Trump's Tax Rollback Fuels Surge in Oil Tanker Orders
Massive surge in new oil tanker orders. And no, this isn’t just about the Iran war. The big reason is that Trump and @michaelgwaltz flattened @IMOSecGen’s UN/IMO carbon tax push last year. Remove the green choke collar and capital starts moving again. Of course the EU will never thank 🇺🇸 but Trump saved Europe from a massive energy shortage in 2030.
Media Value Equals Audience Size, Buying Power, Influence
Media value = audience size * buying power * how influential you are over them.
CPU Designs Race Ahead, yet Trail AI Breakthroughs
Processor architectures are evolving faster than ever, but they still lag the pace of AI development https://t.co/KPtUjyF6PQ #processors #CPU @Arm #AgenticAI @Synopsys @unisouthampton @arteris_noc @quadric_io #NPU @Keysight @Cadence @AlphaDesignAI https://t.co/3Nu81L1qgc
JPMorgan Backs Carbon Removal Startup that Also Prevents Wildfires
Exclusive: @jpmorgan strikes carbon removal deal with startup Graphyte @CarbonCasting that doubles as wildfire prevention https://t.co/MCp67lxMCt via @axios
AI Boosts Sustainable Energy Through Policy, Infrastructure, Clean Power
AI can drive sustainable energy management. Leaders highlight that it needs three things: efficiency-focused policies, energy-efficient infrastructure, and cleaner electricity. Tech can secure energy and boost sustainability. https://t.co/jmV7eLsSHS
Midea Launches PV‑compatible Indoor Heat Pump for Tight Homes
Midea unveils PV-compatible indoor heat pump for space-constrained residential applications #energysky -- via pv magazine global: https://t.co/APeN9HA8jx
Trump Blames NATO, but Europe Doubts US Security Guarantee
Classic Trump to externalise the sh'tshow he has created in the ME on Europe by linking it to "NATO not helping" ... plays well the base, but has very little influence in Europe as no one serious here has believed...
Rising Bond Supply Threatens Tight Spreads, Rotate Funds
Bond issuance is surging. More supply into already tight spreads. That math doesn't work forever. When the dam breaks, you want a fund that rotates. $JOJO. https://t.co/rq34u6KTHX
Only Seven Ships Cross Strait Post‑Ceasefire, Mostly Bulk Car
only seven vessels have passed through the strait since the ceasefire went into effect on tuesday. six of them bulk cargo carriers, the other apparently a chinese-owned tanker.
People Want Density Only When It Looks Attractive
100% agreed Aesthetics absolutely matter. And it’s not unreasonable for people to *want* to only add density to their neighborhoods if it looks “nice”
LA Times Ignored Silicon Beach, Prompting New Newsletter
The LA Times wrote an obituary for Silicon Beach and missed one of the killers: itself. No one covers tech in LA. One of the top engineering hubs in the country, and it's basically invisible. So I started a newsletter: https://t.co/chvof31tOQ Subscribe or...
Discord Introduces Full‑Screen Hero Ads and Instant Play Quests
Discord is working on two new ad formats. 🖥️ Hero Ads: A full-screen takeover format. 🎮 Instant Play Quests: Stream/Play within Discord.
Wisconsin Tribes Push Gov. Evers to Sign Mobile Betting Bill
Wisconsin mobile betting bill update: All of the state's gaming tribes today issued a letter asking Gov. Tony Evers to sign a bill that would allow them to offer mobile sports betting in the state; Evers has reportedly sought unanimous...
Smaller Kids' Bedrooms Cut Costs in Rowhomes
More bedrooms ONLY cost more money if they make the overall home size larger … which is exactly why @americanhousing we are building rowhomes with much smaller bedrooms deigned *for* little kids Check out the middle floor of our prototype...
Protect Your Family: Estate Planning Beats 40% Tax
If you die without a plan... - The government takes 40% in tax - Probate court costs $100k+ - Your kids get the scraps If you love your family, here's every document you need to protect them: (from a CPA & father of two)
First Meeting Leads to Last‑Touch Attribution on Acquisition
I met Chad two days ago for the first time and Gruns got acquired. From a last touch perspective I have to be attributed as part of this sale.
