Verizon Drops Wireless Revenue, Merges Into FIOS
Friday afternoon 8K. $VZ no longer reporting wireless service revenue. Rolling FIOS into that line. So weak. #SchulmanEffect https://t.co/XRxvo6vwvp
Cash App Shifts From Underbanked Aid to Gambling Gateway
cash app used to pride itself on helping the underbanked. now its... lets connect the underbanked to digital casinos i guess
Rio Tinto's Lithium Strategy in Disarray, Priorities Misaligned
Sad story. @RioTinto’s #lithium “strategy” seems in total disarray. Flip-floping on hard rock. Focusing on Rincon instead of the better brine assets in Argentina. Do the industry a favor and sell some of your projects. You clearly don’t know how...
Canada Produces 6 Million Barrels, Consumes 2.4 Million Daily
Shocking ignorance of the most basic concept by Poilievre here. Canada produces ~6 million barrels a day and consumes ~2.4 million of them. 1/2
States Tax Cars Where They’re Garaged, Not Registered
Let’s talk about the Montana car tax strategy. The idea is simple: Montana has no sales tax. So people form a Montana LLC, buy the car through the LLC, register the car in MT, and—poof—no sales tax. Is it legit? There...
Phil Saves Canceled Show by Switching to YouTube
Netflix was going to cancel the show and Phil wanted to keep doing it. Ergo, YouTube. https://t.co/S6fVQvk4QH
NYT Lawyers Say Gov't Filing Highlights Policy's Lack of Standards
Lawyers for the New York Times rebuke the government's latest filing attempting to clarify statements made in court. "The only thing it further clarifies is that the Policy has no workable, meaningful standards," they write. https://t.co/FFGv6NpMSD https://t.co/4rJWhGMdlF
Embrace Telehealth Early or Lose Clients Forever
Six years ago today, on Friday, March 13, 2020, I sent the email switching all my clients to telehealth. Some of them didn’t want to do online sessions; they said they’d rather wait a little, until things blew over. I...
Gemini Powers Google Maps with AI-Driven Personalized Routing
We’ve reimagined the way our Gemini models power @GoogleMaps. Here are some use cases you can try (and the advancements that make them possible): “Find a well-lit pickleball court that’s usually less busy on Tuesday nights” ➡️ Maps performs multi-step reasoning across...
Airport Pickup Backs Out over Rising Gas Costs
My Monday airport pickup service in Charleston just called to say they can’t honor the rate we agreed to because of the jump in gas prices. Here we go.
Seven‑Phase Blueprint for Effective Human‑AI Collaboration
Successful human-AI collaboration requires thinking through the processes to be reshaped or redirected. Here's a seven-phase process to do that. (My latest in Forbes) via @forbes https://t.co/WZaEj1X3ag
Gulf Oil Industry Faces Crisis After Unthinkable Event
Great explainer about just how screwed Gulf oil is now that the unthinkable has happened... https://www.youtube.com/watch?v=z6QlFpPMPKQ
AI to Autonomously Report X‑Rays Within Five Years
AI will likely report most X-rays near-autonomously within 3–5 years. We may soon have AI generating reports instantly… while radiologists still wait for the RIS loading wheel to open them.
United Flight Delays Repeat: 2+ Hour Wait Again
Once again, a 2 hour 22 minute delay on a @United flight that was supposed to last less than 6 hours. We had to deplane, now waiting for re-boarding. The second time in less than three months 🤦🏻♂️ https://t.co/7xQZ4foxTl
AI Boom Threatens Gaming Jobs, Industry Faces Reality
Everyone is looking for work as AI proliferates. A sobering look at the state of gaming from @jasonschreier https://t.co/ihXWMQ5psR
Special Counsel Robert Hur Helps Fed Block Pirro Subpoenas
Robert Hur, the special counsel in the Biden classified documents case, has been representing the Federal Reserve's board of governors in its successful effort to quash the Pirro subpoenas
From Garden Network to Open Gates: Building the Future
Fun story: I first signed up for Cash App in 2018 when colleagues quoted the old Cash App ads at me: "We aren't using the other apps anymore." Our network was a garden that drove hyper growth for a decade. Now, it's...
