Users Unaware Funds Are Held at Evolve, Echoing SVB Lessons
I wonder how many end users of certain products/services built on Stripe and Airwallex realize funds are held at Evolve. It's almost like no one learned anything from SVB failing because the gov't bailed out uninsured depositors. https://t.co/024w8yneu7
Silbat Silicon Batteries Ensure 14-Day Uninterrupted Power
Silbat silicon batteries guarantee uninterrupted power supply for 14 days #energysky -- via pv magazine global: https://t.co/83tK1ZQ0hg
Global Climate Momentum: Renewables, Net‑Zero Cities, and Record Cuts
Good climate news this week 1 China: Country’s emissions have been flat or falling since March 2024 2 Brazil: Amazon deforestation on pace to be the lowest on record 3 Chile: Country’s electric system hits historical participation of 93.5% of solar and wind...
Unsigned Client Agreements Foreshadow Upcoming Problems
When a client says, “Technically, I didn’t sign it…” I know that nothing good is soon to follow.
Elias Law Group Files
Elias Law Group is litigating 85 voting and election cases in 40 states. This is the largest litigation docket we have ever carried as a firm and I expect new cases to be filed this week. We are not done...
White House Signals Iran Strike via NYT
WH using the NYT to signal and pressure Iran: Trump Considers Targeted Strike Against Iran, Followed by Larger Attack https://t.co/GFK406ILJe
AI Adoption Slower Than Expected, Short‑Term Limits Overlooked
People on this site systematically overestimate the speed at which companies can deeply adopt AI & underestimate the impact of AI’s jagged abilities in limiting AI’s utility in the short run. Work will certainly start to change but companies have a...
AI Could Be the First Non‑displacing Productivity Wave
L: Productivity miracle 1.0 - autos (white) replace horses (orange) in 10 yrs; horses never recover R: Productivity miracle 2.0 - China replaces US manufacturing workers; US mfg workers down ~35% in 10 yrs Productivity miracle 3.0 - AI v. white-collar jobs;...
Frontline Exhaustion Drives Ukrainian Army Desertions
From Ukrainian serviceman Kostiantyn Honcharov: "The Ukrainian army has been dogged by problems that have accumulated over the years, and this is aside from discussions over the technological transformation of modern warfare. These persistent problems are beginning to break front-line fighters faster...
AI Sparks Entrepreneurial Energy: 4 Organizational Strategies
4 ways to inject new entrepreneurial energy into your organization, using AI as a catalyst. via @forbes https://t.co/3mNojgxEHQ
Top AI Users Customize Solutions and Embrace Partnerships
What are the top 5% of successful gen AI user companies doing differently? The common denominator is that they are mastering the art & science of customizing AI to their businesses, while fostering partnerships versus go-it-alone approaches. https://t.co/xoEhkT5gvf @ZDNET
Tariff Refunds: Near Impossible, Importers Left Stuck
Interesting. Will getting tariff refunds be like getting blood from a stone? What will importers do?
Shoutout to Fnatic Dragons, Meet Again Tomorrow
i have to shoutout the Fnatic Dragons aka the peanut gallery behind the desk 😆♥️ And drink some water ffs @FDS_Dragons Same time tomorrow guys? https://t.co/eg0a9p2izZ
Soviet Dogs Lead 1966 Secret Voskhod Mission Against Gemini
60 YEARS AGO TODAY: The USSR launches a Voskhod spacecraft with the dogs Ugolyok and Veterok on a secret mission to prepare a response to NASA's Gemini project. FULL STORY: https://t.co/AWISaZC2RC
Geothermal Must Add 2GW/Yr to Hit 10% by 2040
Geothermal could be 10% of US electricity production by 2040. To hit 10% in 15 years, you need to start with 400MW of new geothermal this year and scaling deployment to 2GW per year by 2030 and then by 10%...
French Startup Unveils Universal Home Energy Management System
French startup launches ‘universal’ home energy management system #energysky -- via pv magazine global: https://t.co/eot5SeQ3va
Witkoff's Enrichment Claim Misunderstood, Not a Bomb Threat
The criticism of Witkoff is unfair. He arguing, admittedly not all that adroitly, that enrichment levels of 60% exceed what's necessary for most civilian purposes and could be quickly ("probably a week") enriched further to produce "bomb-grade material." https://t.co/Zw26IV2hBJ
India Delays Trade Pact Amid US Tariff Uncertainty
India postpones trip to finalize trade pact. Global uncertainty on what Trump will do after his 15% for 150 days action is done because his tariffs were deemed not legal. What is ahead for supply chains?
