U.S. Home Prices Show Modest Year‑Over‑Year Gains in December
Case-Shiller: National House Price Index Up 1.3% year-over-year in December FHFA House Prices up 1.8% YoY in December https://calculatedrisk.substack.com/p/case-shiller-national-house-price-129
FedEx Sues for Tariff Refunds, May Keep Profits
When you get a FedEx parcel from overseas, technically FedEx is the importer of record that pays the tariffs. Then they send you a bill for the tariffs. They’re now suing the government to get a refund on those tariffs. I...
Silicon Becomes Core Driver of Data Center Networking
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor Data Networking: 1/ - Modern Data Center Networking Is No Longer Just A Software Or Infrastructure Challenge. It Starts With Semiconductor Capability. - Bandwidth Growth, AI Traffic, And Cloud Scale Push Silicon To Become The Core...
FDA Draft Guidance Boosts Individualized Therapy Innovation
FDA Issues Plausible Mechanism Pathway Draft Guidance to Spur Innovation for Individualized Therapies https://t.co/OZW6Q27zMa via @Inside_PM
Importers May Front‑Load Amid Flat Trump Tariffs
Countries and export options other than the US. Trump flat tariff. Will importers front load like before? Five years and continuing supply chain importance.
NYC Real Estate Stumped by Roosevelt Hotel
#NYC #realestate scratches its head over future of #RooseveltHotel as owner #Pakistan embraces redev under a #JV, an idea that's only been kicking around for 5 years. #DC baffled. #hotel #GrandCentral #CRE #Trump #GSA https://t.co/quNa74iZS1
Verified Agent vs Thousands: Real Money, Open‑Source Fix
pash forgot to post the link idk for aura reasons but this is 100x more interesting than moltbook to me because: - single verified agent playing with 10s of 1000s of real humans* - real money involved (tho its degenerate money but...
SCOTUS Tariff Ruling: What Actually Changes
Must Read: Important new blog on what the SCOTUS tariff ruling does and does not actually change by @KClausing Obstfeld @PIIE
Immedica Secures Accelerated Approval, Plans PRV Sale
Immedica wins accelerated approval for once-rejected rare disease drug, plans to sell PRV - https://t.co/wU3AfqQzjw
Austin Rents Poised to Rebound Despite Current Oversupply
Still feels a bit too early to declare a rent rebound in Austin, but it'll happen eventually. The demand drivers are still stronger than other headlines have suggested, and massive supply remains the big headwind... until it isn't anymore. https://t.co/gMblq6btg0
Big Tech Accelerates Into Healthcare With Partnerships
Big tech companies like Amazon, Google/Alphabet, Apple, NVIDIA and Microsoft are taking their move into healthcare and medicine seriously. They are developing new, health-related features on their platforms. They are also teaming up with research institutions and developers to create new...
WBD Pauses, Reviews Paramount Bid; Netflix May Renegotiate
After months of noisy fighting in public, these talks are once again quiet. WBD will take some time to assess the latest Paramount bid and Netflix will have a chance to amend its current agreement (if necessary).
AI Could Outperform Executives in Designing Resilient Supply Chains
Would AI, instead of the C-suite, improve supply chain design and performance? Especially after five years of disruption and now unpredictability. https://t.co/Z60firMpE4
PS5-Sized Gadget Offers 25 Gbps Fiber‑like Wi‑Fi
Forget Starlink – this PS5-sized device promises to deliver fiber-like 25Gbps internet speeds using invisible beams of light https://www.techradar.com/computing/forget-starlink-this-ps5-sized-device-promises-to-deliver-fiber-like-25gbps-internet-speeds-using-invisible-beams-of-light
Russia’s Self‑inflicted Wars Sow Generational Military Decay
Four years ago: Russian personnel fumbles then and it’s only grown worse over time. The violence they commit against their own will ricochet through the Russian military for another generation to come, as it did from their wars in...
Tanks Cut Infantry Deaths 60% with Trophy Protection
“Are tanks in urban warfare a burden or benefit? - Israel's experience” https://t.co/HdURRIxWhW After‑action reports from the IDF’s Ground Forces Command noted that armored units reduced infantry fatalities by more than 60% compared with operations where tanks were absent or delayed. Since...
