Saudi‑US Biotech Tie Is Just a Pay‑for‑promotion Scheme
This is not a Saudi-USA Biotech Alliance, it’s a Saudi @DrPatrick $IBRX “you pay we pay” marketing campaign. Anktiva is stalled in the US because he can’t generate the clinical data to move the drug forward, so he goes to the Middle East where standards are more transactional than science based.
Submit Sync Licenses Free—No Payment Required
❌ Don't pay to submit for sync licensing opportunities. There are plenty of music libraries, music publishers and sync agents that'll listen to/audition music for free. They get paid when they get you paid. Here’s a list of sync libraries you can...
Stockpile Buffers Risk, Not Replaces Chinese Supply
A $12B rare earth stockpile is a step in the right direction, but buying from China on the open market isn’t independence; it’s a piggy bank with a very fragile supply chain. Until we build domestic processing, this is a...
Egypt's Summer Power Surge Drives Record LNG Demand
Egypt expects electricity demand to increase by 7% this summer. That means strong demand for LNG imports. Egypt's LNG demand reached record high last year. 👇👇
Empower Employees, Not Just Automate, to Meet Expectations
Automation alone is not the answer. Institutions that replace people instead of empowering them will struggle to meet rising customer expectations. https://t.co/3KhyMMpnPe
Russia Likely to Sustain Ukraine War Until 2026
“Western officials believe that it’s probable that Russia can sustain its combat operations in Ukraine throughout 2026 as a result of its recruitment campaigns, industrial production and support from other nations like China.” https://t.co/bEORSYEWB0 https://t.co/ZjQFz8rmm1
70 Studies Confirm Hydrogen Boilers Are Economically Unviable
I stopped counting but there are now close to 70 independent studies all coming to similar conclusion: “Hydrogen boilers […] remain economically unviable.” This is what this paper which I had not yet read found comparing a range of heating...
Credit Pushes Guests Toward
Credit almost always leads to people spending more. From Airbnb's Q4 earnings: "Reserve Now, Pay Later saw significant adoption among eligible guests in Q4. It's also led to longer booking lead times and a mix shift towards larger entire homes, especially those...
Europe Doubts US LNG Reliability Despite Past Optimism
A decade ago, I wrote an essay @ForeignAffairs about rise of US LNG w subhead "The benign energy superpower." https://t.co/P9r14hfb11 This week @MunSecConf, the Q I got most was whether Europe can trust US LNG to be reliable. And privately, senior...
Energy Powers AI Leadership and Secure Future
Energy is key to success in AI leadership. Thanks to @MunSecConf for partnering w @ColumbiaUEnergy to host such a diverse set of energy, political, nat’l security & tech leaders to discuss how to meet rising power needs, secure supply chains,...
EU's Fossil Imports Hit 58% of Energy Demand.
EU fossil imports met 58% of energy demand in 2023 - near pre-crisis levels - leaving consumers exposed to price shocks. Far above China (24%) & India (37%); only Japan (84%) & S. Korea (80%) rely more on imports. Graph: @ember_energy...
Goldman Sachs Makes AI Core of Finance Operations
Goldman Sachs is embedding Anthropic’s Claude into accounting and compliance to automate high volume, rules based back office work. After six months of co building, executives were surprised that AI handled complex financial processes, not just coding tasks. The ambition is clear,...
AI‑Driven Reskilling Needed to Meet Energy Workforce Gap
The global energy transition won’t scale without people. Newly qualified energy workers aren’t keeping pace with demand, and without a ~40% increase in trained entrants by 2030, the skills gap will widen fast. This is where #AI, digital skills, and reskilling become...
Paramount Issues Cease‑and‑Desist to ByteDance Over AI Video Infringement
Paramount Sends ByteDance Cease-and-Desist Letter Over Seedance AI Videos, Alleging Intellectual Property Infringement https://t.co/GkVqyddoc8 via @variety
Online Strangers Critique Game Dev's View on Difficulty
The number of internet randos lecturing a Housemarque artist on what's easy and hard in game development
Questioning Transfer Costs and Feasibility of Permanent Base
Thought about this for more than a day now and still don’t know if it’s a good plan. What does each transfer stage cost? It seems like this is a plan to be “first”, but not much more. Will it be feasible...
Energy Now Core to Geopolitical Competition
Wrapping up a packed day @MunSecConf discussing how central energy now is to geopolitical competition—from AI & critical minerals to supply chain & infrastructure security, gas geopolitics, European competitiveness, and climate risk. Energy wasn’t peripheral this year—it was core https://t.co/IccslVsucN
NASA Withholds SLS Confidence Test Details Until Evening
NASA Admin Isaacman replying to Eric Berger @SciGuySpace about the "confidence test" they did on SLS on Thursday (Feb 12) and why NASA didn't share info until last night (Friday, at 7:51 pm ET) about it or the problem they...
