Force Still Fails to Institutionalize Ukraine War Lessons
Thank you @ChristopherJM for highlighting our piece. It’s painful to see that we are not institutionalizing available and relevant lessons and expertise from the war in Ukraine, across the force. We’ve made some great additions (LUCAS, APKWS II), and but not all.
Ending Violence Isn't Starting War, Says Article 51
“Ending A Campaign Of Violence Is Not Starting A War. Article 51 of the U.N. Charter is not a suicide pact.”my latest with @MarkGoldfeder in @realDailyWire https://t.co/9rV8z6bRng
War Driven by Revanchist Power, Not Personal Hatred
Well, one has to be extraordinarily narrow-minded to look at the largest European war since World War II, in which an aggressive, revanchist great military power is trying to destroy its former colony that broke free into independence -- and...
Ops Center Was Trailer, Not Hardened
This reporting has been matched by a few outlets, including The Post: The ops center was in a trailer-like structure, not a hardened building. T-walls did provide some protection. But not from a direct hit from above.
US Secures Flights for Americans Seeking Middle East Exit
State Department official says here that the U.S. is securing military aircraft and charter flights for Americans who wish to leave the Middle East. Another U.S. official tells me such flights certainly could occur, but nothing related had moved as of...
AI Hype Inflates Expectations, Not Reduces Workload
"AI gets celebrated like the messiah of productivity, but instead of actually offsetting the workload, it's just raised the bar on what people are supposed to accomplish" Thanks for including my thoughts Katelyn Chedraoui https://www.cnet.com/tech/services-and-software/social-media-professionals-burnout-ai-metricool-news/
Banijay and All3Media Merge Into Multi‑billion‑dollar Powerhouse
Banijay and All3Media Strike Merger Deal to Form Multi-Billion Dollar Production Group https://t.co/S2DGE01t3X via @variety
Wind and Solar Beat Gas, Coal on 2030 Costs
According to EIA’s 2025 Annual Energy Outlook (LCOE for plants entering service in 2030, without tax credits): Onshore wind: ~$40–$60 per MWh Utility-scale solar PV: ~$35–$50 per MWh Natural gas: ~$75–$100 per MWh Coal (new build): ~$60–$90 per MWh Cents per kilowatt-hour: Wind and solar: roughly...
CEOs Converge to Shape IT Services' Future
AV check this morning at XChange March. Getting ready to explore the future of IT services with a room full of CEOs shaping where this industry goes next. The best conversations happen before the lights go on. Real operators. Real strategy. Real transformation. Proud to be...
Tirzepatide Delivers up to 21% Weight Loss, Dose‑dependent
Tirzepatide: In the SURMOUNT-1 trial, weight reduction percentages were dose-dependent: 5 mg: ~15.0% weight reduction. 10 mg: ~19.5% weight reduction. 15 mg: ~20.9% weight reduction (Jastreboff et al., 2022). https://www.nejm.org/doi/10.1056/NEJMoa2206038 https://www.gatlan.com/ @GatlanHealth 
Corporate Investors Sell, Mortgage Beats Rent, Prices Rise
I'm seeing more and investors selling houses as I travel across the U.S. Housing Market. This one is located south of Atlanta. Corporate investor bought it for $226k in 2021. Tried renting it around $2,000 in 2022. And is now selling at $255k...
Israel's Strike Signals Regime‑change Goal, Not Counterproliferation
A strike on the Assembly of Experts is the clearest statement that Israel's goal is regime change not counterproliferation. I will repeat what I said in June: the operation is a tactical success if the regime falls, a failure if...
Credit Unions Deliver the Worst CRE Underwriting in Market
The worst commercial real estate underwriting in our market isn’t private credit (and that’s pretty bad)…it’s credit unions.
Skeptical of GOT Movie Rumors; Owners May Greenlight It
On the #GameOfThrones movie news: be wary of any development reports not accompanied by a studio quote. That said, given the incoming ownership's hunger for franchise IP, I wouldn't be surprised if it eventually happens.
Prime Medicine Pursues Approval After Two-Patient Gene Editing Trial
Prime Medicine $PRME to seek approval for gene editing treatment after two-patient trial https://t.co/nBnrUzqSCN via @Jasonmmast
Winter Breakthrough with Limited Resources Boosts NASA and ISS
This is legitimately impressive, in the dead of winter, with limited resources. It's also good for NASA and the ISS in general.
