BoA Hikes Cash‑back Boost Threshold to $1 Million
Bank of America is changing its cash back rewards program. Previously, you could get 5.25% cash back on a selected category (e.g. online) or 2.62% unlimited CB if you held $100k+ with Merrill Edge brokerage. Starting in May, you will need $1M to get a 75% CB boost. Yikes.
NSW Orders ASL to Launch 2033‑34 Firming Tender
Australia’s NSW directs ASL to deliver firming tender for 2033-34 capacity shortfall #energysky -- via Energy Storage News: https://t.co/quhWxiedz6
Block Turns Cash App Score Into Fintech Data Service
Block’s Credit Score Play: Can Cash App Score Replace FICO? Block announced it’s selling its Cash App Score to third-party lenders. It could be one of the more interesting data-as-a-service businesses in fintech right now. New Fintech Snark Tank post: https://t.co/tItfZdy7IT
Solar and Batteries Keep Texas Lights On During Storms
How solar and batteries help keep lights on during Texas winter storms #energysky -- via Canary Media: https://t.co/5axxvNAZbV
Navy Pursues New AWACS‑Killer Anti‑Radiation Missile
Hunt For Anti-Radiation Missile That Can Down Enemy Radar Planes Kicked-Off By Navy The 'AWACS killer' Advanced Emission Suppression Missile will also be able to strike air defenses on land and sea. https://t.co/BNrywXdNe7
Land Slope Crucial for Agrivoltaics Feasibility
The impact of land slope on agrivoltaics feasibility #energysky -- via pv magazine global: https://t.co/1dyekySen9 https://t.co/mWobgzJS84
Renewables Need Fossil Backup, Not Standalone Power
When you see that a new solar and wind project is said to “power” some large number of homes or factories or data centers—know that the solar and wind are “powering” nothing by themselves, since they are entirely dependent on...
US Media to Flood UK Royal Coverage Online
I am highly confident the US press will have wall to wall coverage available int he UK over the internet. Ironically, it may be more than Trump indictments 1, 2 or 3 since it's less political and involves royal. So...
Warner Should Stay Independent Amid Bidding Hype
Trade press are trying to present it as either Netflix or Paramount wins the bidding contest. But Warner should obviously remain independent.
Artemis II Wet Dress Rehearsal On Track, Launch Window Opening Soon
Artemis II WDR still proceeding well. Closeout crew has left the pad. Just over one hour to opening of simulated launch window. https://t.co/Yi2WnQb4m5
AI Meets Energy: Threat or Smart Decentralized Grid?
AI + energy: the monster child of Origin and Facebook? Or a smart, decentralised grid? #energysky -- via Renew Economy: https://t.co/McuXZpgKBG https://t.co/ocHZceR4p4
Sony Shuts Down Talented Bluepoint Despite Stellar PlayStation Work
"Bluepoint is an incredibly talented team and their technical expertise has delivered exceptional experiences for the PlayStation community" Which is why Sony's closing the whole thing down. https://t.co/UV5eOuC38P
HSBC Cuts US DCM, Shifts Focus to Asian Banks
Macro: HSBC trims ~10% of US DCM in broader $1.8bn cost overhaul and pivot to Asia/Middle East. Key factors: management cuts, M&A/ECM pullback. Risk: execution/credit cycles. Trade: favor Asian bank equities. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
ProEnergy and OpenSolar Launch Distributor Inventory Platform
ProEnergy Supply, OpenSolar partner on distributor inventory platform #energysky -- via Solar Power World: https://t.co/nIVR6ZGZhz
Four AI Flaws Outpace Defenses, Exploited Rapidly
These 4 critical AI vulnerabilities are being exploited faster than defenders can respond | ZDNET https://t.co/e0SyjsSpBv
US Solar and Wind Spending Yields No Economic Value
Even though solar and wind theoretically have value as intermittent fuel-savers, the hundreds of billions spent on them in the US so far have mostly amounted to burning other people’s money and have created no economic value whatsoever.
