AI Forces Firms to Rethink Build‑vs‑buy Decisions
One of the more interesting comments from a recent roundtable: A large financial institution is re-evaluating build vs buy across their entire stack because of AI assisted development. Including major SaaS platforms. Are you rethinking this right now? Does AI truly change the build vs. buy equation?
Live Service Model Under Scrutiny at GamesBeat Engage
One of my favorite things about being at GamesBeat is getting to bring the right people into the same room. We're doing that this month in Austin — GamesBeat Engage, April 27 — a small, debate-style evening for mobile and games...
Energy Remains Structurally Under‑Owned in S&P 500
S&P 500 Energy as a share of the total S&P 500. Energy is still structurally under-owned https://t.co/d3AFCGEo9G
Wearable Robot Boosts Natural Walking and Running
Real-Time #Wearable #Robot Enhances Walking and Running Naturally via @ZappyZappy7 #Robotics #Engineering #Innovation #Technology https://t.co/Gj04PjXDpr
Pentagon Requests $75B for Drones, Counter‑Drone Efforts
The Pentagon’s largest-ever budget request earmarks $75 billion for drones and technologies to counter them, mainly for a massive increase for a little-known office working with US commandos, according to defense officials
GE Q1 Profit Beats Forecasts on Robust Air Travel Demand
General Electric’s first-quarter profit beat Wall Street’s expectations as strong demand for air travel helped the jet-engine manufacturer sidestep disruptions tied to the war in Iran https://t.co/z2JMq2y5V4
Iran's Oil Stockpile Bypasses US Blockade, Sales to China Persist
My take w/ @WallStBullion on the US blockade of the Strait of Hormuz: "Iran has ~180m barrels of oil floating outside the Strait. Even with the US blockade, revenue from oil sales will keep flowing into Iran. Iran will be able...
Europe Still Buying U.S. Defense Amid Domestic‑Buy Talk
Interesting detail from today’s Northrop Grumman Q1 earnings call re. European demand. Despite political messaging in Europe about buying domestically and reducing reliance on U.S. suppliers, Northrop made clear that European customers remain highly engaged buyers of American systems.
Houston Suburb Dodges 25% Lot‑size Hike, Averting Housing Squeeze
Is Texas on the California trajectory? A large Houston suburb very narrowly avoided arbitrarily increasing minimum lot sizes by 25%, which would have made it even harder to build affordable single-family homes. https://t.co/T8TzIvzdwg
Resilience Is the New Strategic Investment, Not a Cost
🌟 Systemic risk is the new hidden tax on growth. With Q1 global catastrophe losses surpassing $20B, resilience is no longer a compliance cost—it’s a strategic investment. Leaders who understand this will define the next decade. Read my latest newsletter...
Rain‑Proof Vision Robotaxis Mark Autonomous Vehicle Inflection Point
Pure vision Robotaxis operating safely in the rain, with no driver or safety monitor. The market is still sleeping on what an insane technical achievement this is. It will be an inflection point in the deployment of autonomous vehicles.
Treat Your Book Like a Product to Sell
The authors who sell the most understand this: writing is art, but publishing is business. If you want to reach more readers or score a big publishing deal, it helps to start thinking of your book like a product you're selling...
Cohere CEO Pushes IPO for Broader Public Ownership
"Private citizens need to be able to take a stake in the company." Cohere CEO Aidan Gomez says he doesn't care what valuation his AI lab goes public at, but he does care about taking it through an IPO. "If we stay...
Four New Synchronous Condensers Boost State Grid
“1,000 tonnes of spinning metal:” Network inks deal to add four syncons to state grid #energysky -- via Renew Economy: https://t.co/sWQ456veP4 https://t.co/Y6NY82NzHY
Healthcare Leaders Can Pursue Innovation Without Stagnation
Healthcare leaders aren’t choosing between innovation and standing still. Jason Considine lays out the reality many providers are navigating. 👇 🔗https://t.co/oHa2I30o19 @ynhhealth @Experian #RCM #digitalhealth https://t.co/RDA5wMYyRW
Free Report Reveals 60+ Evergreen Games With Endless Replayability
ICYMI: We released a FREE report on the trend of evergreen games, titles built around exceptional replayability with no fixed endpoint, allowing players to stay engaged for months or years. We identified more than 60 games that fit our definition: https://t.co/LrqktDsvFD
Churchill Downs Spends $85M for Preakness IP Rights
Churchill Downs Drops $85 Million to Buy Preakness Stakes IP Rights 🏇 https://t.co/0nWgyU7bqu via @sportico @JustBirny
Healthcare Must Stop Normalizing Disordered Eating and Privilege
It’s my birthday today and I wish for all healthcare providers to learn about the ways we normalize disordered eating on a daily basis. We need to recognize atypical anorexia and stop encouraging restriction under the guise of health. We...