Pentagon Embraces Commercial AI to Accelerate Defense
Incredible conversation with @emilmichael. - Lessons from tech for the Pentagon - Peacetime vs wartime speed - Making applied AI his #1 focus - The AI race with China - Commercial AI in the Pentagon https://t.co/xQpz6pZAQK
AI Frees Lawyers; Redefining the Lawyer’s Core Role
By some reports, AI is saving lawyers nearly 240 hours a year on research and document review. That time has to go somewhere. The profession has spent decades defining itself by the work AI now does faster. Figuring out what...
Europe Prioritized Red Sea, yet Deployed only Three Warships
It's great that allies are helping. And both France and UK have aircraft carriers that could help. But let's not forget that Europe was a LOT more concerned with keeping the Red Sea open than Biden was... yet, collectively, not...
X Bans Undisclosed AI War Videos, Suspends Revenue
So X will no longer help fund toxic fake AI videos of the war. Unless it’s properly labeled? Baby steps I suppose. Will they continue to suppress posts of external links to reliable news brands with journalists literally on the...
Choosing Between Apocalypse and High‑Speed Rail Is Nonsense
Spend our tax dollars to "trigger the end times" or build high speed rail. Truly, an impossible choice.
Spain Faces Penalties for Blocking US Military Supply Ships
Spain is already under investigation and is facing severe penalties with @FMC_gov for denying US Merchant Marine ships carrying military supplies access to their ports: https://t.co/34RLfvlbYt
Future Airline Ticket Prices in a Net‑Zero Era
How Much Will a Airline Ticket Cost in a Net‑Zero World? #avgeek #RAeSCommercialAviationSummit #RAeSCivilAviationWeek https://t.co/xzQcwe0vS3 https://t.co/uCm2cq4upT
U.S. Copyright Doesn’t Grant Ownership of AI‑Created Works
1/8 Do you own your vibe-coded app or the art you generated using mid-journey? Short answer: No. I am not a lawyer, but this is my ai-assisted reading of the law. Here’s how U.S. copyright law is treating AI-generated works. Disclaimer: This...
New Construction Opportunities for Mom‑Pop Investors – Join Webinar
Should mom-and-pop single-family investors consider new construction? On Thursday at 3 pm ET (noon PT), I'm hosting a webinar with the team behind the Lennar Investor Marketplace. To join the March 5th webinar, use this link to register: https://t.co/HOSCTKZc96
Thales Space Targets 7% EBIT Margin Amid Merger
.@thalesgroup: @Thales_Alenia_S rev rose 7.6% in 2025, on pace for 7%+ EBIT margin in 2027; merger w/ @AirbusSpace & @LDO_Space on track; @industriAll_EU unions pose conditions for accepting the deal. @esa @defis_eu.https://t.co/GarzC7tTBf https://t.co/8oHhgoms52
Pierre Fabre Pushes to Revive US Cell Therapy Approval
Pierre Fabre seeks to revive US approval chances for spurned cell therapy https://t.co/gJeklT8asd @ByJonGardner $ATRA $QURE $RGNX
Networks, Not AI, Remain the True Competitive Moat
AI May Disrupt Software, But Networks Are the Real Moat - https://t.co/LqKYpiRYXJ @joinindago @ManhAssocBNL @Appian #SCON #supplychain #logistics #businessnetworks #AI
Net Flow, Not Just Buying, Reveals Housing Fire Sales
This is why reporters and policymakers should look at net flows (buying - selling), not just buying.
New Naruto Merch Collaboration Launches Today
We did a merch collab with the greatest anime ever made in the history of the universe, Naruto :D https://t.co/vMBSTlcdKJ
Oval Air Show Features Unexpected KC-135 Model
KC-135 model in the Oval. So there's a VC-25B, B-2, F-35, F-22 and KC-135? https://t.co/rMEE6kvj9A
AI Generates Full Playable Games From Text Prompts
🚨 Absolute madness. You can now turn a single text prompt into a fully playable video game 🤯 → Worlds that take shape → Mechanics that interact → Gameplay that actually works → Single AND multiplayer All generated in seconds and running entirely in your browser...
Oil Spike Threatens USD’s Medium‑Term Reserve Status
I was on @Marketplace with Kai Ryssdal yesterday to discuss fallout from the spike in oil prices for the global economy and what this means for US reserve currency status. We're getting a risk-off Dollar rally now, but medium-term this...
