AA Introduces Private Terminal for ConciergeKey Members
American Airlines Will Add PS Private Terminal Access For ConciergeKey Members - View from the Wing https://t.co/C3D32dhY2M
Scam Trucking Calls Overseas Keep Calling You “Boss”
I’ve been listening in on a number of calls to overseas scam trucking companies and I’ll tell ya, they really do call you “boss” all the time
Discussing Oil's Future and Hormuz Tensions with BBG
Joining the @BBGIntelligence energy team this morning for a chat about oil and the Hormuz of it all https://t.co/dKW2nLoYqd
Rivian CEO Announces R2 Volume Production Launch
Rivian CEO @RJScaringe joins us on Bloomberg Tech today as R2 starts volume, saleable production. 8:10amPST @BloombergTV
Tiny Data Center Gas Projects Outpace Morocco’s Emissions
"New gas projects linked to just 11 data center campuses around the US have the potential to create more greenhouse gases than the country of Morocco emitted in 2024." -Wired There's a better way. At Firma Power we're chatting that way...
Schwartz's CDC Success Hinges on Kennedy's Authority
Is Erica Schwartz a good pick for #CDC director? Experts say as long as she reports to Kennedy, it doesn't much matter. “She could be terrible, she could be great. But it’s really: What is the secretary going to allow?”...
Low Current Usage Means
In other words, hardly anyone uses it right now. But the consequence is that capacity if usage eventually picks up will be much lower than the 3bps/Hz that many have assumed https://t.co/bHpNSHfCA9 https://t.co/nyCcHY1ALR
Consumers Already Won the 5G Speed War
.@TMobile and @Verizon are fighting a war over speed that consumers already won. The only 5G killer app is the speed test app itself. Everything else runs fine on 4G. 🧵📉 #Telecom #5G
Leverage Like Banks: Build Wealth Through Real Estate
Banks have been using leverage to build wealth for 200 years. They lend money to people who buy assets that go up in value. They've been running the real estate playbook on you. Time to run it yourself.
CDC Vaccine Efficacy Report on Halved Winter Hospitalizations Shelved
The #CDC report that showed the #Covid vaccine halved the risk of a recipient needing emergency care or hospitalization this winter has been shelved by HHS, @bylenasun reports. https://t.co/tCNx8LSIKn
AI Generates Realistic Luxury Email Mockup in One Prompt
ChatGPT Images 2.0 made this with a single prompt and no edits. Here's the full prompt I used: Create a full-length, tall vertical ecommerce email mockup for MVMT, a modern watch and accessories brand for millennials. Design a highly realistic premium DTC email...
Iran War Sparks Massive Commodity Price Surge, Markets Stable
Since the start of the Iran war... Jet Fuel: +60% Sulfur: +53% Urea: +49% Heating Oil: +46% Diesel: +46% Brent Crude Oil: +36% Fertilizer: +35% Gasoline: +35% WTI Crude Oil: +35% European Natural Gas: +33% Palm Oil: +14% Coal: +12% Iron Ore: +8% Rice: +6% S&P 500: +3% $VIX: -4%
IRS Court Victory Expands Power to Challenge Dubious Deals
New from me today: IRS gets a big victory in court over Liberty Global's "Project Soy" maneuver. The ruling could help the government attack business transactions it deems dubious. Link below:
ReSeed Deploys $125M, Launches Cohort 3 GPs
ReSeed Cohort 3 Launch Week: Boulder, CO Rhett came to me with the idea for ReSeed ("y-combinator for real estate GPs") in '22. We started the business with a fantastic team of co-founders and an incredible anchor investor in early '23. Since...
AI's Quiet Revolution: Vision Tech Optimizes Retail Operations
Most people think AI in retail is about self-checkout, but the biggest impact is happening behind the scenes. Computer vision is now used for shelf monitoring, loss prevention, and safety by tracking inventory, detecting risks, and identifying issues in real...
EMP‑01 Shows Strong Patient‑Reported Gains in Social Anxiety
What incredible news to wake up to! Some weeks ago, @ataibeckley reported positive topline results for EMP-01 (oral R-MDMA, a patent-protected version of #MDMA) for Social Anxiety Disorder(SAD). The data reported was the reduction in symptoms as reported by the treating...
Volvo’s Sustainability Chief Discusses Green Mobility Future
Hey all, I'm on another podcast with my pal Craig Cole for GreenCars.com . First episode is now available with guest Vanessa Butani, head of global sustainability at Volvo Cars. You can find the audio version at https://shows.acast.com/greencars-the-podcast/episodes/s2-e1-vanessa-butani-volvo
Are Oil‑Derived Artificial Flavors Truly Non‑Carcinogenic?