Netanyahu's Instability Raises Nuclear Risks, Peace Deal Needed
Netanyahu is as whacked out as Trump. It's scary he has nuclear weapons. Maybe he can be forced to give them up in a peace deal.
NY Law Lets AG Sue Repeat Fraudsters for Relief
New York Executive Law § 63(12) empowers the OAG to bring a special proceeding for injunctive relief, restitution, and damages whenever a person or business engages in “repeated or persistent fraud or illegality.” https://t.co/eoMaAfPv5g
Economics of Crafting a Perfect Pub Menu
Guest announcement Very excited that @tracyalloway and I will be joined by @APWChef, co-founder of The Devonshire, at our LIVE London Odd Lots on May 7. Get your tickets here, and watch us talk about the economics of designing a perfect pub...
CPC Ads Favor Sponsors, Leave Newsletter Creators Shortchanged
When will ESPs figure out that this model of CPC for ads in email newsletters puts all the benefit in the sponsor's hands and very little in that of the newsletter creator? I never opt-in because why would I dilute...
Daraxonrasib Beats Chemo in Pre‑treated Metastatic Pancreatic Cancer
#ASCO26 LBA5 - Wolpin - Daraxonrasib RAS(ON) multi-selective inhibitor vs chemo in prior Tx metastatic pancreatic adenocarcinoma (mPDAC) - Ph3 RASolute 302 [May 31, 2026] https://t.co/oWEeVo2oyq #NCT06625320 #pancsm #caxtx #PrecisionMedicine https://t.co/adz922fg5z
AA Pilots Dispute Leaves Passengers Stuck in Sun
Passengers Say American Airlines Pilots Fought — Stranding Them In The Hot Sun For 1.5 Hours - View from the Wing https://t.co/cEG90C4RZE
Congo's Hidden Cost Fuels Clean Energy's Dirty Secret
Clean energy has a dirty secret buried deep in the Congo. Here, The Elements of Power author Nicolas Niarchos @apostcardfromthevolcano pulls the supply chain apart link by link. Notes https://jordanharbinger.com/1315 Apple https://buff.ly/VwoPcHI Spotify https://buff.ly/FjWbpZJ Overcast https://buff.ly/VLlkVWW
Broken Support May Flip to Strong Resistance
Broken support becomes resistance? $CL_F $USO After buyers defended the AVWAP from the beginning of the war, that anchor failed abruptly with the gap lower last Thursday. Now the prior support is being tested and it has the potential to...
Prioritizing Housing, Safety, and Savings for All Colorado
Do Not Disturb is on—because we’re focused on what matters: more housing for every budget, safer communities, and saving people money. That’s how we build a Colorado for All.
Intel Foundry Event Showcases Early Foundations Laid
This was from an Intel Foundry event we were at this time last year. Ground work was being laid. https://t.co/gHzErpfhB4
Ivonescimab Plus Chemo Rivals Tislelizumab in First‑line sqNSCLC
#ASCO26 LBA4 - Zhiwei - Ivonescimab + chemo vs tislelizumab + chemo 1L sq NSCLC - Ph3 HARMONi-6 [May 31, 2026] Zhiwei et al. https://t.co/oWEeVo2oyq #NCT05840016 #lcsm #ImmunoOnc https://t.co/NP2qr2gPuY
Follow Dan
This is along the lines of what @DanAwrey has recommended, rather than relying on OCC Trust charters and skinny Fed master accounts. https://t.co/2MP5UWLpHM
Adjuvant Selpercatinib Shows Promise
#ASCO26 LBA3 - Goldman - EFS w/ adjuvant sepercatinib in stage IB-IIIA RET fusion-positive NSCLC: Ph3 LIRETTO-432 trial https://t.co/oWEeVo2oyq #NCT04819100 #lcsm #PrecisionMedicine https://t.co/HWIS9mg57w
U.S. Navy Boards Sanctioned Oil Tanker Safely in Indian Ocean
U.S. forces board a sanctioned oil tanker 'without incident' in the Indian Ocean Map form @Kpler https://t.co/jqhC9bZpvJ
Tesla's Cybertruck Spotted Across Multiple European Countries
lots of Cybertrucks now in Europe it seems, Tesla has them in several countries at once 👀
Integrate Available Robotics Into Realistic Soldier Training
I love to see soldiers conducting hard realistic training. I don't love seeing the lack of any robotics (fully available today) in tasks like the soldier in the open throwing the grappling hook to clear the wire obstacle. I also...
