Trump Deems Iran's Reply Unacceptable, Stalemate Looms
Trump Says Iran’s Response to U.S. Peace Proposal is Unacceptable. Are the US and Iran at a stalemate? Now what? https://t.co/71SwsUBp9r
Start Small: Sign Few Libraries, Land Syncs First
Sign with a few production music libraries. Get your feet wet Get some sync placements You can get picky later.
Companies Adopt Camera Systems to Boost Factory Efficiency
Lots of companies going after factory management and efficiency improvement using camera based systems. 👇🏽
Amsterdam Bans Meat and Fossil‑fuel Ads, a Global First
Amsterdam is the world's first capital city to ban public advertisements for both meat and fossil fuel products. Since 1 May, adverts for burgers, petrol cars and airlines have been stripped from billboards, tram shelters, and metro stations. https://t.co/uyJF2bP1Ay
Average Returns Are Illusion; Airlines Need Data-Driven Profitability
🆓 Sunday links: the illusion of average returns, maintaining airline profitability, and the downside of skimping on economic data collection. https://t.co/1xzkfUMG96 image: https://t.co/kbfVS5Wdfv https://t.co/qXgjSeKAJa
Oil Shock Signals End of Fossil Fuel Era
Head of International Energy Agency: Fossil fuel era won't recover after global oil shock: -Countries increasingly turning to electrification and renewables -Long-held assumptions about the reliability of fossil fuels shattered -Confidence underpinning global oil and gas markets weakened -Fragility of fossil markets exposed -Expanding fossil...
Ukraine’s Drone Tech Essential for NATO’s Survival
Ukraine has cutting edge battle tested weapon systems designed to fight drone warfare. The same drone warfare that swarmed America’s Middle East bases and wiped them out. Having Ukraine in NATO will mean NATO’s survival.
Black Lung Rates Rise as Trump Stalls Protections
Death and destruction follows the current U.S. push for fossil fuels. Black lung surges in coal country as Trump slow-walks protections https://t.co/2EdKMSnGCC @MotherJones
AI Capex Tested: Cisco Orders Signal Demand, AMAT Boosts Supply
The Week Ahead In Tech for May 11, 2026: The $700B hyperscaler AI capex story gets two real-world tests. $CSCO AI orders ($2.1B last Q, $5B FY) are the demand read. $AMAT WFE guide (>20% CY26) is the supply read. @SAP Sapphire,...
Reviving Shipbuilding Replenishes Power Plant Engineering Workforce
Elon claims building new power plants is a slow process that will hinder the growth of AI What if I told you the this problem is directly related to our failure to build ships? I attended @MaritiCollege and have friends working at...
Underpowered Trial Misleads: Non‑significant Trend, Not Failure
One of my pet peeves is a headline saying "This trial showed drug X doesn't work in condition Y" when in actuality what was demonstrated was a non-significant trend to efficacy in a severely underpowered trial.
Public Debt Mirrors Mortgages When Funding Income‑Boosting Assets
A mortgage is usually manageable because there's an asset attached: a home. Public debt can work the same way if it finances investments that raise future incomes.
Modern Games Now Demand 1000‑hour Marathons
1000 hours is mad. Things are way different from back in my day when Final Fantasy 7 took 70-80 hours to beat—if you did EVERYTHING. How do they even come up with 1000 hours of gameplay??
Substack
"The reporting seems to indicate Substack hasn’t yet hit 6 million paid subscribers... the company announced 5 million paid subscriptions in March 2025 — a shocking jump at the time, since it had revealed just a few months earlier that...
Humanoid Robots Hit Smartphone‑like Price Drop
Humanoid robots are following the same cost curve as smartphones. The first units cost $100K+. Now you can preorder one for under $16,000. In not so many years, they'll cost less than a used car.
China Acquires US Defense Assets Cheaply as Americans Fund Deficits
“Dollar dominance” as defined by many here on X = China buys up the US defense industrial base on the cheap while US Boomers & Banks buy negative real yielding USTs to finance US deficits (aka lose capital on a...
China Offers Aid as US Builds Walls
My take in @FortuneMagazine on the pivot away from the USA to China: “While Bessent was busying himself on Fox News, China was busy making friends by supplying those in distress with much-needed oil and other commodities…While Washington raises walls, Beijing opens doors.” https://t.co/E4hn2YdcN2
Iran's Power Eroded; US Still Holds Upper Hand
No one can predict the future with certainty. No analyst possesses a crystal ball capable of forecasting whether the Islamic regime can survive the long-term political and economic consequences of this war. But based on every serious measure of national...
