Tumor Whole-Genome Sequencing Influences Care in 40%+ Patients
Why should tumor whole genome sequencing (WGS) be done for cancer? In real practice of medicine study of 888 patients with solid cancers, WGS directly led to clinical consequences in over 40% @NatureMedicine https://t.co/kFho0yuLS7
Biotech Giant Earendil Labs Secures $787M Funding
Giant biotech round that hit right after I sent Pro Rata: Earendil Labs raises $787M https://t.co/NWt2bBA9Lr
Hormuz Crisis Highlights Need to End Fossil Reliance
Just spoke to @AlJazeera about the Strait of Hormuz energy crisis. Damage to production facilities will take years to repair, further price spikes likely. Govts can subsidise bills short-term but the only lasting fix is ending fossil fuel dependence. https://t.co/0G9SMxLqKm
Carriers Back Truckstop Consolidation to Boost Fuel Margins
Little secret: The large truckload carriers love a consolidated truckstop industry. When Pilot and Flying J were contemplating a merger, the DOJ reached out to the largest carriers and asked their opinion. They were generally supportive. They wanted consolidation in retail fuel. Why? Less...
Looking for Creators Whose IP Is Licensed by Brands
Do I know anyone here who has worked in or around creators/influencers whose IP is being licenced by a network, platform, or brand? (For an article.)
Prasad’s CBER Saw Frequent Overrules, Unlike Rest of FDA
caveat here is that it was routine when Prasad ran CBER (at least 4 overrules in Prasad's 10 mo. tenure) but it didn't/doesn't still seem to be happening elsewhere in FDA
Slower Inventory, Strong Demand Thanks to Low Mortgage Spreads
Inventory growth has been much slower this year vs last; the housing demand curve has been positive this year because rates are still lower YoY. If mortgage spreads didn't improve rates would have already been above 7% already https://t.co/J8onCbn0WP
SpaceX Begins 1 Million‑Satellite Orbiting Data Center Initiative
SpaceX To Start “Small” With 1 Million Satellite Plan for Orbiting Data Centers https://t.co/HCh6cfWm1c #SpaceEconomy https://t.co/PNf86RkEJs
Section 301 Probe Relies on Flawed Economics to Push New Tariffs
Good summary of how the new US Section 301 investigation of "structural excess capacity" is based on shoddy economics and clearly just rigged to get to new tariffs: https://t.co/vW75C0H5Y9 https://t.co/vLsCLihqxd
C‑RAM Success, but Fear Iranian Shaheds Get Geran Tech
Good work by the C-RAM teams, but let’s hope that Iranian Shaheds do not get upgraded Russian Gerans (and the tech goes along with them), which skim rooftops or maneuver between buildings like they do against Kyiv.
Excluding Allies and Academics Fuels Unchecked US Military Dominance
This IMHO is the most important post of the month. Read it, reread it, then take notes. RULES OF ENGAGEMENT RULES OF ENGAGEMENT RULES OF ENGAGEMENT Why was @secwar able to hermetically seal the southern border, eliminate crime in DC, arrest Maduro, and sink...
Pilot Walks Away From Incident, Fails to Squawk 7700
This caught-on-camera incident was the feature of this week's episode of @flywithaopa's excellent There I Was podcast series. Great job by the PIC to walk away from it. The only thing I noted was it didn't seem he squawked 7700, which...
Missing Community Banks Sparks Call for Mega Deposit Insurance
I sure miss the days when new bank formations were a group of citizens coming together to fund economic growth for their communities. Is this why there’s a push for mega deposit insurance?
AI Deciphers Life’s Language in New Nature Biotech Review
AI to understand the language of life. Our review @NatureBiotech just published https://t.co/i0WMaXBCHl Free access https://t.co/3LPulNxlD0 @VishRao5 @serena2z @BrianPlosky @pdhsu @BoWang87 @james_y_zou @marinkazitnik @pranavrajpurkar
Speculation:
are we gunna get a @DavidSacks tweet about Super Micro smuggling billions of chips to China? https://t.co/TgZEv5DUed
UK Must Adapt Air and Space Power Amid Escalating Threats
With conflicts & threats escalating in multiple theatres - Can the UK adapt its air & space power resources to meet the challenges? Analysis #avgeek #NATO https://t.co/vB6s61ktZ3 https://t.co/MEZDMDGcrf
Freight Rates Surge as Capacity Constraints Hit
We are well past the major weather disruptions to freight - the bears have run out of reasons to avoid rate inflation. The market melt up is real.
