Requesting Human Driver Intersection Metrics for Comparison
Now calculate this across human drivers during same period. Would also love to see metrics for human drivers going through intersections. Perhaps @GetNexar wants to share insights…
U.S. Upgrades Iranian Design, Returns It Improved
Amazing update. And This — “Originally an Iranian design, we took them back to America, made them better and then fired them back at Iran.”

Arevon and GS Power
People on the move: Arevon, GS Power, and more #energysky -- via pv magazine usa: https://t.co/gdSh6VDBRG https://t.co/KkFhvwvKUl
US Sinks Iranian Fleet as Iran’s Missile Barrage Falters
A few notable details here. Adm. Cooper says: - The U.S. is sinking "the entire" Iranian navy, including 17 ships so far - Iran has launched 500 ballistic missiles and 2,000 drones so far - U.S. combat power still building as Iran's is...

San Francisco Housing Poised for 3% Rise, Undervalued
Something is going on in San Francisco's housing market. Inventory just dropped 38% yoy and is now at the lowest level in 6 years. Demand is rising. And rents are surging. This market got hammered during the pandemic, with prices in some ZIP...
Repeat Your Message: Fear of Redundancy Keeps You Poor
Being afraid of sounding like a broken record… keeps you broke By the time you're sick of repeating your message, your audience is juuuust starting to hear it Say it again
Trump's Plan Forces US Navy Into Hormuz Danger Zone
Trump’s Plan To Escort Ships Through Strait Of Hormuz Would Put U.S. Navy Warships In The Crosshairs U.S. Navy's surface combatants would be tasked with sailing repeatedly through a super weapons engagement zone to get ship traffic moving. https://t.co/1n5UnOw8PH
Seeking AI GRC Founder Connections After Impressive Vendor Meet
Looking to talk to more AI GRC platforms: 2 clients met with a vendor recently and were really impressed with the companies and space. Would love to meet some dope founders if anyone has recs
All3Media Merger Unites “The Traitors,” “MasterChef,” “Peaky Bl
Banijay’s Marco Bassetti and Jeff Zucker on the Surprise All3Media Merger That Puts ‘The Traitors,’ ‘MasterChef’ and ‘Peaky Blinders’ Under the Same Roof https://t.co/zM40xh5TTV via @variety

F-15E Deploys Massive Counter‑Drone Arsenal in Epic Fury
USAF F-15E in full counter drone loadout for Epic Fury. 4 X AIM-120, 4X AIM-9, 28 FALCO APKWS laser-guided rockets + the 20mm. Jet is clean aside from that, so likely has nearby tanker support and can get to...

SPS Commerce Trades Cheap, Unusual Call Spread Amid Sale Push
I'll do this one public...always liked this Co. and is wildly cheap at these levels... Unusual Call Spread in High Quality Software Player at Record Cheap Valuation with Limited AI Disruption Risk SPS Commerce $SPSC with an interesting trade of 3/3 as...
Trade Desk Faces Growing Threat From Amazon
If Trade Desk has not felt rising competition yet, just wait. $TTD $AMZN The LightShed Podcast, Ep. 303. With @BrandoLightShed and @WaltLightShed https://t.co/CI8LQ71sUY
Full Fee Disclosure Drives Client to Switch Banks
A client moved to me after 6 years with a private bank. He didn't leave because of poor performance. He left because he finally saw the full fee statement. His relationship manager had never shown him the total annual cost in dollars.
Offshore Data Centers Could Boost Offshore Wind Development
Can offshore data centers save offshore wind? Maybe we go offshore before we go to space. https://t.co/QAJ2RJG6Od

Software Buyout Lending Shows Near‑zero Default
No wonder direct lending to software buyouts was so popular. Out of 300+ loans that Blue Owl has made since inception, only one has defaulted. That one loan was to finance Vista Equity's $3.5 billion buyout of Pluralsight in 2021. Blue Owl...