Wind Beats Solar for Reliable 24/7 Power
Solar sucks as a real power source even compared to wind. Wind is intermittent but at least blows some almost 24/7 so if you overbuild enough and add a lot of storage you get something resembling capacity. Solar disappears 1/2 the time...
Sony's GOAT Pulls $7M, Defying Non‑Disney Expectations
Sony’s GOAT scored a solid (especially for a non-Disney original toon) $7 million on Friday, as Amazon’s Crime 101 continued the curse of the Chris Hemsworth movie, and Good Luck, Have Fun, Don’t Die opened pretty well by Briarcliff standards....
NASA Let Hydrogen Leak Grow During Artemis Gap
It turns out NASA used the three-year interim between Artemis I and Artemis II to get comfortable with a more significant hydrogen leak, instead of fixing the leaks themselves. https://t.co/XX1eeIJnR0
Legacy GEO Giant Eutelsat Shifts Focus to LEO
This is pretty remarkable. Eutelsat is one of the big three legacy GEO operators, now pivoting to LEO.
Enjoyed Insightful, Entertaining Chat on The Good Judge‑ment Podcast
It was truly my pleasure to spend some time with my dear friends and colleagues, Judge Wade Padgett and Judge Tain Kell on their highly informative and entertaining “The Good Judge-ment” podcast. This is a link to the first part...
Overseas Audiences Expected to Offset Soft NA Opening
A softer-than-hoped opening day in North America will hopefully be of less consequence for ‘Wuthering Heights’ as overseas audiences, who consistently embrace big-deal erotic thrillers and dramas, pick up the slack in the coming weeks. Plus, a quick history on...
Language Feedback Can Substitute Rewards in Reinforcement Learning
Can natural language replace scalar rewards in reinforcement learning? A new paper from researchers at Stanford, UMD, Netflix, and Microsoft Research presents a formal structure for utilizing natural language as feedback in a reinforcement learning setting they call Learning from Language...
NGP's Analysis and Design Assets May Be Monetized First
This. Plus they also have an asset in all of the NGP project analysis, engineering, and design. They might well choose to monetize that asset rather than (or prior to) building the pipeline.
Rising Crude-on-Water Could Prevent Oil Price Collapse
Roses are red, violets are blue. You can avoid a price collapse despite an oil glut if crude on water's rising, too. 💘 Happy Valentine's Day, oil watchers.
Tesla Robotaxi Likely by 2026, Timeline Remains Uncertain
Tesla will get to a working robotaxi eventually, but it's difficult to say when. My 50th percentile is end of 2026, but the variance is high. It could be in a few months. It could be a few years. We'd...
Creative Writing Insights From Clair Obscur’s Lead Author
This was a very interesting session on creativity for writers at the Dice Summit from the lead writer of Clair Obscur: Expedition 33. I also interviewed Jennifer Svedberg-Yen on video after one of the game's wins at the Dice Awards....
Valentine's Day Nukesletter Warns of Compute Collapse in War
New Nukesletter out this Valentine's Day: on the cheery topic of compute discontinuities that might emerge from intense great power war (including nuclear war). https://t.co/0NS7f79VRz
US Ramps up Pressure, Threatens Chinese Oil Imports
Maximum Pressure 2: More max, more pressure, another round of threatening Chinese sanctioned oil imports. https://t.co/UNNBJOFLTx
Surprise Game Appears on Brand‑new Switch 2
Hey everybody, guess what just showed up on the shiny new Switch 2 video game system? https://t.co/B4LVWiDEcu
NASA Tests SLS LH2 Flow, Fixes Equipment Issue
As reported by Bill Harwood (@cbs_spacenews) and others, on Thurs NASA flowed LH2 thru the new seals on SLS. Now there's a blog post explaining that ground support equipment problem reduced the flow. Working on it this weekend. https://t.co/PbuyJHZMNV
Cognitive Warfare Already Undermining Western Alliances and Institutions
Cognitive warfare isn’t coming—it’s here. Some Western political leaders are being used to weaken alliances, disrupt decision-making, and fragment institutions. Swipe to see the key predictions, and visit davidmurrin.co.uk for the full analysis. #Geopolitics #NationalSecurity #Russia #China #Strategy
Gift High‑basis Assets Now, Transfer Low‑basis at Death
I can think of half a dozen reasons why it is NOT a mistake to gift a house to a child before passing. Why? Because these decisions are fact and portfolio dependent, and always/never advice is rarely reliable when it...