B‑cell Reboot Shows Promise Across Multiple Autoimmune Diseases
More success for rebooting B cells towards cure of different autoimmune diseases beyond lupus, MS and others https://t.co/sFGMiFeiEF https://t.co/Dbvca9eox8
FHA Delinquency Spike Mostly Reporting Artifact, Not Borrower Weakness
New paper argues that 92% of the increase in FHA mortgage delinquencies between Sept. 2025 and Jan. 2026 "is driven by how an FHA policy change is reported rather than increasing financial fragility among FHA borrowers" https://t.co/uRxP5BtOQO
Interscope's Odd Choices Stalled Nicole Scherzinger's Solo Potential
nicole scherzinger probably could've had a pretty good solo career if interscope wasn't like "we gave a record deal to a burlesque show for some reason and need someone to be the face of it"
Atlanta’s Skyline Transformed: Before‑After Views Reveal Massive Change
I wonder if the people who are new to Atlanta (or the ones who will visit for the FIFA games) realize the major changes over the last several years. Here are a few of my favorite before-and-after images.
AI Slashes Amgen's Drug Development Timelines up to 70%
Morgan Stanley met with Amgen (biotech) management on how AI is benefiting their workflows. Key findings: - 8%: Approximate industry drug-development success rate Amgen cited as the baseline AI could help improve. - 10–14 years: Typical drug-development cycle time Amgen cited...
NYC Simplifies Backyard ADUs for Affordable Housing
I love that NYC is making it easier to build housing with backyard ADUs that you can install for $200k and rent or use for family. A few here from the @nytimes: https://t.co/2TcTnKKRwm
APP's Ecommerce Surge Beats Expectations, GenAI Boosts Performance
Another $APP note this morning from BTIG after they hosted a call with an adtech consulting firm (ie expert) earlier this week (I was on the call)... Lots of positive commentary... the expert said that $APP's push into ecommerce continues to...
Jones Day's Pro‑Industry Brief Sparks Appellate Curiosity
I am impressed that Jones Day managed to come up with anything that supports the easement syndication industry's view of the world. I am looking forward to see what the appellate court makes of it. https://t.co/8UkCT0OnnF
South Australia Launches First‑ever Renewable Tender Under New Law
South Australia opens tender for large-scale renewables under Australian-first legislation #energysky -- via pv-tech: https://t.co/zUfY2iuDw8
MovieFlow Releases Seedance 2.0, Kling
🚨 MovieFlow just launched Seedance 2.0 and Kling 3.0. And you can generate your first 15 seconds completely free right now. No card. No catch. Here's everything you need to know 🧵
Universal Commerce Protocol Upgrade Launches on Shopify
New version of Universal Commerce Protocol (UCP 2026-04-08) just got finalized. Carts (!), Catalog discovery features, Order status,, Signals support, ... Big step step function upgrade for agentic commerce. https://t.co/Q9hGXUUmLr Coming soon to every Shopify storefront.
Designing Sleek Tech Workspaces: Straight Edges & Silver
GETTING TECHNICAL. A mood board for some projects I'm working on right now, creating spaces for teams in the world of tech. Straight edges, silver, structure, wires. https://t.co/vhkpsNZJNq
Men Sabotage Romance‑sci‑fi, Stifling Genre Growth
Soo…I started writing a book and I’m having a lot of fun. But I couldn’t let go of my question about why there aren’t more books in this genre (romance set in a sci-fi setting) So I kept digging and learned...
Procurement Success Depends on Strategic Talent Management
“Effective talent management is one of the key conduits to nurture people capability. Your Procurement function must have the appropriate talent to achieve its goals and sustain its organizational contribution.” 🔗 https://t.co/flN6hAM2qi #procurement #purchasing #supplychain https://t.co/plvSQzifMf
Iran's Drone Strikes Drop to Seven After Massive Launch
Iran has so far fired just 7 drones today, all at Bahrain, this after launching a monthly high of 149 missiles and drones yesterday. Will it last? Will it get ships moving? https://t.co/RNn07BEdGM
Brazil Hikes Ethanol Blend; Argentina Lifts Corn Forecast
In case you missed it, some pertinent news came out of South America Wednesday afternoon. 🇧🇷Brazil wants to raise ethanol's mix in gasoline to 32% from 30% by the end of June 🇦🇷Argentina's Rosario exchange raised the 25/26 corn crop to 67...
Rising Memory Costs Threaten AI ROI and Market Confidence
While we talk about memory prices 📈, and while that is true (great for memory names), I am worried about what this does to capex costs and in return on AI $$. If the cost to serve AI goes...
