Social•Feb 27, 2026
New CNAS Report Warns of Taiwan's Hellish Future
Many thanks to @TheBaseLeg for highlighting @molkathcam & my new @CNASdc report on a Hellscape for Taiwan in @BreakingDefense https://t.co/qdUJFvpsrx
By Stacie Pettyjohn
Social•Feb 27, 2026
PM Pre-Announces Black Hawk as NMH Winner
For the full Whitehall #NMH chaos experience, we now need a prescheduled tweet from the PM saying that he "is delighted to announce the winner of New Medium Helicopter is the Black Hawk"
By Tim Robinson
Social•Feb 27, 2026
Effective Data Strategy Needs Governance, Not Just Storage
A strong data strategy is more than storage. Its context, quality, & governance. The “useless” data may hold insights GenAI needs, but without curation, access controls, and trust, innovation risks becoming noise instead of value. https://t.co/ParkENiwRg
By Cristina Dolan
Social•Feb 27, 2026
AI Automation Threatens Life Sciences Lab Jobs
The Block layoff news was a big deal yesterday. I’m sorry to say that ML driven automated labs are going to do the same to lab jobs in life sciences that AI is starting to do to other industries.
By Brad Loncar
Social•Feb 27, 2026
DAF Donors Lose Legal Control, Case Highlights Risks
Donor-Advised Funds can be a good planning tool, but you give up legal control after the irrevocable donation. Peterson v. Christian Community Foundation dba WaterStone involves a $21M DAF sponsor ignoring a donor-advisor. @CNBC article by @HCuccinello https://t.co/KzEWeax1ER
By Justin Miller
Social•Feb 27, 2026
Maritime Alumni Showcase Jacksonville Port Operations
Great couple of days in Jacksonville, Florida. Yesterday I spoke at the @JAXPORT State of the port. That afternoon, classmate of mine from @MaritimeCollege, Captain John Redman took me out for a berth shift on board @McAllisterTugs Janet McAllister under another...
By Sal Mercogliano
Social•Feb 27, 2026
Banks Fund Equipment, Not Your Business Goodwill
"Most commercial banks will lend against machines & equipment... Do you know what the bank won’t finance? Goodwill… the intangible value of the fact that you’ve built up a great clientele" –12 Things to Do Before You Consider Selling Your...
By David C. Barnett
Social•Feb 27, 2026
Massive Media Mergers Keep Missing Value Creation
AT&T paid $85.4B for Warner Bros. and failed to create value. Disney paid $71.3B for Fox and has struggled to consistently wring value out of it. Discovery paid $43B for Warner Bros. and failed to create value. Paramount will pay $111B...
By Brandon Katz
Social•Feb 27, 2026
Study Finds Inconsistent Patient Safety in ChatGPT Health
An important study just came out that is the first to evaluate patient safety when it comes to ChatGPT Health. Millions of people are using LLMs every week to triage health conditions, but this new study has found concerning inconsistencies. https://t.co/etjthA2olM
By Christina Farr
Social•Feb 27, 2026
Amazon Backs OpenAI with $50B, Co‑develops Custom Models
AMZN confirms today, in addition to $50b backing of OpenAI, it will co-develop custom models to power Amazon consumer tools, as reported by The Information I first reported details in @ReadTheAisle last week on Rufus shopping assistant being involved https://t.co/60Z6WBfyvh
By Jason Del Rey
Social•Feb 27, 2026
Mobile Pilot Goes Live; Full Rollout Planned Q1
"we launched a mobile pilot in 6 markets, and the service is live today with a small number of customers. ... the team is preparing for a broader launch across the footprint expected in late Q1." https://t.co/TfblnhevIq $CABO
By Mike Dano
Social•Feb 27, 2026
Paramount Gains, Ellisons Burdened by Massive Debt
Who really won in Paramount’s acquisition of Warner Discovery? Plus new details on the mountain of debt awaiting the Ellisons. My debate with Bill Cohan @PuckNews ⬇️⬇️ https://t.co/xl4sfxLQQD
By Matthew Belloni
Social•Feb 27, 2026
Core Wholesale Prices Jump 0.8% in January, Outpacing Forecasts
"Core wholesale prices rose 0.8% in January, much more than expected" https://t.co/LVa2AuC787 "For the full year, core wholesale prices accelerated 3.6%" Big Jan26 drivers: -professional & commercial equipment wholesaling services -Trade services -metals https://t.co/SIuJIRE7bD
By Scott Lincicome
Social•Feb 27, 2026
Artemis Announcement Signals Needed Shift After Years of Neglect
Today's Artemis announcement by Jared Isaacman is bold and necessary. Astute observers have recognized serious flaws in Artemis for years, but NASA officials have largely whistled beyond the graveyard. Now, possibly, that could change.