Class 8 Truck Orders Jump 159% as Fleets Trust Recovery
Class 8 (“semis”) truck orders surged 159% YoY as fleets gain confidence in recovery https://t.co/hmyEmcDtbU
$100K Operator Cost Drives Excavator Automation Push
#WhosNext? Excavator operators? At roughly $100,000 per oprator per year the incentive is there to implement #Automation. #Robotics https://t.co/PU2fE6SGyL

Final PDAC2026 MiningComAU Interviews Spotlight Three CEOs
Last day of @miningcomau interviews at #PDAC2026. Starting on the left and going clockwise: Jacob Deysel at @Critica_CRI, Koby Kushner at Athena Gold, Sean Delaney at @OlympioMetals. $CRI.AX, $ATHA, $OLY.AX https://t.co/2x1NtYYprp
Add Backup Launch Tower to Boost Launch Frequency
Can't it be used as a second launch tower for when the other is being repaired? Seems reasonable to have a few of them if they really want that launch frequency to rise.
AI Needs Purpose: Align Automation With Business Strategy
Every company wants the best AI stack. But few are asking the real question: To what end? If you automate everything and answer anything… what does your business actually stand for? AI without strategy is just noise. #AI #BusinessStrategy #Leadership #Innovation #TechStrategy
Launch Tower Upgrades Needed for Rapid Artemis Missions
Problem with more rapid SLS launces in my mind is the ability to turn around the launch tower work quick enough. There was big damage after Artemis 1 to the tower and it took a lot of time (and $$$)...

U.S. Climate Retreat Misaligned With Accelerating Global Clean Energy Shift
The U.S. is stepping back from global climate policies at the very moment the global clean energy transition is accelerating. Christiana Figueres, former UN climate leader and architect of the Paris Agreement, explains why this attempt to double down on fossil...

Target Small Markets, Vet Supply‑Demand, Spot Mispricings
I bought my first deal with $2,500 of my own money and now own over $50M of real estate If I had to start over in 2026, here’s how I’d find a market in just 4 steps: Step...
Trump Abandons Iran Regime Change, Hints at Oil Focus
trump has backed away from regime change in iran. so what’s the strategy? if not tehran, then maybe the oil. @gzeromedia

Pinterest Creators Now Link Direct Amazon Storefronts
🚨 NEW 🚨 Pinterest and Amazon Influencers have teamed up on a new integration that allows select Pinterest creators to link their Amazon Storefronts to their profiles. By connecting their accounts, creators can: 🔗 Feature a Storefront link on their Pinterest profile 🏷️...
DoD Names KIA Reservists Killed in Kuwait Drone Attack
DoD has released the names of the KIA Army Reservists in Kuwait. All Soldiers were assigned to the 103rd Sustainment Command, Des Moines, Iowa. The incident is under investigation; they died from a drone attack, DoD says
Pentagon Names First Four U.S. Troops Killed in Iran Attack
The Pentagon just released the identities of the first four U.S. troops killed since the United States launched its attack on Iran on Saturday. They are: Capt. Cody A. Khork, 35, of Winter Haven, Fla. Sgt. 1st Class Noah L. Tietjens,...
CIA Allegedly Arming Kurds to Spark Iranian Uprising
Big if true, CIA working to arm Kurdish forces to spark uprising in Iran, sources say @CNN https://t.co/u046H13Y8h Trump also called Iraqi Kurdish leaders on Sunday to discuss the US military operation in Iran and how the US and the Kurds...
Industry Events Spark Unexpectedly Bullish Channel Outlook
We had teams at multiple industry events this week. Our channel checks came back far more bullish than expected.

NASA Officially Drops EUS and ML‑2 From Roadmap
This NASA press release is the first time I've seen them say explicity that EUS and ML-2 are no longer part of the plan. It was implied before, but not stated. https://t.co/dszeLdwLOG https://t.co/M5G9X3Kejl
Elgato Stream Deck Plus XL: 36 LCD Buttons, 6 Dials
Elgato’s new Stream Deck Plus XL has 36 LCD buttons instead of 8, and 6 customizable dials. That’s a whole lot of Stream Deck https://t.co/Np8uk1IdCB

Flatbed Haul Length Hits Record Low Amid Rising Demand
Flatbed length of haul is shrinking and currently at the lowest levels we’ve ever seen. This is despite the fact that demand continues to surge. We believe this is because flatbed demand increases are in the rust belt and tied...
Stop Blaming Capitalism; Copying Advice Solves Nothing
The Concord people wanted to make Concord. The Highguard people wanted to make Highguard. The Marathon people want to make Marathon. I get the draw of simple morality plays and shareholder capitalism is an easy villain but "stop trying to...
Russia Deploys Cheaper, Faster, More Powerful Cruise Missile
New Russian Air-Launched Cruise Missile Appears In Ukraine The Izdeliye 30 is likely cheaper, faster to produce, and harder-hitting than previous Russian air-launched cruise missiles. https://t.co/sRc5Dz3PJ0
Moderna Won’t Risk a Public Jury Verdict Today
If you were Moderna, would you have gambled going in front of a jury made up of the general public these days? I don’t think so.

