Yamanaka Stem Cells Earn Conditional Approval for Heart and Parkinson's
20 years of Yamanaka stem cell factor research culminates in 2 conditional approvals for heart disease and Parkinson's disease in Japan https://t.co/8oxKxXYafu by Shinya Yamanaka @CellStemCell https://t.co/U878IxSfSi @ScienceMagazine https://t.co/HCCPaTEP7e
Gen‑AI Video Tools Should Prioritize Quality over Speed
Elizabeth Stone, Netflix's chief product & technology officer, said most gen-AI video platforms don’t operate from a filmmaker's perspective. She said InterPositive's tools are designed to help produce higher-quality content — not make it faster or cheaper https://t.co/w8xyM2pXhz
HMPL‑A580 Confirmed as Anti‑EGFR ADC, Impacts ALXO
I speculated last month that HMPL-A580 was an anti-EGFR ADC https://t.co/XFDtZfWWkH and $HCM just confirmed that this is the case. Relevant for $ALXO
Airbnb Purchases Deliver Tax Breaks, Depreciation, Passive Income
The smartest clients I’ve helped buy Airbnbs purchased for Tax Benefits of owning Real Estate 100% Bonus depreciation Owning Long Term Passive Income Last
Netflix Shares InterPositive AI with Partners, Not Public
Netflix will offer access to InterPositive’s AI-powered tech to its creative partners and does not have plans to sell it commercially in the marketplace https://t.co/w8xyM2pXhz via @variety
OEMs Accelerate Design, Strengthen Security for New Vehicle Architectures
OEMs are driving faster design cycles and enhanced security amid evolving vehicle architectures and compliance requirements. https://t.co/h9d6HBTGMr #automotive #automotivesecurity
From $1 Shoe Salesman to Nation's 2nd Largest Apartment Owner
The story of Morgan Properties is one of those "only in America" stories -- started by a shoe salesman in 1985 putting down $1 to buy 3 suburban Philly apartment properties, and growing it into the nation's 2nd largest apartment...
75k AMA Equals TV Viewership
While a massive number, it’s not actually. If my math is right, it’s about 75k AMA which approximates TV viewership. Global yet significantly smaller than SC. Love to know what percent is US and by sport. Regardless, YT is destination...
Medellín’s Transit: Tourist Praise vs Local Reality
You've heard tourists praise for the public transit in Medellín, Colombia, but how well does it work for the locals? My deep dive into a fascinating city and network, available in English and Spanish. https://humantransit.org/2026/03/medellin-beyond-transit-tourism.html
Strait Closure Ripple Effects Threaten Sulphur, Copper, Global Markets
Further to what we said about the impact that the closing of the Strait of Hormuz has on the sulphur market… and therefore African copper production… Craig Tindale maps out that this is only one small piece of a giant...
Sober Awe at Vandenberg’s Minuteman III Launch
Covering a Minuteman III launch out at Vandenberg Space Force Base. Really amazing and sobering experience seeing this missile fly.
Best-in-Class Supply Chains Boost Profits by Up to 22%
“The correlation between #supplychain mgmt. competence and org. strategic development & operating performance is well proven. Orgs. w/ top-notch SCM capabilities earn as much as 22% higher profit margins than the SCM laggards.” https://t.co/aOD9g3jjRN #procurement #purchasing https://t.co/p2jVSKcEwc
TNT Secures Exclusive U.S. FIBA Rights Amid Merger Uncertainty
This is exactly the type of deal I discuss in today's newsletter ... will a Paramount/WBD merged company do these smaller sports rights deals anymore? The calculus will definitely change for TNT ... https://t.co/DvKzUkqcDr
Housing Market Tightens, Home Receives 94 Offers
The housing market has tightened a little lately. I’m not saying it’s 2021 again. I’m just saying supply and demand have squeezed together a little. More thoughts on my weekly blog along with a discussion about that one home that...
Matt Anderson Poised for Smooth NASA Deputy Confirmation
NASA may soon get a deputy administrator. Matt Anderson is before a Senate committee today. Barring surprises his confirmation in the coming weeks should be non-controversial.
Paramount CEO Pledges Unwavering Focus on Truth and Trust
When asks about plans for CNN, Paramount CEO David Ellison tells CNBC that we want to be in the truth business, we want to be in the trust business and that’s not going to change.