By Eric Berger
Social•Feb 27, 2026
NASA Plans Annual Artemis Flights, Simplified Moon Missions
A significant announcement coming from nasa right now about Moon landings. Simplifying the rocket/spaceship, increasing the number of Artemis flights, and launching them at least once per year. Meanwhile the SLS rocket is back in the barn getting its helium...
By Chris Hadfield
Social•Feb 27, 2026
California May Counter Warner‑Paramount Merger with Robust State Law
California legislators could hit back at the Warner-Paramount deal by passing a strong state level merger law.
By Matt Stoller
Social•Feb 27, 2026
Smartphone AI Beats Endocrinologists in Acromegaly Diagnosis
AI is helping to make the diagnosis of rare diseases. A new multicenter study in Japan showed smartphone AI diagnosis of acromegaly via hands was better than experienced endocrinologists https://t.co/qBiazetToV https://t.co/dSZpJ2us84
By Eric Topol
Social•Feb 27, 2026
Wearable Rhythm & Activity Predict Inflammation‑Driven Aging
I used to teach that "aging is just wear-and-tear." A new Nature paper used 7 days of wrist-wearable data from ~62,000 adults and found your circadian rhythm patterns (amplitude + stability) and MVPA predict inflammation-linked biological aging. Low rhythm amplitude and poor...
By Robert Lufkin, MD
Social•Feb 27, 2026
War Historically Fuels U.S. Trucking Demand
I was asked if a war with Iran would be bad for the trucking market. We looked at the data and have yet to find a single American military engagement in the past 50 years that didn’t stimulate goods movement across...
By Craig Fuller
Social•Feb 27, 2026
Dragon CRS-33 Completes Deorbit, Trunk Jettison, Splashdown
The Dragon CRS-33 cargo ship made its deorbit burn around 0652 UTC Feb 27, and jettisoned the Boost Trunk at about 0710 UTC. The Trunk reentered over the Pacific near 127W 25N at ca. 0725-0730 UTC and the CRS-33 capsule...
By Jonathan McDowell
Social•Feb 27, 2026
Former Surgeon General Urges Senate Reject Unqualified SG
Former surgeon general: The Senate must not approve an SG who can’t practice medicine https://t.co/TfgRw59xFd
By Damian Garde
Social•Feb 27, 2026
Watch Webinar Linking Top 100 Biotech VCs Insights
Here's the link to watch yesterday's webinar on venture capital, a companion to this year's top 100 biotech VCs list with @ChrisDoko Lots of positive feedback here. Post your thoughts. https://t.co/c16y04mFsD
By John Carroll
Social•Feb 27, 2026
Lithium May Mirror Silver's March‑April Surge?
Is Lithium about to pull 'a Silver' in March and April? $ALB $SQM $LIT $LAC https://t.co/Db55dIPSLT
By Hedgehog Trader (Nicholas Winton)
Social•Feb 27, 2026
OpenAI Poised for $10 B Infusion, $850 B Valuation
As noted in Axios Pro Rata: OpenAI expected to add another $10 billion to the round, which would bring it to $120b at an $850b post-money valuation. Would be from sovereigns and other fin investors (including existings). https://t.co/xDMSkiZRiR
By Dan Primack
Social•Feb 27, 2026
Private Credit BDCs Plunge From Premium to Deep Discount
In just 12 months, private credit went from red hot to ice cold One year ago, the average BDC traded at a +6.2% premium to NAV Now, the average BDC trades at nearly a -20% discount to NAV, a level only exceeded...
