Northern Cheyenne Tribe Powers Buffalo Ranch with Solar
Nothern Cheyenne Tribe swaps diesel for off-grid solar to power buffalo ranch #energysky -- via pv magazine usa: https://t.co/Y0fvWqWH8j
Lawmakers Push Tax Reforms to Curb Investor Housing Advantage
Lawmakers eye tax changes to tackle institutional investors in housing: Semafor "this is not a free market for the American family, because investors… have special tax write-offs… that aren’t available to single families" -Rep. Marlin Stutzman, R-Ind. https://t.co/4JRvuFhZMv
Maritime Legal Actions and Market Shifts Highlighted
This week’s Dispatch: 'Hospital Ship Head Fake' • DOJ moves to forfeit the M/T Skipper + $150M cargo • Another Venezuela-linked tanker boarded in the Indian Ocean • Mercy AIS points Panama Canal, not Greenland • A decade to US LNG dominance • Tariff...
Palantir Inherits Anthropic’s AI Gap, Lacks Replacement
This isn’t just an Anthropic problem anymore… it’s a Palantir problem, and theres no like-for-like replacement ready Claude powers their most sensitive classified work
Pakistan’s “Open War” Claim Masks Limited Cross‑border Strikes
Pakistani Defense Minister Khawaja Asif declared his country to be in “open war” with Afghanistan on Friday, following a series of cross-border strikes between the two neighbors. The reality is more muted. While the Pakistani military is currently conducting strikes against...
Massachusetts Bill Slashes Energy Efficiency Funding
Massachusetts energy bill would make big cuts to energy efficiency #energysky -- via Canary Media: https://t.co/4rd8aCi1My
Judge Andrews' Delay Feels Like Being the Last Pick
Waiting for Judge Andrews to make his $LQDA decision is like being the fat kid waiting to get picked only after the captains have picked everyone else first... https://t.co/LtzJmQ7O7t
LOCUST Laser Downs CPB Drone, Echoing El Paso Strike
A small CPB drone was shot down by a LOCUST laser system, similiar to what was used in El Paso earlier this month. https://t.co/QyYmTED5Zq
Zaslav and Stankey Sacrificed
Well, WB employees have lost the moment #DavidZaslav stepped into their lives as CEO. Their loss started in 2020 when Zaslav started to lure #JohnStankey at At&T into letting Zazzy execute his evil plan, behind the backs of #WarnerMedia’s team...
DPA Becomes Trump Admin’s Go‑to
As the DoD vs. Anthropic deadline looms, its unclear which DPA authorities may be used. But DPA has emerged as a favorite tool for the Trump admin -- from taking equity stakes to compelling an AI leader, with defense tech...
Paramount Pays Netflix $2.8 B Breakup Fee for WBD Deal
Netflix Says Paramount Has Paid $2.8 Billion Breakup Fee for Warner Bros. Discovery Deal https://t.co/tPYGdECLW7
Border Patrol’s Small Drone Accidentally Shot Down by Laser
Drone That LOCUST Laser Shot Down On Border Was Small And Belonged To The Border Patrol The accidental shoot-down comes two weeks after a major airspace closure was prompted by the use of a laser weapon along the border. https://t.co/oIROt7ecXr
Orbán Deploys Troops, Labels Ukraine Threat to Energy
PM Viktor Orbán has deployed troops & police to protect Hungary’s critical energy infrastructure. Orbán cites an alleged "oil blockade" & "blackmail" from Ukraine. It’s as clear as the nose on your face that Hungary, a member of NATO, views Ukraine as...
Maersk's Cape Detour Signals Red Sea Recovery Stalls
But, at the sametime, the Red Sea Comeback Falters as Maersk Diverts Ships Back Around Cape https://t.co/r0JWtmKLC4
OpenAI Partners Pentagon on Guarded Classified AI Model
sam altman says openai is working with the pentagon to find a classified-use model that keeps safety guardrails — a de-escalation pitch following anthropic’s standoff over battlefield applications.