SF Drug Crisis Stymied by Laws Banning Proven Solutions
Research SF’s drug crisis is like trying to fight a fire and finding out a bunch of laws passed that make using water to fight fires illegal. Then having to research non-water based solutions to large scale fires.
Shift to Proactive Planning Boosts MedTech Margins
New MPO article by Lisa Anderson: From Reactive to Proactive: planning strategies for Medtech customer and margin success. Ready to move from firefighting to proactive planning? Contact LMA. #MedTech #SIOP #SupplyChain https://t.co/6Kr0hpMRaq
Oscars Betting Becomes a $100M+ Industry
Chalamet or Jordan? Oscars Betting Becoming a $100 Million-Plus Business With Kalshi and Polymarket https://t.co/lfGEXU4RM5 via @variety
Authenticity Drives Creator Economy’s New Milestone
The creator economy is authenticity, authenticity is what was behind the scenes entertainment. Another notch in the belt for the creator economy
Deploying Marines on a Burning Island Near Iran Is Foolish
"What if we put 2500 Marines on a flammable island really close to Iran? Nothing bad, right?"
Judge Says Powell Subpoena Is Harassment Pretext
Is the #Powell probe a pretext to pressure #TheFed chair? Judge quashes subpoena saying #Trump just wants his way. 'There is abundant evidence the dominant (or sole) purpose is to harass+pressure' #interestrates #realestate #CRE #mortgage #POTUS https://t.co/16agP7L9M2
Know Each Ad’s Marginal Value to Set Production Costs
What is the marginal value of every ad you create? This is a critical metric to understand what you should be willing to pay for each asset you create. No different than COGs vs. MSRP. This idea is the starting point for...
America’s Once Vibrant Lighting Industry Fell Into Generic Sameness
I really enjoyed this episode of Organized Money, which is about something you won't expect. Lamps. Yes, lighting. Today lamp's are very generic, but America used to have a vibrant and creative lighting sector. What happened? https://t.co/d8eScyD4CC
Robotic Surgery Expands Into AI-Enhanced Precision
Robots’ potentials have been a fascination for humans and have even led to a booming field of robot-assisted surgery. Surgical robots assist surgeons in performing accurate, minimally invasive procedures that are beneficial for patients’ recovery. The assistance of robots extend beyond incisions...
Middle East Conflict Eases Container Overcapacity Concerns
Middle East Conflict Dampens Fears of Container Sector Overcapacity. Reshaping of maritime and supply chains. https://t.co/RTI4NDrVRx
Shipping Adopts Airline Hub-and-Spoke to Cut Cargo Handling
Container line shipping and transshipment hubs. Like the airlines’ hub and spoke. For the carriers vs multiple handlings of cargo.
Depression Often Appears as Anger, Not Just Sadness
I don’t know how to correctly word this so bear with me, but re: this trending topic regarding The Pitt this season — there’s something so refreshing in seeing the characterization of functional, severe depression through the lens of its...
Shiyan and CZ-2D Upper Stages Cataloged; Others Untracked
Shiyan 30-03, 30-04 and the CZ-2D upper stage cataloged in 587 x 593 km x 35.0 deg orbits following their launch on Mar 12. No orbit data yet for SatNet-LEO12 or Tenkoh-2.
Concern Grows Over Strategic Strait of Hormuz Tensions
I am sorry @SecWar, but there are some of us are worried about the Strait of Hormuz.
Fair Use in AI Training Critical for National Security
“ROSS Intelligence Inc. told an appeals court that new filings by Anthropic PBC against the Defense Department confirm that finding fair use in AI training is "paramount" to national security.” 👀
Seized Trump Oil Tankers Drain U.S. Treasury, Sale Blocked
Um... "The seizures have put the U.S. government in a financial bind. The ships are highly expensive to maintain. And the Trump administration cannot legally sell their oil without a judge’s permission." https://www.nytimes.com/2026/03/13/us/politics/trump-seized-oil-tankers-cost.html
Even in the Wrong Sea, Ships Get Escorted
At least someone is escorting a commercial ship. Wrong sea, but I will take it.