Can someone that's smarter than me explain how artificial flavors derived from crude oil are not carcinogenic?
TV Q&A: VSeeBox, NCIS Ratings, Verizon Fees
TV Q&A: What’s the deal with the vSeeBox? How do the #ncis shows compare ratings-wise? Why was @Verizon attempting to charge for on demand shows that should be free? Via @TribLIVE https://t.co/SOn4JNF5sH https://t.co/xcHphXlwft
ECB Fuels US‑payment Paranoia to Accelerate Digital Euro
ECB's Piero Cipollone is currently being grilled by Nicolas Veron on the digital euro in a refreshingly sharp way. Veron just pointed out that the ECB's paranoia about the US payment companies pulling out of Europe is somewhat far-fetched, to...
EU Unlocks €90 Billion Loan for Ukraine After Veto Lifted
"Ukraine will finally start receiving a €90 billion ($106 billion) loan from the European Union after Hungary lifted its veto, ending months of wrangling over the vital cash injection for the war-torn country. EU ambassadors gave preliminary approval for the loan’s...
Marathon Ranks Fourth in U.S. Sales Despite $40 Price
Marathon was the fourth best-selling game in the U.S. last month. That's by revenue, which is notable given it's only a $40 game. No one knows if that's good enough for Bungie and Sony but it's far from a dismal...
Markets Already Discounted Trump's Post‑2025 Tariff Threats
Not sure I follow you on this one. After April 2025 markets largely discounted Trump‘s tariff threats. See my ebook, World War Trade https://t.co/WUh40aRFn0
Dell's Billion-Dollar Gift Positions UT as Health Hub
@MichaelDell is a true leader & visionary. "A society grows old when men plant trees whose shade they'll never sit under." We need more US boomers to step up and reinvest in their grandchildren & communities like Dell. With...
Homebuilders Cut Spec Inventory, Boosting Margins
Homebuilders like $DHI and $TMHC reporting sharp, swift declines in unsold finished homes during earnings so far is good news for the sector. Excess spec inventory has been one of the biggest drags on margins in recent years.
Medical AI Lacks Proof of Patient Care Benefits
On the lack of compelling evidence that medical AI is improving patient care, and what to do about it, a @NatureMedicine editorial https://t.co/kQiN6L2ai7 https://t.co/zhae0bFZ8R
DOJ Probes Sports Streaming Pricing Competition and Bidding
Antitrust attorney Charlie Beller hints at what DOJ is looking at in its probe of sports moving to streaming. "The key antitrust question is whether the process by which those prices are set remains competitive. Are multiple parties able to...
GEV's Orders Surge 71% with Margin Boost
$GEV: strong revenues/order momentum continues along with profitability w margins beating by 230 bps. Total orders of $18.3bn were +71% organic y/y - Power orders +10%, Wind orders +85% and Electrification orders +86%.
Threads’ Algorithm Makes Old Posts Feel Freshly Missed
Open Threads & I see a banger post before I realize it’s from 2 days ago & I totally missed it. The algo here makes you feel simultaneously late to the party & somehow also there. Just me? I’m not really...
Boeing's Backlog Soars as Demand Outpaces Supply
$BA: Commercial Airplanes revs up 13% and Defense up 21%. Incredible backlog at $695B. Demand far outstrips supply.
NFL Takes Fight to FCC Over Sports Streaming
As federal regulators scrutinize the migration of sports to streaming, the NFL is going on the offensive. Top execs make trip to DC for meeting with senior FCC staffers. https://t.co/8qAgNq0k3L
DTC Brands Face Rising Meta Fraud, Must Self‑Defend
We are seeing a higher rate of fraudulent orders on a DTC site all coming from Meta. It's gotten so bad that for every 5 orders, roughly 2 are fraud. Meta doesn't really have an answer here that we're not already...
AirSpaceIntel Leads the Way to FAA Reform
Incredible work from @AirSpaceIntel and team. This is the path to fixing our FAA and improving air safety.
AI‑Driven Discoveries Shift Medicine to Understanding the How
The Real Era of the Art of Medicine Begins with Artificial Intelligence. I mean, when AI discovers new treatments and runs in silico clinical trials that physicians, pharma companies, or medical innovators would never think of, our job will be understanding the...