Speed Transforms From Convenience to Competitive Edge
If I walk into a traditional branch, it’s days for an application, days for adjudication, days for approval. Speed is no longer convenience. Speed is competitive advantage. And today, the advantage is shifting. https://t.co/qZdm6aFQq4
Legacy Bank Servers Can't Match Cloud‑first Finance
Traditional banks running core systems in basement servers cannot compete in a world built for autonomous, cloud-first finance. https://t.co/ygYrjWtotP
Inside SAP's Future Strategy at Analyst Council
On the ground for the @SAP Analyst Innovation Council meetings. Digging into SAP's strategy moving forward. All discussions under NDA...but looking forward to digging into the details. #CIO #strategy #ERP #AI #HCM #CX #Data https://t.co/pFVziQGjU8
Can AI Truly Grasp Real‑World Complexity?
Can large language models figure out the real world? How deeply predictive AI systems understand their subject matter? https://t.co/E2bwsorCLs #MachineLearning #MIT #MWC26 #AI #IoT #5G @mitsmr
Only Propose What You Can Confidently Defend
Stop lying in your proposals. It’s literally costing you business. I reviewed an agency proposal last week. They included hourly estimates for every phase. I asked: “Is this the way you’d prefer to do it?” They said no. “Then why is it in your...
Supply Chains Brace for Post‑Tariff Uncertainty
What will Trump do with tariff that expire in 150 days? What next? What are China’s countermeasures? What will supply chains do now? After these tariffs expire? Prepare or react?
Apple Lets Parents Control Kids’ Apps without ID Checks
Apple is the only company with a great proposal here: let parents, who buy the devices used by kids, set up kids accounts and decide what they're allowed to do, then pass those decisions to apps through parental controls --...
Morning Joe Turns Into Moral Panic O’Clock
Good morning, kids. What time is it? It's Moral Panic O'Clock again on Morning Joe. https://t.co/KVOhRj4T80
AI-Driven Care Models Enhance Long-Term Cancer Survivors' Quality
As more patients live years—sometimes decades—beyond a cancer diagnosis, we need smarter, sustainable care models focused on improving quality of life. At @Oracle, we're use AI and real-world evidence to advance smarter, more equitable cancer care: https://t.co/h28j1sIrN3
Dutch and Korean Builders Achieve the Impossible
I visited this ship when she was being built. Truly a “How the F are they going to make this work?” moment. When they work together the Dutch and South Korean shipbuilders accomplish the impossible. And this isn’t even the most...
Microsoft’s PR Teams Manage Exec Image, Even at Midnight
Worth keeping in mind that there are entire teams of people whose job it is to curate the public image and messaging of Microsoft's top executives when you see them decide to respond at midnight to a viral claim about...
Leaders Win by Anticipating Three Moves Ahead
Leadership Consequences: Why Leaders Think Three Moves Ahead. How can you see and seize new opportunities https://t.co/I1wYvHSfzO #leadership #commonsenseleadership #innovation https://t.co/cWXUpl0zPz
Pilots' Perception Errors: Human Factors Challenge Flight Safety
When your senses deceive you - the stubborn human factors challenges that pilots experience #avgeek #humanfactors https://t.co/dmk5hFt5TY https://t.co/giz0zgi37J
Investigations Weaponized to Silence Media Under Trump
Exactly. Strong and important from NYT Editorial Board: “The investigation becomes the punishment, forcing media companies to spend millions on legal defenses and deterring them from publishing material that the Trump administration does not like.” 1/2
Budapest’s Turbine Secures $25M to Simulate Lab Experiments
The latest AI biotech raise comes not from the Bay Area or Boston, but out of Budapest Turbine has closed a $25M Series B, planning to build AI models that can simulate more and more lab experiments: https://t.co/Q31DVENA9G
Warner Bros. Discovery Acknowledges Paramount's Revised Offer, Terms Undisclosed
Warner Bros. Discovery Confirms Paramount Sent Revised Bid, But Doesn’t Divulge New Terms https://t.co/yD4mSbadQ7 via @variety
Agentic AI Revolutionizes Biomedical Research, Featured in Nature Biotechnology
Our perspectives piece on Agentic AI for biomedical research has been published in Nature Biotechnology https://t.co/PpFeGcvv0x #agenticAI #artificialintelligence #agents https://t.co/xoADUc7T7K
Meta's AI Gets 6‑GW Power, Matching Fortnite's Gaming Cluster
Is 6 gigawatts a lot of computing power? Active Fortnite players together own around 30 gigawatts of computing power, as consoles and high end PCs range from 350W to 1KW. That's probably the largest gaming power base in existence, since...