U.S. Critical Mineral Imports Surge, Few Nations Dominate
America’s net import reliance for critical minerals in 2025, along with the primary countries supplying them between 2021 and 2024 https://t.co/89QwEHKe16 via @visualcap
Sunrun Reports Record Storage Attachments and Positive 2025 Cash Flow
Sunrun touts record storage attachment rate, positive cash flow in 2025 earnings report #energysky -- via pv magazine usa: https://t.co/diQoYlpaui
From Hollywood’s Most Hated to $790M Dealmaker
Three years ago, David Zaslav was called "the most hated man in Hollywood." Now he's pulled off one of the biggest deals in media history, engineering a bidding war that earned him $790.5 million. How it all happened, with @LaurenSHirsch: https://t.co/jaz2VIbdCe
Termination Fee Dwarfs Terminator Franchise's Global Box Office
This $2.8 billion termination fee is bigger than the combined global box office of Paramount’s Terminator franchise https://t.co/cWW1JErDM4 via @Lucas_Shaw @MichelleF_Davis
Opaque Private Debt Markets Reveal Growing Financial Fragility
Private debt markets have been struggling for some time. These are nonbank lenders, largely in the private equity space, although they do rely upon bank credit. This is one of many fragilities in the financial market and the economy more...
Named CoStar Power Broker After Sharing All My Comps
The CoStar power broker awards have been announced. Do I dare open my LinkedIn timeline? " I am thrilled and humbled to be named a CoStar Power Broker because I gave them all my comps"
Paramount Pays Netflix $2.8B Termination Fee for WBD Deal
Netflix, in SEC filing, says Paramount 'on behalf of WBD, paid the $2,800,000,000 termination fee owed to Netflix in accordance with the terms of the Merger Agreement.'
Human Technicians Remain Essential in AI-Driven Solar O&M
In an AI world, real-life technicians are still most important element of solar O&M #energysky -- via Solar Power World: https://t.co/Yt34lLDm1K
Ohio Trial Exposes Schemes to Sustain Nuclear, Coal Plants
Ohio corruption trial traces tactics to prop up nuclear and coal plants #energysky -- via Canary Media: https://t.co/5V2SUa2OVD
Private Credit’s Worst Deals: Aggregators, Roll‑ups, Soccer, Education
The worst segments of private credit (hint: it's not software*): Amazon aggregators Dental roll-ups Veterinary roll-ups Soccer teams Education *except for Pluralsight, which may be the worst private credit deal of all time
David Ellison Secures Warner Bros Deal After Netflix Backs Out
Last Saturday, Netflix was the heavy favorite to buy Warner Bros. What changed? How did David Ellison pull it off? Why did Netflix back off? Behind the scenes of one of the biggest deals in business history with @MichelleF_Davis and @joshua_sisco...
Google Secures Two Decades of Data Center Power
Funding Friday: Google Locks Down 20 Years of Data Center Power #energysky -- via Heatmap News https://t.co/CYHzxGI5FN https://t.co/5Y2wQnb2ez
Factory Construction Down 13%—Trump Misreads the Data
Trump has to stop reading charts upside down. Factory construction is down around 13% after adjusting for inflation. https://t.co/YNFjjiLWfV That's only a boom in Trump's skull.
Scale Empathy with Unified Service Management, Not Chatbots
The CMO wants "empathy," but the CIO needs "architecture." You can't scale empathy without a unified platform that connects front-office engagement to back-office execution. Don't buy a chatbot; invest in a Service Management ecosystem. Details: https://t.co/ajGMKZ1mkJ #CIO #CMO #CX #CCaaS #AI #ServiceManagement
Jargon‑Heavy X Threads Mask Inexpertise—Verify Sources
Big thing I am seeing on X is super authoritative sounding accounts doing long threads, on defense tech etc, that use tons of jargon and acronyms so as to look like the account is 'in the know,' when really they...
Ignore Fear‑mongering Posts About Supreme Court Decision
ABOUT THE POST OFFICE DECISION BY THE SUPREME COURT First, take a deep breath, and stop listening to social media accounts that are fear-mongering and catastrophizing this case (better yet, stop following them altogether, they aren't feeding you facts, and...
We Skip Unverified Items; Most OSINT Reports Are Fake
We get asked a lot why we didn't add this item or that item to our update posts, the answer is usually because we couldn't confirm it or can't even get to a point where we can say it's potentially...
US Tankers Depart; Citizens Urged to Exit Israel
Tankers Vacate Al Udeid Air Base As U.S. Citizens Are Urged To Leave Israel Immediately With negotiations floundering and the USS Gerald R. Ford about to arrive off Israel, the window for a major air operation is now cracked open. Latest: https://t.co/83wzAr7L3Q
SPAC IPOs Raise $10B in First Two Months
Just two months into the year and there have been 51 SPAC IPOs, which have raised a total of more than $10 billion, exceeding the total blank check IPO issuance in all of 2024. https://t.co/qkcICZwFet
UPS Cuts 78,000 Jobs: Strategic Restructuring or Survival?
