Iran Mandates Specific Shipping Lane Despite Trump’s Openness Claim
President Trump says the Strait of Hormuz is open. But do note Tehran says shipping traffic needs to follow the "coordinated route as already announced” by Iran. What's that route? My @Opinion video explainer, published originally last week, shows it. https://t.co/Pg7UBNarHY
Colorado Invests $12.4M to Scale Campus Geothermal
$12.4M invested to expand geothermal in Colorado—cutting costs, reducing emissions, and building a cleaner energy future. https://www.colorado.gov/governor/news/polis-administration-awards-124-million-further-develop-geothermal-energy-colorado New CU Boulder research shows it can power campuses and scale statewide. https://www.govtech.com/education/higher-ed/study-finds-geothermal-energy-feasible-for-cu-boulder Colorado is turning innovation into real solutions that save people money.
Iran Reopens Hormuz, U.S. Blockade Persists Amid Mine Claims
Iran Reopens Strait Of Hormuz, U.S. Blockade Continues These moves come as Trump claims the U.S. is helping Iran remove mines from the Strait. Updating live: https://t.co/t5TdqPciTt
Afterburners: Just Add Fuel to Exhaust
Was talking with a friend recently about Overture's lack of afterburners Me: I wish burners made sense—flames out the back are epic Friend: Just pipe some extra fuel into the jet exhaust and burn it? Me: Congrats, you just re-invented afterburners
Solar Asset Managers Highlight AI Solutions for System Losses
Solar asset managers talk underperforming systems, catastrophic losses and AI at SAMNA 2026 #energysky -- via pv magazine usa: https://t.co/mcEfHXXqoF
China’s Drug Innovation Surge Defies Industrial Policy Narrative
China Is Now a Global Drug Innovation Powerhouse. Industrial Policy Had Little to Do with It. .....industrial policies like Made in China 2025 played a negligible role... https://t.co/MKyZ6auvAS
AI Generates Claude Design Video From Blog and Tweets
Made this 30 second video of Claude Design just by pasting in the Claude Design blog post and some tweets from @AnthropicAI employees Kinda speechless. https://t.co/9uFxO3LKzf
Chinese Pharma Leads Speed, Insilico Wins on Novelty
Very insightful article in China Daily. There is a big delta between the AI CRO model and AI Biotech model. At Insilico, we do not compete with Xtalpi or other local companies. The most hardcore competitors now are the large...
Timeline Reveals Build‑up to Eric Swalwell Story
‘Keep digging’: What happened in the days leading up to the @sfchronicle Eric Swalwell story: https://t.co/PkEkbdDtfV
Experts Slam Non‑specialist Analogies in AI Debate
I love it when podcast hosts and newsletter compilers cite other non industry or non expert sources on a complex issue to try and dispute one of the architects of the entire AI revolution... Jensen on nuclear weapons analogy: "Comparing...
Blood Test Identifies Molecules Predicting Short‑term Survival
New Blood Test Signals Who is Most Likely to Live Longer, Study Finds Research finds tiny molecules in blood strongly predict short‑term survival in older adults https://t.co/8bv3I5CCXE https://t.co/IdZ5eYOmwe
Oil Prices Plunge as Iran Confirms Hormuz Open
The physical oil market, like the futures, has had a big reaction to Iran saying the Strait of Hormuz is open. WTI Midland crude traded CIF at dated Brent plus $10.40, down a massive $6.80 from Thursday's offer. Lower offers too in...
New 2.7GW Data Center Emits 14 Mt CO₂
Another day, another massive Petrotech fossil-fuelled data centre. The "Kilby power plant", 2.7 GW of fossil gas, will be pumping out 14 megatonnes of CO2-e a year (about 4.3 million combustion cars worth). Still waiting for AI to solve climate...
Trump's Recent Nuclear Remarks Signal Imminent Deal
And with Trumps comments just 20-30 minutes ago on a framework on the nuclear stuff, it seems like we are approaching an actual deal here
AZD4956
Just disclosed in #AACR26 abstracts: $AZN AZD4956 = DNA pol theta inhibitor. My story from when it entered phase 1/2 Parthenon study +/-saruparib -> https://t.co/bHoOKqd7da
Israel's Massive Airstrike Cripples Hezbollah Command Infrastructure
Israeli strike on Hezbollah more devastating than 2024 pager attack, IDF says @FoxNews @EfratLachter https://t.co/BqicojHAsr Nearly simultaneously, explosions tore through Beirut, Lebanon, the Beqaa Valley and southern Lebanon as roughly 50 Israeli aircraft struck more than 100 Hezbollah targets. The targets were...
