U.S. Admiral Calls Kamikaze Drones Indispensable in Iran Conflict
LUCAS Kamikaze Drones Lauded As “Indispensable” By U.S. Admiral In Charge Of Iran War Cloned from the Iranian Shahed-136, CENTCOM commander Admiral Brad Cooper praised the drones and their performance so far. https://t.co/1jrLntEJUb
Measure Revenue in 50‑cent Units, Like TEUs
In shipping we measure our volume in half containers (TEUs) and yet everyone looks at me like I’m crazy when I suggest we should measure our revenue in 50 cent pieces.
Discard Outdated Housing Debt Bubble Narrative
You have to let go of the housing debt bubble premise from the past — that's an old battle that no longer exists, you're chasing a ghost here. https://t.co/DV4aV0RuyM
Homeowner Numbers Stagnant; New Laws Fuel Economic Shift
That is not the scale of homeowners in America for 15 years now. The QM laws of 2010 and the 2005 BK reform law changed a lot for American economics https://t.co/SfPRuod5EC
AI: Nightmare Yet Essential for Fortescue’s Net‑Zero Goal
Forrest says AI the stuff of nightmares, but also critical to Fortescue’s push to real zero #energysky -- via Renew Economy: https://t.co/CtSKQsQa1P https://t.co/B2sbBHDjw9
Planet Labs Imposes 96‑hour Delay on Middle East Imagery
Just got this from Planet Labs, they are delaying posting imagery from specific areas in the Middle East 96 hours due to operational security concerns: Reads in part: As part of Planet’s commitment to responsible data practices and the safety of personnel...
PBM Critics Overlook Their Owners' Low, Stagnant Margins
So I've read a few long essays on how abusive pharmaceutical benefit managers and group purchasing organizations are, and they all make a strong case. And then I look at the companies that own PBMs, and their margins are a)...
Engineering‑Manufacturing Collaboration Cuts Engine Blade Lead Time
The magic happens when engineering and manufacturing work together to solve a problem. Today Boom team shaved six+ weeks off our engine blade manufacturing schedule. https://t.co/6fsH5k9odj
AI-Driven Plant Networks Require Built-In Cybersecurity
Contributor Spotlight: Shantae Hansen (p. 34) — as AI gets embedded into MES/ERP + IIoT + plant networks, cybersecurity has to be “built-in,” not bolted on. Practical moves: segment OT/IT, least-privilege + MFA, disciplined patching and tested offline backups. #Cybersecurity https://t.co/zvLr3eVkMd
Tim Sweeney Reveals GB Max Story in Full Transcript
And our GB Max story with the full transcript of our exclusive interview with Tim Sweeney. https://t.co/AhPRDXRoQU
Tim Sweeney Explains Epic's Google Settlement and Fortnite Android Comeback
Here's our exclusive interview with Tim Sweeney (and a bit of Steve Allison) on Epic Games' settlement with Google and the return of Fortnite worldwide on Android. We got Tim's response to reactions about the benefits for game developers and...
Investors Rotating From US Tech to Commodities and Bonds
"We are in the first phase of a great rotation away from the US FANG+ and related stocks, semiconductor, and AI software companies towards oil & gas, utilities, emerging market, and resource stocks, and Treasury bonds." - Marc Faber
US Grants India Waiver for Russian Oil Loaded by March 5
There is a caveat to the Russia oil waiver for India — “loaded on vessels as of March 5”. The Department of the Treasury's Office of Foreign Assets Control (OFAC) is issuing Russia-related General License 133, "Authorizing the Delivery and Sale...
Rising PITI Costs Shatter 2020‑24 Sales Threshold
Total PITI costs surged for housing and in a QM lending environment that was set to crush sales. I had a price model limit for 2020-2024: if we didn't surpass 23% during those five years, we would be okay; we...
