FCC May Boost Starlink Power for Faster Broadband
D.C. Memo: @BrendanCarrFCC Planning to Allow @Starlink to Increase Power Levels, Yielding Much Faster Download Speeds: 'By discarding last century’s satellite regulations, we could see billions of dollars in benefits for the [U.S] economy and broadband speeds many times faster than what is available today.' Carr says https://t.co/ZIiPQXTp8n
Manycore Targets $130M Hong Kong IPO
Hangzhou ‘Six Little Dragons’ member Manycore seeks US$130m from Hong Kong IPO The spatial design software developer is selling 161 million shares priced between HK$6.72 and HK$7.62 each, with listing set for April 17 https://t.co/t3Gwcu6MsW via @scmpnews
Unitree Launches World's Cheapest Humanoid Robot Globally
Unitree to debut cheapest humanoid robot globally via Alibaba The international launch of the company’s cheapest humanoid robot next week is expected to cover North America, Europe, Japan and Singapore https://t.co/RHCUHGkTdh via @scmpnews
Tesla Confirms Plans for 14‑foot Affordable Model
NEWS: Tesla's smaller, affordable model plans are still alive, Reuters claims. Their sources say Tesla started talking to suppliers about a new model that'll be shorter, lighter, and much cheaper (well duh). They say it's 14 feet in length (MY is 15.7) https://t.co/6WB6iCkwKF.
Ceasefire's Rocky Start Dashes Initial Optimism
Rough Start to Ceasefire Curbs Yesterday's Enthusiasm: It seemed clear that yesterday’s euphoric reaction to the two-week ceasefire was exaggerated. Ceasefires often have been plagued with disputes and violations at the start. This one is no different.… https://t.co/Y2MeryYHcf https://t.co/2Lwkg8yq6W
Delta CEO: Lower Oil Prices Won’t Cut Ticket Fares
Delta CEO Says Fares May Not Go Down Even If Oil Prices Drop, And That’s Fine https://t.co/li464FU5CB
Innate Pharma Poised for Breakthrough with Astra Phase III
Innate Pharma $IPH. €110m market cap, decent net cash position (runway for another few Qs), and several key drug programs reaching critical milestones. The most significant is a Phase III trial (monalizumab in lung cancer) run with Astra $AZN, with...
Airlines Cite Fuel Prices for Bag Fees, Yet Promise Cuts?
Airlines Blame High Fuel Costs For Bag Fee Hikes — But Shouldn’t Promise To Cut Them When Costs Fall - View from the Wing https://t.co/BfaLdjobfh
Citizens' Punishment of Pro‑development Officials Fueled California’s Anti‑growth Shift
This is how California became anti-growth in the 60s/70s btw. Citizens just started relentlessly punishing local elected officials that didn't strangle development.
AI Fuels Next Cybersecurity Boom: 8 Stocks to Watch
From $244B to $699B: 8 Cybersecurity Stocks Positioned for the Next AI-Driven Security Cycle Growth holds at 12–14% CAGR, driven by expanding attack surfaces and rising digital complexity. Cybercrime is heading toward $10.5T annually, while AI accelerates both offense and defense....
Q1 Global M&A Surges 20% to $1.3 Trillion
Global M&A: "Transaction values of about $1.3 trillion [in Q1] were almost 20% higher than the same period last year" -John Authers, BBG
Middle East Conflict Triggers 70% Butadiene Surge, Threatening Glove Supply
Middle East instability isn’t an energy crisis. It’s a healthcare supply collapse in slow motion. The market is tracking Brent Crude, but the critical failure is butadiene. This core feedstock for disposable gloves spiked 70% since the conflict began. War → Supply...
Critic Targets Media Decisions; Canada, Denmark React
Found myself watching this because he took a shot at news media decision making but Canada and Denmark must have raised an eyebrow, too. https://t.co/kp8mE7yDE3
Oil Plumm
Oil had its 2nd largest drop in 35 years. Just a few days after Binance listed its oil futures - with 100X leverage. Yeah, that Binance - the money-laundering crypto founder who was pardoned by Trump. Then 6 million barrels of Brent and...
China Aims to Peak Coal Amid Political Hurdles
Amid all that's going on in energy markets, is China still trying to peak coal or is coal going to boom again? I believe it's the former and for real this time. But progress toward the peak isn't linear because...