Discussing Good Energy Policy on a Non‑Partisan Podcast
I’ve been seeking out more non-partisan forums to share my views. Here's a non-partisan podcast I went on recently to give an overview of what I think good energy policy looks like. https://t.co/D2c1X4Z1Jj
KC‑390 Boom Variant Offers Agile Air Force Tanker
Based on the news today of Northrop Grumman and Embraer teaming up for next generation tanker capabilities, this is a must read from four years ago: KC-390 With A Boom Could Be The Agile Tanker The Air Force Needs https://t.co/lrJn7Owfc3
T‑Mobile CTO Unveils 6G Vision with Physical AI
Enjoyed the conversation with T-Mobile CTO John Saw about 6G and AI in the network, including kinetic tokens a new and interesting term for physical AI. https://moorinsightsstrategy.com/research-notes/t-mobile-cto-touts-physical-ai-explains-6g-ai-ran-efforts-with-nvidia/
State Launches $50M CopperString Community Benefits Fund
Transmission “legacy:” State launches $50m CopperString community benefits fund #energysky -- via Renew Economy: https://t.co/weTwWmtyUm https://t.co/D29AYgcZJx
Healthcare Confuses PE with VC; Transparency Needed
I've noticed that PE and VC are getting lumped together by healthcare industry folks that I know as if they're the same thing. I'm not sure how we solve this problem but I suspect having more transparent conversations about it...
SPX Flat While DE Soars, Oil Breaks Out, COIN Spikes
$SPX is still stuck between 6800 and 7000. But under the surface, $DE exploded higher on earnings, $CVX and $COP broke out with crude oil, and $COIN is showing amplified volatility vs #Bitcoin. Here’s what I’m watching next: https://t.co/bQnwyKMJeh https://t.co/v7DLLL1mYC
Assessing the Future Viability of Virtual Power Plants
Will Virtual Power Plants Ever Really Be a Thing? #energysky -- via Heatmap News https://t.co/dcAFkIKHrx https://t.co/KJjvjkI94m
PV Yield Measurements Achieve 0.15% Uncertainty
Fraunhofer ISE, PTB report just 0.15% uncertainty in PV module yield measurements #energysky -- via pv magazine global: https://t.co/ciKzGySvHh https://t.co/EC74qdInx6
AI Will Render Traditional Apps Obsolete Within 18 Months
The SaaS market, the App Store, even enterprise suites, as a set of discrete “apps” that we choose from is an increasingly outdated concept. Soon, it will be a profoundly irrelevant concept. AI will relentlessly dissolve apps into capabilities. Sure, 20-30% of them...
New Study Debunks Tracking as Win‑Win for All
Big. A major new law & tech paper takes on the economics of behavioral advertising - the kind that tracks users across multiple businesses and contexts, not just on sites they choose to visit. It challenges industry’s favorite claim: that tracking...
Engineers Must Read Starliner Anomaly Report Summary
If you’re an engineer you need to at least read the executive summary of the Starliner Anomaly Investigation Report
U.S. Iran Buildup: Air‑Sea Power, No Ground Invasion
U.S. military buildup against Iran differs from 2003 Iraq. I had a talk with @FoxNews on why. https://t.co/gE5P3qQ9of "The strategic objective in both cases is coercion, shaping an adversary’s decision calculus through visible military power. But while the scale of...
Pembina Flags Flaws in Canada‑Alberta MOU Deal
Pembina Raises Serious Questions about Canada-Alberta MOU Negotiations Janetta McKenzie of @pembina Institute has 4 concerns: 1 AB's TIER system is gutted 2 @cdnoilsands can fund its own CCS 3 No taxpayer $$ for pipeline 4 No perks for AB #ableg #abpoli https://youtu.be/ajQssj0URRs
History Repeats: Same Censorship Debates Across All Media
No, bc speech and content is nothing like alcohol. We have literal exact 1-1 parallels of what’s happening w the internet now and what happened before w comic books, TV, video games, novels, even the telephone. The EXACT groups and...
Base Power Enters Regulated Utility Energy Storage Market
Base Power takes first step into distributed energy storage market for regulated utilities #energysky -- via pv magazine usa: https://t.co/a4LRie1NmE
China Debunks Trump's Claim with Airborne Wind Turbine
Hilarious — Trump claims China has no wind energy, meanwhile, news just came out China has successful tested a new airborne wind turbine that is essentially held up by a helium blimp. Oh yeah, btw, China is the world’s number...
