Roscosmos Completes Solar Array Tests, Site 31 Repairs Near Finish
Roskosmos reports completion of solar array tests in the ongoing Progress MS-33 launch campaign in Baikonur, while construction crews are finishing repairs at Site 31: https://t.co/mN4Hi2mIUG https://t.co/ih3V7RDbih
Netflix Rejects Warner Bros Deal Amid Price War
Netflix Says No to Warner Bros. After Price War, Beltway Concerns 👇https://t.co/Yhskq9nksa via @sportico @crupicrupicrupi
Netflix Skips Pricey Bid, Shares Jump 8%
Bottom line: Netflix walked away from an expensive bidding war that wasn't prudent and in doing so, it conveniently leaves one competitor saddled with debt and two competitors burdened by a very long, distracting regulatory approval process — Investors agree. $NFLX...
Fed Sets Reserve Levels; SOFR‑IORB Gap Signals Bank Comfort
No, it tells you there are still very large quantities of reserves in the system as a result of QE. Banks collectively are obliged to hold all the reserves issued by the Fed. The quantity of reserves in the system...
Server Outage Sparks Creators' Spontaneous Uno Stream
Remember the time that Fortnite servers went down and Ninja and others got together and played Uno on-stream instead? Now…
Fed Seeks to Block DOJ Subpoenas in Secret Probe
The DOJ probe of the Federal Reserve is playing out behind closed doors The Fed, in sealed proceedings, is asking a judge to quash the subpoenas, which could reduce or eliminate its obligation to respond via @cryanbarber @sgurman https://t.co/HvnC5W8ImQ
Get Answers on Paramount‑WBD Deal Impact
Tomorrow’s IN THE ROOM will have answers to all your questions about what the Paramount-WBD tie up means for CNN, CBS, Bari Weiss, etc… Sign up here: https://t.co/aUkyssMv7F
Guardian Finds Unverified Trump Abuse Claim in Missing Epstein Files
Guardian says it has read the three missing Epstein files. Epstein files contain explicit but unsubstantiated claim that Trump abused minor https://t.co/fe3OEmOU2v
Calls Grow for Mandatory Home Energy Rating Disclosure
Pressure mounts for mandatory disclosure of home energy efficiency ratings #energysky -- via Renew Economy: https://t.co/CLftU6aMdH https://t.co/OeCYml8kTt
Data Centers Must Fund Infrastructure, Not Expect Tax Breaks
It used to be that municipalities would give tax breaks for factories (jobs), but now the data center developers need to come with bags of money for infrastructure and the tax base.
Democrats Could Block Paramount Merger, Says California AG
Uh, Democrats can stop the Paramount merger. State attorneys general have jurisdiction. California AG Rob Bonta said he’s watching it closely.
Use $280M Fee to Fund Next‑Gen Investigative News
Dear Ted, Take 10% of the $2.8B breakup fee—roughly $280 million—and go hire the best investigative journalists in the world. Build a next-gen 60 Minutes. A better CNN. Think of the revenge possibilities.
My December Take on the Netflix‑Warner Bros. Deal
Here’s what I wrote back in December, the day after the Netflix deal with WBD was announced: https://t.co/aiNBd98ACC
Netflix's M&A Bloodbath Exposes Shareholder, Talent, Political Crises
Hostile M&A is always bloodsport, but I can't remember an acquirer coming out of a process this bloody. Netflix has a shareholder problem (which doesn't understand why it wanted to buy a legacy studio), a Hollywood talent problem (which doesn't...
Sarandos' White House Meeting Ends Warner Bros. Bid
BURNING QUESTION: What did Ted Sarandos learn in his White House meetings today that ended his bid for Warner Bros? @thewrap
Paramount's Full-Asset Bid Keeps WBD Movies and Cable United
So Netflix ending its WBD bid means WBD's movie business and cable channels should stay together. Paramount has sought the whole package even as WBD planned to spin off its cable assets. Lots of sports media angles now with...
