discovery of a new receptor by which alphacoronavirus from bats can get into human cells and the potential for transmission https://t.co/LE5sTVyfkS @Nature https://t.co/aszqnDMQqE @NatureNV https://t.co/ejnvrvr6BO
BMO Launches Governance-First Institute for AI and Quantum
BMO Centralizes AI and Quantum Efforts Into Governance-First Institute to Scale Responsible Innovation Launched enterprise-wide institute for applied AI + quantum technologies. Coordinates expertise: data science, governance, ethics, commercialisation. Goals: accelerate responsible AI adoption, improve client experience, boost operational efficiency, develop...
Google Signs Multi‑billion Deal for Nvidia GB300 AI Chips
Exclusive: Google deepens Thinking Machines Lab ties in a deal valued in 'single-digit billions,' per a source familiar. Includes access to Nvidia’s new GB300 chips + infra services to support model training and deployment. https://t.co/2fywSlR1Kp via @techcrunch
Private‑Equity Hospital Takeovers Cut Staff, Raise ER Deaths 13%
"When private equity firms acquire hospitals, they cut clinical staff to boost profits — and emergency room death rates rise 13%." — from INCORRUPTIBLE by Eric Ries, out May 26 https://t.co/QemqcsZZbq
Equities Ignore Oil Rise; Watch Key VWAP Levels
Equities markets don't seem to care that oil $CL_F is back above the 🔵anchor from the beginning of the war, not yet at least. Keep an eye on the 🟠⚓️VWAP from the ceasefire announcement and the 🔴VWAP from the YTD high...
S2P Fundamentals Are Simple Despite Varied Practices
“The Source-to-Pay (S2P) cycle is poorly understood partly b/c different orgs. adopt different practices for different types of spend. However, the fundamentals of an effective S2P process are straightforward.” 🔗 https://t.co/gy1EdLmJwM #procurement #purchasing #supplychain
Diesel Inventories Plummet, Prices Set to Hit Records
Watch diesel inventories. As I mentioned in various reports, I expect record-low diesel inventories with record prices.
Higher Jet Fuel Costs Will Naturally Reduce Flights
The market will take care of the jetfuel scarcities itself in Europe for example. When flight prices are up 2-3x for the summer season, fewer people will fly. It is as simple as that.
Comcast's New Unlimited Plans Boost Simplicity and ARPU
. @comcast has launched two new unlimited plans – Mobile Plus and Mobile Select – that aim to put more focus on premium features and simplicity. Their flat rate per line structure could improve ARPU compared to Comcast's legacy mobile...
FDA Approval Could Ignite Peptide Boom and Doping Grey Zone
Peptide space is going to blowup if FDA approves it. Interesting grey area for sports doping.
Debate Over Stealth Manufacturing Boom Sparks Misinterpretations
1/ @Noahpinion disagrees with my column https://t.co/jqdZIRreAO declaring a stealth manufacturing boom. He makes some good points, but I also I think he misconstrues some of what I wrote, and some underlying facts.
Brent Futures Gap Collapsed, Market Silence Prevails
The thing about markets is that stuff only gets talked about when it's apocalyptic. The gap between Dated Brent and futures has collapsed, so no one talks about it anymore. Sign up as a paying subscriber for my daily posts...
Trump's Spirit Stake Highlights Endless Airline Bailouts
Trump is likely to take a stake in Spirit, another bailout for an industry that keeps getting bailouts. Just re-regulate the airlines so it's a profitable and reasonable industry instead of a play for market power and subsidies. https://t.co/tiEtOKouPz
Lithium Deficit Persists Until 2035, Requires Massive Investment
Canaccord expects lithium markets to slip into deficit this year and remain there until at least 2035, calls for "significant investment in new supply" https://t.co/folUunEI4w
Rising Fuel Prices Boost Solar, EV, Heat Pump Demand
🎙️ Just on @AlJazeera on war & clean energy. Double-edged sword — but I'm optimistic long-term. High fuel prices make clean energy more economic than just weeks ago. Demand for solar, EVs and heat pumps is surging. https://t.co/3WP8kG7awM
Frontier AI Models Risk Degrading, Exposing Enterprises to Breaches
Article I'm quoted in on Forbes on the recent Claude model degrading. Note, I am not anti-Anthropic in anyway. I loved Opus 4.6 when it first came out. I almost bought a I <3 Claude t-shirt (kinda joking there). My...
Trump’s “Most‑favored‑nation” Deals Don’t Ensure Cheapest U.S. Drug
One lie worth refuting that @RobertKennedyJr keeps repeating across hours of testimony before Congress from the last week (final Senate Finance/HELP day today): The "most-favored nation" drug pricing deals that Trump crafted with 16 cos. DO NOT by any means guarantee...
