Flydubai Posts $531m Profit, Hits Record Passengers
flydubai posts US$531m profit after tax for FY2025, reinforcing the momentum behind its expanding network strategy. The Dubai-based carrier reported US$591m pre-tax profit on revenues of US$3.7b, up 6% year-on-year. A record 15.7 million passengers flew with the airline, with Business Class demand climbing 19%. In 2025, flydubai operated over 126k flights with a network covering 140 destinations in 58 countries.
Cyberpunk's Duel Arena Poised to Earn $100M+
I see the collision of these worlds, and have long believed @cyberpunk is the man to marry them. Genuinely think the Duel Arena alone will generate $100M+ in revenue.
OpenRAN Debate Continues: Live Event and Podcast
I’m at @DigiCatapult near St Pancras for an event which (I think) is basically on the theme of “Whatever happened to OpenRAN, episode 3?” Then eading down to Blackfriars at lunchtime to record a podcast with @telecoms Scott & Iain https://t.co/DIMTtD7oO4
Zimbabwe's Lithium Ban Likely Short‑Lived, Minimal GDP Impact
The Zimbabwe export ban seems to be due to transfer pricing, ie producers understating grade/value of exports. Similar to what we saw from the Chinese company that operated Bald Hill in Australia a few years ago. On my calcs, average Zimbabwe...
Deepfake Fraud Costs UK £9.4B, US Must Act
The UK’s £9.4B loss to deepfake-enabled fraud is not a headline, it’s a warning. AI-powered scams are scaling faster than legacy identity and compliance systems can adapt. If the US doesn’t harden digital onboarding, verification, and cross-sector fraud defenses now, the bill...
AI in Healthcare: Ethics, Trust, and Clinician Adaptation
A meaningful share: AuthorsReading posted an editorial review of The Doctor’s Future. They spotlight the book’s focus on the real-world questions behind AI/robotics in healthcare—privacy, accountability, ethics, patient trust, and how clinicians can adapt their roles with clarity (supported by the...
Record Dividend Amid Profit Dip Raises Order Book Questions
Velesto Energy just reported a profit dip for FY25, yet they are paying out the highest dividend in the company's history. Is the RM1.3 billion order book enough to offset lower rig utilization and declining charter rates? Here is the breakdown of...
Last Call: Submit Future of Money Designs by Next Week
Entries close next week - FOM 2026 The Future of Money Design Awards give creative thinkers the opportunity to present thought-provoking concepts on money and payments to financial experts and industry leaders. Full brief and submission details 👉 https://t.co/p26tR8lKQA https://t.co/YnTlAM64wt
China's Rare Earth Export Curbs Still Limit US Supply
Chinese rare earth export controls are still choking off lots of material to the US
Stripe Targets PayPal in $159B Mega‑Deal
Stripe may be gearing up for a mega-deal by eyeing PayPal at a $159B tender valuation. If it happens, it would reshape the payments landscape and reignite competition in digital finance. Big bets like this show how fast fintech’s strategic plays are...
Nedbank's Low P/E, High Yield Made It a No‑Brainer
Nedbank absolutely crushing it lately. It was at bargain levels at around the R200 level at a P/E ratio of around 5 and an even lower forward P/E. And people were selling. 😂 It also came with a dividend yield of...
Nvidia Gaming GPU Supply Remains Tight for Quarters
Nvidia's gaming graphics chip production will be tight for a couple of more quarters, CFO says. https://t.co/V7qkJlyb5l
GENIUS Act Opens 60-Day Comment Period on Stablecoin Rules
The GENIUS Act rules just dropped 60 days for comments Digging in to this today
Swarm AI Agents Build Websites From Scratch, Editable
This is probably the most insanely cool AI product I've tried in recent memory. A swarm of AI agents designing a website from scratch. And you can edit things manually at any time (see my manual edit at the end 😅)....
Ecuador to Extend Mirador Mine Contract, Enable Norte Expansion
Ecuador plans a Mirador copper mine contract extension in 1H 2026 to unlock Mirador Norte expansion. https://www.metalnomist.com/2026/02/mirador-copper-mine-contract-extension.html
Smart Pills: Diagnostics Now, Autonomous Therapy Still Years Away
IEEE has a very technical overview of ingestible electronics and tomorrow's smart pills that could one day deliver drugs and take biopsies. To "take actions based on its findings" is a bit too far-fetched for now. What can these technologies definitely...
