Google Discover Traffic Plummets 46%, Search Remains Steady
Big Discover drop but Google search is relatively stable -> Reach (The UK’s largest commercial news publisher) explained Google Discover traffic dropped by 46% in the second half of 2025 but overall Google search traffic is stable "Chief executive Piers North told investors Google Discover traffic to Reach sites was down 46% in the second half of the year as the platform prioritizes more user-generated content and video. Press Gazette reported in late 2024 that Google Discover had become Reach’s biggest single referrer of traffic." "Wider Google search traffic is “relatively stable” but “still a little bit under pressure”, North said, despite AI summaries being added to the top of many search results." https://t.co/Zzsm5jDSAx
Brent Jumps 14% as Dollar Strengthens, Markets Shocked
The Brent oil price is now up a stunning 14% from Friday and we're starting to see disorderly strengthening in the Dollar as the global risk-off builds. Even gold is down versus the Dollar at this point. This is a...
EU Seeks Pipeline Inspection as Kyiv Downplays Russian Attack
Ukraine is under pressure to let the EU inspect a damaged pipeline carrying Russian oil to Hungary and Slovakia, as the pro-Kremlin countries accuse Kyiv of overstating the impact of a Russian attack. https://t.co/FChmxjyqus
Claims of Widespread Falsehoods Pre‑ and Post‑Iran H‑hour
There is significant reporting out there that says this post has numerous falsehoods in it. That was the case before H-hour with Iran, and certainly since. https://t.co/7s7fe7YBcW
AI Is Now Executing Work, Reshaping SaaS and Ops
🚨 In the last ~10 days, the AI future of work essentially arrived. We just got a new class of products: AI that directly carries out work for us, instead of just chatting. It’ll rewrite SaaS, ops, governance faster than most orgs...
Clear Identity Beats Silicon Valley Copycats for Incumbents
Disruption doesn’t kill companies. Identity confusion does. Lessons from my conversation with John Fallon on why copying Silicon Valley playbooks fails and what actually lets incumbents survive change. #Strategy #Leadership #Outthinker @LHH_Global https://t.co/VgKcJLvHsZ
Innovate Payments or Fade: Big Tech Leads Experience
Real-time payments are table stakes. Big Tech is owning the experience while banks process transactions in the background. If you do not innovate payments, you become invisible. Watch the full episode here: https://t.co/BQNDlxuwMR https://t.co/YiBUQo0kvm
Versant Investor Call Launches with CEO Lazarus, CFO Kini
Versant investor call is about to begin CEO Mark Lazarus and CFO/COO Anand Kini are on the call.... $VSNT
Yesterday’s Pricing Event Predicts Today’s Market Move
Today's podcast discusses yesterday's market pricing event, and today's market action isn't surprising to me. I encourage people to listen to this for a better understanding. @housingwire @sarahteresa6 #mortgagerates #realestate #housing #mortgagerates #chartdaddy
Learn How Companies Navigate ITFM and FinOps Today
It's not too late. Join us this morning at 11 ET to learn more about how companies are navigating ITFM & FinOPs. Register here: https://t.co/jhHi37D4iJ
T‑Mobile Eyes AI Tokens, GPUs, and Slicing for 6G
T-Mobile network chief Ankur Kapoor here at #mwc26 : -talks kinetic tokens for #AI echoing @JohnSaw -there is a place in the network for GPUs on the way to #6G -network slicing is a part of the monetization story https://t.co/qrqlPDrHHm
Israel Expands Security Zone to Shield Northern Civilians
Israel expands their security zone in Southern Lebanon as Hezbollah continues firing rockets at Israel.
Policy Roundup: Media Deals, Cyber Nominee, Starlink Wi‑Fi
Policyband Headlines ■ Are Nexstar and @TEGNA on the Same Page on When Deal Might Close? ■ Analyst Supino: PSky Might Need to Pay $7 Billion Breakup Fee ■ Swarztrauber: @NTIAgov Needs BEAD Rainy Day Fund ■ Former @FTC Democrat Slaughter Fears...
Optimum CEO Urges FCC to Break up Local Media Triopolies
D.C. Memo: @Optimum CEO Pitches @FCC Chairman @BrendanCarrFCC on @NXSTMediaGroup/@TEGNA Merger Conditions. Dennis Mathew urges FCC leader to require 'divestiture of Big-4 triopolies in a local market' $NXST $TGNA | https://t.co/aAaKQ9Pivw
No Spare Sky Sabre Batteries for RAF Akrotiri
Obvious Q - no spare Sky Sabre batteries that could be deployed to defend RAF Akrotiri? #Cyprus #IranIsraelWar
U.S. Urges Americans to Leave Dangerous Countries Immediately
Americans are now trapped in these countries. Those following the news would also know this. And a good time to reflect on how journalists and news organizations have rushed to the Middle East to keep us informed despite the dangers...