$7 Diesel Cripples Trucking, Exposes US Oil Dependence
$7 diesel. NW Indiana. Bad for trucking. And supply chains. Imagine the price if the US did not have all that oil that Trump talks about.
Data Centers Must Push Utilities for Guaranteed Price Cuts
This is the way. Data center builders should work with utilities and regulators to not just be neutral to electricity prices, but to guarantee price reductions for the region. There's substantial regulatory and cost-allocation work for that, tbh. It'd help...
GOP Ignites, Court Extinguishes Democracy’s Safeguards
The foundation of our democracy is burning to the ground. It did not begin with Donald Trump, but he stoked the flames. The conservative Roberts Court did not light the match, but it has repeatedly declared fire hydrants, sprinklers and...
Strategy Is Simple; Execution Is the Real Challenge
I was brought in to help with strategy. I ended up coordinating a global transformation during an industry crisis. ~200 days/year on sites around the world. That’s where I learned: strategy is easy. Execution is hard. #Kaihan #Outthinker #Strategy #Leadership #Execution https://t.co/voXUrgk6D8
China Leverages SOEs to Weaponize Import Bans
I am not the first person to observe that when China decides to make a political point by not importing it makes that point forcefully -- by zero'ing out its imports from a specific country. Big SoEs control a...
60 Lawyers, 85 Election Cases—Big Firms Handle None
With our team of 60 lawyers, Elias Law Group is currently litigating 85 voting and election cases in 43 states plus DC. Perhaps someone should ask the law firms with thousands of lawyers how many pro-democracy cases they are handling. For...
Regulated Firms Should Prioritize AI Safety over Model Hype
Many companies are moving quickly to adopt AI. That makes sense. The productivity upside is real, especially for organizations trying to summarize documents, support customers, analyze information, improve internal workflows, or help employees work through large volumes of data. But for...
AI Could Multiply Software Vulnerabilities Twentyfold, Globally
What we can see is only a fraction of what exists. Jay Chaudhry has been in cybersecurity for over 30 years. In a recent CRN interview, the @zscaler CEO said he's never seen anxiety in the field like this. He's staring...
America's Top Rivers Remain Underused for Freight Transport
Man shows world why America has the best river system in the entire world. Man does not explain why we don’t use it to get more trucks off our highways. https://t.co/rE4wrSVG8B
METI's Report: Four Pillars to Avoid Glico's DT Failures
METI's 2025 report outlines countermeasures for successful digital transformations, highlighting Glico's failures as a cautionary tale. The report presents 4 pillars of modernization for the private sector. #DigitalTransformation #CyberSecurity https://t.co/9Cmb6zz7Ya
MANE Secures Patent, Launches Trials to Address Minoxidil
Turns out I was dead wrong in this thread from some four years back. $MANE managed to get a patent (US 12,268,688 ) and is conducting full-scale trials to assuage the obvious safety concerns with the approved Minoxidil oral dose.
Build US Factories, Let Chinese EVs Boost Electrification
Allowing Chinese EVs to be sold in the United States would accelerate electrification Just require them to build factories in the United States to sell without any tariffs.
SK Hynix Still Cheap After 9x Surge
SK Hynix is up 9x since my April 2025 writeup. Usually, that means the easy money is gone. But here is the strange part: the forward P/E has barely moved. The market still values SK Hynix at ~5-6x forward earnings, as if this...
Organizations Cling to Old Habits, Avoid Needed Radical Change
“Sometimes orgs. need radical change. But they prefer to cling to their existing practices, values, culture, performance perspectives, leadership ethos, etc., and yet not have the attendant troubles.” > https://t.co/TR9SgSUXwm #changemanagement #organizationalchange #PMO https://t.co/9sXIddE0Qd
Home Purchase Apps Reach Post‑COVID Record, Still Under 1M
New home sales purchase apps just hit a new post-COVID high, but sales aren't close to 1,000,000. Purchase apps are a quirky trend survey. https://t.co/L1YPqLmSVC
Home Sales Still Below 2014 Lows Despite App
Remember base effects with purchase app data, even though we are at 2014 levels, existing home sales haven't even returned to the lowest levels of 2014 data, and won't this year https://t.co/TwbSqgl1YH
Seattle Inventory Spikes 88%, Buyers Finally Gain Leverage
Seattle's housing market is going through a historic inventory shock. There are now 8,630 listings across the Seattle metro as of Apr 2026. In a normal April, there are only 4,600 listings. Meaning inventory today is 88% above normal. This is happening due to...
