EPA Retracts 2009 Vehicle Endangerment Finding, Admits Standards Fall Short
Here's EPA's undoing of its 2009 Endangerment Finding wrt to vehicles. EPA's finding is based on a new reading of the Clean Air Act. EPA also finds that its vehicle emission standards do not and could not mitigate the climate risks it identified in 2009.
Robot Money's Scale: Exciting Potential, Unsettling Unknowns
I genuinely don't think we understand the true implications of robot money at scale. Exciting. But also scary.
PET Scans Miss Cancer; System Needs Diagnostic Overhaul
Merkel cell carcinoma log, day #566. Completed my 6th PET scan at Dana-Farber yesterday. The radar, such as it is, doesn’t reflect any Merkel cell carcinoma. Lymph nodes look clean. The more I do PET scans, though, the more I...
Brent Option Skew Halves, Signaling Lower Iran Risk
Brent crude option skew—which many have been treating as a proxy of oil market Iran risk perception (see comp to June 2025)—continues to deflate. Down more than half from a week ago, with prices down ~$3/bbl from Wednesday high. Gives a sense...
IMMX Gains Momentum as CAR‑T Landscape Heats Up
$IMMX momentum continues >Mizuho analyst initiates $14 PT >Lily acquisition of Orna Therapeutics $2.4 billion >AbbVie acquired Capstan Therapeutics $2.1 billion CAR-T heating up >Next milestone: imminent enrollment completion >Could NXC-201 be an eventual front-line therapy for AL Amyloidosis? >BLA submission projected Q3’26 https://t.co/cPpiiFHQal
Ohio Bill Threatens to Ban Solar and Wind Projects
Ohio lawmakers consider bill that would essentially ban solar and wind projects https://t.co/JJNzVHnE3G via @MotherJones
FAA Clears New Airspace for Starship Launches
FAA has completed the Final Tiered Environmental Assessment and Finding of No Significant Impact/Record of Decision for updates to airspace closures for additional launch trajectories and Starship landings at Starbase, TX. https://t.co/WvzFoXualX
Scaling Brands Must Eliminate Tax Inconsistencies or Face Audits
At scale, tax mistakes stop being mistakes. They become red flags. Here's what most brands don't realize: States aren't looking for perfection. They're looking for inconsistency. 🚩 When your collected tax doesn't match your filings 🚩 When registrations lag behind where you're actually...
AI Is Adding Work, Not Reducing Clinician Burden
Working on a story about where AI is actually creating more, rather than less, work for clinicians. (As in, adding additional grunt work or even creating entirely new and tiresome workflows.) Reach out if you'd like to contribute.
Singapore Light Distillate Stocks Surge to Record Levels
Singaporean light distillate (eg gasoline/naphtha) inventories are *very* high right now. (seasonal chart, million barrels) https://t.co/ZgYbX7ZU9F
OneWeb Boost
.@EutelsatGroup: OneWeb rev up 59.7% in 6M to Dec. 31; 600 aircraft have our connectivity hardware; hosted payloads, ground segment seen as fresh revenue sources; cancelling @Thales_Alenia_S GEO sat saves EUR 100M in capex, costs 60M in impairment charges.https://t.co/f8cngyWfes https://t.co/iWpscm5aIi
Sony's GOAT Poised for $15‑20M Opening Weekend
With exhibitors betting heavily on family fare, #Sony animation #GOAT is the widest release this weekend at U.S. #BoxOffice, playing at 3.867 locations, extremely rare for non-Disney original animations. Even so, It grossed 1M on THU Previews (vs #Trolls’ 900k, #TheBadGuys’s...
Robbie's Theatrical Bet Poised For
#MargotRobbie’s bet on theatrical might just pay off with biggest opening of 2026 so far at US #BoxOffice, as #EmeraldFennell’s romance adaptation #WutheringHeights also with #JacobElordi grossed solid 3M on THU Previews (vs #TheHousemaid’s 2.2M, #TheLostCity’s 2.5M, #FiftyShadesFreed’s 5.6M,...
Big‑budget Ads Feel Antiquated in the Feudal Media Era
Why big budget ads can feel as outdated as a Punch & Judy show in this age of Feudal Media: https://t.co/j2c3qULSef
Crime101 Pulls $1M Thursday, Eyes $9‑11M Opening
With limited promo as has been the case for most #AmazonMGM’s theatrical releases recently, new crime thriller #Crime101 starring #ChrisHemsworth, #HalleBerry & #MarkRuffalo grossed 1M on THU Previews at US #BoxOffice (vs #BlackBag’s 850k, #DenOfThieves2’s 1.4M, #Argylle 1.7M, #Novocaine’s 1.8M,...