SLS Costs 23× XB‑1, Draining Private Innovation Potential
The NASA SLS costs 23X the entire XB-1 program. Every time it launches. What could private innovators create had this capital not been confiscated by gov’t and pissed away? Each time SLS launches 23 XB-1s go up in smoke. We don’t...
Buy Manappuram on Pullbacks Amid RBI
Macro: PE flows target Indian NBFCs. RBI cleared Bain's up to 41.7% in Manappuram; ₹43.85bn injected. Risk: regulatory scrutiny. Trading insight: buy Manappuram on pullbacks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
3D‑Printed Brain Phantoms Replicate Gray and White Matter
Printing brain phantoms in a support gel and selectively replicates gray and white matter https://t.co/9rIVOPCjd2 https://t.co/LFwa9Qlqjc
Iran Deploys Phone Tracking, Threatens Starlink Users
Iran Turns to Digital Surveillance Tools to Track Down Protesters @nytimes https://t.co/7JUt5gcTW3 Iran's government most likely tracked the protesters through location data emitting from their phones, researchers later concluded. The move was part of a new phase by the authorities to...
Globally, Half Solar Comes From Rooftops; US Lags
Lots of conservation organizations want the US to balance rooftop with large scale. Most other countries in the world are closer to 50% rooftop/parking lot solar.
Briarcliff’s R‑Rated Sci‑Fi Flops Opening, Profit Uncertain
Small distributor #BriarcliffEntertainment’s sees muted reception to its R-rated comedic sci-fi #GoodLuckHaveFunDontDie, which debuted out of Top5 at US #BoxOffice after grossing 1.4M on FRI Opening Day over 1.610 theatres, including 450k THU Previews. With a 20M production price tag not even...
A24's PILLION Sees 6‑fold Theater Expansion, $
On the other hand, #A24 is also surfing the #Valentines bonanza at US #BoxOffice, as #HarryLighton’s astonishing steamy romance #PILLION, starring #AlexanderSkarsgård & #HarryMelling expanded from 4 to 24 theatres and grossing SEXY 119k on 2nd limited FRI, STRONG $4.9k...
Charli XCX’s Expanded Release Crashes Amid Competition
#CharliXCX suffered friendly fire from… #CharliXCX? Despite expanding from 581 theatres to 1.119 going nationwide yesterday, the #BRAT singer was hit hard by #WutheringHeights’s arrival at US #BoxOffice, as festival darling mockumentary #TheMoment grossed just 126k on 3rd FRI,...
AI Docs Tools Expand Into Health System Enterprise
Those “direct-to-physician” CDS AI tools like OpenEvidence and DoximityGPT? They're now going after health systems too. My 5 thoughts on how this will all play out: First, the gist of what was announced: → Sutter Health will integrate OpenEvidence with Epic, allowing...
AI Threat Looms Over $3.5T Credit Market
Credit markets could be the next AI casualty. A UBS analyst flags the $3.5T leveraged loan and private credit space as vulnerable, with AI disruption moving faster than expected. Up to $120B in fresh defaults this year would turn the AI boom...
Europe Must Ditch Fossil Fuels to Protect Its Industry
"Reducing reliance on fossil fuels looks like Europe’s best shot at saving its domestic manufacturing and stopping other governments from pushing it around." Outstanding article in The Wall Street Journal. https://t.co/XbYr95c2nK https://t.co/rUtmRPTUST
Strengthening Critical Mineral Supply Chains Amid Geopolitical Fragmentation
Thanks @bmwfoundation for partnering w @ColumbiaUEnergy on such a substantive & productive session @MunSecConf on how to enhance critical mineral & energy supply chain security amid fragmenting geopolitics. Great insights from DOE’s @AlexFitzDC, @dan_brouillette & so many others. https://t.co/D1xRKHu7gO
UAVs Take Down Russian Pantsir‑S1 Air Defenses, 2025
Video from SBU Alpha showing UAV strikes on Russian Pantsir-S1 air defense systems from 2025. https://t.co/JJ7SBvXmqz https://t.co/ml6Dr2qQlQ
Banks Grant AI Direct Control Over Money Flows
Banks are quietly moving AI beyond chatbots and into the plumbing of money itself. Inside compliance queues and cash dashboards, AI agents are starting to initiate tasks and move funds based on live signals. This is the real inflection point: not smarter...
Pentagon Deploys Anthropic’s Claude in Maduro Capture
“Anthropic’s artificial-intelligence tool Claude was used in the U.S. military’s operation to capture former Venezuelan President Nicolás Maduro, highlighting how AI models are gaining traction in the Pentagon, according to people familiar with the matter… The deployment of Claude occurred through...