Unwind with a 3‑Hour E‑Commerce Deep Dive
Long day? Climb into the bath tub and spend 3 hours soaking in this conversation with me and eComs Lex Friedman: @markbrazil https://t.co/MILIpQXdKG
Terminal Values Are Just DCF Shortcuts via Multiples
Terminal values are themselves short-hands for DCFs. This is because a terminal value is essentially a multiple. And a multiple is a short-cut for a DCF. More in the memo below 👇
Fannie Mae Predicts Steady 6% Mortgage Rates Through 2027
Fannie Mae: Get use to these mortgage rates Fannie Mae's forecast for the average 30-year fixed mortgage rate: Q3 2026 --> 6.0% Q4 2026 --> 6.0% Q1 2027 --> 6.0% Q2 2027 --> 6.0% Q3 2027 --> 6.0% Q4 2027 --> 6.0%
Morocco Adds 204 MW Utility‑scale Solar in 2025
Morocco installs 204 MW of utility-scale solar in 2025 #energysky -- via pv magazine global: https://t.co/souUIR1saG
Glass 4.0 AI Tops NOHARM, Beats Human Physicians
Today, @DrJessePines, writing in @Forbes, covered the NOHARM benchmark — one of the most rigorous evaluations of clinical AI to date. 100 real medical cases across 10 specialties, 12,747 specialist annotations on beneficial and harmful medical actions, and 31 AI systems rigorously...
Should the U.S. Navy Rescue IRGC Sailors?
Ship captain here. I’ve spent more time being tracked, followed, hunted, and observed by submarines than 99.999% of people on this app… and I’ve read dozens of books on how those encounters end. So should the U.S. Navy have rescued those IRGC...
US Grants India 30‑Day Waiver for Stranded Russian Oil
This will help. But crucial to understand: India’s total crude imports are ~5.5 mil b/d. This is a minor offset to 20 mil b/d locked out of the market. Washington appears set on offering a drip-feed of relief to a major oil...
Trump Uses Renewables Permitting Thaw as Legal Tactic
Trump’s Renewables Permitting Thaw Is Also a Legal Strategy #energysky -- via Heatmap News https://t.co/k898YBqsSa https://t.co/vc4PSNU4wn
Rocket Lab Launches BlackSky Gen3 Imaging Satellite
LAUNCH of Rocket Lab Electron from Mahia at 2353 UTC Mar 5 carrying a BlackSky Global Gen3 imaging satellite
UT San Antonio Awarded $38B ARPA-H Grant for Drug Trials
UT San Antonio has been given a $38biin ARPA-H grant to study the health benefit effects of three drugs in humans, namely, rapamycin, dapagliflozin and semaglutide …🧵 https://t.co/fAX14ngoyD
Australia Can Leverage Data Centre Boom for Grid Growth
How Australia can turn the data centre boom into a grid growth story #energysky -- via Energy Storage News: https://t.co/7pJu7VC6tB
From Player to Coach: Team Accelerates Product Delivery
It's hard for me to describe how different things are than they were a week ago. I'm moving into more of a player coach role, and in the last 7 days, my team of PMs have been: - creating a "Cash...
Apple, Google Slash Fees for Small App Developers
Our 2020 challenge to Apple and Google brought one immediate gain: both dropped fees from 30% to 15% for small developers: the makers of the 98% of apps that earn 5% of the revenue. The settlement drops Google’s comparable long-term...
Opendoor's Sacramento Margins Remain Razor‑thin Despite Improvement
Pulled some #Opendoor stats in Sacramento. They are doing better than a few years ago, but some razor thin margins. This is the dollar difference between acquisition price and resale price. Real estate fees, holding costs, credits, & repairs costs...
Blue States Cite Friedman in Landmark Tariff Lawsuit
"Twenty-Four States Led by Oregon File Lawsuit Challenging Trump's Section 122 Tariffs" https://t.co/SqGRbF04Xc "This may be the first time a lawsuit filed by blue state governments quoted Milton Friedman" 🔥
AI Agents Need Locked, Capped Cards—Lithic Leads
giving ai agents specific cards that can be locked per merchant and have spending caps is an obvious payment solution. probably more obvious than stablecoins which have a ton of payment adoptions. @lithic is probably the only fintech platform company...
Press Allows Politicians to Manipulate News Narrative
The American press are letting them. And then the #BrokenTimes editorial board bothsides even this... Politicians Are Trying to Control the News https://t.co/SKjiPhNbe1 https://t.co/zNDaP3UHNs
Automation Threatens Jobs in Oil and Gas
#WhosNext? Oil and gas workers? #Automation means the industry doesn't employ as many people as it used to. #AV #Robotics #RPA https://t.co/7icqDY8Mvf
CNRL Mines Free of Carbon Pricing Liabilities
There are other CNRL projects that have material carbon pricing liabilities, including at Jackfish and Primrose. The mines don't have that issue.