U.S. Deploys Ukrainian Counter‑Drone System at Saudi Base
"The U.S. military has introduced Ukrainian counter-drone technology in recent weeks at a key U.S. air base in Saudi Arabia, according to five people with knowledge of the matter, as it seeks to stem attacks that have destroyed aircraft and...
D2D Measurements Match T‑Mobile’s LA Cellular Performance
Here is how Ookla’s D2D network measurements in the U.S. compare against typical terrestrial, cellular network measurements. These terrestrial measurements were taken on T-Mobile’s network in Los Angeles, a city with generally excellent cellular coverage. https://t.co/PajgLycesP https://t.co/LerjEY7TWs
Optimized Warehouse Layout Turns Space Into Strategic Advantage
A well-optimized warehouse is more than just storage space—it's a strategic asset that drives efficiency, speed, and cost control across the supply chain. Successful warehouse optimization begins with detailed visual layouts that clearly map how space, inventory, and workflows interact. Key Elements...
US Cuts Iran Oil, Delivering Sharp Economic Pain
The best way to deal with a belligerent oil exporter is to cut off its oil exports. The West dropped the ball on Russia in 2022, but the US is now doing this right with Iran. Iran faces severe economic...
Keyton Launches Australia’s First Passive House Retirement Home
"One of the country’s largest retirement living developers, Keyton, has unveiled what it says is Australia’s first Passive House built within a retirement village, drawing industry attention after previewing the concept last year" #passivhaus #passivehouse https://t.co/MxFWA82cXY https://t.co/5AOoVlyEiM
One Prompt, 30 Editable Assets—No Photoshop Needed
GPT Image 2 just dropped on ChatGPT. Everyone's hammering it for single images. I ran it inside @lovart_ai instead. The workflow isn't on the same planet. One prompt. 30 campaign assets. Editable text layers. Zero Photoshop. Here's what happened 🧵 https://t.co/iTxSgC27L9
Nicaragua, Equatorial Guinea Become New Hubs for Shadow Fleet
Nicaragua and Equatorial Guinea emerge as latest homes for sprawling shadow fleet https://t.co/cUf7PMxpxp via @splash_247
Lithium Recycling Projects Underperform Amid Market Turn
Another sign of the #lithium market turn. The recycling of projects that haven’t performed. My head is firmly in the sand here. What has been delivered so far? Nothing wrong with the points on the slide but the performance of the...
Secure Mineral Supply Will Cost a National Security Premium
.@USTradeRep on critical minerals: "We will all pay a national security premium to have a secure supply chain"
US Seeks Warrants to Seize Dozens of Venezuela Oil Tankers
Exclusive: US files for warrants to seize dozens more Venezuela-linked oil tankers, sources say https://t.co/qJcYsHjzVZ
Shipping CEO Warns Post‑war World Won’t Revert
A top shipping company: “We will not go back to the world where we used to” “It’s a bit naive to say that, after this has ended, that things will go back to pre-war situations,” said Tamura, CEO of Mitsui OSK Iran...
Adaptive Reuse Cuts Waste, Emissions, Preserves Local Character
"This adaptive reuse strategy significantly reduces demolition waste and embodied emissions, while contributing to the retention of local architectural character." #passivhaus #passivehouse https://t.co/9JwR3Lnbsz https://t.co/FTkTlQ6jGE
Today's Energy Crisis Fueled by Crowd Speculation, Not Scarcity
FWIW - The most important difference between today's energy crisis and the one from the 70s is the crowd's ability to gamble on it. As energy and food inflation take hold, it is hard not to imagine the meming of commodities. Then...
Partner with GEOs to Curb AI Spam, Boost Ad Adoption
I hope they work with those GEO partners to reel in risky or spammy tactics to game AI search. :) This can be a good thing. Also several mentions of advertising in AI... So maybe working with those GEO partners...
Winning the Attention War Redefines Banking
[New Episode] How to Win the Attention War: Why Banking Will Never Be the Same. Interview with @AlexH_Johnson of @FintechTakes & @MaryMWisniewski of @CstoneAdvisors. Watch the latest episode: https://t.co/KgtYKWsdlp https://t.co/1YoAmwYkAd
Australia’s Tallest Build‑to‑Rent Timber Tower Gets Passivhaus Certification
"$330m Deal Clears Way for Australia’s Tallest Build-to-Rent Timber Tower - adaptive reuse, combining mass timber at scale with Passivhaus certification for the first time in Australia." #passivhaus #passivehouse https://t.co/LWTGVGpiC4 https://t.co/pIJyWjH0vc