By Julian Klymochko
Social•Feb 27, 2026
Thin Retail Margins Force Sellers to Pass Tariffs
"Many sellers simply don’t have much of a choice but to pass on the cost of tariffs. 'At a certain point—because retail is, as you know, a mid-single digit operating margin business—if people’s costs go up by 10%, there aren’t...
By Scott Lincicome
Social•Feb 27, 2026
Illinois Trucking Fraud: State Insurers Allow Under‑insured Carriers
Trucking has become a cesspool of fraud - this time involving the State of Illinois and its insurance pool. Carriers are criminally under insured and the state agency is aware of it. Often, they will own many trucks and only...
By Craig Fuller
Social•Feb 27, 2026
Jared Isaacman Unveils Major Overhaul of Artemis Program
NASA's Jared Isaacman just announced sweeping changes to the Artemis Program. Here's what is happening: https://t.co/Hq3zpK2fv2
By Eric Berger
Social•Feb 27, 2026
NASA to Standardize SLS Near Block 1, Boost Flight Rate
NASA Administrator Jared Isaacman announces at a briefing this morning plans to standardize the SLS to a "near Block 1" configuration (no Block 1B) as part of efforts to increase flight rate.
By Jeff Foust
Social•Feb 27, 2026
Chiplets Transform Semiconductor Architecture with Modular Flexibility
#Technology #Thread #Semiconductor #Manufacturing #Chiplet The Semiconductor Let Us Explore Chiplet State: 1/ - Chiplets Are Redefining How Modern Semiconductor Systems Are Architected. - Instead Of Building One Large Monolithic Die, The Industry Is Moving Toward Modular Integration To Improve Flexibility And Scalability.
By Chetan Arvind Patil
Social•Feb 27, 2026
Amazon MGM Begins Production on God of War Series
#AmazonMGM is full on their iconic video game adaptations era, releasing our first look at the #GodofWar streaming series, unveiling a still of #Kratos and #Atreus, to announce that production of the series based on the popular game has officially...
By Luiz Fernando
Social•Feb 27, 2026
Trump Should Launch TRUMP Program for Resilient National Grid
For his next move, Trump should create a muscular Transmission Resilience & U.S. Modernization Program (TRUMP) to plan, finance and then solicit competitive bids to build out the Trump Interstate Electricity System (high voltage backbone grid for resilience & industrial...
By Jesse D. Jenkins
Social•Feb 27, 2026
Netflix Rejects Warner Bros. Deal Amid Price War Concerns
Nuance and Depth are Paramount to Understanding this Story ... @crupicrupicrupi Delivers. See What I did There? Netflix Says No to Warner Bros. After Price War, Beltway Concerns: https://t.co/Yhskq9nksa via @sportico
By Scott Soshnick
Social•Feb 27, 2026
Canada's Red Tape Stalls Projects for Decades
Canada Is Being Destroyed By Bureaucracy & Over Regulation It takes an average of 19 years to get an approval to build a new Mine Australia's shipping Liquid Natural Gas to Canada's East Coast: Canada has 300 years of Gas Reserves Let's look...
By Ron Butler
Social•Feb 27, 2026
Major M&A Moves: NATL, KORE, RNA/NVS Deals Announced
Today's M&A notes $NATL to be acquired by $BCO for $30.00 cash + 0.1574x shares, 22.6% premium, $6.6 billion $KORE to be acquired by Searchlight Capital / Abry Partners for $9.25 cash per share, 132.4% premium, $726 million $RNA / $NVS deal closed https://t.co/J7D2HirSUh
By Julian Klymochko
Social•Feb 27, 2026
America Must Embrace Its Cheapest, Fastest‑growing Energy Source
It's also the correct one. "American Energy Dominance" can't ignore one of the cheapest and fastest growing sources of American energy.
By Jesse D. Jenkins
Social•Feb 27, 2026
Ellisons Pull Off Record LBO of Warner, CNN
The Ellisons nab Warner and CNN in the biggest leveraged buy-out in history. Who's going to run it? https://t.co/KOQeZ3NQTy
By Claire Atkinson
Social•Feb 27, 2026
Optimize Shape and Material for Superior Part Performance
The performance of almost every physical part is a combination of a Shape factor and a Material factor. Maximizing both makes for the best part. True across mechanical structures, heat transfer, electrical design, even industrial design. https://t.co/F1lJ3dZlya
By Max Lobovsky
Social•Feb 27, 2026
Warner Bros' Debt Curse Threatens Media Conglomerate Survival
If you need something to look forward to, remember that Warner Bros. is Cootie Corp. It poisons all who swallow it: Time Inc. AOL, AT&T, Discovery. The only question is how long it will take the Warner curse--and debt--to kill...