Since Emissions Happen, Choose Cleaner Natural Gas over Diesel
Yes, we are getting the emissions one way or another. Might as well put the fuel to use. Plus, natgas is far cleaner than diesel
Japan's Oil Outlook Improves, but SPR Usage Persists
Japan updates on its oil situation (And it looks better that I had expected; but note that the country is signalling continues use of its SPR)
SpaceX Poised to Own Every Layer of Tech Stack
SpaceX, across Musk’s constellation of assets, has a plausible path to owning every single layer. Chips. Models. Data. Internet delivery. And the rockets to put it all wherever physics allows. No other company has that opportunity. https://t.co/W4WPXCFNsz
Witkoff May Mediate Elliman‑Shvo Brokerage Fee Dispute
Maybe #Witkoff can broker peace btw #Elliman+#Shvo. Shvo's #MandarinOriental units subject of #brokerage suit v dvpr alleging he chintzed out on paying Elliman fees. 1 of a growing # of cases re project. #685Fifth #realestate #CRE #NYC #litigation #condo https://t.co/GfBc7tgI7S
Axios Profits From Meta Ads While Criticizing Platform
Solid example of difference between a news org and a social media platform. - Axios has been running endless Meta ad $$$ campaigns while its independent newsroom reports on Meta’s court losses for harming children - Axios reports Meta is removing...
Kids Films Lead Theatrical Hits; Netflix Animation Lags
I found that Kids Entertainment made up the 2nd-largest share of 40 successful original/new-to-screen theatrical films (2021–2025). Meanwhile, Netflix’s original animation still struggles to break through. Given Brad Bird's talent, I'm hoping he changes that.
Massive Untapped Copper Resource Highlights Decade‑Long Deficit
The #copper deficit is, in my view, one of the most underpriced macro stories of the decade. Our portfolio company @SuperCopperCo has just defined a kilometre-scale copper target: 800m of strike, ~400m wide, ~400m deep - and open in all directions. Historical...
South Korea Deploys 24‑Hour High‑Altitude Strategic Drone
Busan, April 8, 2026. South Korea rolls out its first production strategist drone... the MUAV/KUS-FS. 13m fuselage, massive 25–26m wingspan, powered by a 1,200 hp turboprop. Developed domestically with 90% local parts by Korean Air, Hanwha, and LIG Nex1. It can...
Tesla's Unconfirmed Entry‑Level Model Likely 2028 Debut
Reuters reports $TSLA is in early development for a new entry-level vehicle, roughly 5% smaller than the Cybercab. It reportedly has NOT received a green light yet, and no timing was given. My first reaction was click bait. My take: We’ve...
Pixel's At‑a‑Glance to Show Nearby Restaurant Tips
🥘 'Restaurant Insights' feature could bring location-aware menu tips to the Pixel’s At a Glance widget Google could also allow you to access passes quickly from at a glance with 'Passes nearby' ✅ Details - https://t.co/z8mtBzvKTk https://t.co/djh4mDvnF9
February Sees Biggest Seller Price Cuts Since 2012
More sellers are cutting prices than any February since 2012, and they are having to adjust their expectations down by $40k on average. That's according to a new Redfin report (link in thread). https://t.co/uokLEo4VDR
Robotic Hull Cleaner Tackles Biofouling in Oceans
CLIIN #Robotics’ Hull-Cleaning #Robot Fights Biofouling at Sea via @WevolverApp #Innovation #ArtificialIntelligence #ML #Technology https://t.co/hnlmI6Nn2w
Mexico's Climate‑scientist President Backs Controversial Shale Gas
Mexico President Claudia Sheinbaum, a climate scientist by training, makes a policy U-turn, now backing the development of shale gas deposits in her country (which means fracking, even if she avoided using that word — a taboo in Mexico —...
Tesla FSD Anticipates Pedestrian, Prevents Near Miss
I got thanked for nothing. Tesla's FSD did a good job anticipating this pedestrian's movements and desire to cross the street. I might not have seen them in time and the pedestrian even hesitates slightly to make sure it was...
AI Dresses Me, Showcasing Stitch Fix’s Comeback
In this week's @ReadTheAisle newsletter, I cover OpenAI drama, outraged Amazon sellers...and me getting dressed by an AI. Stitch Fix's Vision tool generated this image of me using real inventory, and calibrated to my style profile (which, yes, I need to...
Thin Catalogues Need Browse, Not AI Search
I had a conversation recently that reminded me how badly empty search results can damage an early-stage ecommerce site. The team was excited about adding AI-powered search, and the logic was hard to argue with on the surface. Modern feature,...
Low Offers Signal Market Risk, Not Lowballing
One of the most frequent complaints we get is that our offer is too low. Usually it’s because we’re seeing something in the data the seller isn’t. Recently, someone complained on X that they only got 70% of their home’s value...