US Controls GPS, Prompting Rivals to Launch Independent Satellites
Umm… we own the GPS satellites. We can also just turn them off for non-military use. We did it in 2003 at the start of the Iraq war (although officially it was a “malfunction”) That’s the reason the EU, China and Russia built...
Spring Housing Market Gains Momentum in 2026
The spring housing market is waking up. We’ve been feeling that since January, but it’s starting to show up a bit more in the stats now that we have two months under our belt in 2026. Pending contracts have been...
FDA Guidance Boosts Biotech, HHS Calls It Fake
Did the FDA’s individualized therapy guidance put a spike in the heart of a startup biotech? Fake news, says the HHS. Yeah, it did, says an insider. Exclusive from @RLCscienceboss and @Jared_Whitlock https://t.co/IN9o4VIp03
China’s Djibouti Base Watches, Could Act in Red Sea
Don’t forget: China has a naval base nearby in Djibouti. They have stood silently by for years watching the US and EU protect ships in the Red Sea without doing anything to help. But they could…
Energy Cheap and Underweight; Oil Upswing Could Boost Index
This chart shows Energy’s weight in the S&P 500 over time in two dimensions: * Blue line = Energy’s market cap share * Red line = Energy’s forward earnings share Current readings (Mar 2): * Market cap share ≈ 3.4% * Forward earnings share ≈...
Nearly All Ukrainian POWs Tortured; Hundreds
Ukrainian ombudsman: 337 Ukrainian POWs are known to have been executed in Russian captivity, as of late 2025. 95% of Ukrainian POWs are subjected to systematic torture.
Abandoned Soyuz Pad Finds New Tenant After Four Years
It looks like four years of disuse have taken its toll on the Soyuz launch pad in French Guiana. Now, it has new tenant.
Five Moon Landings Target South Pole Water‑Rich Region
These 5 spaceships should land on the Moon this year; several near the South Pole, with rovers/hoppers to explore that little-known, always sunny, water-rich region. In order: @blueorigin's MK1 @intuitivemachines' IM-3 astrobotictechnology's Griffin-1 China's Chang'e 7 @fireflyaerospace's Blue Ghost Laying the groundwork for surveying, tech...
Al Udeid Base Ramp Empty in Satellite Images
Not a single aircraft is visible on the ramp in satellite imagery of Al Udeid Air Base. Absolutely massive installation usually littered with aircraft. I have never seen this before. Eerie to look at.
DT Shows Impressive AI Progress at MWC26, Future Growth Expected
This is from DT today. Pretty incredible. Expect this to rise in the future. #AI at #mwc26 https://t.co/ItNU3LPHqT
US Deploys PrSM Increment 1, Doubling Strike Range
Am late to the party, but I had not noticed that the US used the PrSM Increment 1 for the first time in combat. At ~500 km range, it's a big improvement over ~300 km range ATACMs given the...
Fitch Downgrades Paramount‑Skydance Debt to Junk After WBD Deal
Paramount Skydance Debt Downgraded to Junk Status by Fitch Ratings Following Warner Bros. Discovery Deal https://t.co/bBiUN3grT5 via @variety
Upzoning Alone Won’t Spark Building without Lower Costs
“Nobody is starting construction until the costs come down.” Exactly Upzoning is **necessary** but not **sufficient** to solve the housing crisis
Why Software‑Enabled Agencies Are the Future of E‑commerce
Despite a small pocket of futile, violent resistance (looking at you @jacob_posel, @ChereneAubert and @Chillestdotcom) SEAN's (Software Enabled AgeNcies) are all the rage. In this week's ecommerce playbook podcast episode I break down why we are committed to building a SEAN and...
Small Language Models Offer Efficient, Transparent Healthcare AI
Small language models (SLMs) are gaining attention in the generative AI field. SLMs are trained on relatively small amounts of data and have a relatively small number of parameters. SLM can be more practical than large language models as they are...
10‑20% Growth Unlocks Cash Extraction After $1M
Extracting capital from a fast growing eCom business is nearly impossible. But there's a sweet spot where it does make sense. I surveyed 200+ store owners to figure out where. Here's what I found: The magic growth range is 10-20% annual revenue growth. Half of...
Iranian Drone Strikes Heighten Pressure on Gulf Arab States
Gulf Arab States Under Pressure As Iranian Attacks Grind On Energy infrastructure and ports around the Gulf are increasingly on the receiving end of Iranian drones and missiles. Live updating: https://t.co/SSyRW1QGcb