Intermodal Rail Slashes Shipper Costs by 25%
Shippers that route freight by intermodal rail versus trucking are saving more than they have since 2022, approx 25% https://t.co/Xrb8PprDhI

Freight Rates Set for Fastest Rise Since 2022
The LMI, a survey of 400+ shipper executives, affirms that freight rates should see substantial increases in coming months as transportation capacity remains tight and should tighten further. “Transportation prices are expected to significantly expand over the next 12 months, with...

Gut Health and Toxins Drive Parkinson’s Disease Surge
The gut and environmental toxins are key underpinnings of the Parkinson's disease pandemic @jclinicalinvest https://t.co/e8o4UuIafG https://t.co/7634Yg2Qo5
SLS Fixed, New Rollout Begins April 1
SLS repaired ✅ New rollout in the coming weeks ✅ Launch window: starts April 1st ✅

Republicans Prioritize Trump, Democrats
We mapped all midterm ad airings between Jan 1 2025 and Feb 18 2026 using @adimpact data. Key takeaways: -For Republicans, Trump has proven a more formidable message than the economy -Health care big issue for Dems, but not like 2018 -Ads barely...
Legacy Automakers Block North America's EV Adoption
The Real Villains in North America's Low EV Sales? Legacy Automakers Max Fawcett and I discuss his column, "Canada's big bet on EVs can still pay off." We may or may not have discussed EVs' impact on the future of Alberta oil. #ableg...
Paramount/WBD Deal Likely Survives, Lawsuit Threat Looms
Antitrust experts don't see Paramount/WBD deal getting blocked by DOJ or abroad, but any lengthy probes abroad could buy state AGs time to assemble a lawsuit — Will they have a legit enough antitrust case to win in court? Uphill battle. @axios https://t.co/czZPajmweE
Plan to Open‑Source Game Servers Before Shutdown
Normalize Open-Sourcing Servers for Multiplayer Games That Get Shut Down (Yes there are frictions and problems with this, but if you want your game to live on in history, plan for these problems in advance and minimize them) https://t.co/TZXrShYJEP
Versant's CNBC Use Governed by Five-Year Comcast License
Things I Did Not Know About Versant, Chapter 1: 'Our use of the CNBC brand is subject to a trademark license agreement with Comcast that provides an initial term of five years, which may be extended'
Pokemon Fire Red Arrives Just When I Need It
With everything going on in the world, I have to say they chose to drop Pokemon Fire Red at the PERFECT time for salvaging my mental/emotional health.
Axios Media Trends Returns with Key Media and Politics Updates
@Axios Media Trends is back after a brief break 👶🍼 Today's edition: — 🍿Scoop: Sarandos never met w Trump or any WH officials last week — ⚖️Paramount regulatory next steps — 📢Midterm messaging mapped — 📺Jeff Zucker intv. on his next big bet Subscribe: https://t.co/d8VFQJHDMm

Procurement Leaders Must Prioritize Performance Management for Better Results
“#Procurement managers at all levels must invest significant effort in managing individuals’ performance to up their game. And the tactics employed must drive the desired capability, behaviors, and results.” 🔗 https://t.co/6geUHYOgNn #purchasing #supplychain https://t.co/zenBvK0dKe
Iran Conflict Spurs Gas Prices Near $3.5 Threshold
My friend and renowned oil expert Javier Blas has it right. ONE OF THE COSTS OF THE NETANYAHU-TRUMP WAR ON IRAN = A GAS PRICE SURGE. https://t.co/cnsDUpCpbY

RBOB Contract Roll Added 25¢ to Gasoline Price
Gasoline prices... remember the March-April RBOB contract roll was +25 cents on its own https://t.co/WAOPFvCQdz

Decarbonisation Likely to End Cheap Airline Tickets
The end of cheap flights? How decarbonisation could up up putting up the price of airline tickets #avgeek #RAeSCommercialAviationSummit #RAeSCivilAviationWeek https://t.co/uPfVlkUuNF https://t.co/0RhCg9Gr45