Data Centers Power $12B Transmission Expansion Plan
Total cost for this transmission expansion plan is $12 billion. PJM provides 4 factors driving needs. I read 3 as "data centers." Here's PJM's precise wording --
Operation Sindoor Ushered a New Indian Army
Really looking forward to listening to this @Gen_RajShukla deep dive on the Indian Army. I fully agree. Operation Sindoor saw a new Indian Army and a new India.
IDF Vows to Disarm Hamas, Demilitarize Gaza
The @IDF is ready to return to disarming Hamas and demilitarizing the Gaza Strip. Both vital for peace and stability to be achieved.
Blue Origin Unveils Ambitious New Lunar Mission Roadmap
I got a peek at Blue Origin’s new lunar plans. Here’s what I found: https://t.co/cOEKOK9aKd
Five Tech Giants' 2026 Capex Beats Global Oil‑Gas Average
Something scary for Friday the 13th. The planned 2026 CAPEX budgets for just 5 big tech firms in 2026 is larger than the average GLOBAL oil & gas capex between 2022-2025. 🤯🤯🤯🤯 https://t.co/WfwKC00YCY
SunExpress 737 Gear Collapse Highlights Ongoing Safety Concerns
Another landing gear collapse... this time SunExpress Boeing 737 at Antalya during taxi (XQ7646 to Gaziantep). Pax evacuated safely, no injuries. Airline quick with replacement flight. These incidents keep happening....
Stable FDA Rules Essential for Patient Safety and Investment
To invest the billions it costs to make new medicines, companies need to be able to trust the word and actions of the FDA. To capaciously change the rules at the end of the game ultimately hurts patients.
Talent Industry Prioritizes Optics Over Reasonable Judgment
Should a guy lose his company because he sent flirty emails 20 years ago? Clearly no. But in the talent business, optics can matter more than reason. ⬇️⬇️ https://t.co/BOp7Xmhkrh
DoD China List Document Removed From Federal Register
Just in on DoD China List: (Bloomberg) -- Document that previously listed Alibaba, Baidu, BYD, Huawei, Nio, TP-Link among companies connected to the Chinese military is no longer available in the Federal Register.
FERC May Issue Interconnection Rule Soon, Not Thursday
FERC could meet the Department of Energy's demand to issue a proposed rule about interconnecting industrial computing facilities any day. But that day will not be next Thursday at FERC's televised meeting.
CDR Leaders Urge Proof Over Promised Speed and Scale
This week on @CleaningUpPod I sat down with @RobertHoglund, a towering figure on the thinking/doing front lines of Carbon Dioxide Removal (CDR). He says the sector needs to stop promising "speed and scale" and focus instead on "proving and learning". https://t.co/okASRdLrAK
SpaceX's 20th Crew Flight Delivers Valentine's to ISS
🚀❣️ Cupid's Crew is delivering the Valentines to the ISS. Dragon Freedom is en route for a Feb 14 arrival with NASA's Crew-12 astronauts. This is SpaceX's 20th flight of humans to orbit. https://t.co/MpufCmPn1J
One-Time Ownership Verification Required Under New Order
“Under a new order, the institutions only have to verify the ownership of an entity the first time it opens an account, or if there’s reason to believe that the information is no longer reliable.”
New Video Reveals Details of Truxtun‑Supply Collision
#Collision Between USS #Truxtun and USNS #Supply, Feb 11, 2026. Clearer quality video. Check full analysis on YouTube at What's Going on With Shipping.
Genetic Evidence Shows BMI Directly Shapes Gut Microbiome
A successful hunt of human genome variants identifying some (with MR) that provide causal evidence that BMI affects microbe composition @NatureGenet https://t.co/1uxvnFNrbK https://t.co/SuItRHAnFe
IEA and Egypt Discuss Strengthening Energy Collaboration
Excellent meeting with Ambassador Dahroug of Egypt at IEA HQ in Paris to discuss global energy markets and the strong @IEA-🇪🇬 relationship We spoke about the ways in which the IEA can further support Egypt, a valued member of the IEA...
Postseason Now Drives Media Value Over Regular Seasons
The Varsity * The NFL will start its season on a Wednesday this year, either in Melbourne or Seattle. * Disney is opening its Super Bowl ad sales pitch to the entire market on Monday. * @benjstrauss tells us what it was like...
Falcon 9 Booster B1101 Achieves First RTLS Landing
SpaceX's Falcon9 Booster B1101 successfully completes first Return To Launch Site, RTLS, landing at LC-40 at CCSFS, FL. 📷by @rpg571 https://t.co/uKq0saMaYW
Join the Team Building the First Independent Supersonic Engine
It’s not too late to be one of the fine men and women building the first independently developed supersonic jet engine. We are hiring a handful of R&D technicians and manufacturing engineers. If you want to work hard, have fun,...