Info Overload Sparks New Crisis of Control
Study The Control Revolution. Industrial Revolution --> Crisis of Control --> Information Revolution We have the opposite Crisis now: info has outstripped that which it was born to control. Like going off the gold standard, but for information. https://t.co/CLPrtXBQxu
War in Iran and Inflation Push Mortgage Rates Near 6%
Today’s podcast discusses a theory of mine on why #mortgagerates are near 6%, with hotter inflation data and the war with Iran driving up oil prices. @housingwire @sarahteresa6 #economics #realestate #housing #chartdaddy
CreditOneBank Actually Serves Underserved Consumers, Others Don't
Almost all financial institutions say they want to support underserved consumers, but few actually ‘walk the walk’ like @CreditOneBank. #creditaccess #financialwellness #ad https://t.co/FvCz5e7Jnp
Russia Shifts Gas to China, Threatens Europe Supply
September 2, 2025: Russia and China sign major new gas pipeline deal March 4, 2026: Putin says Russia may halt gas supplies to Europe https://t.co/kEjAnIqyrP
Theravance Biopharma Faces Second Layoff Wave After Phase III Flop
5March: Back in 2021, I wrote about a significant round of layoffs at Theravance Biopharma ( $TBPH). The company is cutting jobs again, and has begun a strategic review, after a Phase III failure. Details in my latest for @GENbio:...
Hollywood Execs Prioritize Cost Cuts over Creative Talent
After Hollywood turned on David Zaslav for being too much of a bean counter/financier, I’m sure The Town will appreciate David Ellison’s answer to being asked how many layoffs are coming w/ merging w/ WBD: “We absolutely need to rationalize the...
Pitch UX as Risk Reduction, Not Just Experience
I was talking with a designer at a large heritage organization recently. He's the only UX person on the team, and he's been struggling with something I see all the time: getting product owners and business analysts to see the...
Flatbed Slowdown, Van and Reefer Volumes Rebound
Slight change in direction. Flatbed volumes momentum slowing a tad bit, while van and reefer are starting to wake up again after pausing growth over past 10 days. https://t.co/bpYDZEvodV
FCC Seeks Industry Input on Global Space Policy Discrimination
Not just @defis_eu Space Act: @FCC wants industry input on discriminatory policies at @esa, Brazil, Canada, South Korea, Gulf Cooperation Council. @spacegovuk @BrendanCarrFCC #MWC26. https://t.co/WNE0RDXEPN https://t.co/l6A5Fqkgw1
Red Blood Cell–PD1 Conjugates Show Promise in Resistant Tumors
Erythrocyte–anti-PD1 conjugates in persons with advanced solid tumors resistant to anti-PD1/PDL1: preclinical characterization and results of a phase 1 trial https://t.co/1GQMlUHn4Y https://t.co/0it5nTvUm0
Outbound Tender Rejections Near Cycle High at 14.12%
Outbound tender rejection rates trying to make a new high. +32 bps overnight. At 14.12%, the cycle high was 14.16%. https://t.co/mdeQcfAsvu
Iran War Sends Global Ripples Through Container Shipping
The impact of the Iran war on container shipping is reaching well beyond the Persian Gulf, creating ripple effects upstream at ports around the world. 1/ 🧵
Record Low Sales Set Stage for Modest Rebound
Home Sales & Home Prices Keep Dropping In BC & Ontario: The Sales May Improve Even If Prices Keep Falling The February Home Sales Numbers continue to look awful just like January But here's the thing about horribly low numbers: eventually the...
80% of Fortune 500 Deploy Low‑Code AI Agents
Agentic AI Surges Into the Enterprise: Fortune 500 Lead the Charge “Microsoft has revealed a very significant figure: more than 80% of Fortune 500 companies have active AI agents built with low-code/no-code tools.” https://t.co/oDaL4iJN1G @Microsoft https://t.co/kq0HBnSaeO
China's Lithium Lead Persists, but Supply Share Shrinks
China’s lithium supply dominance is hardly being “locked in.” Over the next decade their #1 position over demand will remain but their control over supply will diminish as assets in North America and non Chinese owned assets in South America...