Blizzard Blackout Leaves Over 500,000 Homes Dark
Blizzard Blackout Hits More Than Half a Million Homes #energysky -- via Heatmap News https://t.co/ZW2z42zXZC https://t.co/OjDd9rCw4f
Chinese Banks Pivot From US Treasuries to Diversified Reserves
Last week, we published a report titled “How Is China Rewiring Its Trillion-Dollar Surplus?” in response to media reports that Chinese authorities have urged banks to curb their exposure to the US Treasury market. This regulatory signal is highly investment-relevant,...
Rio Silver Invites Investors to PDAC 2026 Meeting
Rio Silver Inc. $RYO.V $RYOOF Invites Investors to Meet Management at PDAC 2026, the World’s Premier Mining Convention by @GlobeNewswire https://t.co/eUKzVCTQ6h https://t.co/yt5LEIMExi
Enphase Launches Updated Control Software for IQ8, IQ9
Enphase releases new control software for its IQ8, IQ9 microinverters #energysky -- via pv magazine global: https://t.co/o1N5C7Pn4z
Shift Advantage to Humanity, Not Automation, When Game Changes
https://t.co/YCt9g8aLZ2 When the game changes, copying what looks “advanced” is usually the wrong move. Advantage doesn’t disappear — it moves. Toward accountability, proximity, and scaling humanity instead of automating it away. #strategy #innovation #leadership #outthinker @TMobile @BestBuy @Starbucks @HarvardBiz
Switching to Syai CGM for Easier Glucose Monitoring
I just started testing a new continuous glucose monitor (CGM) device from Syai. I tried Abbott Freestyle Libre 2 and Sibionics before, but the need for the reader with Libre was a pain in the process, and the Sibionics app is...
Cabinet Secretary Dubs US Merchant Marine America’s Secret Weapon
Did a cabinet secretary just call the US Merchant Marine America’s secret weapon? I always wanted to be a secret agent like Commander Bond… but Captain Konrad, Secret Weapon has a better ring to it 😜 Cue the deepest eye roll from...
Slate Secures $130M, Launches Chinese Headache Drug
Slate starts up with $130M and a headache drug from China https://t.co/6DEltQAI8s by @gwendolynawu #biotech #startups $HLUBF
Karaoke Maker Disrupts Freight Market with Innovation
Read the latest edition of the Art of Supply newsletter on LinkedIn: How a Former Karaoke Machine Manufacturer Shook the Freight Market https://t.co/MaKdkmTAPS
Merchant Marine Essential for Rebuilding US Industrial Base
“We can not rebuild our industrial base without the US Merchant Marine. They are critically important,” @PeteHegseth in a news conference yesterday.
Tesla's EU Market Share Drops to 0.
Tesla's market share in EU, UK, EFTA in January fell to 0.8% vs 1.0% last year. Tesla BEV market share now at 4.3%.
Leonardo Proteus UAV: 15‑Minute Flight Limits Hype
"Wait and sea" - genius headline for this report on Leonardo Proteus UAV from @fg_domperry - but only 15 mins flight time so far? #avgeek https://t.co/fuWDNu7sFH https://t.co/SoGUaRJTZX
Policyband Roundup: Tech, Regulation, Media Headlines
Policyband Headlines ■ @elonmusk: @Starlink Price Cuts Have Nothing to Do with @Amazonleo ■ @gigibsohn: @StephenAtHome Colbert ‘Got Some Things Very Wrong’ ■ U.S. Chamber Opposed to Jamming Cell Phones in State Prisons ■ Fire Fighters Want @FCC Progress on Location Monitoring Inside...
Even Top Experts Stumble on Their Own Messaging
The smartest experts I work with can solve anyone's problem... but their own. Case in point? My client Chris Piper is brilliant. He’s helped multiple businesses scale past 8-figures. He even helped Codie Sanchez grow her business from $2M to $10M in...
U.S. Skips Ukraine Invasion Anniversary, Offers No Statement
The U.S. administration did not send a single representative to the official commemoration events marking the anniversary of Russia’s full-scale invasion of Ukraine, nor did it issue a single word through its embassy in Kyiv -- not even a standard...
Energy Control Will Dictate AI Power and Competition
$12B FOR AI. BUT WHO OWNS THE SWITCH? This week, Amazon committed $12 billion to AI data centers in Louisiana, part of what could reach $200 billion in capital expenditures this year. I’ve been studying automation and AI for decades. What strikes...