China's Autonomous Delivery Network Reshapes Last‑mile Logistics
China’s Self-Driving Delivery Network Is Transforming Last-Mile #Logistics by @XueJia24682 #SelfDrivingCars #AutonomousVehicles #EV #Automation #Automotive #Transport https://t.co/qjKqtQeSUF
Spaghetti Bolognese Leads Growth, Tomatoes Surge 15%
Spaghetti bolognese is outperforming Pasta up 1.3% Uncooked ground beef up 2.7% Tomatoes up 15.1%
Xi‑Trump Summit: Optics, History, and Taiwan’s Strategic Stakes
Julian Gewirtz joins me to chat about the Xi-Trump visit and all things US-China. We cover: -What to expect (and not expect) from the Trump-Xi “stalemate summit” -Historical echoes from the 1793 Macartney mission and the 1972 Nixon-Kissinger opening: summit optics, status games,...
KOS Holds Strong: Valued at $5‑$6 via Oil Futures
Excellent post on $KOS. One of my top positions, arguably worth $5-$6 on current oil futures.
Morning Joe Targets Gray‑haired White Men, Mocks Biden
Morning Joe's DEI for gray-haired white men this morning (and I say this as a gray-haired white man): Deutsch (who opened the crypt and let him out?), Matthews (again?), VandeHei (in full kids-get-off-my-yard #MoralPanic), Barnicle (still?). Then Deutsch has the...
Netflix Acquires Diego Luna’s Cannes Film for Latin America
Netflix Buys Diego Luna’s Cannes Film ‘Ashes’ for Spanish-Speaking Territories, Including Latin America (EXCLUSIVE) https://t.co/fgBqxJ11bl via @variety
Spotify Launches Full-History Wrapped for All Users
Whoa, new Wrapped but for your entire music history. Just went through it. Very cool. I joined in 2011. 15 years ago... Damn. :) "Starting today, Spotify mobile app users can access a new Wrapped-like experience that features “never-before-shared data”...
New Documentary Reveals Sir Frank Whittle’s Genius
Growing up Whittle - a new documentary offers an personal insight into the genius of Sir Frank Whittle #avgeek https://t.co/PZ96OhF4uC https://t.co/9yGSZFw21D
Fat Brands Franchisees Accuse Overcharges, Ad Fund Misuse
Franchisees of various Fat Brands concepts in court filings detail a long list of grievances, including overcharges on supplies, misused ad funds and utter stupidity (my term, not theirs) on trademarks. https://t.co/XWLRmzqjKC
Panelist Highlights Data Monetization Amid Insecure Venue Wi‑Fi
I’m in Toronto today for the Canadian Telecom Summit Speaking today on a panel on monetising data & infrastructure Nice venue right by the CN Tower Shame the @MTCC_Events venue WiFi blocks my VPN. Really suitable or secure for business use. https://t.co/J0BbAAkAEC
China's Mercantilist Squeeze Threatens Developing Economies
Important NEW paper @PIIE China's mercantilist squeeze on developing economies by @arvindsubraman @shoumitro_c Who really is harmed by China Shock 2.0
TARS Unveils Dual Humanoid Robots for Manufacturing and Versatile Tasks
Beijing Startup TARS Debuts Two Humanoid #Robots for Precision Manufacturing and General-Purpose Tasks by @CyberRobooo #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/MfxxXPZ2Nu
War Fuels Fossil Profits, Not Climate Progress
It is pretty important not to be preemptively triumphant about the war doing anything net good for climate, emissions and decarbonisation. The amount of cash fossil fuel companies are amassing right now is beyond belief. They will use that money...
Mihzem Vessel Successfully Navigates Hormuz Strait as Predicted
Exactly as expected in eth tweet below. Here it is. It passed through the Hormuz Strait #Mihzem https://t.co/mosqVLnr6C
Social Value Ripples Across Every Supply Chain Link
Read the latest edition of the Art of Supply newsletter > How Social Value Cascades Through Supply Chains https://t.co/NJ3xwR5b49
Evening Workouts Enhance Diabetes Control, Reduce Inflammation
Timing matters 🕒 For type 2 diabetes, afternoon/evening exercise boosts insulin sensitivity & glycemic control, while morning workouts may raise blood sugar. Later workouts are also linked to lower cortisol, less inflammation & better oxidative capacity. #Diabetes #ExerciseScience @WuTsaiAlliance https://t.co/5Bc0PUAE9O
India's Coal Plant Boom Outpaces Global Expectations
India: 290* has operational coal power plants, second globally after China (1,195). *Up from 210-240 a decade ago. **One billion people in India do NOT own an automobile and do NOT have air conditioning, so carbon consumption will be MUCH higher in...