Assess Multi‑Tier Risks to Boost Resilience and Cut Costs
Organisations should evaluate vulnerabilities across multiple tiers, ranging from high-level strategic planning, operational & process risks to frontline execution. By integrating theoretical lessons with practical, data-driven frameworks, the resources outlined in this newsletter aim to enhance operational resilience, ensure regulatory compliance,...
Colorado Leads Fight Against Wildfires, Floods, Beetles
Colorado is at the forefront of reducing the impact of wildfires and floods and protecting Colorado communities. By assembling our team of forestry experts and state and local officials, we are taking action to address the impact of mountain pine...
5 Tools to Make Your Supply Chain Disruption‑Ready
Check out the latest article in my newsletter: 🌪️ Is Your Supply Chain "Disruption-Ready"? 5 Resources to Manage Risk. https://t.co/hc1JidTU10 via @LinkedIn
Jeff Kagan Identifies Next Major AI Growth Opportunity
Industry Analyst Jeff Kagan Advises CEOs and CMOs on Next Major AI Growth Opportunity Jeff Kagan has been described as the most widely quoted analyst in telecom industry https://t.co/lTKt7DdLSt via @ein_news @jeffkagan #jeffkagan #industryanalyst #ictindustryanalyst #ai #aianalyst #aiindustryanalyst #analyst #analysts #wirelessanalyst...
Asia Confirmed as Global Manufacturing Hub, ILO Shows
Asia as global manufacturing hub, shown by the ILO. More sources featured on today's Chartbook Top Links in the comment below. https://t.co/bpfQbXlbHK
Make Your S/4HANA Journey Business‑Led with Trusted Advisors
Embarking on an S/4HANA journey? Ensure it's business-led. If your team needs guidance, bring in a trusted advisor to help manage your system integrator and unlock full value. #S4HANA #SAP #ProjectManagement https://t.co/ZoG8PY0yNO
Flying to Florida, Then Nevada for Lithium Americas Visit
Nice day to fly. Florida (BMO) today. Nevada to visit @LithiumAmericas & Thacker Pass later this week. https://t.co/IxPMJX66U7
T‑Bills Yield Over 3%—Skip Low‑Rate Savings
The national average savings account interest is 0.39%. Yet T-bills are paying ~3.6% and no state/local taxes. Can buy them from TreasuryDirect or your broker. Or Treasury ETF (e.g $VBIL) or Treasury MMF (e.g $VUSXX) pay ~3.64%. Don't let your savings earn pennies.
Privacy Is a Year‑round Leadership Responsibility, Not a Weekly Event
RT Data Privacy Week is over. Lawsuits, breaches, and AI experiments don't pause the other 51 weeks of the year. Privacy is now a leadership accountability issue, not a back office task. #CIO #CMO #CISO #DataPrivacy @Star_CIO https://t.co/Naq82FuMWZ
Frontlines Are Porous: Presence Doesn’t Equal Control
This discussion highlights the challenge of mapping the frontline right now. Presence doesn’t confer control. Positions are interspersed. The front is porous. Infiltration creates grey zones. Counter attacks often retake grey areas that the opponent didn’t control.
Artemis II Crew Freed, SLS/Orion Set for VAB Return
Weather permitting, NASA will roll the SLS/Orion stack back to the VAB on Tuesday. The Artemis II crew was released from quarantine last night and remain in Houston. https://t.co/Fc41XfWvG7
Questioning US Balance‑of‑Payments Deficit Under Section 122
So does the US have a balance of payments deficit for purposes of section 122 of the trade law (and thus the basis for imposing a 15% tariff). It is an interesting question 1/ many https://t.co/JidbJk37vw
Autonomous Trucks Won’t Go Mainstream Until 2035‑40
The folks that believe autonomous trucks will suddenly just show up are the same people that believe that the Tesla Semi is going to be ubiquitous choice among fleets. The way consumers buy cars, is not the way that fleets...
Trump Trade Deals Uncertain, Investors May Have Misjudged
Were the trade deals with Trump approved by the Senate? Did the Supreme Court void them? What is Trump’s end game? Supply chain uncertainty reigns.
DHS Funding Gap Pauses Global Entry, Sparks Airline Buy
Macro: DHS funding lapse prompted policy reversals. Key: TSA PreCheck remains; Global Entry paused. Risk: service uncertainty may boost travel volatility. Trade: buy select airline stocks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Automation Won’t Replace Truck Drivers Anytime Soon
This isn’t true. While there will be a lot of automation, we won’t see the elimination of truck drivers in 4 years. Perhaps we will see some local deliveries using robotics, but we are a long way off from point...