Product-Level Demand Separates Winning Industrial Deals
The real opportunity right now? Understanding product-level demand. Not all industrial is equal in 2026. If you’re evaluating an industrial deal in California and want a disciplined underwriting perspective, DM me “INDUSTRIAL.” #CaliforniaCRE #IndustrialInvesting #WarehouseSpace #CREStrategy #CommercialInvestor
CNN Becomes Authoritarian
There goes CNN into the clutches of Bari Weiss and Scott Jennings: state media for the authoritarians. This is fucked. Netflix drops out of bidding after WBD deems Paramount’s takeover bid ‘superior’ https://t.co/BFoQBv1MBa
Prioritize Contribution Margin Above All Other Metrics
99.7% to target on CM this month. Great growth teams are committed to a hierarchy of metrics. Every month is going to involve different trade offs to reach your goal. But great forecasting and execution requires being clear on the...
Ellisons Aim to Merge Paramount, Warner as Netflix Backs Out
Confirmed: Netflix pulls offer for Warner Bros Discovery's streaming & studio assets The Ellisons look to roll up Paramount and Warner into a Hollywood behemoth Justice Department antitrust regulators have yet to weigh in... but Trump has warming ties to Ellisons
Rental Market Mirrors Resale: Lower Rents, Slower Turnover
I spoke at a property management event today, and the general consensus is the rental market is somewhat like the resale market. Slightly lower rents, it’s taking longer to market properties, the good stuff goes quickly, and overpriced listings sit.
Joe Ferencz Passes CEO Role to Ricardo Briceno
After seven years, Joe Ferencz turns the CEO job over to Ricardo Briceno. breceno https://t.co/ZjwU1hqAQD
Netflix Slides 30% After Failed WBD Merger, Confidence Restored
Netflix’s stock is down ~30% since the WBD merger drama began. While losing WBD removes the last clear major growth lever, it likely reestablishes some investor confidence. Longer-term, we’ll see if they miss the lost IP. But recent major media...
EA-37B Compass Call Jams Enemy Comms, Cripples Kill Chains
This Is What The EA-37B Compass Call Electronic Attack Jet Can Actually Do The EA-37B is meant to disrupt enemy communications, playing havoc on their command and control and shattering their kill chains. Full interview with its makers: https://t.co/TeN3vqd4ot
Triple Win: Netflix, WBD, and Paramount All Profit
As I wrote months ago, there was only one “win win win” here … 1) Netflix gets the break fee 2) WBD gets even more money from Para 3) Para gets the bone it wants
AI's White‑Collar Disruption Inevitable, Timing Only Question
When industrial companies were rewarded by the stock market for moving production to China, it was like a starting gun going off for jobs moving to China. Fade calls that AI will not be that disruptive to white collar jobs; the...
Netflix Rejects Paramount Offer, Cites Brand Stewardship
Netflix declines to match Paramount offer for WBD: We believe we would have been strong stewards of Warner Bros.’ iconic brands, and that our deal would have strengthened the entertainment industry and preserved and created more production jobs in the U.S.
Peter Moore Shares Key Advice on Xbox Transition
I had a good chat with Peter Moore about the Xbox transition and his advice. https://t.co/VmYujLEaQH
Permits
Permits and builders' confidence data would be more solid if that were the case. https://t.co/N1nLoES68j
Institutional Home Ownership Boosts Rental Diversity, Not Affordability
The only empirical finding I've seen on the effect of institutional ownership of single-family homes is that it makes neighborhoods slightly more diverse, to the extent that rentals are more accessible to more households. The issue is an affordability red...
EC‑130H Compass Call: Unsung Hero of Maduro Capture
Outside of the obvious platforms, the one aircraft that likely had the most impact overall on the success of Operation Absolute Resolve that saw the capture of Maduro was the EC-130H Compass Call. It is the king 'discombobulator' that few...
