Iran's Hormuz Threat Lacks Leverage without Clear Economic Damage
If Iran wants its future threats to re-close the Strait of Hormuz to be seen as serious leverage vs a future US administration, it's going to be tricky for Tehran to reopen the Strait before we see more acute—and truly undeniable—economic harm than we've currently seen realized.
US Homebuyer Demand Hits Record Low, Prices Must Drop
U.S. homebuyer demand just hit its lowest level ever for the month of March. According to NAR Pending Sales, contract signings fell yoy to an index of 73.7. This was the worst monthly reading for March ever, even lower than 2008-09 crash. Worst...
Vance Delay Extends Ceasefire Talks, Pressures Trump
more delays on vp vance traveling to islamabad. but negotiations on core issues still proceeding, just pushes trump on extending out (or not breaching) ceasefire.
500‑Page AI Lawsuits Flood Trucking Industry This Year
You should see the 500+ page AI slop lawsuits in trucking that are all the rage this year
Iran's Move Forces US to Rethink Peace Negotiations
Holy crap on a cracker. If Iran does this, then what does the US do? And peace negotiations?
Europe Sets Privacy Benchmark with GDPR and AI Act
Embedding privacy across the AI lifecycle: from principles to practice “Europe has emerged as a regulatory benchmark through the combined effect of the General Data Protection Regulation (GDPR) and the EU Artificial Intelligence Act (AI Act).” https://t.co/SNayMvW7Ii @KPMG #AIGovernance
Immersive DCS Flight: F‑14 Walkman Meets Nevada Tower
Sudden urge to fire up #DCSWorld and put the original soundtrack through the @HBSimulations F-14 Walkman while buzzing the tower on Nevada map... #avgeek
Roman Launch Keeps Sliding Into Earlier 2026 Dates
Roman schedule changes over the last few years: 2027 --> October 2026 --> Late September 2026 --> Early September 2026.
Military Ends Mandatory Flu Shots, Reversing Centuries‑Old Policy
1/2 The military moving backwards on vaccines (recent announcement making flu vax no longer mandatory) reverses a long history that goes back to Washington and smallpox, and has continued to the (almost) present day - see below from @EvidenceOpen ...
UK Cuts Red Tape, Lets Curbside EV Chargers Install Freely
NEWS: UK is rolling out a rule allowing households without driveways to install pavement charging gullies without planning permission. Turns out one of the UK's barriers to really widespread EV adoption was ...bureaucracy. https://t.co/mgdzayOFPi
Generative AI Cuts Building Energy Use 10‑20%
Beyond The Hype: The True ROI Of Generative AI In Building Operations “The AI does not just monitor, it anticipates. If a sudden heatwave is forecasted for 2:00 PM, the AI might pre-cool the building at 10:00 AM when energy...
Future Leaders Must Master Supply Chains, Healthcare, AI
Supply chain taught me how systems move. Healthcare taught me what’s at stake. AI is changing what those systems can become. The next era will belong to leaders who understand all three. Excited to speak where that future starts to...
BioAge's Inflammation Drug Shows Best‑in‑class Promise
BioAge says early data suggest ‘best-in-class’ potential for inflammation drug https://t.co/D2owlYxCRa by Kristin Jensen $BIOA $LLY $NMRA
IREN Should Remain Power Landlord, Not Neocloud
Lot's of people harping on $IREN because of this, and it's fair. In my report on neoclouds/power landlords, you can argue $IREN should just be a power landlord, not try and be a neocloud. https://t.co/ZqN97xWAFI
Starlink Launches Drive 24.5% Rise in Global D2D Connections
The number of global D2D connections recorded by Ookla increased roughly 24.5% between July 2025 and March 2026. This growth coincides with the launch of Starlink services in a number of countries, including Chile, Ukraine, Peru, and the U.K. MORE: https://t.co/PajgLybGDh...
Iran-US Ceasefire Set to End April 22
The current ceasefire in the Iran/US conflict is set to expire on Wednesday, April 22, 2026 at approximately 8:00 p.m. Eastern Time (ET) on Wednesday.
Vegas Slots Now Generate 70% of Gaming Revenue
Las Vegas slot machines are absurd. Between 1980 and 2025, slots went from 0% of gaming revenue in Nevada to ~70% (more than 2x every other table game combined). Last year, slots made up $11B of Nevada’s $16B in gaming revenue...
SMMT Spikes as Akeso OS Data Lands Plenary
Summit Thera. $SMMT Well… that answers that. SMMT shares initially popped (as much as ~15%) on today’s release of ASCO abstract titles with the unexpected news that the much-anticipated OS data from Akeso’s HARMONi-6 will be released in a Plenary slot...