Broken 1994 Guarantees Undermine Trust in Global Commitments
As I noted when we failed to do jack about Russia taking Crimea. Why should anyone trust us -- or other nations thar signed those guarantees in '94?
Early 2026‑27 MBB Rankings and Conference Forecast Links
Our early MBB rankings for 2026-27 (icymi) and a 🧵of links to conference race forecasts --> https://t.co/f0swOU6dPU
Hollywood Shames CEO Whether He Wins or Loses
David Geffen, WBD investor and Zaslav ally, says about Hollywood's attitude toward the CEO: “If you win, they shit on you. If you lose, they shit on you. How do you win? The win for David is not the money.”...
Major US Airports Still Rely on Paper Sequencing
It’s insane that many of the busiest airports in the US still use paper for ground and flight sequencing
Phase 3 Trial Shows Abemaciclib Benefits Advanced Liposarcoma
#ASCO26 LBA2 - Dickson -SARC041: Ph3 DBRCT abemaciclib vs placebo in Pts w/ adv dedifferentiated liposarcoma [May 31, 2026] https://t.co/oWEeVo2oyq #NCT04967521 #scmsm https://t.co/uD6A9JmBCn
Shoppers Prefer Video Answers Over Textual Descriptions
Ben’s right, shoppers don’t read product pages. They scroll, they skim, they bounce. Visual Response is the first real solution I’ve seen. Instead of burying answers in text, eko lets shoppers see a video response to whatever they ask. About dang time....
Penalizing Private Firms for “Debanking” Is Just a Fad
Wanting the government to penalize private businesses for rejecting certain customers (aka being worried about "debanking") is itself a fad
Tesla's Missed Deliveries Signal Earnings Pressure
$TSLA earnings tomorrow To summarize: Q1 deliveries already missed at 358k vs ~365k est, 50k inventory build, energy storage halved Stock down 11% YTD What's your play for tomorrow?
Genomic Profiling Boosts Survival for Advanced Sarcoma Patients
Using Tumor Genomic Profiling to Guide Treatment Selection Extends Survival in Advanced Sarcoma [May 10, 2019] @ASCO Daily News #scmsm #PrecisionMedicine https://t.co/8625ixTvQu
Pharma Leaders Leverage Twitter For
A healthcare case study of @ASCO, @Novartis & @Boehringer conversation on twitter [Jan 22, 2015] via @whydotpharma (now @SiljaChouquet ) https://t.co/6xeCaqs8GO #socpharm
NY Attorney General Probes Gemini Since Super Bowl Bet
The New York AG Office's investigation of Gemini dates back to December with the first sports bet made on the Super Bowl. https://t.co/iyXAyw1TSk
Chicken Chains Surge 46% Despite Slowing Sales
Consumers love chicken, but like all parts of the restaurant industry, sales are slowing. The count of chicken restaurant chain stores (as defined as appearing in our @Technomic top 500) has increased 46% over the last decade - meaning 6,200...
Creator Economy Thrives: Artists Earn More, Stay Independent
The @contra team published compelling research that disproves all of the AI doommaxxing being sold to creatives. Artists are making more art, earning more money, and staying independent. I’d argue the Creator Economy is stronger now than it was 5...
Copper at $6 Signals Economy’s Health Boost
Here comes "The Doctor," touching $6 again. They call it Doctor Copper because the metal's action diagnoses a sick or recovering economy. A nice 55.1 on ISM Manufacturing Production indicates the industrial sector has been taking its Vitamin (C)opper. https://t.co/BGqFYLIPUI
Perioperative
#ASCO26 LBA1 - Taplin - Perioperative APA + ADT - prostate CA [May 31, 2026] https://t.co/oWEeVo2oyq #NCT03767244 #pcsm https://t.co/8o91ntAwL9
Factory Humanoids Ready Now; Home Robots Five Years Out
Home-based robots are about 5 years away from mass adoption ... but factory-based humanoids are ready for serious work today. Inside Factories (today; $10 an hour) --> Last-Mile Delivery (3 years; $5 an hour) --> Inside Home (5 years; $1...