Hegset Admits Iran Operation Effectively Changed Regime
"This is not a so-called 'regime change war,' but the regime sure did change," @PeteHegseth says of operations in Iran this morning at the Pentagon. He previously had said this Trump administration is uninterested in regime change.
US Strike on Iran Could End Low‑oil Price Relief
Low oil prices for much of the past year have helped cool inflation & given Trump license to tout more affordable prices at the pump. But if there was one scenario most likely to upset that trend, it was a...
Planning Trumps Strategy, Empowering Technocrats Over Strategists
Welcome to Chapter Two of the Playing to Win/Practitioner Insights (PTW/PI) book club. I am reprising the 37 pieces that were ranked highest by readers – and they make up one books-worth of content. The second is Why Planning over Strategy? https://t.co/L7EbtoalCF In...
Strait of Hormuz Carries Significant LNG Alongside Oil
Very interesting > The Strait of Hormuz is not just oil - but also LNG. https://t.co/jlv7Hrp9LJ
Future of Work: People, Agents, Robots Collaborate
The future of work isn’t Human vs. Machine. We’re moving toward a "tripartite" workforce: People + Agents + Robots Despite AI’s ability to automate 57% of tasks, the human element remains the competitive edge. See why: https://t.co/akYPtsI3GU @McKinsey_MGI #AI #MWC26 #IoT #5G #FutureOfWork
FDA Limits NTLA Gene Therapy to Mild Cases, Undermining Demand
$NTLA drug is off hold but now being restricted by the FDA to the least severe/sick patients, which would logically be those least likely to want/need an experimental gene editing therapy. Existing options will dominate. Target/disease selection is a...
ISM Miss Could Cool Yields, Boost Growth Stocks
March 2, 2026 Economic Events : 0945 – S&P Global Manufacturing PMI (Feb): Exp 51.2 | Prior 51.2 1000 – ISM Manufacturing PMI (Feb): Exp 51.7 | Prior 52.6 1000 – ISM Manufacturing Prices: Exp 60.6 | Prior 59.0 1130 – ATL Fed GDPNow (Q1):...
Brent Climbs, USD Rise Temporary; Real Set to Rally
Brent has jumped to $79 per barrel from $72 on Friday. We're currently getting risk-off price action that's lifting USD, including against commodity exporters like Brazil. But that will fade and the Real will rally like it did after the...
Fourth U.S. Soldier Dies From Iranian Attack
A fourth U.S. soldier has been killed, dying from his wounds after the Iranian attack that killed 3. RIP 🙏🫡
Batteries Accelerate Data Center Grid Connections, Cutting Costs
Great conversation with @Edison_Electric this morning focused on using new technologies to get more data centers connected to the grid faster. Connecting data centers to the grid is critical to bringing electricity rates down. Batteries are key. https://t.co/6SD5BHtq4g
Early Investor Spotlights Cactus Mine Before Management
One of the first investors long before current management team even heard of cactus mine. My newsletter subs knew before day 1! @ArizonaSonoran https://t.co/8TjtUzluWj
Fedorov Poised to Become Ukraine's Greatest Defense Minister
At this rate, @FedorovMykhailo risks going down as the best defense minister Ukraine has had in all the years of its independence
Leadership Emphasizes Real Constraints Over Hype in Chipmaking
Had the opportunity last week to share my perspective with the top 200 leaders at $AMAT as they plan the next phase of chipmaking. These are the discussions that matter to me: real technology constraints, hard tradeoffs, and long-term industry impact,...
All Six Aircrew Safely Ejected, Recovered and Stable
“All six aircrew ejected safely, have been safely recovered, and are in stable condition.” 🙏
MRK's Ovarian Cancer Claim Rejected by FDA, EMA
$MRK claims a survival benefit in ovarian cancer irrespective of PD-L1 status, but FDA & EMA say BS. Via @ApexOnco -> https://t.co/Cld1O7Uuvp #ESGO26
Key FCC and Broadband Policy Moves Unveiled
Policyband Headlines ■ @FCC Merger Approval a Breeze for Charter-Cox ■ How Far Can @BrendanCarrFCC Go to Keep @NFL on Free TV? ■ @FSFthinktank's Long Calls for New Cable Rules if 39% Cap Goes ■ Malone Seeks @FCC Approval to Take Control of...
Economic Wild
Today's topic is #economic wildcards; this was prepared before the Iran situation began, but that topic was discussed. @housingwire @sarahteresa6 #mortgagerates #realestate #housing #chartdaddy
Samsung Blocks Galaxy S26 Pre‑order Cancellations, May Violate Consumer Law
Samsung India isn't allowing easy cancellation of Galaxy S26 Ultra pre-orders. There's no cancellation button on the order page. Pretty sure this amounts to "unfair trade practice" under the Consumer Protection Act, especially since the product hasn't shipped yet @SamsungIndia
Iran Strikes US‑Flagged Stena Imperative, Re‑targeting Feb 3 Vessel
Reports that Iran hit the 🇺🇲 flagged commercial tanker Stena Imperative. This was the ship harassed by Iran transiting the Strait of Hormuz back on Feb 3.