Ukraine Advances Despite US Halting Weapon Aid
The US stopped giving weapons to Ukraine a year ago and yet Ukraine is taking territory from Russia
AI Breakthroughs Ignore Essential Network Connectivity
I just watched one of my favourite futurists @azeem speaking at #MWC26, on the topic of AI and “manufactured intelligence”. But I think a big problem is that very little of this AI intelligence uses any sort of access network, fixed...
California Regulations Block New Semiconductor, Battery, Steel Plants
"Banned in California" https://t.co/fqcEbwqWML? "The regulatory environment makes it effectively impossible to build new semiconductor fabs, automotive paint shops, battery gigafactories, or steel foundries." https://t.co/IWKL3dFowf
Strait of Hormuz Remains Open, No Legal Closure
Middle East ports operational update: Tuesday March 3: No internationally recognised legal closure of the Strait of Hormuz https://t.co/iXWbXlmInn
Crude Price Threshold Needed for S&P 500 Rally
What level does crude have to trade below for SPX to go green on the day
VLCC Rates Surge Above $420K, Highest Since 2008
Crude tanker rates in unchartered territory; VLCC index tops $420K ▶️Baltic Exchange’s TD3C MEG-China index assessed at $423,736 per day on Monday; TD2 MEG-Singapore index at $257,986 per day ▶️Global average VLCC index reaches $280,941 per day, highest level since at least...
Strait of Hormuz Traffic Impacted, Still Open
Here is the latest 7-day rolling number from the Strait of Hormuz. Impacted? Yes. Closed? No. https://t.co/paTmzStHh6
Iran Keeps Loading Gas Despite Hormuz Threats
Gas loadings continue in Iran despite Hormuz halt ▶️At least three gas carriers seen in Iranian LPG terminals on Monday ▶️An IRGC commander reportedly threatened in a televised speech to ‘set fire’ to ships passing the Strait of Hormuz ▶️LPG shadow fleet gas...
Tech Glitch and Wind Force Hercules Back to Hangar
Plot twist. Herc gone tech and too windy to check it without dragging it back into a hangar.... plan B? https://t.co/kyNjejlmpc
Middle East War Disrupts 10% of Global Container Fleet
Middle East war is ‘black swan’ for liner networks, ‘catastrophic’ for ports ▶️ONE’s Jeremy Nixon estimates that Middle East war affects around 10% of the global containership fleet ▶️Effects are already being felt at Asian ports as cargo is diverted and loadings...
Aramco Eyes Red Sea Route as Hormuz Tensions Rise
Efficacy of such a move @chigrl ? Aramco Explores Plan to Export Oil Via Red Sea to Avoid Hormuz The world’s biggest oil exporter has a 5M barrel-a-day pipeline that runs across the country which can transport oil from fields in the...
Starlink’s MWC Push Aims EU 2 GHz Spectrum, yet AST
Wondering if the big @SpaceX #Starlink presence at #MWC26 is basically an attempt to persuade European policymakers to allow it access to 2GHz MSS spectrum - despite all the #sovereignty concerns in Brussels Seems that AST/VF is likely a more...
Mid‑range Oil Could Push $10 Gas, Spark Homelessness
Crude Oil prices are at about the mid-point of a 20-year range $150 Crude is NOT NOT out of the question for 2026 With Gavin in power in California, $10 per gal gas is within sight All for homeless tents under every bridge...
FDA Doubts QURE Gene Therapy Benefit, Leaks to Media
New reporting from me taking you inside the $QURE - FDA Huntington's gene therapy imbroglio. I spoke to a senior FDA official late yesterday, who told me agency reviewers "are not convinced there’s any therapeutic benefit of the product. If...
Oil Spikes Signal Deflationary Shock, Not Inflation
Everyone assuming the Oil move is inflationary. An Oil spike historically more often than not precedes equity tail events and economic recessions. Why? Speed of Oil move is deflationary shock.
Iran's Retaliatory Strikes Reveal Remaining Arsenal and Potential “Big Wave”
Great to join @kaileyleinz to walk through Iran’s retaliatory strikes, what it has left in the arsenal, and what the “big wave” of strikes Trump promised might mean. Come for the news, stay for the great maps showing strikes, US...
US Defenders Easily Neutralize Small Drone Swarms
Defeating 1 or 2 drones isn't hard for skilled air defenders. The US military is the best in the world at it. @molkathcam & I examined past operations in the Red Sea and Iraq/Syria operations for our @CNASdc...
