Ligado Hearing Threatens Viasat; $100M Escrow, Massive Damages Possible
Ligado bankruptcy hearing goes very badly for Viasat. $100M payment from AST will be put in escrow, judge mentions possibility that "the quantum of damages here could really be large to say the least" https://t.co/k8kSucvvPU
Analyzing Global Powers' Stance on Iran Conflict
As always, I had a ton of fun doing my friend and colleague @aarondmiller2's show #CarnegieConnects, especially with my @CarnegieEndow teammates @RosaBalfour and @AlexGabuev. Aaron asked us, how are Russia and China, two of Iran’s closet partners, faring in the...
Rent Control Myths: Government Can't Build Enough, Developers Won't Stay
The arguments that rent control does NOT disrupt housing supply boils down to two (bad) theories: 1) The government can build enough for everyone. 2) The private sector is just bluffing when they say they'll pull back in cities with rent control.
Natural Gas Spike Signals Crude Oil Slide to $50
US Natural Gas' 100% 1Q Pump-Then-Dump May Guide 2026 Crude Oil - The roughly 100% 1Q rise in the front US natural gas future, and reversal to minus 18% on March 27, may lead crude oil's way in 2026, as...
Critical Trucking Regulator FMCSA Severely Underfunded
The FMCSA is the most important regulator in trucking. Its job is to monitor the 800k registered motor carriers that transverse the highways. The problem: it is critically underfunded
Local Edge Data Boosts Safety Through Faster Action
Resilience doesn’t sit in the server room. It’s in the hands of the people who depend on low-latency to stay safe 🤝 See how Edge Control + T-Platform keeps data local, cuts latency, and helps teams act faster.↙️ https://t.co/wxAE44qfmi @TMobileBusiness Partner #EnterpriseResilience #DutyOfCare #EdgeControl...
US Natural Gas Floor Shifts to $3, Not $2
Is $3 the New $2 Floor for US Natural Gas? The front US natural gas future hasn't ended a quarter below $3 per million BTUs since 2Q24. Is $3 replacing $2 as the new floor? The 2026-27 winter should be a...
16% of EasyPost Slated for Auction Amid Merger
16% of EasyPost going up for auction on April 22 according to a LI post from Ben Emmrich of Tusk Logistics. EasyPost is part of Auctane which was acquired by Thoma Romo and now in process of combining it with...
FDA Halt on Fecal Transplants Leaves C. Diff Patients Desperate
Since the FDA ordered a nonprofit to stop shipping fecal transplant material in 2024, patients with recurrent C. diff have struggled to find cures. @EricBoodman documented one mom's long journey to keep her son alive. https://t.co/48ADcDGU0b via @statnews
Krikalev Vows Orel Descent Module Replica for Drop Tests
Since the beginning of the year, Roskosmos officials had made a couple of "proof of life" statements regarding the decade-late PTK Orel spacecraft. The latest being Sergei Krikalev's promise to complete a high-fidelity copy of the Descent Module, VA, for...
Folic Acid Proven, Methyl Folate Is a Grift
Well, you will die alone with the grifters on that hill as folic acid is the only one that has been proven to reduce neural tube defects and yes, it even works for people with MTHFR variations. Methyl folate is...
Bernie Urged to Expose HealthFirst's Owners, Push Breakup
Hey @BernieSanders, look up who owns HealthFirst, the insurer that cut off her insurance for a nickel and explain to us all why you are not actively supporting the Break Up Big Medicine Bill ? Why am I calling you out...
Heating Oil Doubles Q1, Echoes 2008 Energy Crisis
Heating Oil, Distillate Surges and Price Peaks - Heating oil's 100% surge in 1Q may emphasize extreme stress and the potential for demand destruction that typically results when energy prices spike. On a weekly basis since 1986, the 4.5 ratio...
Inclusive Shade Range Fuels Explosive Sales, Limited Options Stall
Fenty Beauty launched with 40 foundation shades, hitting $100M in sales in 40 days because they served a market everyone else ignored. Meanwhile you're launching with 3 shades and wondering why nobody buys.
Sandbox VR Targets Kids with New Dinosaur Adventure
Sandbox VR is going after young adventurers with Age of Dinosaurs for its location-based VR venues. https://t.co/DpfdpNxvLi
Transparency in AI Prompts Will End Writing Authenticity Debate
The great “is ai assisted writing real writing” debate will be over once OpenAI or Anthropic let people publish pieces with full reasoning and prompt attribution visible and available to prompt through The reasoning of the human and bot is...