Measuring ROI for Clinician-Facing AI Tools
I enjoyed working with an all-star team – the great @LisaRotenstein @UCSF and @DBatesSafety of @BrighamWomens – on this paper describing how to measure return on investment (ROI) for clinician-facing AI tools. @JAMAInternalMed https://t.co/uvhb1qI7mG
China Masks Taiwan Drill Drones as Belarus Cargo Plane
Interesting read: How China is masking drone flights in potential Taiwan rehearsal -including as a Belarusian cargo plane on aircraft tracking sites https://t.co/1kOmwyYslj
Real‑time Data Powers HCF’s Analytics Transformation
Recently I caught up with Amiet Dhagat, Head of Data Services Analytics and AI for HCF, to get the inside story around their stellar success in transition from static data to dynamic data, and why real-time data has been so...
CIOs Suffer Costs From Trendy “Vibe Coding” Practices
The “Vibe Coding” Hangover: Why CIOs Are Paying the Price for “Janitor in a Drum” Logic https://t.co/rj4X6vTgjx
Build Growth Engines, Not Chase Numbers
Growth isn’t a target. It’s a system. In FMCG, hope isn’t strategy. Many brands still chase growth with: • More distribution • More promos • More SKUs • Hope for volume That’s reaction, not design. Real growth is engineered: • Right reach • Clear portfolio roles • Strong channel margins • Data-driven...
EVAC Launches US-Made Rare Earth Magnets, Targets 2
eVAC ships its first US-made rare earth magnets and targets 2,000 t/yr capacity by Q1 2026. https://www.metalnomist.com/2026/02/us-made-rare-earth-magnets-shipped-as.html
Witkoff Warned 60% Enrichment Poses Proliferation Risk
This distorts what Witkoff said. He was abstractly explaining why 60% enriched uranium posed a proliferation risk.
AI Boom Fuels Data Demand for Small Innovators
SONAR is having the best quarter in years. One of my board members asked if I were concerned about the rise of AI and if it would be a drain our data business. I told her that we are seeing...
USNS Mercy Heads Toward Panama Canal, Not Greenland
Hospital Ship Update: Latest AIS data shows USNS Mercy making a steady south-southeast run across the central Gulf towards the Yucatán Channel — pointing to the Panama Canal, not Greenland. https://t.co/LOKjvzQxcI
Waratah Super Battery Transformer Arrives Q3 2026 in Australia
Waratah Super Battery transformer replacement scheduled for Q3 2026 delivery in Australia #energysky -- via Energy Storage News: https://t.co/GzvjWPYcAK
States Turn to Virtual Power Plants to Curb Rising Electric Bills
More states look to virtual power plants to fight rising electric bills #energysky -- via Canary Media: https://t.co/cI5KwxOTqy
EU Registrations Dip, BEVs Hit 19% with French, German Surge
🚗In January 2026, new EU car registrations fell by 3.9% compared to January last year. In January 2026, 154,230 new battery-electric cars were registered, capturing 19.3% of the EU market share. The four largest markets in the EU, which together...
UFC White House Event Costs TKO $60M, No Profit
TKO Expects $60M Bill, No Profit From UFC Event at White House https://t.co/IhMeLJMbSC via @sportico @LuisaRBeltran
AI Predicts Solar Cell Efficiency Using Wafer Quality
AI now can now predict solar cell efficiency from wafer quality #energysky -- via pv magazine global: https://t.co/1XDFJj5yx6
ZaiNarTech Unveils Sub‑Nanosecond Wireless Sync for Physical AI
MyPOV: @ZaiNarTech emerges from stealth today. $100M+ invested, $1B+ valuation. The team solved sub-nanosecond time sync on existing wireless networks, enabling the spatial sensing layer for Physical AI. No new hardware required. Deployed and operating now. https://t.co/E3QE5XICdx
Trucking Fleets Peaked June 2023, Now on Decline
The number of trucking fleets increased over the past 20 years, without slowing down. That all changed in June 2023, when the number of fleets peaked and has dropped ever since. We expect that number to continue to shrink over...