AI Agents Will Flood Networks—New Strategies Needed
Given how much more Internet traffic AI Agents are going to create, we need new strategies to ensure the network can keep up. Here’s one…
AI Mode Now Orders Nearby Items via Voice
Expanding from Search to AI Mode -> AI Mode can now call nearby stores for last-minute shopping "This tool launched directly on Search last November, and it’s rolling out in the coming weeks on AI Mode in the U.S." "Just describe what...
Agentic Web Arrives: 5 Key AI Search Shifts
The Agentic Web is Here: 5 AI Shifts I'm Discussing with Clients about AI Search - Marie Haynes https://buff.ly/VRW47KT
NIMBY Policies Block Housing Supply, Drive High Rents
We both know @Timodc, from living in places that allow new units, that a couple of penthouses are not the problem... The problem is the inability to build new units in Democrat-led cities... SF, LA and NY, it's the same...
Namibia's Role Expands in Global Uranium Supply
Namibia is going to be even more important in the uranium global supply chain https://t.co/WlUcO6YDh3
Kennedy Misstates Danish Tylenol Data, Ignoring Prescription Surge
This appears to be a case of Secretary Kennedy speaking without having full command of the facts. He calls the Danish study that "garbage" because it tracked whether women got Tylenol by whether they were prescribed it -- but he...
Tesla FSD Spots Road Debris Before Driver, Intervenes
I wasn't sure what this was (it was rather large) but Tesla's FSD saw the debris in the road sooner than I did and took aggressive action to ensure I didn't run it over.
Hypocrisy: Bike Lanes Condemned, Mining Praised in Boundary Waters
So bike lanes and windmills are a “blight”, but mining the Boundary Waters is great?
Minibinder Data for $149—Custom Assays Available
Get data on your minibinders for $149! Sequence in -> data out. Let us know other assays or protocols you'd like to see and we're happy to add to Ginkgo Cloud Lab.
US Oil Blockade Opens Strait, Offers Ukraine Lessons
Big thanks to @biannagolodryga for having me on @CNN to talk about the US blockade of Iranian oil and its role in reopening the Strait of Hormuz. Lots of lessons to learn here, especially on how the West confronts...
Epic's AI Suite Crowds Out Third‑Party Tools in Healthcare
My new Substack: Epic, the leading EHR vendor, has released >100 AI tools. Choosing them over third-party tools has become the safe choice for many health systems. I explore why, and the bigger questions: can – and should – something be done about...
False Optimism on Hormuz Threatens Seafarer Safety
The rhetoric around the Strait of Hormuz being open is going to get seafarers killed https://t.co/UF8FsbKqsy
Prenups Require Cooling‑Off, Full Disclosure, Dual Representation
Based upon the limited information we have available on Mike and Constance Fernandez’s prenup, it looks like some attorneys may have really dropped the ball when it comes to this prenup. Why? • You NEVER sign a prenup on the wedding day....
Trump Battles Shift Prestige Rankings of Top Law Firms
The 25 Most Prestigious Law Firms In America (2026) Fighting versus settling with the Trump administration appears to have affected the prestige of some Biglaw firms. LINK: https://t.co/F51Ld64X89 https://t.co/4QexAek0HE
Chinese Auto Investment Stumbles Over U.S. Data Security
This is an honest statement from Lutnick that belies a lot of the nonsense around about "pumping up Chinese investment" in the U.S. automotive sector. So much of the trajectory in automotive involves autonomous and connected driving, with a heavy...
Solar Auctions Secure France; Corporate PPAs Stay Secondary
Solar auctions to provide security in France as corporate PPAs remain second choice #energysky -- via pv-tech: https://t.co/vaWc2axqLa
35‑Year Builder Never Sells Homes to Singles
This certainly reflects Dean Windham’s experience as an OH builder. In 35 years, he’s sold no SF homes to an unmarried buyer. https://t.co/9ogISUTdzE
Geopolitics and AI Redefine Semiconductor Success Strategies
The semiconductor industry is no longer just about technology. Supply chains and geopolitics are now at the center of strategic decisions, with factors like export controls, geographic concentration, and material dependencies shaping which companies can scale and succeed. These risks create...