AI‑Discovered Gal‑3 Blocker Cuts Inflammation, Boosts Memory in Mice
Alzheimer’s research is increasingly looking beyond plaques and tangles to the brain’s immune response. A study published in Elsevier's Pharmacological Research journal used AI to screen 1.6M compounds for a Galectin-3 (Gal-3) blocker that could cross the brain barrier. In Alzheimer’s-like...
Trump Risks Presidency in Escalating Iran Conflict
Trump Gambles His Presidency in His War With Iran clear and incisive analysis here by @tylerpager https://t.co/1Xtyjsqd4S via @NYTimes
New 3D Graphics Course Updates: Algorithms, Optimizations, and Rendering
I've added some updates to our 3D Graphics course, including: • Pineda-style algorithm • Fill rules (top-left) • Optimizations (just a few adds per pixel) • Fixed-point rasterization • Subpixel rendering • Mouse camera control • Discussion on EGA & VGA modes • OBJ quads
Ask What AI Is Actually Doing, Not What It Could
Everyone's asking "What can AI do?" Better question: "What is AI actually doing right now, in orgs already running it?" Only one helps you make a decision. 5 operational questions. Implementation reality over capability promises. Swipe. https://t.co/DWaa32oHgH
NYT Publisher Calls for Broad Support of Local Press
Great message from NYT Publisher on the importance of a free and plural press, asking for support for *any news organization* particularly your local one. Please share widely. https://t.co/RL3cniGT4b
Platform Chooses Retaliation Over Democratic Participation
“It was evidence that a platform, often labelled as hostile to journalism and hostile to democracy, chose retaliation over participation under the rules developed through a deliberated parliamentary process. Are we surprised?” https://t.co/1JpLHLneQT
Low Equity Volatility Could Push Silver Below $100
Silver's $100 Ceiling May Be Solidifying - A key risk for silver and most risk assets may be the spike in precious-metals volatility and plunging crypto prices spilling over into equities. My graphic highlights why we view a rebound in equity...
Higher Tender Price Rewards Elliott, Not Governance
Toyota Fudosan (6201 JP) “The increase in the tender offer price is something of a win for stewardship as Elliott made a fair bit of money for its clients... But it’s not necessarily a big win for governance.” https://t.co/QEBKuTMAj4
Energy Crunch Threatens BOE Missing Inflation Target
Energy crunch risks the BOE missing its inflation target for another year https://t.co/FWCJnvjnZJ via @tomelleryrees https://t.co/zZtUBjDKCz
Europe's Gas Reserves Plunge, Refilling Hinges on Middle East Routes
EUROPE has depleted its gas inventories faster than average this winter in the expectation there would plenty of LNG to refill them over the coming summer. EU storage sites are on average just 30% full down from more than 82%...
Qualcomm FastConnect 8800 Triples Wi‑Fi Gigabit Range
Next topic here at #MWC26 - we rely so much on Wi-Fi every day. @Qualcomm's new FastConnect 8800 can up to TRIPLE the gigabit range of Wi-Fi connections, bringing real speeds to where you really need it. Very excited to...
Swedish Gripen Rearmed in 10‑12 Minutes During QRA Demo
Very cool demo here of a QRA turnaround- 10-12mins to rearm a Swedish AF Gripen C on Iceland Air Policing duty. #avgeek https://t.co/QnWx6mIx0d
Mixed Reality Revolutionizes Anatomy Learning, Yet Remains Costly
I remember what it was like to study the heart from textbooks and medical atlases. This video demonstrates how different the experience could be with mixed reality. It could lead to a new level of understanding of anatomy and pathology. The...
Iran Strikes Test Ukraine Drone Warfare Assumptions
Those who have argued that in Ukraine two degraded Soviet-era armies are fighting each other, and that their experience in unmanned warfare has limited relevance for our doctrine, force structure, and design — because NATO/US would fight differently, i.e. first...
Ukrainians Reject Negotiations, Oppose Ceding Donbas
A new poll: 70% of Ukrainians do not believe that negotiations with Russia will bring a stable peace. Only 25% believe the opposite. 57% consider handing over Donbas to Russian occupation in exchange for security guarantees from the U.S. and Europe an...
Chinese EV Giant Eyes US, Offers Auto Industry Lifeline
.@abrownepek: “After rolling across Southeast Asia, Europe, and Latin America, the Chinese electric vehicle juggernaut is targeting the US. Its arrival could be a salvation for America and its auto industry.” https://t.co/0pm9u3FDcB
CES Data Reveals True Battery Lifecycle Impacts
Looking forward to speaking at @_InterBattery in Seoul next week 🇰🇷. Will present CES data on the real lifecycle of batteries🔋♻️– and what it means for carbon footprint, residual value, and the future supply of recycled materials. Reach out if attending and...