Hollywood’s Deepfake Stance: Complex, Not Purely Opposed
I think people automatically assume that Hollywood is anti-deepfake, but as I found out when reporting this story, the view is actually much more complex: "I know it’s not great, but it’s also exciting, because that means that there’s a...
Nations Squeezed: US Pressure vs Beijing Warning on Supply Chains
Many countries are caught in a vise: Washington wants them to strip Chinese content from their supply chains, and Beijing is warning them not to. @Lingling_Wei https://t.co/LilGzuOzlf https://t.co/LilGzuOzlf
WTI May Futures Expire; Prompt Spread Squeezed
WTI May futures contract expiring today. Prompt time spread getting squeezed this morning into expiry. https://t.co/ngZp1l2e18
1500km EV Battery Charges in Six Minutes, Ends Range Anxiety
You can now drive an EV from London to Barcelona on a single charge. Think about that: CATL just unveiled a battery with a 1,500km range that charges in 6 minutes That's: >Faster than a coffee break >Longer than almost any petrol tank >The...
AI Workloads Justify Rising Cost per Transistor
We all knew the cost per transistor was likely to go up in the angstrom era. If it weren't for AI workloads, the leading edge would have been much harder to justify the cost increase. Full report: Foundry Economics...
Senate Banking Hearing Features Surprisingly Informed Questions
Listening to the various questions in Warsh's Senate Banking testimony, I'm impressed by the quality of the questions . Sure, there's political theater, but so far, questions are well informed. I can't say that about some other Committees.
Huawei Secures 19 Critical‑Sector Certifications, Outpacing Spanish Firms
CNI certifies 19 Huawei products for use in critical sectors such as defense With more than 70 devices in April, it far exceeds the certifications obtained by Spanish companies Clean network? https://t.co/tWRMNbiOR6
Larry Jackson Pushes Kanye's Comeback, Wins Corporate Bets
The return of @kanyewest is being championed by a music executive named Larry Jackson, a protege of Clive Davis & Jimmy Iovine. I spoke to Jackson about his relationship w/Ye and how he's convinced companies to bet on him again. https://t.co/7ouU0Dilty
Hiring at AI Speed: Artemis Secures Talent in 48 Hours
Shachar Hirshberg and Dan Shiebler make offers to new hires within 48 hours of their first conversation. They’re building an AI-native security company, Artemis Security, that battles threats that move at machine speed (which, for AI-driven attacks, is often in seconds)....
FAA Releases Redacted Chicago Flight‑cut Transcripts, United Exec Speaks
The @FAANews released redacted transcripts of the Chicago ORD flight cut meetings that have circulated among industry. @United exec Patrick Quayle exchange with FAA/DOT’s Dan Edwards is worth reading https://t.co/JB46MTkdZA https://t.co/364FaRTAG2
Red Cat Lands US Air Force Black Widow Drone Contract
Red Cat Holdins $RCAT large drone win for $RCAT accdg to The US Air Force is purchasing Black Widow drones manufactured by Teal Drones (a Red Cat subsidiary) for feeding live targeting data directly to airborne F-35 fighters. https://t.co/HJrKPkG4tr
OHB and Siemens Team up to AI‑drive Satellite Manufacturing
Space hardware prime @OHB_SE enters 'strategic development partnership' w/ @Siemens to bring AI to volume satellite production. OHB is a major @esa contractor, a likely platform provider to @SES_Satellites for @defis_eu Iris2 constellation & prime for @bundeswehrInfo SatcomBw-4. https://t.co/27vLOt5fhT
Peach State Bank Merges Into UCB at 194% Book
Peach State Bank in Gainesville is merging into $UCB at 194% of tangible book. https://t.co/7wB9sFCL0n
Amazon Basics Complaints Finally Surface After Years of Seller Frustration
I think it’s interesting that this is coming out now, Amazon sellers have complained about this for years on X if you follow that community here I used to work with a guy who was in the Amazon Basics department…that’s...