No Evidence Vitamin K Shot Causes Jaundice, Cancer
Vitamin K shot - quick facts: * Package inserts # proof of causation. * There is no evidence the vitamin K shot causes jaundice, cancer, or SIDS. * It is not a
House Dems Accuse NASA of Illegal FY2026 Budget Implementation
House SS&T Dems just issued a report re NASA and the FY2026 budget: "Mission Aborted: How NASA Illegally Implemented the President's Budget Request Without Congressional Approval." Calls on Isaacman to "defend" NASA and not do the same w/FY2027 request. https://t.co/RkSmApKqOu
When Diet Fails: Iron Infusions for Athletes
Iron deficiency is common among athletes. Under certain scenarios, diet and supplementation may not be sufficient. This blog describes scenarios where iron infusion or injection may be an appropriate treatment option https://t.co/1ybdvV0t1g https://t.co/GQJ8YmacvU
Beazer Homes Faces $140K California Fee per Home
$140,000. That’s how much @BeazerHomes CEO Allan Merrill tells ResiClub the homebuilder is paying in government fees in California per new-build home
Wholesale Diesel Plunges; Retail Lags—Buy Cost‑plus
Diesel wholesale rack prices have dropped $.70/gallon in the past week and could drop another $.50 -.70 gallon over the weekend. Meanwhile, retail diesel has only dropped $.15/gallon since last week and if past trends hold the truckstops will be...
Trump's Apathy Toward White‑Collar Crime Squeezes Defense Lawyers
Jaw dropping article by @kayewiggins and @stef_palma on how the Trump administration’s disinterest in white-collar crime has caused a bear market for defence lawyers. For once I’m going to drop the link in a comment to make sure this doesn’t...
Qatar‑gifted VC‑25 747 Starts Flight Testing
The VC-25 "Bridge Aircraft"---the 747 gifted by Qatar---has begun flight testing , the Air Force confirms. Spotted yesterday on a flight in Texas, painted freshly white but not yet in the full livery https://t.co/gtG0orHjKQ
Rejecting Life Extension = Costly, Intentional Aging Choice
"If you have access to life extension therapies and decline them, you’re making a deliberate choice to age and die on an old biological timeline." -- the additional medical cost associated with NOT choosing these therapies, may make it an...
Apple's Satellite Link Changes Hands, Prepares for Leo Integration
Apple devices’ satellite link is under new ownership: "This lays the foundation for when Leo comes online to expand and deepen that relationship." @Computerworld https://t.co/hLhYdyuYxS
Hormuz Transit Open Only in Name—Avoid and Delay Voyages
Tanker shipping association INTERTANKO : Hormuz “open” in name only. Ceasefire holding, but transits remain under Iranian control + U.S. blockade in force. Key guidance: delay voyages, avoid the area if possible—and do not pay transit fees to Iran amid risk...
Junk or Jackpot Finale Tops Charts—Binge-Worthy Treasure Hunts
Junk or Jackpot is streaming right now on @hgtv @hbomax and @discoveryplus. Our Season 1 finale hit #2 on all of discovery+. Six episodes. Collectors with insane stuff. Home renovations funded by what we find. Laughing, crying, jaw-dropping appraisals. If...
Europe's Inaction on Russian Oil Fuels Ukrainian Suffering
As a European, I hang my head in shame. The US has shown that if you blockade an oil exporter, they fold quickly. Europe can do this to Russia and shut down oil tanker traffic out of the Baltic. But...
Data Center Power Costs Match Global Solar Investment
Data center energy spend rivals global solar investment #energysky -- via pv magazine global: https://t.co/AP1fAC257n
Strait of Hormuz Appears ‘Open’ Yet Something’s
Check in on the "open" Strait of Hormuz. Something's missing but I can't put my finger on it https://t.co/Pr2PQBKlFe
AI‑Driven Trials Could Propel India’s Pharma Leaders
One of the most amazing encounters at Semafor World Economy was with Satish Reddy of Dr. @bindureddy's Laboratories , the largest or second largest pharma company in India, depending on how you look at it. Now, they are also looking...
AV Startup Funding Triples in 2026, One Deal Dominates
Funding to autonomous vehicle startups has seen a massive resurgence in 2026, more than tripling so far this year compared to all of 2025 globally, @crunchbase data show. One outsized deal made up 3/4 of the total. But it wasn't ...