Heating Oil Spikes 15% as Gas Hogs Headlines
While gas prices will get all the attention, it is worth pointing out the near 15% increase in heating oil this morning.
FDA Demands Sham‑controlled Trial for uniQure’s AMT‑130
$QURE AMT-130 update: Still blocked The FDA stated that it cannot agree that data from the Phase I/II studies, compared to an external control, are sufficient to provide the primary evidence of effectiveness required to support a marketing application for...
One Clear CTA Beats Multiple Choices Every Time
Spotted three different CTAs on a single landing page yesterday: "Request a Demo" "Discuss Your ROI" "Explore the Platform" Two of them went to the same form. None had clear visual hierarchy. Users were getting decision paralysis. Most teams don't realize that every additional CTA...
Abu Dhabi Airport Restarts Flights, Sign of Slow Recovery
Abu Dhabi Airport... roughly ten flights are now open for booking at Zayed International Airport, including services to Moscow. it’s a sign that things are slowly getting back to normal after the chaos, but we’re not fully out of the...
IBM Shifts From Tech Milestones to Business KPIs
Early start at #MWC26 with Rahul Kumar at the @IBM booth. We talked Autonomous Networks, AI-driven operations, and the shift from technical milestones to real business KPIs. Barcelona is where strategy meets execution, and #IBM is leaning into both. #Quantum @IBM @MWCHub...
PLA Rocket Force Poised to Overwhelm Regional Missile Defenses
While I share some concerns about key munitions being pulled out of INDOPACOM, folks should understand that even with full stocks of interceptors, the PLA Rocket Force is highly likely to be able to overwhelm U.S. and allied BMD in...
Three F-15Es Downed by Friendly Fire in Kuwait
3 F-15Es shot down by friendly fire over Kuwait We continue to update our original story: https://t.co/bRgLdhX3sx
Cerro Caliche Offers Safe, High‑return Gold Investment
Cerro Caliche stands in stark contrast to Vizsla’s Panuco tragedy. Located in a stable, established mining district near operating mines Cucurpe has seen no reported cartel incidents disrupting ops. Safer jurisdiction profile than Sinaloa hotspots. @SonoroGold $sgo.v
Lean Adoption Lags in Logistics Due to Global Service Diversity
“The application of #Lean in logistics has seen a less successful & uniform uptake overall than in manufacturing. Some of the influencing factors relate to the disparate attitudes & service models across the #logistics landscape globally.” https://t.co/icZPxfrwU0 #supplychain
Energy Math, Security, and Geopolitics Drive Transition Solutions
Thanks to Vijay and the whole team @TheEconomist for the invitation to deliver a keynote this morning about challenges—and solutions—facing the energy transition. I focused on energy math, energy security, and energy geopolitics—with today’s oil & gas price spikes top...
Cheap Iranian Drones Outspend Costly US Interceptors
Iran fired 1200+ projectiles at five countries in the first 48 hours. Most were drones. These saturation attacks aim to overwhelm air defenses and drain interceptors. $20-50k Shahed drones vs. $4.19M PAC-3 interceptors put US and its partners on the...
Qatar Reports Attack on Ras Laffan LNG Hub
Qatar says Ras Laffan energy complex has been attacked It isn’t clear what part of the facility. But it is home to Qatar’s massive LNG export plant — the world’s biggest
Starlink Mobile Unveils
Starlink Mobile @ #MWC26 -showed a video call on D2D -10M monthly active D2D users today. -Mexican operator coming shortly -V2 constellation to provide 5G experience - 150 Mbps -V2 coming mid 2027 -NR NTN standard -1,200 satellites initially -“complementary” to terrestrial https://t.co/cxxT3XpFev
Fibre Gains Equal Footing with 5G/6G at MWC26
I’ve been complaining for a while that the mobile industry keeps claiming that it is “telecoms” Based on this morning’s #MWC26 keynote, I’d say there’s now some humility & recognition that actually fibre is at least as central as 5G /...
Starlink Mobile V2 Cuts Ground Costs, Delivers 5G Anywhere
“With Starlink Mobile V2 connectivity, mobile network operators can invest less in terrestrial networks while unlocking seamless service in remote areas”
China’s EV Success Seeds Future Domestic Competition
"𝐄𝐥𝐨𝐧, 𝐭𝐡𝐢𝐬 𝐢𝐬 𝐧𝐨𝐭 𝐚𝐛𝐨𝐮𝐭 𝐪𝐮𝐚𝐫𝐭𝐞𝐫𝐥𝐲 𝐧𝐮𝐦𝐛𝐞𝐫𝐬. You helped build the electric vehicle market in China. In doing so, you accelerated the rise of competitors who now operate at massive scale." The question is not whether competition intensifies. It is whether you...