Persona Confirms No Data Breach, Nothing to Leak
Been reading the @Persona_IDV incident write up as a bunch of people have asked “will the data be going into @haveibeenpwned?” Easy answer: no, because there’s no data: https://t.co/4oxtwYBxj2
Tigo Energy Launches Real-Time Solar Commissioning Software
Tigo Energy debuts real-time solar equipment commissioning software at IESNA 2026 #energysky -- via pv magazine usa: https://t.co/LrqsKf3hIU https://t.co/wAHLxCt6G7
Compliance Crackdown Reshapes US Carrier Market, Says RXO CEO
RXO CEO: the compliance crack down is the biggest structural change to the U.S. carrier market since industry deregulation https://t.co/72I5GCAt7d
Batteries Buffer Europe’s Energy Price Volatility
How can batteries respond to energy price volatility in Europe? #energysky -- via Energy Storage News: https://t.co/eEMsHucngj
Key Questions About a Potential US Air War on Iran
The Massive Questions Surrounding A Major American Air War Against Iran With the U.S. at the precipice of war with Iran, we break down the glaring questions surround such an operation and the reasoning for it. Feature: https://t.co/rvgr7kX92g
Dalilah Law Could Double Trucking Rates, Cut Drivers
Trucking rates could enter a super cycle if The Dalilah Law passes in Congress. A doubling of trucking spot rates would be possible and the effects felt almost immediately with approx 20% of the truck driver population being...
Public Power Advocates Apply Lessons From Past Failures
Public Power Advocates Have Learned From Past Failures #energysky -- via Heatmap News https://t.co/pX0v48103H https://t.co/I0WLqjrGEb
Behind‑Meter Solar Cuts California Grid Demand Amid EV Surge
While US grid demand increased 2.1% in 2025, California's declined 3.16%-despite 2.5 mil EVs in CA, lots of heat pumps, and 3rd-most data centers in the US About 36% of the decline was due to growth in behind-the-meter PV BTM PV is...
Behind‑the‑meter Solar Drives California’s Grid Demand Drop
While US grid demand increased 2.1% in 2025, California's declined 3.16%-despite 2.5 mil EVs in CA, lots of heat pumps, and 3rd-most data centers in the US About 36% of the decline was due to growth in behind-the-meter PV BTM PV is...
Proposed Law Threatens Trucking Capacity by Revoking Non‑Citizen CDLs
This law, if passed, would immediately revoke CDLs for non citizens or those that don’t have lawful permanent residency or work permits. It wills be far more impactful to trucking capacity than any other action, largely because it is immediate and...
Snapchat Launches Inaugural Snappys Awards for Creators
Snapchat announced The Snappys Awards Show, its first-ever awards show dedicated to celebrating the creators shaping culture on Snapchat.🏆 Hosted by Matt Friend, the event will take place on March 31 at Snapchat’s Santa Monica headquarters and will bring together creators,...
Senators Push to Restore 5% Safe Harbor for Utility Solar
Senators propose to bring back 5% safe harbor to utility-scale solar projects #energysky -- via Solar Power World: https://t.co/9If8Sg2aFn
Bipartisan House Leaders Urge FCC to Drop Overreaching Space Rule
Bipartisan House SS&T leadership has sent a ltr to FCC Chairman Brendan Carr asking him to rescind the "Space Modernization" Notice of Proposed Rulemaking (NPRM) bc it goes beyond the FCC's regulatory authority over radiofrequency licenses. https://t.co/NHrYyotwoH
Metals Rally yet to Spark Inflation, History Warns
A very compelling chart. The recent rally in metals and mining has not yet evolved into a material inflationary impulse, in my view. Markets still seem to be dismissing that possibility — even though history suggests otherwise. https://t.co/FhHZJUOI67
Treat California CRE as Distinct Markets, Not One
California isn’t one market — it’s multiple markets. Central Valley CRE and Coastal CRE require completely different underwriting strategies. If you analyze both the same way, you’ll misprice risk. Smart investors adjust their model based on geography. DM me “UNDERWRITE” if you want to...
Robertson‑Patman Act Still Alive, Impact
The Robertson Patman Act,, sometimes rumored to be dead, alive and kicking Costco (or sellers to Costco) in California
Investors Question Netflix's Push for WBD Amid Skepticism
Netflix CEO Ted Sarandos will say he looks long term, but if Netflix ups its bid for WBD, investors who clearly are skeptical about the deal — even as is — may get even more concerned: why does Netflix want...
Game Industry Growth Benefits Bypass Western Developers
Why the game industry can grow but the benefits don't go to Western game developers and publishers: A last, telling slide from Matthew Ball. https://t.co/0LX4lphKZL