Solar Tracking Boosts Crop Yields in Agrivoltaics
New solar tracking strategies aim to maximize crop yield in agrivoltaics #energysky -- via pv magazine global: https://t.co/XYthEuKWUC
Iranian Navy Ship Seeks Asylum in Sri Lanka Amid War
It seems like this is now happening, with the news that the Iranian Navy auxiliary ship Bandar Abbas is now seeking shelter in port in Sri Lanka to wait out the war in an interned status.
Ribosome-Targeted Drugs Redefine Psychiatry and Beyond
Ribosomes as Drug Targets. The Quiet Rewrite of Psychiatry and Beyond. | Ep. 950 https://t.co/gKlWpzO1Ci https://t.co/ImGOmUVrSO
Mark 48 Ranks Among US Navy’s Deadliest Anti‑ship Weapons
“"The Mark 48 is one of the most lethal anti-ship weapons in the U.S. inventory," Thomas Shugart, an adjunct senior fellow at [@cnasdc], told Fox News Digital.” https://t.co/B4fV7Sgz82
AI Accelerates Rare Disease Diagnosis, Saving Lives
What good things is AI doing? Here's 10 things my AI agents found here on X that are examples of good things AI has done for humans. +++++ 1. "ChatGPT saved my life" — grocery store conversation about an ultra-rare diagnosis "Doctors...
Did the Project Profit or Pay Under Carbon Pricing?
I'm sure Pierre checked whether this project made money or paid money under the industrial carbon pricing regime, right?
OpenAI Trails Anthropic, Mistral in Finance AI Race
OpenAI is eons behind here, esp for financial modeling. Think they were in early on Rogo which may help (probably good acquisition opportunity tbh) but Anthropic has been crushing and Mistral is doing well with EU banks (mainly because of...
Helios Laser Claims Debunked: It’s Actually ODIN Dazzler
I don't believe any of this is true. I have seen on big outlets and influencers hyping this up. I don't believe HELIOS is even deployed to the region nor has it downed a drone in combat nor would it...
270k TEU Stranded as Gulf Bookings Halted
Over 270,000 TEU Stranded as Container Carriers Halt Gulf Cargo Bookings. As Penny said on Big Bang—holy crap on a cracker. https://t.co/YA2vB0MmHv
Middle East Turmoil May Accelerate Solar Investment
Why the Middle East crisis could prompt a doubling down on solar #energysky -- via pv-tech: https://t.co/6ieL0gTNmJ
Shipping Rates Surge, Yet Hormuz Crisis Looms
Container Shipping Rates Rise as Asian Factories Reopen—But Hormuz Crisis Threatens New Shock. Is it time to stop talking about rates? Instead cite the metrics for container lines and for supply chains? Rethink a new reality of increasing disruption? ...
Walk Away When Bridge Debt, Low DSCR, Thin Yield Spread
Here’s how to identify when a deal is too risky: Sometimes the deals you don’t do are more important than the deals you do This 40-unit deal that I underwrote a while ago had 4 major deal breakers 1. Having to take...
Longevity Conference Calendar Revealed, Forum Starts Next Week
2026 aging/longevity conferences mostly have announced dates now. A few date just announced. Here's what the schedule looks like at the moment. Next up is Longevity Global's Longevity Innovation Forum in San Diego next week. https://t.co/mIDmfQD38H I'll be there & speaking. https://t.co/4mRLXJmGgg
Sync Licensing Demands Edits, Not Fast Cash
Don't look at sync licensing as a way to make a quick buck with all of your old music. If you're walking in with multiple albums and you've never done this before, you'll be doing lots of edits.
Senate Commerce Committee to Vote on NASA Deputy Nominee Thursday
Following today's nomination hearing for Matt Anderson to be NASA Deputy Admin, the Senate Commerce Cmte will vote on his nomination (and several others) next Thursday, Mar 12, at approx 11:30 am ET. It's in the Capitol (S-216) so likely...
CENTCOM Calls LUCAS Drones Indispensable Amid Inquiry
Our Howard Altman asking about the use and efficacy of LUCAS drones at the CENTCOM presser today.
Homeownership Isn't the Only Path to Millennial Wealth
If you’re a millennial, you need to stop believing that owning a home is the ONLY way to build wealth. It is just one part of the puzzle and an optional one at that. If you can’t own a house,...