UPS . Layoff of 78,000 employees. There had better be more to this. Is it strategic? Stave off a dark cloud? A significant restructuring? Redefining itself? To? Why—the back story?
Corn Insurance Falls, Soybean Coverage Rises in 2026
🇺🇸2026 U.S. insurance guarantees: Corn: $4.62 per bushel (down 2% from last year) Soybeans: $11.09 per bushel (up 5% from last year) https://t.co/QFcJ5xrOCI
Generate Biomed IPO Marks AI‑Driven Protein Breakthrough
This morning @generate_biomed celebrated its IPO on the @NasdaqExchange. We founded Generate at @FlagshipPioneer in 2018, asking: What if we could generate novel protein therapeutics using generative AI tools – without relying on traditional trial-and-error discovery? Today’s IPO is a major...
Medical Office Starts Plunge 26%, Prompting Conversion Challenges
Medical office building starts are set to drop 26% in 2026 ... the lowest level in ten years. Developers are turning their attention to office conversions. But even then, the building's design and the math have to be spot on...
Starlink Now Nearly Dominates US Satellite Fleet
For comparison, here is the number of US operational satellites over time. (As of today, 9,814 of these are Starlink satellites.) US Operational Satellites https://t.co/9TBifWiomp
Hidden Market Volatility May Surface via Crypto, Bonds, Metals
Stock market volatility is still buried. Falling cryptos, T-bond yields and spiking precious metals volatility may trickle down. https://t.co/SeGPI6EvAe
NASA's Lunar Plan: Three Super‑Heavy Rockets, Two Landers, One Transport
Key elements of NASA's lunar exploration architecture and milestones: (three dissimilar super-heavy launchers, two piloted lunar landers, one crew transport):
China Has Far Fewer Operational Satellites than Claimed
I see stories out today saying that China has 1,900 satellites. That's not true. Even if you include all Chinese satellites (commercial, military, civil), it only adds up to 1,187 operational satellites. In comparison, the US has 11,323 operational satellites....
AI‑Biotech IPO Slumps 23% on Opening Day
A leader of this next wave of AI-focused biotechs has completed its IPO, a milestone tarnished by a brutal first few hours of trading. Day 1 for $GENB: -23% https://t.co/u3WQcDD3jL
Housing Market Trends Outpace Presidential Influence
Home prices were already slowing down before Trump took office, and many markets went negative last year. I don’t think any president can really control the direction of the housing market. https://t.co/LoaiFTlI85
U.S. Home Prices Stagnate, Punta Gorda & Austin Plunge
Freddie Mac House Price Index Decreased in January; Up only 0.4% Year-over-year Punta Gorda House Prices Down 22% from Recent Peak, Austin Down 18% https://calculatedrisk.substack.com/p/freddie-mac-house-price-index-decreased
Smart Hospitals Reduce Admin, Bring Clinicians Closer
"Smart” doesn’t mean distant. The smartest hospital ecosystems actually bring clinicians closer to patients by reducing administrative burden. Insights from Jeff Fallon at eVideon: https://t.co/x7o1COnGIe @eVideon @TigerConnect #SmartHospitals #HITsm https://t.co/PVVG70mbKN
Small Force Wins Through Cohesion, Momentum, Empowered Leadership
“A thousand soldiers took down a city of 6 million. Not by magic. By cohesion, momentum, sustainment, and leaders who empowered initiative under fire." General (ret) David Perkins discussing the 2003 Battle of Baghdad on my @WarInstitute UWP podcast. https://t.co/Icc6ylRqaQ
LNG‑Powered Isla Bella Boosts Puerto Rico’s Dedicated Service
The @TOTE_Maritime Isla Bella inbound to the Blount Island terminal @JAXPORT in Jacksonville, Florida. Fast, small, LNG-fueled containerships on a regular service provides Puerto Rico with a dedicated service; backed by @CrowleyMaritime and @TrailerBridge. https://t.co/LSImzznkcf
Resident Evil Requiem's Zombies Shine with Unexpected Soul
in my review i highlight the zombie behavior as the best thing about resident evil requiem. there’s so much soul in these undead. https://t.co/HLbAkArGDa https://t.co/pj3oByx9W0
JPMorgan, Not Stripe, Seen as Viable PayPal Buyer
.@ShenLucinda argues that Stripe isn't a logical buyer for PayPal. But JPMorgan may be. https://t.co/5mg3m05s44