China's Silver Purchases Hit Record February High
China pulls Silver from global markets to meet surging demand; The world's biggest buyer pulled in over 790 tons in the first two months, including nearly 470 tons in February, the highest ever for that month.
Lukashenko Claims Trump Invites Belarus for Major Deal
Belarus' Alexander Lukashenko says Trump has invited him to Mar-a-Lago to discuss a "big deal" with the US. This would presumably bring his country in from the cold after years of sanctions over his repressions and help for Russia's invasion of...
ARMs Offer $150 Monthly Savings, Biggest Discount Since 2022
"The typical homebuyer would save $150 per month taking out an adjustable-rate mortgage instead of a 30-year fixed rate mortgage. That’s a 5.8% discount, the biggest ARM users have had since June 2022 in both dollar and percentage terms." -Redfin
Congress Urged to Back Balanced AI Training on Copyrighted Works
“Congress should support a balanced approach that allows for advanced AI training on copyrighted materials” 👀
Trucking Spot Rates Stay Elevated Amid War, Fuel Worries
Despite concerns about the war and fuel, the clearing price for trucking spot rates (i.e. what a broker must pay to move a load) has remain elevated the entire time. https://t.co/qu4A4SUtFm
Extended Hormuz Closure Threatens Sovereign Debt, Consumer Credit
If Hormuz stays closed another 3-4 weeks, it all begins to crumble...into an already-teetering global sovereign debt problem & consumer credit problem. Based on what I'm hearing, it is highly likely Hormuz will remain closed for at least another 3-4 weeks. Let's...
15 AI Governance Advisories to Shape Your Roadmap
Announcing StarCIO's AI Strategy & Governance Workshops - 15 Advisories to select from & evolve your roadmap. We guide the leadership team on a pragmatic AI vision, define clear guardrails, and establish a responsible path to value. https://t.co/NJUcJvxodM #AI #CIO...
Key Security Docs Often Missing; Use Templates
Cybersecurity scales with process + templates 🔐 Key docs every org needs: 🛡️ InfoSec: incident logs, access matrix, data classification 🌐 Network: DDoS plan, VPN/NAC logs, patch schedule ☁️ Cloud: config baseline, IR log, backup testing, asset inventory 🧩 AppSec: secure coding checklist, SAST logs,...
Lifting Sanctions Boosts Iran's Oil Profits, Not Global Prices
Iranian oil has been sanctioned for many years. The 140 million barrels he is referring to are part of the "dark fleet" that has been shipping Iranian oil to Asia (mainly China) for years. Iran gets money for oil, and...
Kharg Island Tension Could Trigger Market Shock Soon
🚨 THE MARKET IS ONE ISLAND AWAY FROM RELIEF AND CHAOS US is quietly considering lifting Iran sanctions but behind the scenes? There's talk of something far more aggressive. And it all comes down to one tiny island in the Persian Gulf...
Administration Says AI Training on Copyrighted Works Is Legal
“the Administration believes that training of AI models on copyrighted material does not violate copyright laws” 👀
AI Is Simplifying Cybercrime; the Threat Will Intensify
AI is already making online crimes easier. It could get much worse. | MIT Technology Review https://t.co/OOi3OhIPMa
Iran War Fuels Asian Surge in EV Demand
The energy crisis caused by the war in Iran is strengthening the case for electric vehicles. The oil price shock drives EV demand in Asia. https://t.co/5yRSoiCS6O https://t.co/aKMZB28ruw
Medvedev, Medvedchuk Claim Russia’s New Regions Merit Referendums
Ex-president Dmitry Medvedev and Viktor Medvedchuk, Putin's favorite Ukrainian, have written a long article arguing Russia's "new regions" had the right to hold "referendums." That Russia's army had already annexed them from Ukraine is glossed over... https://t.co/06WkWbT190
Former FDA Chief Warns Political Pressure Plagued Trump Era
Political influence ‘a serious problem’ for FDA under Trump, former commissioner says https://t.co/52IR3LfECD via @statnews
SAVE Act Threatens Millions Lacking Matching Birth Certificates
… “the SAVE America Act would pose a barrier for millions of women and others who have changed their legal names. An estimated 69 million American women and 4 million men do not have a birth certificate that matches their...