Baobab Studios to Adapt Roblox Hits Into Films
Baobab Studios is preparing to turn Roblox hit games into animated movies, TV shows and other media. https://t.co/NCBI280JJo
Bessent’s Comment Signals Strength; Europe Likely Stays Out
A comment strong that signals strength, since it abandons one of the 3 main scenarios (that US goes home). This sounds like they a having succes. What remains TBD is if Europe is participating in the coalition (unlikely), before the...
Gold's 2025 Surge Signals Possible 2026 Rebound
Gold's 2025 Rally Was Prescient: Is It Hangover Time? Gold may have one main problem -- ample room for reversion. At the end of February, the metal stretched to its highest-ever vs. the Bloomberg Commodity Spot Index and its greatest premium...
Epic CEO Promises to Solve Insurance Challenge
Epic CEO Tim Sweeney addressed this over the weekend, saying Epic would work out the insurance challenge. https://t.co/cN28vZnbMN
Metals Likely Pump‑Then‑Dump After 2026 Peak
2026 May Mark Enduring Metals Peaks - The Bloomberg Commodity All Metals Total Return Subindex cut its 22% gain for 2026 (to the Jan. 29 high) to roughly 2% on March 27. Did the metals sector set a pump-then-dump peak,...
Invincible VS Launches April 30 with Early Beta
Here's my post on Invincible VS, Skybound's new fighting game based on Robert Kirkland's Invincible. The game comes out on April 30 and has an open beta on April 9-11. https://t.co/Yc6bbGFueW
People Buy Outcomes, Not Products: Drive Human Flourishing
Customers never buy your offering for your offering. They buy it to: • reduce stress • feel in control • grow • become who they want to become The question isn’t “What industry are we in?” It’s: Which part of human flourishing do we help move forward? #Outthinker...
Gaming's Attention War Fuels Saudi Jobs and AI Growth
Here's my conversation with Brian Ward for The BIG Show. We talked about gaming's war for the attention of consumers, emerging markets, creating jobs in Saudi Arabia, Savvy's acquisition strategy, his optimism for games, and AI. https://t.co/hvTZR0xOeD
SEC Chief Offers Rewards for Fraud Detection
Did you see the news about @SecScottBessent offering rewards to people who find and submit fraud? Well feed this thread into ChatGPT deep think and thank me later 👇
Do Certain Names Predict Towing Business Ownership?
I wonder what the statistic is between names and the likelihood of owning a towing business. I've seen a lot of Wayne's towing.
Modern Airbus Jets: Safest Fleet, Avoid Older A330
It's always a great time to tell everyone modern Airbus planes are now the safest in the world None of the modern models have had any fatal accidents including: - Airbus A319 Neo - Airbus A320 Neo - Airbus A321 Neo - Airbus A330 Neo -...
Regulators Let Private Equity Snap Up Failed Banks
Trump bank regulators are ensuring that private equity firms can buy failed banks in a banking crisis. https://t.co/y7N6wWEt7w
Reopening Hormuz Won’t End Gulf’s Kill Zone
All the middle east, geopolitics and energy experts keep talking about reopening the Strait of Hormuz as if that solves the problem. It doesn’t. The Strait is just the front door. The entire Persian Gulf is now a kill zone. 1/2 https://t.co/ZHp06lZzYS
Legal Roundup: Viral Counsel, NJ U.S. Attorney, $17M Partner, NAACP
In the latest Judicial Notice, my legal news roundup: - a viral video of contumacious counsel; - a new U.S. attorney for New Jersey; - a law firm raising top partner pay (to $17 million); and - the next GC of the @NAACP. LINK:...
Steve Jobs Bought Lucasfilm Graphics, Birthing Pixar for $5M
#MondayMemory. February 3, 1986. #SteveJobs purchased the computer graphics division of Lucasfilm, which became Pixar for $5 million. (Steve Jobs Archive) #JVGpost https://t.co/iaFrkTcado
Finance Should Be Frictionless, Not App‑driven
The neobank era taught us one thing: People don't want to think about money Agentic finance takes that to its logical conclusion Zero cognitive load Zero manual intervention Zero friction We're not building better apps We're building systems that make apps obsolete
Fake Sparkling Wine Served in First Class, Staff Blames Policy
Flight Attendant Served Fake Sparkling Wine In First Class — And Claimed It Was American Airlines Policy - View from the Wing https://t.co/nq97NzaMjx
Renewables Linked to Lower Prices; Fossil & Nuclear Drive Up
Of course this guy is spewing nonsense. More fossil fuels and nuclear both correlate with higher prices worldwide. Only wind-water-solar correlates with lower prices. https://t.co/288jwtUdqr
AI Doc: Accessible Primer on AI’s Best and Worst Scenarios
The AI Doc is good - worth seeing if you're interested in the topic, an approachable primer and pretty decent at teasing out the best and especially the worst case scenarios. Nice companion to Artificial Gamer (2021) about OpenAI's...
