Five Probable Paths to End Ukraine War
As the conflict enters its fifth year, I’ve mapped the most credible pathways to how it ends: ceasefire, collapse, escalation... Five scenarios. Assigned probabilities. Clear drivers and risk implications. My latest Substack is below, or the link is in my bio. https://open.substack.com/pub/geopoliticalguy/p/how-the-war-in-ukraine-ends?utm_campaign=post-expanded-share&utm_medium=web
Will Netflix Counter Paramount’s Potential Walk‑Away Offer?
⚡️ Would Netflix Be Attacking Paramount’s Backers if They Were About to Walk Away? ⚡️ Everyone is asking us the same question: will @Netflix match if the @wbd Board determines @Paramount’s “revised proposal” from earlier today is a “Company Superior...
AI Drives Wireline Overtaking Wireless in Keysight Revenue
Super interesting development today: Wireline just passed wireless first the first time in Keysight revenues https://t.co/xzwD9dimYS Keysight is a network testing company, and the shift is mainly due to ... what else?... AI. $KEYS
SCOTUS Decision Adds
For #CRE investors who crave stability, Fridays' #SCOTUS ruling w/a big 'huh?' W/#Trump moving for alternatives to impose #tariffs. 'This is a very convoluted system. The devil's always in the details.' #realestate #IEEPA #supplychains #warehouse https://t.co/aIdO8aeSdM
EXIM Boosts Mining, Delivering Critical Minerals Nationwide
It was a pleasure and an honor to catch up with the @JJovanovicUSA President and Chairman of the Board of Directors of the @EximBankUS of the United States (EXIM). The support EXIM and this administration shows and extends to...
AI Must Model Dynamic Biology, Not Static Proteins
There is one major barrier blocking AI from truly reshaping biology and no one is talking about it. Biology is not static. Most AI breakthroughs so far have treated proteins, cells, and systems as frozen objects. That abstraction worked to get...
Only 12 US Warships Deployed,
Abraham Lincoln Canberra Delbert D. Black Frank E. Petersen Jr. John Finn McFaul Michael Murphy Mitscher Pinckney Santa Barbara Spruance Tulsa Plus the Ford carrier strike group and two additional destroyers (Bulkeley and Roosevelt) nearby in EUCOM.
Payoneer Pursues OCC Trust Charter, Stablecoin Insights
Payoneer is applied for an OCC National Trust Charter Head of Stablecoins Rob Morgan gave @TokenizedPod an exclusive interview: https://t.co/X8PzdyA5AB
AP to Host Live Capitol Show for SOTU
Just in: Late Night with the Associated Press? AP says it will produce a live show from inside the U.S. Capitol for SOTU, featuring AP reporters and invited guests. Veterans Meg Kinnard and Sagar Meghani will host, and program...
Fake Quotes Undermine Truth and Stifle Real Critique
New piece. I want to talk about something that keeps happening and that I think is making all of us worse at knowing what's true. There's a real cost to this. Every fake quote displaces the real story. There are legitimate...
AI Becomes the Glue for Enterprise System Integration
My take: CIOs are not (yet) showing any interesting in vibe coding or spec coding their own CRM or ERP. However, there is appetite — and growing quickly — for using AI to much more seamlessly integrate other systems with core...
1
Given 1mg/week of Zepound showed 0.7% reduction in A1c in trials, and so is actually an efficacious dose, this microdose would just be $30/month. (Would imply using for longer than recommended after opening).
Hepta‑refractory Myeloma Arises via Sequential CD38
The evolution to hepta-refractory myeloma involves sequential loss of CD38, BCMA and GPRC5D [Feb 17, 2026] Riedhammer et al. @LeukemiaJnl https://t.co/EyGBz7sEQz #mmsm #PrecisionMedicine #caxtx
LLMs Driving Sharp Rise in Tech Productivity
It turns out that tech output productivity has tilted up sharply the last couple of years. It’s clear that there is now a new ghost in the machine. And it looks a whole lot like an LLM. https://t.co/L5RyHkXXgh
E‑Space’s Protosat‑1 Reenters, Still No Proof of Success
The E-Space Protosat-1 IoT demo satellite reentred on Feb 22. It made no orbital manuevers, and - as for all 9 E-Space test satellites launched to date - there is no public evidence that it worked and no announcement about...
