AT&T Builds Team to Accelerate Fiber Customer Growth
. @ATT is starting to stand up the org that underpins its recent acquisition of Lumen's fiber assets. The initial aim is to boost marketing spend and accelerate fiber customer acquisitions. https://t.co/c4xUSnajQg
Liege Airport Hosts Dedicated Horse Logistics Hub
TIL there's a hub for horse logistics at Liege Airport in Belgium. SMH for not including this in AEROTROPOLIS. https://t.co/BaUSxHjnBr
Final Home Sales Report Shows Snow Impact, Outlook Stable
Just remember, this is the final existing home sales report that has some of the snow variable in it; our forward-looking data looks fine for the last 3 weeks https://t.co/JtXKhBSDDM
BioNTech Founders' Exit Needed as Sales Plunge
This morning's BioNTech news strikes me as very odd. Certainly, founder Ugur Sahin and Ozlem Tureci shouldn't feel compelled to run the company forever, and they may not be the right people to manage both the continued decline of Covid-19...
Susanne Svensdotter Shares What Sparked Her Aerospace Passion
What inspired new FRAeS Susanne Svensdotter into a career in aerospace? 'new member spotlight' Q&A #avgeek https://t.co/68Q3iga6QE https://t.co/dHeOIZEjUN
Europe’s Nuclear Cut Deemed Strategic Mistake, Admits Politician
Forward the video to 1.40: “… While in 1990, one third of Europe's electricity came from nuclear, today it's only close to 15%. This reduction in the share of nuclear was a choice. And in hindsight, it was a strategic mistake…” Good to...
CRISPR's Natural Blueprint Powers Gene‑Therapy Breakthroughs
How CRISPR works (in nature) and how it’s being leveraged as a tool for gene editing to cure and prevent diseases. Dr Alex Marson MD PhD of UCSF on the Huberman Lab podcast out now. https://t.co/fiL48JHxSL
Stay Cautious: Watch Oil at $100, Trust Trump Trade
Oil reversal. Stocks mixed. Gold up slightly. Dollar easing. Know what that means? Nobody knows what to believe right now Iran is hitting back, geopolitics are getting worse, but Trump says there's an off-ramp and the war ends soon Mixed signals everywhere....
Canadian Rents Drop 17 Months Straight, Still Too High
Rents In Canada Falling For 17 Straight Months: A Good News Bad News Story Let's be really clear on this: in 2023 - 2024 Rents in many Canadian cities were insanely high This constant drop in Rents was so badly needed BTW: Rents...
Medicare Advantage Overpayments Add $13.4B to Seniors' Premiums
“Overpayments to Medicare Advantage insurers increased Part B premiums by $13.4 billion in 2025, the committee said, a cost mostly borne by seniors.”
Austin’s Housing Surge Fueled by Rent‑control Ban
What many YIMBYs miss about the Austin housing supply miracle: Investors were willing to capitalize that construction, in part, bc, except in cases of *actual* emergency, Texas bans rent control at the state level. https://t.co/rl9bpQ94Cx
International Order Failed, Validating Nuclear Deterrence Claims
“The tragedy is that the international order, ostensibly designed to make nuclear weapons unnecessary, failed so spectacularly that the monsters ended up being right.”
Atomic Bomb Might Have Rendered WWII Mobilization Unnecessary
Please humor me if this is a naive question. You often hear a defense of industrialization that appeals to WW2 level mobilization: we should be able to do that again. But would that have been necessary back then had we...
Austin's Lower Rents May Attract More Startups
If the positive rent impacts of this construction persists, I do think you're going to see more startups relocate to Austin - assuming San Francisco continues to not get out of its own way.
Meta Adds DST Fees; Advertisers Must Manually Adjust Budgets
Meta announced today that it will begin applying "location fees" to ads run in countries that charge digital service taxes (DST) on digitally fulfilled ads. Those countries are: Austria: 5% France: 3% Italy: 3% Turkey: 5% UK: 2% Notably, automated campaign budget allocation logic will not take...
Drone Hits Look Catastrophic, but Refinery Operations Persist
Exercise caution when drawing conclusions from reports of such incidents. Oil refineries are typically massive industrial complexes spread across vast areas. Drone strikes usually target specific components—like storage depots, processing units, or tanks—rather than the entire facility. An attack on one...
Industrial Capacity, Not Politics, Drives EV and Security Future
@ctindale is spot on. Political will cannot summon industrial reality. EVs & electrification demand a massive new material order: mines, refineries, grids, copper at scale, that takes decades to build, spanning across election cycles. Intention without capacity is illusion. The...