Grid Debate Centers on Cost, Reliability, Not Clean vs Gas
The grid debate isn’t “clean energy vs gas.” No one cares. It’s about achieving system cost and reliability without 9% rate increases every year and hopefully avoiding natural gas price volatility. Let’s break down the arguments. 🧵
Essential Steps and Pitfalls for STEP 7 Classic Migration
Planning to migrate a STEP 7 Classic project to TIA Portal and wondering what really matters? In my new video, I walk you through the key steps and the typical pitfalls of a structured migration from STEP 7 Classic to...
Trump’s China Deal Unclear Amid Tariff Reversal Chaos
What is the standing of Trump’s China deal? Congressional approval? What is his end game after Liberation Day tariffs struck down? What circle of hell will supply chains and logistics be in?
Trump’s Escalating Tariffs Threaten UK and Global Supply Chains
Is the UK the biggest loser after Trump’s tariffs are struck down? He will not stop at 15% he announced. That is only good for 150 days. Smoot-Hawley and up to 50% tariff seems more to his liking. Can Trump...
Japanese Life Insurers Face $86B Bond Losses
⚠️WHAT IS HAPPENING IN JAPAN? The 4 largest Japanese life insurers, Nippon Life, Dai-ichi Life, Sumitomo Life, and Meiji Yasuda, had a combined ¥13.2 trillion ($86 billion) in unrealized losses on government bonds at the end of 2025. Losses have risen over...
Kristen Welker Fronts NBC's New Subscription Briefings
Kristen Welker is the face of a new pitch from NBC News for its recently launched subscription product, which touts 'exclusive briefings' for SOTU and 'regular video briefings from my expert colleagues' https://t.co/SMpEmiJZeo
Mercy and Comfort Remain Docked for Maintenance
This photo was post by Alabama Shipyard on Jan 23, 2026. That’s Mercy on the right and Comfort on the left. They are currently in maintenance and not deployed or underway — Mercy in drydock and Comfort alongside the pier,...
Pause Suggested Posts, Filter Content for Better Feeds
How to make your experience on Instagram + Threads infinitely better On Instagram, you can pause suggested content every 30 days so you stop getting random accounts in the Feed (it’s not chronological order but it’s the next best thing)...
Renewables Surge Globally, Beyond Major Economies
New global data confirms renewables are booming – and not just in the big economies #energysky -- via Renew Economy: https://t.co/foLOkmBUvK https://t.co/rHTgZPAEVu
NeZha2 Leads 2025 Global Box Office Top Ten
Global #BoxOffice Top10 2025 releases ONLY #NeZha2🇨🇳$2.2B #Zootopia2 🇺🇸$1.85B #AvatarFireAndAsh 🇺🇸$1.47B #LiloAndStitch🇺🇸$1.04B #AMinecraftMovie🇺🇸$958.3M #JurassicWorldRebirth 🇺🇸$869.1M #DemonSlayerInfinityCastle🇯🇵792M #HTTYD🇺🇸$636.4M #F1🇺🇸633.2M #SUPERMAN🇺🇸616.8M https://t.co/htLsp8tXQh
AI Health Alerts Force Companies to Choose Duty over Silence
In 2026, software doesn’t just store health data - AI allows it to see medical risk before anyone else. When consumers use AI for their health, we are increasingly faced with the dilemma of whether AI companies have a duty...
Novavax Targets S1 and S2 for Broader Protection
Novavax (unlike the mRNA vaccines) generates antibodies to both S1 and S2 units of the spike protein - explaining why it provides somewhat broader protection. I've personally gotten Novavax every time it was available at vaccine time.
Oil Sands Lobbied for Carbon Tax, Exposing Industry Hypocrisy
This is the kind of intellectual dishonesty that @ExnerPirot and other oil shills are famous for. In 2015, the oil sands industry actively lobbied FOR an industrial carbon tax. We must be carbon-competitive, they said. My receipts? Dozens of interviews with industry insiders.
Platform Wars Hinge on Owning the Stack’s Central Node
Salesforce is now bridging four domains at once: Salesforce Implementation (CRM) Databricks (data lake) Agentforce (AI agents) Data 360 (data platform) The platform wars are not about features. They are about who owns the most connected node in your stack.
Foresite Capital’s Key Criteria for Investing in Biotech Startups
22February: What does @ForesiteCapital look for in the therapeutics and instrument startups in which it invests? Read founder & CEO @JTananbaum MD's response + more insights from him and the firm's Michael Rome PhD in my latest Q&A interview for...
Warner Must Remain Independent to Prevent Illegal Consolidation
This question by @MarkRuffalo is critical. Right now there's an attempt to force people to pick either Paramount or Netflix as the right acquirer, but both are wrong answers. An acquisition by either firm would consolidate the market and is...