China's Military Dominance and 2027 Taiwan Reunification Unaccounted
The hubris of Trump/Bessent IS China: “China leads in most military domains - and it's not even close” And China reunifying with Taiwan in 2027 is not priced in.
Chinese Cars Surge Abroad as Foreign Share in China Halves
"The market share of foreign auto firms in China has almost halved in five years, to around 30% in 2025. Moreover, in 2023 China passed Japan to become the world’s largest exporter of cars. In 2025 over 8 million of...
Reddit Tests App Push on Logged‑Out Mobile Users
But I thought logged-out users were now super-valuable to Reddit?? Very interesting test from Reddit here... Will be interesting to follow. Terrible user experience if you are forced to download the app. See the quote from Reddit below about this...
ExoMars Prototype Updated, Lander Visible in Background
New version of ExoMars prototype is emerging. Note the lander on the background of one photo:
US‑Ukraine Draft Deal Enables Ukrainian Tech Exports, Joint Drone Production
"The governments of the U.S. and Ukraine have drafted a memorandum outlining the terms of a potential new defense deal between the countries, according to three sources familiar with the matter. The draft hashed out by the U.S. State Department and...
7 Years, 700 Mg/dL Cholesterol, Zero Coronary Plaque
🚨New Paper: "Seven Years of 700 Cholesterol Without Coronary Atherosclerosis" After 7 years of ~700 mg/dl cholesterol, 0 mm3 total plaque (soft +calcified) after expert analysis and AI-guided quantification. Open-access paper linked below.
Void Secondary Sales May Keep Original Buyer’s Interest
If Anthropic deems all secondary sales of Anthropic stock to be void Does that mean the original buyer retains financial interest even after selling it away? Lawsuit territory https://t.co/87B5cJO704
Google Discover Adds Links and Featured Posts for Publishers
Google Discover publisher pages gain links, featured posts and more https://t.co/f4X5m1o5LT via @AndellDam and @1492_Vision https://t.co/9VSIakWFJv
Amazon Now Rolls Out 30‑minute Delivery Across U.S. Cities
Are we approaching a "6-minute abs" situation? I'm sure the 15-minute service is coming :) -> Amazon launches Amazon Now, its 30-minute delivery service, in dozens of US cities including Atlanta, Dallas-Fort Worth, Philadelphia, and Seattle, after pilots https://t.co/vn3ndFyrCX https://t.co/1Tt94hiHxO
Oil Funds Build Shorts Betting Hormuz Reopening Cuts Prices
Oil funds boost short positions anticipating re-opening of Strait Investors made few significant changes to their aggregate position across crude oil and refined fuels for the third week running as the ceasefire between the United States and Iran remained in place...
US Oil Boom Caps World Prices, Hikes US Gasoline
The emergence of the US as a major oil producer - and exporter - is an equilibrating force in the global shortfall. Good news is that this helps cap global oil prices. Bad news is there's less oil for domestic...
Data Centers Build Their Own ‘Shadow Grid’ Behind Meter
Data centers aren’t running off-grid. They’re running grid-adjacent BTM — grid power supported by behind the meter resources. The “shadow grid” is really a generation layer supplementing the grid,
Publicists Blend Storytelling, Strategy, and Media Relationships
A publicist is part storyteller, part strategist, part relationship builder. The best ones have spent years cultivating the media contacts that get your music placed. 🤝 Ready to explore it? Eric@ThatEricAlper.com
Ceasefire Uncertainty Dampens Risk, Lifts Dollar, Fuels Oil
Ceasefire is on "Life Support": Saps Risk Appetites, Buoys the Greenback: The uncertainty about the US-Iran fragile ceasefire, which President Trump has said is on “life support” is weighing on risk-taking appetites today. Brent and WTI are up over $3…...
Record CASCI Index Driven by Strong Chip Performance
The only way to track the manufacture and shipping of AI Compute is through the CASCI Composite index, by @Culpium April's CASCI Composite hit a record. BUT: Chip strength made up for faltering momentum elsewhere in the supply chain. Head to...
SANA Adds CD8‑targeted Fusosome SG227 to Pipeline
🚨! $SANA has just reported - in its Q1 ER, that it plans to expand its pipeline by advancing a new preclinical program - SG227. SG227 is a CD8-targeted fusosome that by delivering a genetic material to make BCMA-directed CAR...