Ken's Data Lacks Conviction, Misleads on Fuel‑Driven Rates
Your reminder than Ken has such little conviction using DAT's data that he wouldn't take a $5k bet, but expects you to bet millions using his data and analysis. He can throw shade all he wants, but doesn't have conviction in...
Bari Weiss, Tom Cibrowski Announce CBS News Layoffs
Bari Weiss and Tom Cibrowski just sent an email to CBS News staff notifying them of layoffs coming today. https://t.co/qPYMcr9FwU
Drones Redefine Urban Combat in Ukraine’s War
“Drones and Urban Warfare in Ukraine,” the latest episode of my @WarInstitute podcast is out. I sit down with Dr. Anthony Tingle who just returned from his 9th research trip to Ukraine to discuss the evolution of drones and the different...
ABC Pulls Bachelorette Promo After Taylor Frankie Paul Controversy
ABC Scrambles to Delete ‘Bachelorette’ Season 22 Promo Content Amid Taylor Frankie Paul Fallout https://t.co/GNfqNcaea9 via @variety
February Home Sales Slowest Since 2016, 66-Day Average
"U.S. homebuyers are taking their time as we head into spring, which is usually the busy season for the housing market. The typical home that went under contract in February spent 66 days on the market. That’s the slowest February...
Building a User‑Friendly Tool Discovery Platform: Vision & Challenges
Learn about the vision, initial steps, and challenges faced in creating a user-friendly platform to easily find the right tools. Stream now: 🔗 https://t.co/bNZWCzgLQ6 📽️ https://t.co/4w5Ib6cmK1 🔗https://t.co/DmYp21N5Kv #MachineShop #Motool #MachinistTools #ProductivityTools https://t.co/Rg7LoCf7Ko
Higher Carbon Prices Reduce Global Oil Intensity
One of the reasons why you might think that carbon pricing could work: higher prices help lower the oil intensity of global output. Chartbook Top Links of the day just dropped: https://t.co/vm9gtD4kJ9
Germany Expands Intelligence, Creating Its Own NSA
Separately, Germany is building its own version of the NSA. Germany's intelligence service is vastly expanding what has to date been a small section. https://t.co/v3wcztzBqI
FCC and DOJ Approved Nexstar‑TEGNA Deal Illegally
The fix was in at the @FCC & @JusticeATR to approve the massive Nexstar-TEGNA deal. People need to know how abnormal and illegal the process was. I talk about it here: https://t.co/rmcV0J9w0N
Net Neutrality Isn’t a Partisan
… and no one was supposed to get upset when @gigibsohn helped mastermind net neutrality at the @FCC without the slightest concern for ISPs first amendment rights that then judge Brett Kavanaugh identified in a dissent that has effectively become...
Germany Loosens Arms Export Rules for Six Months
Germany to ease weapons export restrictions for 6 months to support Gulf states & Ukraine, according to @BR24. Previously, every single transaction had to be approved, now focus on reporting requirements.
Southern California Tender Rejections Hit 2022 Highs, Signaling Bullish Outlook
Tender rejection rates out of Southern California have surpassed 2022 levels, the start of the Great Freight Recession. This is extremely bullish because volumes are at their softest levels out of LA we will see all year, as S Cal...
Promising Therapeutics' Future at Risk Under Trump FDA
The future of promising therapeutics is on the line in the Trump administration's FDA, says the agency's former commissioner https://t.co/vyt49FkDsb
Oil Futures Signal Long-Term Impact From Iran War
It's not just a blip. Increasingly oil futures markets are suggesting that the Iran war is going to have (or has already had) effects that will last for years. https://t.co/j23M3zH7AL
Chicken Soup Publisher Sues Tech Giants Over AI Training
More AI lawsuits -> Publisher Chicken Soup for the Soul sues several tech companies including Google and Anthropic in federal court, claiming its content was used to train LLMs "The publisher said that Apple, Google, Nvidia, Meta, OpenAI, Anthropic, Perplexity AI...
Bullish Freight Market Forces Shippers to Accept Higher Rates
The freight market is growing more bullish as we head into one of the busiest parts of the trucking calendar. And we are starting to see the West Coast pull up. Shippers that refuse higher rates risk having trucks not...
Live Shopping Takes Over Social Media: Share Your Experience
The social media live shopping 🛒 📲 era is here … leave a comment with your stories on how it’s going because too may won’t believe me …. https://t.co/X1aLLTYdWf