GSK Secures Approval Yet Refuses to Produce Drug
$GSK is ostensibly the "sponsor" that won the approval but is once again saying it won't produce the drug.
BioNTech Founders Launch New Biotech, Eye FDA Acceptance
Sticking with the science. I find that really impressive. BioNTech founders Uğur Şahin and Özlem Türeci are leaving the biotech they founded to start a new one. Maybe by the time they have something for the clinic, the FDA will...
Russia Expands Geran Drone Factory, Adds Robust Site Defenses
Interesting report from CSIS on the expansion of Russia’s UAV factory that manufactures Geran drones (Shahed) over time. Noting some of the site protection mechanisms as well.
State AGs Turn Into Media Antitrust Enforcers
New @axios: State AGs becoming bigger media antitrust cops: 🎸EVENTS: 27 states +DC still suing to break up Live Nation/Ticketmaster 📺LOCAL TV: State AGs considering lawsuit to block Nexstar-Tegna 📽️HOLLYWOOD: Cali state AG is vocal about concerns re: WBD/Paramount https://t.co/rXMsHy4JxJ
Iran Mirrors China's Rare‑Earth Economic Escalation Power
remember when the world saw that China had economic escalation dominance over Trump in the rare earths saga last fall? apparently Iran does too
Artemis II No More Wet Dress Rehearsals Post‑FRR
Re Thursday's Artemis II update bfg, which is after the Flight Readiness Review (FRR), I asked if that meant there won't be another Wet Dress Rehearsal. They said that's correct, no more WDRs are planned, but after the FRR will...
Skip Oil Frenzy; EM Differentiation Lifts Brazil, South Africa
Trump yesterday said war will be over soon. Oil tumbled. As I signaled over the weekend, better to steer clear of the frenzy around oil and focus on EM differentiation. That theme's only been traded for a few days and...
Weekly AI and Health Tech Trends for Clinicians
Every week, I track the signals that show where medicine is really going from the latest AI breakthroughs and digital health tools to the cultural shifts redefining patient care. The Medical Futurist Newsletter brings you: ✅ Curated insights on the most impactful...
Unclear if Firms Warned Apple About Stolen iPhone Hack Toolkit
We still don't know if Trenchant and L3Harris notified Apple once it learned its iPhone-hacking toolkit had been stolen/leaked. The toolkit was later used to target people in China and Ukraine. https://t.co/XBCHssnaQO https://t.co/y6g1IuwfVZ
Oil Spikes in Response to Trump's Iran War Stance
My comments on oil's reax to Trump's Iran war declarations in conversation with @AJEnglish earlier today.
Spring IPO Surge Attracts Billionaire Investors
Looks like this spring is shaping up to be a "Billionaire Bonanza" what with Musk, Lucky, Ackman, and others lining up with IPOs...
Sean Hannity Launches Free Podcast Beyond Fox Subscription
Sean Hannity says he's taking a different tack on his new podcast, which will make one of Fox News' truly signature personalities available to consumers off its traditional subscription-based platforms.... https://t.co/y28oaycPhx via @variety
Southwest Restricts Jumpseat Rides to Specific Staff
Southwest Airlines has updated its policy regarding which type of employees can fly in jumpseats. There's an interesting backstory to this policy change. https://t.co/Z9VIBO9xn0
Massive USO Flush Restores Trend in Final Hour
the massive $USO flush in final hour ystdy just brought it back to trend... https://t.co/qZjWtShXON
China’s Integrated Strategy Beats Fragmented Western Approach
🎯“China treats electricity, critical minerals, manufacturing, defence and infrastructure as one strategic system. Credit, permitting, refining, fabrication and demand scale together. Western systems fragment the same problem across central banks, markets, regulators and election cycles, assuming price signals will coordinate what...
United Slashes Mileage for Non‑Cardholders, Ads Devalue Passengers
United Is Cutting Mileage If You Don’t Have Their Credit Card — Now It’s Running Ads That Say You Matter Less - View from the Wing https://t.co/kOlqIZQIHx
Scale Exposes Weak Assumptions; Test Bets Early
Most strategies fail before execution. They fail when the bet is made. While in Paraguay preparing to speak on strategy, I reflected on a conversation with Brett Hickey of Star Mountain Capital about why scale exposes weak assumptions and how...
Fix Funnels Now or Rebrand First? Choose Wisely
I was in a discovery call this week with a large charity that's got two fundraising products in decline. Both showing appetite from users, but conversion rates are dropping. One product launched strong a few years back but has been falling...