FAANews $15B NextGen Reform Plagued by Longstanding Issues
.@SecDuffy makes point that $15B @FAANews NextGen reform plan has suffered serious issues for years https://t.co/V9SaXieJXn
Lithium Shortage Threatens 100% Renewable Energy Goal
Does the world have enough lithium to power all the electric vehicles and stationary batteries needed to transition the world to 100% clean, renewable energy and storage for everything? More info https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-lithium.pdf https://web.stanford.edu/group/efmh/jacobson/WWSStillNMN/StillNMN.html Video: https://www.youtube.com/watch?v=XKBTnj1nTWo
Citizens Bank Deploys Human‑AI Teams for Consultative Branches
Citizens Bank: Human-AI Teams Turn Branches From Transactional to Consultative AI tools to help staff: find policies, prepare customer summaries (history + sentiment + life events), suggest vetted next-best actions. Appointed branch distribution transformation lead = physical design + roles...
FAA Projects Paper Strip Phase‑out Not Until 2029
The @FAANews said in 2022 it would take until 2029 to end the use of paper strips at major airports https://t.co/YCVLCoNFhK
Zaslav Cashes $500M Exit, Still Wants Warner Stay
This week’s @Variety cover story: $500 Million Exit: David Zaslav Is Leaving Warner Bros. a Rich Man — but He’d Love to Stay Around Even Longer https://t.co/JT201MwSD3
RFK Denies Trump Sidelining, Confirms Team Vetted CDC Nominee
RFK says today at @HouseCommerce hearing that it's not true that he's been sidelined by Trump bc of his vaccine views, and that while he didn't talk to Trump about Erica Schwartz's nomination to CDC, his team vetted and...
Artemis Suits Likely Fine; Axiom Praised for Future Bets
Actually, I think the Artemis spacesuits are probably going to be fine. Axiom deserves credit for betting on the future. https://t.co/UJmwDHUmCE
Rising Mortgage Rates Slash Home‑sale Growth Forecast to 4%
"Due to the upward trajectory of mortgage rates, NAR now expects existing-home sales to increase 4% this year, down from the previous projection [+14%]." https://t.co/BNUbt2WCK1
Recurring Friday Night Outages Disrupt Potomac TRACON Operations
The two recent Friday night outages at Potomac TRACON have been cited several times (I wrote up the last one from my car outside my older son's baseball practice) https://t.co/Pa1vp5yLhF
MRNA Brand Stigmatized by COVID Vaccine Backlash, Says Bhattacharya
That is literally a lie, as Bhattacharya wrote an op-ed trying to explain their move. He essentially was arguing that the "brand" of mRNA is tainted by public backlash to the COVID vaccine. https://t.co/5KXQJtCCxM https://t.co/HDQRvQK0ki
Chile Tops D2D Satellite Usage; Japan Lags Behind
During March 2026, 0.46% of Speedtest® users in the U.S. recorded a connection to a D2D satellite. In Chile, that figure was 1.26% (the highest). In Canada, it was 0.70%. In Japan, it was 0.11% (the lowest). MORE: https://t.co/PajgLycesP https://t.co/P2SNF9H8Zr
Meta Drains Brand Budget Early with Terrible ROI
Love waking up to Meta spending 60% of a brands daily budget before 7am PT. Love that it spent almost 20% from midnight to 1am. Love that the CPA was 5x our goal and time on site metrics were basically...
Designer as Ideal Customer Sparks Joyful Employee Pilot
Our lead designer on kids’ accounts (@bradwrage) also happens to be our ideal customer. It has been so fun to watch the excitement and joy during the employee pilot. 💚
Caelux and Tandem PV Advance US Perovskite Modules
Caelux, Tandem PV announce progress on US perovskite solar modules #energysky -- via pv-tech: https://t.co/7inV1W4WKy
Cancer-Like Microglial Mutations May Fuel Alzheimer's Inflammation
Somatic mutations in microglia brain cells (the same mutations as seen in cancer) are enriched in and may drive the neuroinflammation of Alzheimer's disease @CellCellPress https://t.co/PS7pIBFW4H
Meta's Heterogeneous Chip Fleet Boosts Competitive Edge
"while I was encouraged to see Meta’s diversified chip strategy, I was also a tad bit concerned whether the trade-off has too high a cost. However, I have now updated my opinion that Meta is increasingly quite enviably positioned due...
Winter Wheat Health Plummets in Five Key States
🌾Five of the top U.S. winter wheat states (63% of the 2026 planted area) carry concerning health ratings. The shares of wheat rated poor or very poor in these five states are well above recent averages. But more notably, conditions have...
Harsh Tactics Boost Chinese Self‑reliance, Risk Western Relevance
"Every blunt instrument applied accelerates Chinese indigenization, strains allied relationships, and narrows the window in which Western equipment remains indispensable." Those advocating for MATCH Act taking narrow view, ignoring massive collateral damage. https://t.co/98q7VvFemB