EBay's Silence on GameStop Offer Is Puzzling
Am kind of surprised that eBay didn't respond to the GameStop offer with a simple statement that read "Not even half attractive nor half reasonable."
Monthly D4 RIN Generation Pace Needed for 2026‑27 RFS
1. Looking for something to do today before the May WASDE lands? Check out our latest FDD article on the monthly pace of D4 RIN generation that is required to meet the 2026 and 2027 RFS RVOs. ...
Dialogue with OPEC Boosts Global Energy Security Amid Conflict
Productive meeting with @OPECSecretariat Secretary General Haitham Al Ghais in Vienna We discussed the latest developments in global energy markets amid the war in the Middle East and the importance of dialogue and exchanges in support of global energy security https://t.co/gSaCl0O8VS
Iran Expands Strait of Hormuz Claim to 200 Km Radius
MAP OF THE DAY: Iran is claiming a much wider geographical footprint for the Strait of Hormuz than before, according to state media. Tehran says the SoH area goes from the port of Jask in the Gulf of Oman to...
RIGL to Sell Approved Veppanu for ARVN, PFE
$RIGL will sell the newly approved Veppanu for $ARVN and $PFE. Modest financial terms https://t.co/9RsbSMzxBf
US Surplus Driven by Rising Refined Product Exports
The US imports crude (blue) and exports refined product (red), which is things like gasoline, heating oil and jet fuel. The sharp rise in the US' oil surplus is all about more refined product leaving the country, which helps mitigate...
Limited Memory Supply Forces Customers to Cut Usage
For memory, Micron $MU etc According to SK Group chairman Chey Tae-won, who also oversees SK hynix, if companies like SK hynix do not increase their memory supply, customers will find ways to use less memory by optimizing their infrastructure and...
AI‑First ChargedEV Hubs Challenge Tesla’s Business Supercharging
Tesla's Supercharging for Business is now enabling new business models that take on the giant charging networks. ChargedEV Hubs debuts as an AI-first CPO and opened an 8-stall SC site in Norcross, Georgia. Hundreds more in development. EVwire exclusive: https://t.co/FYultn2q2K
Housing and Credit Already Fragile Before Energy Shock Hits
The bigger risk is that housing and credit are already this weak before the full demand destruction from the energy shock has worked through the economy.
Silent Qatari Tanker Mihzem Likely Passed Strait of Hormuz
The second Qatari oil tanker heading to Pakistan, Mihzem, which made a U-turn yesterday, has gone silent — no signal for the past 15 hours. It’s possible it has already passed the Strait of Hormuz. If it has, we should...
Kagan Predicts U.S. Likely Defeat in Iran
Robert Kagan on why he believes U.S. faces likely defeat in Iran https://t.co/6JsAI19fL0 via @YouTube
Piracy Resurges in Red Sea, Alarming Global Shipping
Captain Phillips is shaking in his boots because piracy is returning to the high seas, specifically in the Red Sea and off the Horn of Africa. Somali pirates have already attacked multiple ships. Full Newsletter: https://t.co/apUKpFZFx6 #piracy #geopolitics https://t.co/YV7x3bgjTR
Rigid Tactics Cripple Russia's R-37M/Su-35S Effectiveness
Russia pairs R-37M with Su-35S but rigid flight patterns, predictable airfields/routes & restrictive command-and-control authorisation requirements limit Russian air combat effectiveness. https://t.co/gxgwagC62I
Supply Chains Need Faster Decisions, Not Just Visibility
Supply Chains don't need more visibility - They need faster decisions. https://t.co/VKqA67WCvF “We don’t want to be reacting,” said Mike Medeiros, Executive Vice President of Operations at Penske. “We want to identify those opportunities early and often.”
U.S. and Iran Stuck in Oil‑Fueled Stalemate
Iran has Trump over an (oil) barrel. Quagmire. U.S. and Iran Are Locked in a Stalemate That’s Neither Peace Nor War https://t.co/9XTanI5UgG
Gold, Silver Likely Enter Poor‑Performance Cycle After Rallies
Gold, Silver May Face a Typical Cycle: Years of Bad Performance Crude oil has been stuck in a range for about two decades and is approaching the upper end, which could be a guide for what to expect in gold and...
Gold Poised for 1980‑Level Peak by 2026
A Peak Like 1980? Gold Is Leaning That Way Gold futures started trading in 1975, peaked near $873 an ounce in 1Q80 and did not breach that high until 1Q08. I see peak parallels in 2026. Full report on the Bloomberg here:...