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...
Mission300 Powers Africa, Nearing 40 M Connected Users
From mini-grids in Nigeria to grid upgrades in Zambia #Mission300 is delivering results across #Africa to reach our goal of connecting 300M people to electricity by 2030. Mission 300 is #PoweringAfrica and we’ve already helped connect nearly 39 million. https://t.co/YG3s3MHusm https://t.co/0DjS3v3XTI
South Africa Leads African Valuations, Nigeria Trails Closely
South Africa Dominates Africa 🇿🇦 🇳🇬 Nigeria also dominates the list, a close second when it comes to valuations.
Cathay Pacific Suspends Dubai, Riyadh Flights, Waives Fees
Cathay Pacific has cancelled Dubai and Riyadh flight services until 14 March. Customers who have booked to travel between Hong Kong - Dubai and Riyadh up to 14 March may rebook, reroute or refund their tickets without the usual fees...
Lithium Royalty Secures 1.5% Goulamina Spodumene Stake
Lithium Royalty Corp buys a 1.5% Goulamina lithium royalty in Mali, gaining long-dated spodumene exposure. https://www.metalnomist.com/2026/03/goulamina-lithium-royalty-deal.html
Denmark Won’t Rule Out Future Greenland Air Policing
"Definitely not exclude" standing up a Greenland Air Policing deployment in the future, says Danish Air Chief in an Arctic Sentry/NATO Iceland Air Policing press briefing. https://t.co/7KaxVG4yba
Denmark Deploys F‑35s to NATO Arctic Sentry
Next up, Commander Danish Air Force, Major General Jan Dam. RDAF deploying F-35s to Arctic Sentry. #NATO https://t.co/E5rfxfhINt
France’s Economy Stands Strong, ECB Should Stay Hands‑Off
France has low exposure to Middle East shock, low inflation and resilient growth. ECB should not react to energy swings. Risk: energy volatility. Trade: overweight French banks. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Can 450 Kg of 60% Uranium Yield 11 Nukes?
Can anyone tell me how one can actually make 11 atomic bombs with 450 kg of only 60% enriched uranium? Or is it Steve Witkoff being Steve Witkoff again?
NATO Thrives in High North, Arctic Cooperation Grows
Day 2 of Swedish AF/ #NATO media trip with Director General Jonas G Allansson, Iceland, explaining how "the alliance is functioning very well" in the High North - with "Growing cooperation between Arctic allies" https://t.co/YzXdmbmfSS
Renewables: Our Only Path to Energy Independence
A 93% spike isn’t a ‘trend’ - it’s a stick-up. Gas is a ransom. Carbon is a conflict mineral. Fossil fuels are war. Renewables are the only real declaration of independence. Stop being vassal states. Move decisively to cut the cord....
Iranian Drone Attack Halts LNG, Sparks Dual Energy Shock
🚨 IRAN WAR DAY 4 — A DIFFERENT SHOCK 🚨 Day 4 changes the calculus. This isn't just an oil story anymore. QatarEnergy — the world's largest LNG supplier, covering 20% of global supply — halted all production after Iranian drones...
China May Need US Cooperation on Iran Energy
Here is a picture of @TheMichaelEvery being interview by a large Dutch man in Cape Town and in the process being hit by the epiphany that the geopolitical irony of the Iran situation is that China might be put in...
ChatGPT: Doctor’s Smart Assistant, Not a Diagnosis Tool
How to use ChatGPT as a doctor (properly) Not for diagnosis. Not to replace your brain. Use it to: • Simplify complex topics for patients • Draft patient education handouts • Create clinic SOPs • Generate content ideas • Structure research summaries • Prepare presentations • Improve communication clarity Think of...