By Jeff Jarvis
Social•Feb 27, 2026
Adelayde Hires Geologists for Sisson North Tungsten Study
Adelayde Exploration $ADDY.CA $SPMTF Engages Geologic Firm for Work Program on the Sisson North Tungsten Project Directly Bordering Northcliff Resources Ltd. by @newsfile https://t.co/ZGqKQPGqqU
By Hedgehog Trader (Nicholas Winton)
Social•Feb 27, 2026
Novo's Missteps Echo Bristol Myers' Strategic Failure
Elizabeth Cairns' piece on $Novo is reminiscent of Bristol Myers' strategic fail against Merck and Keytruda. They were focused on the wrong things, made bad trial design decisions and got stuck in the mud of their own making. Everyone should...
By John Carroll
Social•Feb 27, 2026
Cold War Lunar Lander Reappears After 55 Years
55 YEARS AGO: The Soviet lunar lander for a single cosmonaut reappears in the Earth's orbit. Details on the site (subscription)... https://t.co/aJuVReTuyb
By Anatoly Zak
Social•Feb 27, 2026
Threads Adds Rich Link Previews for Podcast Clips
🚨 NEW 🚨 Threads now supports rich link previews for podcast video clips, making it easier for creators to drive viewers from short clips to full episodes. Podcast creators can upload a video clip and add a link that directs audiences...
By Lindsey Gamble
Social•Feb 27, 2026
Trump Trade Anger Boosts Canadian Domestic Spending and Tourism
Trade is among people, and retaliation can be too: "Anger over President Trump’s trade policy has fueled a notable increase in Canadian spending on domestic products and local tourism, according to research from the Bank of Canada." https://t.co/Nmzo5Yn2ay
By Scott Lincicome
Social•Feb 27, 2026
Floor & Decor Targets 500 U.S. Stores in Eight Years
Floor & Decor FY23 10-K: "We believe there is an opportunity to significantly expand our warehouse-format store base by a low- to mid-teens annual percentage growth rate over the near-to-medium term, reaching at least 500 in the U.S. within approximately eight...
By Alex Morris (TSOH Investment Research)
Social•Feb 27, 2026
Automation Boosts Call Center Quality Without Sacrificing Trust
Modernizing call center operations can improve service quality and increase conversion opportunities. Automation doesn’t have to erode trust. We explore this with @zaygranet, CEO of @usebland. Watch the full episode: https://t.co/XXRymkLwFx https://t.co/lVvoajEUEM
By Jim Marous
Social•Feb 27, 2026
Obesity Accelerates Neurodegeneration, New NatMetabolism Study Shows
How does obesity catalyze neurodegeneration? Our paper just out @NatMetabolism https://t.co/kx25urgpJx free access https://t.co/aL1FBN9MyI Phenomenal work by @chen_bandy pulling this together
By Eric Topol
Social•Feb 27, 2026
Clients Choose You: Accident or Earned Expertise?
The last client you closed, how did they find you? Was it by accident or did you put the work in to be the expert that they sought after?
By Bianca S. Robinson
Social•Feb 27, 2026
Trial Failures Stem From Flawed Design Choices
“You can’t stand there after the fact and blame the open-label design,” he said. “You designed it. You designed a noninferiority margin. You picked the patients. And then the trial doesn’t work.” https://t.co/acS5i5s5NU
By Andrew Dunn
Social•Feb 27, 2026
Mayor Secures Trump Funding for 12,000 Rail Yard Homes
It’s now confirmed that Mayor Zohran Mamdani spoke with Donald Trump about securing federal funding to build 12,000 homes on the Sunnyside Rail Yard, which is owned by Amtrak. The project feels like a no-brainer, but it’s never penciled out...
By Hayden Clarkin (The Transit Guy)