Delayed US Naval Escorts Spark Doubts over Hormuz Strategy
It is 5,000 miles from Japan to the Strait of Hormuz. Even if the ships left early and conduct a high transit speed that is 10 to 14 days to get to the scene. If this is going...
Judge Blocks Subpoenas, Citing Trump's Insults of Powell
Judge blocks subpoenas in criminal probe of Fed Chair Jerome Powell. Judge cites Trump's TruthSocial posts in his ruling in which Trump was called Powell incompetent and stupid. https://t.co/SA5Sib2xDN
Subpoenas Target Powell, Not Crime, Says Boasberg
BOASBERG: “.. the subpoenas’ dominant (if not sole) purpose is to harass and pressure Powell .. “.. the Government has offered no evidence whatsoever that Powell committed any crime other than displeasing the President ..” https://t.co/3e71QOib61 https://t.co/X3riZGOYAB
Aging Outpaces Medicine in Cancer Risk Race
The longer we live, the more the cancer odds go against us. So it is a race between medicine and aging. More on this in the Chartbook Top Links today. https://t.co/RpUy2t9fij
Luxury Lodge & Dining at Pendle Hill’s Base
Fence Gate Lodge & Inn: Luxurious Stay and Dine At The Foot Of Pendle Hill https://t.co/D7aHeL9xa7
Absurd “Shoes vs Boots” Line Exposes Trump’s Rhetoric
“We need shoes on the ground in Iran, not boots on the ground.” Says Trump 1.0 Secretary of Defense It would take me a week to construct a take that dumb. How does he do it? https://t.co/ctsBNu0SbD
Corporate Trustee Seeks Eviction of Disabled Girl, Mother
Evolve, which is the corporate trustee for a disabled girl and her mother, is literally trying to evict them from their home, according to a lawsuit filed in a Louisiana court: https://t.co/SwUgZI86FG
Choose Uniqueness Over Repetition in Podcast Interviews
Dear listeners of my Long Strange Trip pod, Sometimes I have folks on that doing the pod circuit. Should I (1) assume my ceo deep dive is unique and not worry about it OR (2) not spend time filming folks...
Judge Dismisses DOJ Subpoenas, Boosts Fed, Undermines Pirro Probe
NEW: A federal judge threw out a pair of subpoenas the Justice Department issued to the Federal Reserve, handing a victory to the Fed and dealing a heavy blow U.S. Attorney Jeanine Pirro's criminal investigation into Chair Jerome Powell.
Judge Blocks Powell Subpoenas, Cites Near‑Zero Evidence
Judge Blocks Subpoenas Against Fed Chair Jerome Powell Citing 'Essentially Zero Evidence': NBC News https://t.co/teqHqyL2FB
Epic’s MyChart Fragments Records, Hindering True Interoperability
Class-action lawsuit claims Epic’s MyChart fragments patient records across portals, blocking full access & delaying disability claims. True interoperability still a challenge in digital health. https://t.co/jiKal8ggTl #DigitalHealth
Sold for $500M, Bought Back for $1
This man pulled off the greatest heist in media history. In 2020, he sold Barstool Sports for $500+ million. Everyone thought he'd retire in peace. Instead, he turned around and bought it back - for $1. Here’s how he did:
Nielsen Postpones March Ratings as Streamers Cite Audience Drops
Nielsen Will Delay March ‘Gauge’ Report After Streamers Fret Over Audience Declines https://t.co/2GLpF6AZCD via @variety
CNBC Predicts Major Revenue Hikes for NFL Broadcasters
🚨🏈 CNBC reporting BIG increases coming to existing NFL broadcasters as we talked about last week on The LightShed Podcast https://t.co/xVYAmLvGDq
Condo Market Softens, Cancellations Persist Into 2026
Condos are softer than the detached market. Cancellations have continued into 2026. Nothing at all like all-time highs in 2007, but this submarket is notably softer than detached homes. https://t.co/3krxTga2qS
Ukraine Bans Export of Shahed Interceptor Drones
Ukrainian Companies Prohibited From Exporting Shahed Interceptor Drones Waves of Iranian Shahed drone attacks across the Middle East have spurred widespread interest in Ukrainian interceptors. https://t.co/HIO47E6I2c