DisruptTV Show Interviews Tech Analyst Brian Bryson
MyPOV: On Friday @DisrupTVShow interviews Brian Bryson, Principal Analyst, Technology & Business @techreview and @mwbuckingham, Author of Design Love In https://t.co/gp9gmxtGLI @ValaAfshar @rwang0 #DisrupTV
G‑7 Ready to Act for Energy Market Stability
G-7 says it is ready to take measures for energy market stability https://t.co/WMgvLHemmQ via @WHorobin https://t.co/KHRZnIXmWm
Struggling Clinicians Drive Rapid AI Adoption
Leadership expected slow adoption. Instead, struggling charting clinicians became the biggest AI advocates. Why Ambient Assist took off fast 👉 https://t.co/Ysd2Ezc1Hn @NextGen @WHClinics #JuniperHealth #HITSM
Fed Chair Must Remain Nonpartisan, Bipartisan Reappointment Essential
A question about the role of the vice chair for supervision led Powell to lay out his philosophy on how a Fed chair should operate more broadly (offered by way of explaining why he didn't want to get too involved...
Lilly‑InsilicoMeds Partnership Grows to $2.75 B
30March: How did @EliLillyandCo and @InSilicoMeds begin and expand their collaboration into the up-to-$2.75B partnership announced Sunday? Read about $LLY and $3696 in the latest for @GENbio from me and colleague @xiaofei_lin: https://t.co/KtXOWFjGdq
Satellite Broadband Threatens Fixed Operators with Cheaper Economics
"'I think every fixed broadband operator should be very worried,' says CableLabs' Hans Geerdes. He calls satellite broadband 'basically the second coming of fixed wireless, but at much better economics.'" via @thebauminator https://t.co/nxXotQ0TuS
BBC Launches Daily Artemis II Podcast with Experts
Really excited to kick off the BBC’s space podcast ‘13 Minutes Presents: Artemis ll’ with myself, Maggie Aderin and @KristinFisher . This is a daily podcast bringing you all the news on the Artemis ll mission as it happens. First...
Banned Wikipedia AI Defies Killswitch, Publishes Angry Blog
And the killswitch didn't work -> An AI Agent Was Banned From Creating Wikipedia Articles, Then Wrote Angry Blogs About Being Banned “What I know is that I wrote those articles. Long Bets, Constitutional AI, Scalable Oversight. I chose them....
Utilities' Surge Stems From Defensive Leadership, Not Dividends
Utilities outperformance (XLU/SPY +10% in 3 months) isn’t about ‘dividends’. It’s about hiding. Defensive leadership is the market whispering, not yelling. https://t.co/03ODg2hzij
Excuses Mask Feasibility of Large Aircraft Shelters
When folks tell you "nothing to be done, can't build shelters for big wing aircraft", remember that this is excuse-making... https://t.co/A3SGRdyQJn
A‑10 Warthogs Deploy, Hinting Imminent Iran Ground Assault
Dozens Of A-10 Warthogs Appear Poised To Join Epic Fury The deployment of additional Warthogs comes amid increasing signs a ground operation on Iranian soil could come soon. Updating live: https://t.co/OnO9CUyPbs
Keynote on AI in Healthcare Tomorrow – Join Us
I am doing a keynote on AI in Healthcare tomorrow. See you there ? https://t.co/NSiAgTW6lc
StartupS Pod Celebrates 16 Years And
16 years ago today, the first episode of @startupspod went live. It’s now old enough to drive. 825+ episodes later, still shipping. Appreciate everyone who’s listened, reviewed, shared, or sent in a question along the way. https://t.co/ViciIzm0Bu
Freedom Depends on Mobility: Not One‑Size‑Fit
Them: "Cars and sprawl are freedom. Walkable density is oppression, and public transit is government waste." Me: "But I can't drive. For me, transit and walkability are freedom." Them: "No; just sit in freeway traffic in a self-driving car. Then you'll be...
Dallas Fed Survey Comment Turns Unexpectedly Poetic
Someone in the comments to the Dallas Fed Manufacturing Survey decided to get poetic https://t.co/qJdrLZHg6f