Indian Women Triple Beauty Spend, Fueling $40B Boom
Women are spending three times more on beauty and personal care products than they did in 2012 when Nykaa launched. India’s Big Glow-Up Is Driving a $40 Billion Beauty Boom https://t.co/V566gz5UkN Always as good read @menakadoshi's @business India newsletter
Journalist's Precise, Unbiased Answer Reveals Deep Implications
There is *a lot* in this answer when you consider the precision of the response of the journalist to not insert his own opinion, the range of possibilities and the consequences.
When Robots Build Robots, Bottlenecks Shift Upstream
Robots building robots. It sounds futuristic, but it’s becoming a real direction. Once humanoids can assemble components, handle tools, and operate in human-designed environments, manufacturing starts to change fundamentally. You don’t just automate tasks. You automate the creation of the systems themselves. That has implications: Faster...
Swedish Apartment Prices Hit Four-Year High Amid Iran War Concerns
Swedish apartment prices rose to the highest in almost four years in a sign that a nascent recovery on the housing market continued despite new worries over the economic impact of the Iran war https://t.co/QGVdGR6q1k https://t.co/Pg9NlLqGgB
Great Lawyers Boost Confidence in Justice Against Google
For those outside courtroom, David Dahlquist and Julia Tarver Wood brilliantly led the US DOJ cases v Google for its adjudged search and adtech monopolies respectively. They gave me confidence in great lawyers understanding complex adtech/internet. And confidence in justice.
Even the Ultra-Rich Are Flocking to Podcasting
The urge to pod cannot be denied. Tech VCs and David Rubenstein are richer than god. What do they want to do in their enormously valuable spare time? Fire up a mic and pod. What does Jamie Dimon want to...
Sling TV Launches $20 ESPN Package, Cheapest Streaming Option
The Cheapest Way to Stream ESPN? Dish’s Sling TV Debuts $20 Monthly Package With ESPN, ESPN2 and Handful of Other TV Channels https://t.co/UR2QksO1Fs
Republicans Seek Quick Ceasefire Amid War Liability
There's hardliners on both sides that want to keep fighting and will sabotage the ceasefire. But this war has become a major political liability for Republicans in the midterms and needs to end quickly. This ceasefire will hold because the...
Lebanon Holds Ceasefire Fate, Tehran Exploits Excuse
Lebanon will make or break the ceasefire. (But also it is a convenient excuse for Tehran)
Next-Gen Yellow Fever Vaccine Shows Promise in Mid
My comments and interview with @Medscape Next-Gen Yellow Fever Vaccine Hits the Mark in Mid-Stage Trial https://t.co/kFfGH4c5gt
Closed Platform Design Dictates Suppresses User Content, Harms Advertisers
Imagine a Chrome Head of Product telling a news org how it should design its site. Here X dude gets away with it, as it’s a closed platform where it can suppress your posts created for you by accounts you...
Data Centers to Consume 220% More Power by 2030
Goldman Sachs "now projects global power demand from data centers to grow 220% by 2030 relative to 2023 levels, up from 175% previously."
Ford Admits $4.8B EV Loss, Refuses Unprofitable Spending
"Ford CEO Knew the EV Transition Would Hurt, But the Reality Is a $4.8B Loss — 'We Can't Allocate Money For Things That Will Not Make Money'" https://t.co/1UM2eCDJsV https://t.co/0UFTk3eamf
Russia Targets 165,000 Drone Troops by Year‑end
According to General Syrskyi, Russia has expanded the number of personnel in its unmanned systems forces to 101,000 and plans to reach 165,000 by the end of the year. https://t.co/563Kud496L https://t.co/dmoUNmJGHT
Hidden Future Products Lie Within Creator Workflows
There are probably more future products inside creator workflows and founder media infrastructure than most people realize.
US Strikes Miss Core Iran Goals Despite Claimed Wins
Trying to keep score in an unbiased way. U.S. Military Accomplishments as far as I can tell. 1. Many dead old iranian leaders ✅ 2. Massive damage of navy ✅ 3. Massive damage of missile attack and defense infrastructure✅ Achievement of what...
Visibility Alone Doesn't Equal Supply Chain Control
Most companies think visibility = control. It doesn’t. If disparate silos still react separately, you don’t have a digital supply chain network. You just see the problem faster. More here: https://t.co/vhFhiPXRze #DigitalSupplyChain #SupplyChainStrategy https://t.co/ih2LgLHrZx
Oil Soars 42% While US Stocks Slip 1%
This is nuts... oil +42% since the war began, and US stocks have plunged all of 1% @soberlook https://t.co/EGLX7QmA3x Nasdaq, small caps UNCH https://t.co/8xxFActnDf
Artemis 2 Crew Set to Become Fastest Humans Ever
Imagine having this view as you’re commuting home. The Artemis 2 crew is now falling to Earth, picking up speed every second as gravity relentlessly pulls them. When they plow into the upper atmosphere they’ll be the fastest humans in history...