Diesel Costs Rise $0.40/gal, Adding $0.06 per Mile
Diesel prices keep surging +$.40/gallon since start of the conflict That is roughly $.06/mile https://t.co/U2lHk2MBhe
New VR Publishers Thrive Despite Broader Gaming Challenges
Love seeing new VR publishers enter the market, especially given the difficulties in the gaming market, as a whole. https://t.co/V9X7wjy5g4
Historic PBY Catalina Joins Modern P‑8A Poseidon at Whidbey
PBY Catalina and a P-8A Poseidon assigned to the “Fighting Marlins” of Patrol Squadron (VP) 40 sit on the apron aboard Naval Air Station Whidbey Island, Wash., Aug. 22, 2025. On DVIDS today. #avgeek https://t.co/dy2utMvSdY https://t.co/WLf4sHZzs0
Bloom Energy Secures $500M IDF Contract, Expands U.S. Fuel‑
Bloom Energy $BE gets an additional $500M contract from IDF (Infrastructure Development Fund. Industrial Development Funding (IDF) is expanding its collaboration with Bloom and is now funding over $650 million of Bloom fuel-cell Energy Servers across three portfolios in...
Ethanol Profit Forecasts 2025 Disrupted by CKF Technology
1. My latest FDD is out today and it looks at ethanol production profits for 2025. This is usually a pretty straightforward exercise using a model I have long used. Not so in 2025 due to something...
Minnesota DOT Rejects Bold Boulevard, Transit Solution
Minnesota’s DOT has the ability to fill in a sunken highway through the Twin Cities with a large boulevard and transit, yet to them it’s a nonstarter. When does this country start thinking big?
Lithium Price Swings Are Noise, Not Strategy Guide
All the commentary on daily or even weekly #lithium price changes is more noise than meaningful insight. Oversimplification abounds. Price volatility is the current reality but shouldn’t drive your actions unless you make your living as a trader. In that case...
FCC to Allocate Spectrum for Emerging Space Activities
The FCC is outlining plans to provide spectrum for novel space activities, or what it calls "weird space stuff." https://t.co/blttdrzzp3
Elon Musk Announces BAAS Beta Test for X Money
Elon Musk confirms the BAAS setup for X money as beta testing has shyly started https://t.co/2l00gddeOG
Supply Chains Must Prioritize Flexibility Over AI Solutions
6 years of upstream supply chain disruption. From covid thru the global unpredictability of President Trump with trade wars and actual war. The continuing takeaway is the need for a new supply chain with flexibility and adaptability. It goes...
Goldman Banker Hides Employer; Barclays Banker Doesn’t.
The Goldman banker was smart enough not to let them print that he works there. The Barclays banker though... https://t.co/XQUyhDbCNS
First Container Ship Hit in Hormuz; Crew Evacuates
First container ship struck by an "unknown projectile" in the the Strait of Hormuz today. The Safeen Prestige, a 1700 TEU ship operated by Global Feeder Systems (owned by Abu Dhabi Port Group) The attack caused a fire and the crew...
Blue Scarab's Equinox: Homecoming Receives Rave Reviews
Congrats to our friends at Blue Scarab on the release of Equinox: Homecoming. And all "very positive" reviews, and no visible demons. https://t.co/8FjKntkw92
Exploring SpaceX IPO, Covid Legacy, iPod's Music Revolution
✍️ Longform links: a look at a potential SpaceX IPO, the long-term health impacts of Covid, and how the iPod changed our relationship with music. https://t.co/6bSrheJuzD image: https://t.co/vMSvzVUcJK https://t.co/8bTwTklNAR
MRAs Key to Trade Expansion, Diversification, Resilience
#tradeXpresso: how important are #MRAs for trade expansion, export diversification and supply chain resilience? If you missed it, catch up with the latest insights from an excellent panel of experts at the @wto #TBT thematic session 👇 https://t.co/NMNgTHfYkC
Singapore Petrochemical Firm Cites War, Declares Force Majeure
I said before that force majeure could be the result of the war. Here we go. Singapore petrochemical firm declares it. More to come. Add shipping contracts. And other areas.
Software Streamlines Manufacturing for Defense, Space, Energy, Automotive
Software that helps hardware companies in the defense, space, energy and automotive industries streamline their manufacturing processes. Nominal's @CameronLMcCord and FF's @traestephens join us on the show today.
Restricting Bank Foreclosure Threatens New‑Build Lending
I understand the principle of precluding large firms from buying existing homes. They do “compete” with young families and raise prices. But the ROAD to Housing needs to be **clearly** re-written. Preventing "investors" from owning homes they built not only affects...
Labubu Sues Bambu Lab Over User-Created
Labubu sues 3D printer maker Bambu Lab for items made by its users — MakerWorld design repository in hot water over IP theft by its users https://t.co/j5PlQ5wuG6 @stlDenise3D