Seize Generational Chance to Own American Spirit Branding
generational opportunity to acquire american spirit IP and create the greatest airline branding of all time https://t.co/izCJIJiPz5
Only Top 20% Can Afford Ontario, BC Homes
Average Incomes Aren't Good Enough To Buy A House In Ontario & BC Today: It's Just The Top 20% Of Incomes It was my honor to testify before the Finance Committee of Parliament for the 4th time & I got some...
Gumroad Offers SaaS Sales with 5% Fees
Gumroad is getting into helping people sell SaaS. We're a Merchant of Record (handle all sales taxes) and can reduce our fees from 10% to 5% if you're selling downloadable software. Email me if you're interested: sahil@gumroad.com
United Faces Rising Fuel Costs and War‑Hit Demand
$UAL Daily. Post-earnings, perhaps an early sign reality creeping into markets: United has serious jet fuel cost issues, coupled with international demand under pressure with ongoing war https://t.co/aLwgC9qngA
Doctors Profit Millions From No Surprises Act Loopholes
The big surprise of the No Surprises Act: Doctors are cashing in on the consumer protection law, getting paid $440,000 for breast reductions and $14,000 for steroid injections. Latest investigation with @sangerkatz: https://t.co/keJwqqAeLX
Redefining ‘First‑in‑Class’ Amid Faster Competing Therapies
How do we define “first in class” when there are others further ahead? This example is from Atheron Therapeutics w/ a CCNE1 degrader #aacr26 https://t.co/s22biREUrt
Anker THUS Chip Enables Large AI on Wearables
Anker THUS chip breaks computing rules to put big AI models on wearable devices https://www.techradar.com/ai-platforms-assistants/anker-thus-chip-breaks-computing-rules-to-put-big-ai-models-on-wearable-devices
James Gray's 'Paper Tiger' Lands Cannes Competition, Neon Acquires US
James Gray’s ‘Paper Tiger’ With Scarlett Johansson, Adam Driver and Miles Teller to Compete at Cannes as Neon Buys Film for North America (EXCLUSIVE) https://t.co/Viit9Cx0oT via @variety
FCC Proposes Rating Changes for Gender Identity Content
FCC wants to update content ratings to include gender identity material. Says FCC: “Recently, parents have raised concerns that controversial gender identity issues are being included or promoted in children’s programs without providing any disclosure or transparency to parents.”
Australia Emerges as Ideal Market for Satellite Systems
“Australia is our fourth-largest market. We’ve seen a lot of demand in Australia. In some ways, if you were designing the perfect market for a satellite system, it’s exactly Australia,” via The Australian Financial Review. https://t.co/nt5BfUmaLx
Buyanov Discusses Tarkov Success and New Sci‑Fi Shooter
Here's our exclusive interview with Nikita Buyanov, the creator of Escape From Tarkov and the upcoming sci-fi shooter Fragmentary Order #rantgamingstudios #fragmentaryorder #frago #cor3 #starkov https://t.co/AUZaEvergy @KahliefAdams @gamertagradio @frago @geoffkeighley @wario64 @vicious696 @halfbakedSteve @TimSweeneyEpic @tarkovarena @tarkov @Tarkov_Wiki @eft_de @tarkovreporter @Escape_TarkovFR...
Disney Calls for Long-Term Strategic Questions Ahead of Q2 Earnings
Five Long-Term Strategic Questions for Disney's Fiscal Q2 2026 Earnings Disney is refreshing its approach to earnings calls by seeking analysts’ long-term strategic questions for management to address on its upcoming earnings call $DIS https://t.co/IW73Ij7i75
Turning the NFL Draft Into a Profitable Business
Plus, I'll also be speaking with @dpbrugler about his annual The Beast and how he's helped make a business around the NFL Draft.
Traders Bet $430M on Oil Drop Pre‑Trump Ceasefire
Traders placed bets worth $430 million on a drop in crude prices just 15 minutes before President Trump said he would extend a ceasefire with Iran, which sent the market lower @a_coops1 https://t.co/v167motouv
Housing Supply Stabilizes While Demand Remains Tough
The supply trends in the housing market (both new and resale) have stabilized a lot this year even as demand continues to be challenging.
Missing Price Discovery Signals Looming Energy Market Crisis
“The lack of price discovery that we are seeing is so worrying to me, because in reality we are storing up a bigger problem for the future,” said Amrita Sen, founder and director of market intelligence at Energy Aspects. https://t.co/faWrJzysrl