Reopening Hormuz Likely Messy, Iran Controls Every Barrel
RBC Capital Markets' @CroftHelima and co: "[W]e think the mechanics of reopening the Strait will be exceedingly messy, with Iran potentially having a vote on nearly every barrel that exits the waterway until Gulf countries can build more alternative access...
ADNOC CEO Says Strait of Hormuz Remains Secure
Sultan Al Jaber, the CEO of Adnoc, on the state of the Strait of Hormuz https://t.co/HM7Jf6Ut4i
View mRNA‑CRISPR as Molecular Surgery, Not Drugs
What if we started thinking of mRNA-CRISPR gene editing as molecular surgery, not as a pharmaceutical product? Excellent @nytimes guest essay ⤵️ https://t.co/S61XwNRVZF
X Introduces AI-Driven Translation and Photo Editing
X rolled out automatic post translation and AI photo editing powered by Grok https://t.co/e942XQ7TIA #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/Y6qrxEiI7j
Overprotective Staff Ruin United Club Food Experience
MyPOV: gotta love when the staff would rather put 4 people to guard the food then just open it up. Bad #CX @UnitedClubs @ORDAirport B gates. @united. https://t.co/EwsEVTfKCg
Rapamycin Fails to Slow Epigenetic Aging, Sinclair Concedes
David Sinclair says rapamycin had no measurable effect on slowing or reversing epigenetic aging in humans. This was a drug most of the longevity community supported. He was even a believer of it. It was found to extend lifespan in: • Inbred lab animals •...
CIA Deploys Secret AI to Rescue Downed Airman
The CIA reportedly used a secret AI tool called Ghost Murmur to help locate and rescue a downed U.S. airman in Iran https://t.co/DeZLwYHKv6 #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/SK4JuAlQvl
Half-Time Talk: 30‑Minute Energy Markets Deep Dive
Watch it... 30 m Energy Markets Series: Half-Time Talk Weekly Feature Interview https://t.co/4BaDrEsEe8 via @YouTube
Renewables Mature, Must Shoulder Systemic Financial Responsibilities
Hang on though, does that mean subsidies to fossil fuels will also be ending ?
2026 Q2 Brent/WTI Forecast Trimmed, Later Quarters Stable
GS: We Keep Our 2026Q3/Q4 Forecast Unchanged at $82/80 for Brent and $77/75 for WTI But Nudge Down Our 2026Q2 Forecast for Brent/WTI to $90/87
Private Markets Face $330B Debt Maturity Crunch by 2028
"A wall of debt maturities is looming for the private markets industry, with more than $330 billion of high yield, leveraged loan and business development company-linked software and technology debt coming due for repayment through 2028." https://t.co/tbaFKL3oym
UK Firms Must Implement New Complaints Process by June 2026
UK Mandatory Data Protection Complaints Handling Process: What Organisations Must Do by 19 June 2026 https://t.co/2KlCF4BOUs https://t.co/CgoOn00PqA
Speak Up Safely: Observe, Report, Protect Clinical Culture
No surgeon. No anesthesiologist. One physician. Packed ED. @jessicasinghmd stabilized a critically ill patient with blood in their airway. Shift ends. The incoming physician, also an administrator, says in front of staff: "I need you to function." She reported it....
Jeff Shell’s Exit May Halt Shortened‑window Push
Jeff Shell was one of the proponents of shortened windows before he was out at Universal. Hopefully, his exit from Paramount will keep the new regime from trying to push that envelope themselves.
Middle East Gulf Supplies only 8% of U.S. Crude Imports
"Imports from the Middle East Gulf region made up 8% of the 6.2 million b/d of U.S. crude oil imports in 2025" -EIA
Energy Security Demands Clean Energy, Not Temporary Relief
Spoke to @trtworld last night on the Hormuz crisis. Relief ≠ resolution. Oil and gas still much above pre-war levels, 172M barrels stranded, and Iran cementing control of the Strait. The clearest lesson: energy security = clean energy. https://t.co/rbUxk8iIdl