Japanese Version Finalized; Moving to English and Sound Mix
The Japanese version’s structure is pretty much done. From here, it’s frame-by-frame checks and adding typography animation. At the same time, working on the sound. After finishing the English version, we’ll move on to the sound mix. https://t.co/o9mdXQgX9V
Political Gridlock Stalls $22B US EV Investment
"Last year companies canceled $22 billion in planned investments in electric vehicle manufacturing, batteries or critical minerals in the United States...." Political sustainability limits industrial policy efficacy. https://t.co/RROrBFwACq
Banking Success Requires Both Technical and Cultural Agility
AI is no longer just a tool in banking operations. Success now depends on technical agility and cultural agility working together. https://t.co/YZfpW5Gt6i
Ring Ends Police‑alert Partnership After Super Bowl Ad Backlash
Amazon’s Ring Scraps Police-Notification Partnership After Backlash Over Super Bowl Ad About AI-Enabled Dog Finder https://t.co/nG8OTj4GwM via @variety
Ford CSG Shift Highlights Readiness Tradeoffs in Carrier Strategy
Before news broke that the Ford CSG was moving from the Caribbean to the Middle East, we were already talking carrier chess on @BloombergTV. I laid out for @JMathieuReports & @kaileyleinz what this deployment really means for readiness and the...
All‑Economy Planes Won’t Halve Aviation Emissions, Warns Expert
If we made every airliner all-economy - could that slash aviation's emissions by 50%? Not so fast, argues RAeS Head of Research Naomi Allen, who warns against 'easy wins' to sustainability #avgeek https://t.co/tOVFLw7vLK https://t.co/bNd4bey0XQ
UK Cuts Lynemouth Biomass Subsidies, Mandates Full Sustainability
Interesting – UK govt has signed a new 4yr deal with 420MW Lynemouth biomass plant, capping subsidies at ~1/2 current levels Similar to Drax deal, requires 100% "sustainable" feedstock & pushes Lynemouth towards peaking power https://t.co/l3ItPOgPpk 1/2 https://t.co/JbqhYPZq0p
AAP Leads Fight to Reverse RFK Jr.'s Vaccine Policies
The American Academy of Pediatrics has become a leader in the effort to reverse RFK Jr.'s vaccine policies. The success — or failure — of the group's approach will have consequences for kids' health nationwide. Inside the AAP's plan for the MAHA...
Starlink Shutdown Blinds Russian Drones and Command Posts
“The shutdown didn’t only reduce Russian drone strikes. On the front lines, it also partially blinded Russian command posts and drone crews that relied on Starlink for communication, livestreams and more-precise control of assaults as commanders got real-time footage of...
CMPS Leads Psychedelic Push; HELP Gains Momentum
$CMPS first-in-line for potential psychedelic approval for Treatment Resistant Depression (TRD) . Likely war between "Old School FDA" and MAHA movement. Will be exciting to see the outcome. $HELP with strong data for Major Depressive Disorder (MDD) and Breakthrough Therapy Designation. New...
NATO Remains Vital Amid Transatlantic Trust Crisis
for all the criticism and hand wringing, nato continues to serve a useful role for all members and nobody is trying to leave it or replace it. there’s a crisis of trust in the transatlantic relationship. but not an existential...
Antitrust Chief Gail Slater O
D.C. Memo: Smack in the Middle of Nexstar-TEGNA, Antitrust Chief Gail Slater Shown the Door | @gailaslater @JusticeATR $NXST $TGNA | https://t.co/QLfJxuKDW6
OPEC+ Faces March 1 Decision on Production Hikes
OIL MARKET: The core group of OPEC+ countries need to decide on March 1 whether to re-start production increases after the Jan-Mar pause. Some members in the group see scope for resuming the monthly hikes, although conversations haven't started yet....
Backing Philly Mayor’s Manufacturing Push Amid NY Crisis
I’ve seen her positive words — If @PhillyMayor is serious about supporting manufacturing, shipbuilding, and the defense industrial base in Philadelphia, I will help her. New York is in a rapidly accelerating crisis of conscience.
Trump’s $12 B Rare‑Earth Stockpile: Mere Band‑Aid
The Trump administration has announced a plan to create a $12 billion stockpile of rare earths. The goal is to create a buffer against any supply disruptions, but this is just a band-aid. Full Newsletter: https://t.co/daeIxnpldt #rareearths #trump #projectvault https://t.co/p6icljXtjO
US Gasoline Inventories Hit Near-Record, Squeezing Margins
U.S. GASOLINE STOCKS are well above normal for the time of year, weighing on refining margins. Inventories totalled 259 million barrels on February 6, the second highest on record for the time of year, exceeded only before the pandemic in...