Telecom Sector Grapples with Regulation, Competition, and Ownership Changes
■ @ATT CEO Desroches Sees Strong Growth Ahead for FWA ■ @RepGuthrie, @FrankPallone Write @POTUS Trump Concerned about China’s Telecom Influence ■ @NCTAitv Leader Wants to Avoid 50-State AI Regulatory Regime ■ IBT Official Disputes ACLP’s BEAD Location Count ■ City of Norway,...
Oil's Real Upside Remains Unpriced Amid Ongoing Tensions
$WTI hit $111 intraday. Pulled back to $97. Still up 70%+ YTD. Markets priced in a ceasefire that hasn't happened. The Strait of Hormuz is still closed. Unpopular opinion: the high for oil is not in yet. https://t.co/Ag4wJnGVhR
Investors Skeptical of OpenAI's Profitability Ahead of IPO
Investors are concerned about OpenAI's ability to turn a profit -> OpenAI’s IPO Hopes Face Skeptical Investor Community "The mood is mixed. Investors expect the company to raise tens or potentially hundreds of billions of dollars in its initial public...
Ukraine National Guard Adds Air Defense, Assault, Drone Regiments
Ukraine’s National Guard is forming air defense, assault, and unmanned systems regiments in its 1st and 2nd Corps.
MSC Halts Gulf Voyages, Adds $800 Surcharge Amid Iran Conflict
Iran war leads largest shipping line to terminate Mideast Gulf voyages, levy $800 charge: MSC diverting shipments to safe ports https://t.co/pnC0RAgj2Y
DIRECTV Urges FCC to See Nexstar's TEGNA Economic Data
D.C. Memo: @DIRECTV Claims Nexstar Needs to Provide @FCC with Economic Data Supporting @TEGNA Deal; The satellite TV operator says Nexstar withheld from FCC certain economic studies it provided the Justice Department. Nexstar had no comment |$NXST $TGNA https://t.co/Z0PKwvWRqH
Procurement's Shift: Speed and Partnerships Drive Innovation
For decades, procurement meant cutting costs. Negotiate a few cents off the unit price and move on. But in today’s procurement renaissance, speed and supplier relationships determine innovation and competitive advantage. Here’s why: https://t.co/7zkEo6RJ6H #supplychain https://t.co/VuiasOxP6U
America’s Iran Policy
If the war is “very complete”, what then has happened to “unconditional surrender”? Are we beginning to see a new TACO trade because Iran has successfully weaponized the oil price? Was this always only about decimating Iran’s military capacity, to then...
WWII U.S. Spare Capacity Went Negative, Oil Overproduced
For the history enthusiasts like my friend @Andrewtabler: During WWII US spare capacity actually went negative. In 1944, the oil industry pushed the fields beyond MSC to produce fuel for the final major offensives in the Pacific and Atlantic.
Bypasses and SPR only Buy Time; only Hormuz Reopening Solves
Oil bypass pipelines buy time, but don't solve the problem. SPR/IEA release would buy more time, but doesn't solve either. Ultimately, only one thing solves the problem: re-open the Strait of Hormuz. But rather than hitting the wall this...
Berkshire Targets Major Operating Ratio Boost for UNP, BNSF
Operating Ratio comparison for UNP and BNSF Greg Abel, 2025 Berkshire Hathaway Shareholder Letter: "The gap to the industry’s best remains too wide... We will be disappointed if we do not deliver a substantial [operating ratio] improvement over the next few...
Middle East Strikes and Oil Surge Amplify Global Risks
As strikes shake the Middle East and oil prices soar, what are the global ramifications of the US and Israel’s conflict with Iran? 🎥 Tune in LIVE as @TimOBrien discusses with @JavierBlas and @MarcChampion1 Tuesday, March 10 @ 8:30 am EDT...
Trump Vows ‘Death, Fire, Fury’ over Hormuz Closure
Trump threatens ‘Death, Fire and Fury’ if Iran closes Strait of Hormuz The US President claims the war on Iran is "very complete" but also hasn’t ruled out taking over the Strait https://t.co/xy4DfQoYYm
New Risk Factor Makes Strait of Hormuz Too Costly.
"There's another big reason why shipping companies and insurers aren't willing to risk the Strait of Hormuz" https://t.co/vQRVNaMtNL https://t.co/xPjkCzHB0U
Eight Experts Analyze Today’s Oil Market Landscape
8 experts express their views about current oil market conditions. 👇👇👇👇 click on the link, then change the language in your browser.