China Dominates LEO GPS, 41 Satellites vs Lone Western Provider
🇨🇳🛰 The competitor to watch is China, with 75 startups raising $7B. For example, China’s progress in resilient GPS in LEO is far ahead of the West. China already has 41 PNT sats in LEO, and Xona is sole provider in...
Optimism Returns as Lithium Prices and ESS Boom Questioned
Sunny & cold in Florida. How high will #lithium price go this cycle was the # 1 question. How real is the ESS boom was #2. Nice to see some optimism after a couple of lean years. https://t.co/KLtvzNOlxk
Parents Seek Screen‑Free Summer, Traditions Surge 200%
Pinterest released its first-ever Parenting Trend Report 2026 Searches for “screen free activities” are up 200% YOY alongside: 📌 “family traditions ideas” (+200%) 📌 “no phone summer” (+340%) 📌 “digital detox aesthetic” (+95%) https://newsroom.pinterest.com/news/parenting-trend-report-2026/
IRDM Dominates the Global LEO Satellite Market
$IRDM continuing off that strong base. These guys are the only global low earth orbit (LEO) satellite company. Big name in the space race.
Internet Economy Outpaces Overall Growth, Becomes Primary Engine
Stripe’s annual letter is out: https://t.co/N0TpoPbs6T The biggest highlight is relatively consistent every year: the Internet economy is growing faster than the rest of the economy. This has compounded for enough years that it is essentially _the_ growth engine in places.
BravesVision Takes Control After RSN Collapse
Atlanta’s BravesVision Grabs Own Media Reins in Wake of RSN Crackup https://t.co/ElyRtrPlBk via @sportico @crupicrupicrupi
Silos Drain Efficiency and ROI: 10 Critical Reasons
Check out the latest article in my newsletter: 10 Reasons Why Organizational Silos Leak Efficiency and ROI https://t.co/BJ7Lp8BpTC via @LinkedIn #data #digitaltransformation #AI #leadership #businessstrategy
China’s Indifference to US Pressure Still Raises Global Concerns
+1. Even if China doesn't care about US pressure, talking to the CD raises questions among countries that China does care about.
Germany's De‑risking From China Exposes Costly Dependencies
Germany is finding out that “de-risking” from China is painful when dependencies have previously been knowingly created. Chinese price advantages & deliberate dumping are hurting German cos. via @JamesAngelos @Jordyn_Dahl @POLITICOEurope https://t.co/g7oYgu9xEX
Build Autonomous AI Agents: From Definition to ROI
How to build autonomous AI agents in 2026 👇 1️⃣ Define the job 2️⃣ Choose model (Rule / LLM+Tools / Hybrid) 3️⃣ Embed via APIs 4️⃣ Enable goal-based autonomy 5️⃣ Add safety controls 6️⃣ Track ROI & optimize AI isn’t just chat anymore. It’s embedded, autonomous, and operational....
Great Discover Insights, but Google Removed Publisher Center
Really great information in here that aligns closely with the findings we see in our Discover clients' performance Except Google took away Publisher Center last year 😢 Nice work @metehan777
U.S. Tops Global Oil, Gas Production Under Biden
What's interesting about this is that the U.S. led the world in oil and natural gas production during the Biden Administration, too.
Boards Demand Business Impact Over Technical Threat Metrics
📈 The Board is over "Red, Yellow, Green" charts. They want financial risk quantification. Moving from technical metrics to business risk is the #1 theme for CIOs at RSA this year. Stop reporting on "threats" and start reporting on "impact."...
Cyprus Unites 300+ Game Studios in New Developer Group
Cyprus, with more than 300 game companies, has formed its own game developers group. https://t.co/cRBeAylwCk
New 30‑Minute Podcast Explores Games Writing
I've wanted to bring back Worth Reading in some form for years. I'm really excited to have settled on this format. 30 minutes. An interesting conversation about a piece of interesting games writing. That's it. That's the pitch. That's the...
VCs Misuse Dual‑use Hype; Stop Relying on Grants
Certainly GTM is very different. And there are supply chain issues in current environment. Would add: NOT doing dual use is not an excuse to rely on grants and research money, stuff becoming too expensive, and not being able to...