Co‑locating Storage with Solar Isn’t a Silver Bullet
Energy storage co-location with solar PV not a ‘silver bullet’ #energysky -- via Energy Storage News: https://t.co/AlWjI5TUDD
Digital Adoption Drives the Future of Financial Services
The future of financial services is digital. Whether you want to play that way or not. Consumers are opening accounts and transacting digitally more than ever before. https://t.co/mif0VDdckX
Warner Bros. Picks Paramount; Netflix Must Outbid With Cash
Warner Brothers Discover,,,board checked the boxes and declared paramount the high bidder …what will Netflix have to do.. need all cash And bid more ..or in the words of a great ceo say “they won.we https://t.co/BTEFBOV9AI! ‘’
Legacy IT Debt Threatens Hospital AI Adoption
Legacy IT debt and aging hospital infrastructure could quietly limit AI adoption. The real question isn’t just “What AI tool should we use?” It’s “Is our network ready for what’s next?” That’s the lens @VerizonBusiness brought to the #ViVE2026 conversation. 👇 https://t.co/XjHRtFctef
AI-Generated YouTube Shorts Flood Kids with Unhinged Content
can attest that my kid tells me the most unhinged stuff he sees is on YouTube Shorts https://www.nytimes.com/2026/02/26/us/ai-videos-children-youtube.html?unlocked_article_code=1.PFA.qpas.CuJAM3oRnyix&smid=url-share
Ford Carrier Nears Israel as Talks Stall, Strikes Likely
USS Gerald R. Ford’s Imminent Arrival Off Israel Comes As Negotiations Grind On While both sides seem hopeful about future talks, the window for strikes is now opening and will only get wider with each passing day. Latest: https://t.co/nUQkwDjIwV
Missed Feb 19 ISS Boost, Thanks Katya for the Heads‑up
I had missed this ISS orbit boost on Feb 19, thanks Katya for keeping an eye on these
Blood Test for Small RNAs Predicts Longevity
Simple Blood Test For Small RNA Molecules Could Predict Who Is Likely To Live Longer https://t.co/lr59o4Yegp https://t.co/MccF3k72pT
Paramount Ups Bid, Netflix Faces Critical Decision
Axios Pro Rata on Feb. 11: "It feels like the next act already has been written. The 'Davids' get over themselves, Paramount raises its bid and then Netflix has a decision to make."
WonderMan's Modest Debut: 10.3M Hours, Hopes for Longevity
#WonderMan debuted to 10.3M U.S. hours, per @nielsen. As a ~half hour binge release, that's not awful but it's not great. Longer hit shows tend to premiere to 20M+ hours. I hope it has legs and can stay on the...
Warner Bros. Chooses Paramount Over Netflix, Matching Window Opens
To explain this in English: Warner Bros. has decided that Paramount's offer is better than its Netflix deal, but Netflix has a window to match or best Paramount. Does Netflix stick with it? Or will it bail? https://t.co/W9rTU1YRbY
U.S. Space Force Plans Offensive Satellite Use Against China
U.S. Space Force looking to offensive use of satellites in any future space battle with China. https://t.co/8p2HpilCCx
Warner Says Paramount Offer Outpaces Netflix, Challenges Sarandos
WBD says Paramount bid > Netflix. Mr Sarandos, the ball is now in your court.
Complex, Crucial Work: Tracking and Destroying Hamas Tunnels
Hunting tunnels. A great post highlighting how complex but vital it is for Hamas tunnels to be located and destroyed.
Illinois Cities Push to Sever Ties with Coal Plant
Illinois cities move to cut ties with a massive coal plant #energysky -- via Canary Media: https://t.co/Y04PXhJP7t
Rocket and Compass Join Forces to Challenge Zillow
Rocket and Compass team up in challenge to Zillow’s grip on housing Rocket Companies—which now also owns Redfin + Mr. Cooper—announced today a new partnership w/ Compass "Compass International Holdings' 'Coming Soon' listings will appear immediately on Redfin, with 'Private Exclusive' properties...
CRS-33 Dragon Cargo Ship Undocks, Splashdown Expected Tomorrow
Dragon cargo ship CRS-33 undocked from IDA-2 at 1705 UTC Feb 26. Splashdown off the California coast is expected around 0744 UTC Feb 27.
Senate Commerce Schedules NASA Deputy Admin Hearing March 5
Senate Commerce will hold a nomination hrg for Matt Anderson to the NASA Deputy Admin (and one other non-NASA nominee) on Thursday, March 5, 10:00 am ET. Webcast.
900 Companies Sue Over $100B Illegal Trump Tariffs
Almost 900 companies are SUING for refunds from the more than $100 Bn in ILLEGAL tariff revenue Pres. Trump collected in 2025. All Trump's ILLEGAL tariffs have done is MAKE ENEMIES and create LEGAL & FISCAL CHAOS. https://t.co/I1jP900jcz