Physicians Must Evolve Leadership Beyond Clinical Skills
What got you here won’t get you there: a physician’s guide to leadership http://dlvr.it/TR3W2k Physician #HealthIT
NASA Chooses Transparency Over Sweeping Starliner Issues
The easy thing to do—the expected thing, really—would have been for NASA to sweep this report under the rug, declare Starliner-CFT a great learning experience, and say everything is going well. NASA did not do the easy thing. https://t.co/yNN1rRnLYi
WBD Staff Now Prefer Netflix Sale over Paramount Deal
Inside Warner Bros. Discovery, Mood Among Many Staffers Shifts in Favor of Netflix Sale vs. Paramount Takeover https://t.co/cEaoy72PQb via @variety
Noisy Neighborhoods More Annoyed by Air Taxi Noise
"Initial results reveal that residents living in noisy areas reported being more bothered by the air taxi sounds than those in quieter areas." #avgeek
Retail Banking Strategies Lag Behind Execution in 2026
The 2026 Retail Banking Trends research reveals a clear gap between strategy and execution across digital, payments, AI, and partnerships. Watch the full video: https://t.co/qrsFZDRVT6 https://t.co/pesk3Lrhfe
Galleri Test Misses Primary Goal, Shows Secondary Promise
A key study of $GRAL's Galleri test in the UK failed to reach its primary endpoint, but showed benefits on a secondary endpoint. Tell me what you all think. https://t.co/CDrvokqPop
New Axios Editor Nails Concise, Impactful Kicker
hat tip to the new editor at axios. the kicker on the end gets to the point quickly. https://t.co/81n58qvrda
Hosting on Airbnb Means Accepting Constant Small Hassles
If you want to become an Airbnb Host you have to accept 5% of the time you will be Critiqued by guests Your phone might ring in late evening Items will be broken Finding the right help will be difficult People will often...
AI Agents Trigger Enterprise Platform Reset by 2026
My latest research: The Great CIO Platform Reset: Why Agentic AI Is Forcing a 2026 Reckoning https://t.co/5nUzVNyJb8 Bottom line: AI agents are reshaping enterprise platform strategy.
Biglaw's $3,000‑hour Rates: Art, Not Science
An interesting @WSJ piece by @ErinMulvaney about Biglaw billing rates—which have broken the $3,000-an-hour mark. I'm quoted (thanks to Erin for speaking w/me): “Setting these rates is more art than science. At a certain point, for some firms, it’s a publicity...
Align Governance, Risk, and Compliance for Cohesive Strategy
Governance sets direction. Risk measures exposure. Compliance checks alignment. And yet, frequently, these three are completely misaligned. How do governance, risk, and compliance work together for your organization?
Armenia Faces Nuclear Dilemma, U.S. Aid Could Break Deadlock
Armenia's power is supplied by what is widely considered the least safe nuclear reactor on the planet, and it has no money to replace it. With Russia occupied in Ukraine, the country is desperately searching for a solution. On one end,...
UK Blocks US Access to Bases, Hampering Iran Bombing Campaign
U.K. Denying U.S. Use Of Key Bases Would Impact Bombers’ Role In Iran Air Campaign The U.K. is reportedly preventing the U.S. from using Diego Garcia and RAF Fairford to attack Iran. https://t.co/YUPo74NyHL
Moelis Hired to Broker Sale of Wasserman Amid Sports M&A.
🚨NEWS: Moelis has been retained to sell Wasserman, source tells Sportico. Moelis has been active in the space. Presided over, among others, Goldman buy of Excel Sports and Athlete’s First sale to General Catalyst.
Winter Storms Expose Solar and Wind’s Reliability Limits
When winter storms arrive, solar and wind frequently generate less than 10% of their supposed "capacity." If we tried to truly rely on solar and wind to the point of shutting down more fossil fuel plants, Americans would have routine blackouts. Do...
Artemis II Teams Stay Below Hydrogen Leak Safety Limit
This is encouraging: "Teams reached this step without exceeding the ground safety limit of the hydrogen leak concentration, as was observed during the first Artemis II wet dress rehearsal."
Ethiopia’s 2024 Petrol Ban Saves $5B, Fuels
Ethiopia didn’t ban petrol cars in 2024 to hug trees: Importing oil was bleeding them dry - costing over $5b/ year in precious foreign exchange From close to zero before the 2024 ban, EV sales now make up over 60% of...
AEMC May Be Right on Fixed Network Costs
Could the AEMC be “kinda right” about fixed network costs? Late submission lobs curveball into debate #energysky -- via Renew Economy: https://t.co/M5UcGqLiiu https://t.co/EAQf6ckk0b