Free Tool to Verify if an Email Exists
My team just built a free tool you can use to see if an email exists or not: https://t.co/wcWB5zjuEp
Real‑time CME Integrates Evidence Guidelines Into Patient Care
Continuing medical education doesn’t have to mean stepping away from patients. Colin Banas, MD, explains how real-time access to evidence-based guidelines can reinforce learning and support patient care. 🔗https://t.co/BOGg49TELs @DrFirst @ElsevierConnect #CMEs #HITSM https://t.co/cGEozKOfKU
Cellular Backup Keeps Your Eero Network Online
"eero Signal 4G LTE provides peace of mind with dedicated cellular backup connectivity for your entire eero network whenever your primary internet connection goes down." https://t.co/NX67V7itic
Vir Surges After Astellas Partnership and T‑cell Data
Vir climbs on Astellas deal, study results for ‘masked’ T cell engager https://t.co/336c9FJdjt by @Lilah_Alvarado $VIR + 27% $JANX $ALPMY
Lop Nor Event Dwarfed by Comparison Earthquakes, Data Shows
We now have a slide from @UnderSecT on the suspicious event at Lop Nor in China. One can see how much smaller this event is than the earthquakes selected for comparison by looking at the noise prior to the start...
Pilots' Perception Tricks: Seeing Isn't Believing in 3D
When seeing isn't believing - the tricks pilot's bodies can play on them as they navigate 3D space #avgeek #humanfactors https://t.co/r3OCeLJL79 https://t.co/L4GKdB81Vt
US Government Fails to Push Firms Toward Supply‑Chain Security
Great story in the New York Times highlighting the difficulties that the US government has faced in getting the world's most profitable companies to take supply chain security seriously, and reduce their exposure to a crisis in the Taiwan straights 1/...
IDF Targets Hamas Tunnels; Months to Clear Rafah
IDF works every day to destroy portions of the billion-dollar, 500+ mile Hamas tunnel network in Gaza. Every tunnel must be found and destroyed. It may take years to eliminate the entire network, but in areas like Rafah, especially where...
Inside Delta's 44‑Seat First‑Class A321neo
There’s a really interesting story behind this wild @delta Airbus A321neo with 44 first-class seats(!)
MS Confirms NPR Report After Independent Forensic Investigation
MS Now also confirmed NPR’s report. And that stemmed from another independent journalist doing forensics. A free and plural press is likely all over this now. https://t.co/1VmPhN1wiv
Know the Income & Net‑Worth Thresholds for Accredited Investing
Income and net worth matters when qualifying as an investor. Single investors need $200K income over the past two years. Married couples filing jointly need $300K combined income. Or, a net worth of $1M+, excluding primary residence equity. We break down the requirements and...
Europe Must Block Chinese‑Made Cars From Flooding Market
Good points from Thorsten Brenner -- The "car bosses" are tempted to use their Chinese factories to supply the European market. Deindustrializing Europe isn't their concern. European policy makers need a policy framework that makes this impossible...
Novo Slashes GLP‑1 Prices; Palvella Spikes on Data
Novo to cut GLP-1 drug prices; Palvella soars on study data https://t.co/UAs4IETgPX $NVO $PVLA+ 32% $GOSS $VNDA $PFE #biotech
AI Accelerates Threat Groups' Attack Speed
Threat groups move at record speeds, as AI helps scale attacks | Cybersecurity Dive https://t.co/frfbUAXzlI
Bruin Capital Appoints MD to Target Fan and Media Opportunities
NEWS: Bruin Capital Hires Managing Director to Focus on Fan, Media Opportunities 👇https://t.co/PF2Kr0t9a4 via @sportico @LuisaRBeltran
Q2Metals Teases Maiden Resource at PDAC
Looking forward to catching up with the Rock Star @Q2Metals team next week at #PDAC and talking about all their greatest hits. 👀 maiden resource coming soon... $QTWO.V
Machine Learning Shifts KPI Focus to Right Signals
How machine learning reframes KPI design: systems optimize relentlessly. So the real leadership question isn’t “Are we tracking performance?” It’s “Are we tracking the right signals?” https://t.co/FfVafJZaUk via @mitsmr #AI #MWC26 https://t.co/qKrkhqgMNN
Google Powers Data Center with 1.5GW Renewables, Iron‑air Storage
.@Google taps @XcelEnergyMN to supply data center with 1200 MW wind, 200 MW solar and 300 MW / 30 GWh @FormEnergyInc iron-air batteries, through new BYONCE (bring your own new clean electricity) tariff construct. https://t.co/iW5Xx4FZnx Google will also pay for all...
Unprecedented Action: CD's Most Active Period in Decades
Say what you will, but this is more action than the CD has seen in decades.