France Bans Supermarket Food Waste Amid Global Crisis
Each year 1.3 billion tonnes of food is wasted worldwide. France has banned supermarkets from throwing out unsold food. https://t.co/v5hGpxcVyi
Relying on One Man for Off‑Balance Defence Debt
That may well be the case, but he's the ideal man for off-balance sheet debt funding for Defence. What could possibly go wrong?
All‑Business A350 Turns Into Flying Gas Can
I’ve done it. Basically they convert an A350 into a flying gas can. They built the plane just for this route. Since they need so much fuel, they can’t have as many passengers. So it’s all just business class and first...
Trump's Aid Cuts Let Richest Exploit Poorest Children
From @NickKristof, an accounting of what has happened after Trump gutted lifesaving aid. “Forget the efforts to dress this show up. The truth is ugly: The world’s richest men are crushing the world’s poorest children.” https://t.co/CoI6eUrkW3
I Beat Trump in Court Over 60 Times
I defeated Trump and his allies more than 60 times in court when he tried to steal the 2020 election. When Trump sued me for RICO in 2022, I didn't settle. I fought and won. He and the GOP hate me because...
ChatGPT Now Hands‑free on Apple CarPlay via iOS 26.4
With the release of iOS 26.4, ChatGPT is a full player in the Apple CarPlay universe. This means you can now chat with your AI while driving, completely hands-free. It's easy and, honestly, pretty darn cool... https://t.co/GXsyhSfQoA #genai #chatgpt #carplay...
Vinay Prasad’s CV Misstates President’s Cancer Panel Membership
The Cancer Letter reports that Vinay Prasad’s CV inaccurately claimed past membership on the President’s Cancer Panel. Prasad did nor respond to repeated requests for comment, the publication said. https://t.co/ZbYKOKQ95c
Collin County Housing Correction Opens Buyer Bargain Window
Collin County, TX is in the midst of a stiff housing correction in 2026. Inventory has spiked 62% above the long-term average, to over 4,300 listings. This high supply is causing values to drop, down -6.1% over the last year already. Sellers...
Battery Costs Plunge 70% in Just Two Years
“They solve the problem:” Leading storage developer says battery costs have plunged 70 pct in two years #energysky -- via Renew Economy: https://t.co/D2Q0IVAvzc https://t.co/xDlddl7oAI
Iran Proposes Uranium Transfer, Rejects Facility Dismantlement
US-Iran negotiations latest, via WSJ: - Iran offered to dilute/transfer some of its stockpile of highly enriched uranium to a third country - called for guarantees the transferred uranium would be returned if talks fail - rejected the idea of dismantling its nuclear...
NVIDIA‑Intel Feud Ends as Jensen’s Rival Departs
The bad blood between NVIDIA (Jensen) and Intel is over. The Intel he genuinely didn’t like is gone. Good times ahead.
China Launches 24/7 AI‑run Textile Factory
China’s 24/7 #AI-Run Textile Factory Sets a New Standard for #Autonomous Manufacturing by @SpoxCHN_MaoNing #Technology #Innovation #EmergingTech #TechForGood https://t.co/snjE53Fhdb
Mid‑
Crayon economics for a reason, credit channels run inventory channels... Mid June 2025 housing shifted 🫡 https://t.co/X4PCpW4zoi
Don Lemon's Lemon Media Hits 10M, Expands Team
NEW: Don Lemon is expanding Lemon Media Network, his independent media co, which he says has surpassed 10 million followers across all social platforms… • McKinsey alum Douglas Robins is joining as Director of Operations. • Spectrum News alum Daniel Grimes is...
China Uses Trade Deals as Leverage, Creates Hostages
China loves these deals, as they create "hostages" that China can seize if the relationship goes sour -- (of course China never delivered on its "phase one commitments, and it squeezed 'beans hard over the last year) 1/3 https://t.co/54LagYdspc