From Possibility to Live Execution: AI Networks Now
MWC energy with @EvanKirstel and @JimHarris ! From AI-native networks to enterprise automation, the conversation this year is less about “what’s possible” and more about “what’s live.” Execution era. #MWC26 https://t.co/NfDsiLq8wv
TWC Highlights Fibre, Satellite Over 6G Future
I thought it was #MWC26, but actually it's TWC, #Telecom World Congress. The main session had more mentions of #fibre, #satellite and subsea cables, than it did of #6G. I think @GSMA now realises the real action is elsewhere, beyond mobile...
Robotic Fish Turns Ocean Plastic Into Power
I’ve spent years watching robots optimize warehouses and generate content. Now one is designed to repair the ocean. That feels different. A UK design student built a robotic fish that swims like a real marine creature while collecting microplastics. As it moves, it...
Ukraine Urges UAE to Curb Russian Revenue, Shares Drone Tech
Ukraine could well ask that the UAE show some reciprocal good will by reducing its systemic enablement of Russian revenue generation.
Gurgaon Property Gains Mask Hidden Transaction Costs
Gurgaon’s ₹1 Crore Illusion: Why 70% of “Paper Profits” Are Financially Misunderstood Most investors proudly say: “My property doubled.” Let’s test that with numbers. Because appreciation is not profit. It’s arithmetic. Case Study (Realistic 2020–2026 Cycle) Bought in 2020: ₹2.00 Cr Value in 2026: ₹3.50 Cr Headline gain: ₹1.50 Cr Looks like...
AI Is Evolving From Answering to Actually Executing Tasks
What if AI didn’t just suggest what to do… …but actually completed the work while you stepped away? Most teams are still using AI as a smarter search bar. But as I saw with @claudeai Cowork from @AnthropicAI, a new class of AI...
Telcos Power Networks, Yet Miss OTT Value—Spinouts Proposed
We power the system but we barely get any value from it, says Christel Heydemann, CEO of @Orange during kickoff keynote at #MWC26 in. Barcelona. This has been a complain of telcos for several years as OTT vendors can innovate...
Middle East Tensions Likely Push Rand Lower, Fuel Costs Up
Prolonged tension in the Middle East. Rising oil prices, if sustained, and a weaker Rand. Add the increased fuel levies announced in the budget speech on top of macro concerns, and taking the governor’s conservative nature and the new 3% inflation...
Talon Takes Over Lundin’s Michigan Eagle Mine, Humboldt Mill
Talon acquires Lundin’s US Ni, Cu subsidiary, taking Eagle Mine and Humboldt Mill in Michigan. https://www.metalnomist.com/2026/03/talon-acquires-lundins-us-ni-cu.html
Agentic Enterprise Marks AI‑Driven Phase Change
The AI Imperative: Resilience Reimagined-Protecting the Agentic Enterprise - The shift to the agentic enterprise is not merely an upgrade; it’s a phase change. We’re talking about systems that operate with breathtaking autonomy and at a massive scale. https://t.co/TWAXIQbUE0
Security Requires Collaboration, Regulation for Trust in OTT
Trust needs security and security needs collaboration, institutions, regulations, says SUNIL BHARTI MITTAL FOUNDER & CHAIRMAN BHARTI ENTERPRISES during the kickoff keynote. The OTT (likes of WhatssApp and Telegram) players are not in same frameworks of regulations, he added. https://t.co/QDRuQ5KKOJ
AI Shows KPI Design Must Prioritize Impact Over Proxies
What #AI reveals about performance measurement: proxies get optimized. If you measure speed, you may lose quality. If you measure output, you may miss impact. In the ML era, KPI design is a leadership discipline. https://t.co/FfVafJZaUk @mitsmr #MWC26 https://t.co/0jER9RZRs1
China’s Solar Surge Cuts Emissions Amid Rising Energy Use
China’s latest energy data offers a signal worth paying attention to. In 2025, emissions from energy and industry fell by 0.3%, modest, but notable, even as total energy consumption rose by 3.5%. The key driver? A continued surge in solar...
500K Views: Sharing Practical Automation Knowledge
500.000 views 🎉 and I am truly overwhelmed. Thank you for every single view, comment and message 🙌 You can find the channel here 👉 https://lnkd.in/e_isrBGj I am incredibly happy that my videos reach so many people and help you...
Qualcomm Expands Stack Control with 6G, Wear Elite
$QCOM opened MWC26 with five connectivity announcements that matter: X105 Modem-RF adds NR-NTN satellite (voice, video, data), FastConnect 8800 is Qualcomm’s first mobile Wi-Fi 8 push, Dragonwing broadens Wi-Fi 8 across the portfolio, Snapdragon Wear Elite moves to 3nm, and...