Social•Feb 24, 2026
First Daily Paper Halt Since 1872 Marks Historic Shift
“…The decision marks the first time that management has called off production of a daily paper since the organization’s founding in 1872.”
By Ben Mullin
Social•Feb 24, 2026
US Needs Domestic EV Demand to Counter China’s Rare‑earth Dominance
.@dunne_insights: “China controls roughly 70 percent of rare earth mining and over 90 percent of processing capacity. Without a thriving domestic EV industry creating sustained demand, America lacks the economic incentive to build the…supply chains.” https://t.co/hU5loovdzh
By Jonathan Cheng
Social•Feb 24, 2026
China’s Top Solar Firms Slash One‑third Staff Amid Losses
1/7 Reuters: "China's biggest solar firms shed nearly one-third of their workforces last year, company filings show, as one of the industries hand-picked by Beijing to drive economic growth grapples with falling prices and steep losses." https://t.co/BDS9UWJaXO
By Michael Pettis
Social•Feb 24, 2026
China’s Health AI App Hits 100 Million Users Worldwide
The world’s largest health-focused AI app is from China now, with over 100 million (!) users. Ant Group just released this number and more details of what their plans are with the app. "Among its new users, 52% came from third-tier cities...
By Bertalan Meskó, PhD
Social•Feb 24, 2026
Ticketmaster‑LiveNation Faces Potential Standard Oil‑style Breakup
Ticketmaster - LiveNation has got to be the leading candidate for a return of the Standard Oil style breakup (i.e., the dissolution of an anticompetitive merger)
By Tim Wu
Social•Feb 24, 2026
Accelerating Trade Imbalances Will Deepen Global Tensions
Good PIIE paper by Tamim Bayoumi and Joseph E. Gagnon on the consequences of accelerating trade imbalances. They warn that trade tensions are likely to get worse, something I have been saying for years and continue to say. I don't...
By Michael Pettis
Social•Feb 24, 2026
Weather Delays SLS Rollback, Artemis II Crew Invited to SOTU
Due to weather, the SLS/Orion rollback has been postponed from tomorrow to Wednesday. https://t.co/iy74WqbbdT Meanwhile, since they're not in quarantine anymore, per Axios House Speaker Johnson has invited the Artemis II crew to tomorrow's State of the Union address.
By Marcia Smith
Social•Feb 24, 2026
Leadership Wins by Choosing Fewer, Higher‑Impact Priorities
Many leaders chase more. I choose better. I thought growth meant more more meetings, more projects, more noise. It looked productive. It wasn’t. When everything matters, nothing does. Results improve when you remove what doesn’t move them. My rule: • Fewer priorities • Fewer meetings • Fewer distractions • Higher standards Simplicity...
By Abraham Kah
Social•Feb 24, 2026
Electric Fleets Win on Cost per Mile, Outpacing Personal EVs
Commercial electric vehicles will take over faster than personal vehicles. Fleets care about cost per mile. And electric drive trains already win there.
By Ramez Naam
Social•Feb 24, 2026
Airbnb Automates One-Third of US/Canada Support with AI
Airbnb says a third of its customer support is now handled by #AI in the US and Canada. (TechCrunch) #JVGpost https://t.co/944r0JiVne https://t.co/wPKkdmHAmF
By James Gingerich
Social•Feb 24, 2026
SpaceX Stake Lifts Blue Owl NAV Amid Credit Slump
Why is the Blue Owl Tech BDC's NAV going UP when private credit sentiment is so bad? While it is primarily a private credit fund, the BDC does have a small equity portfolio, which mostly consists of a large chunk of...
By Julian Klymochko
Social•Feb 24, 2026
Senator Blumenthal Demands FCC Records Over Colbert Censorship Claim
Scoop: Sen. Richard Blumenthal has written a letter to David Ellison demanding answers and records pertaining to Stephen Colbert's claim of FCC censorship. Details in @get_status: https://www.status.news/p/stephen-colbert-blumenthal-letter-david-ellison-fcc
By Oliver Darcy
Social•Feb 24, 2026
Mexican Civil War Threatens US Supply Chains More than Tariffs
A Mexican civil war would be far more catastrophic to American supply chains than tariffs - Michael Vincent
By Craig Fuller
Social•Feb 24, 2026
Confront Challenges Directly: The Only Path to Resolution
“The best way out is always through.” In strategy and leadership, avoidance masquerades as sophistication. We reframe, defer, reorganise—anything to bypass the hard conversation, the failing unit, the flawed assumption. But complexity rarely dissolves when ignored. It compounds. The issues we...
By Fayaz King
Social•Feb 24, 2026
Power Purchase Agreements Navigate an Ever‑Changing Energy Market
An ever-changing market: Delving into the heart of power purchase agreements #energysky -- via pv magazine global: https://t.co/mTFwu6yRc9 https://t.co/GK6zgGrCNT
By Tor “SolarFred” Valenza
Social•Feb 24, 2026
Openclaw's Clever Design Masks Potential Negligence and Hidden ToS Breaches
Yikes. If this is true, then it’s both pretty ingenious and supremely negligent. I wonder what percentage of users have done a code audit of Openclaw. And what other fun ToS-voiding surprises lurk in there.
By Arvid Kahl
Social•Feb 24, 2026
Japanese Builders Double Down on U.S. Housing Market
Japan’s big bet on the U.S. housing market got even bigger today Japanese builders are rapidly acquiring U.S. homebuilders—now Daiwa House is buying United Homes That's just 10 days after Japan-based Sumitomo Forestry said it's buying Tri Point Homes https://t.co/UnPOshRdS1
By Lance Lambert
Social•Feb 24, 2026
Floating Nuclear Plants May Beat Shore Power in Cost, Speed
I think this is a great idea. I wrote a piece on floating nuclear for @ASMEdotorg @MEngineeringMag last September. Floating nuclear drives up costs on one hand (you have to build the ship and the power plant) but saves...
By Michael E. Webber
Social•Feb 24, 2026
Transgrid Cost Surge Sparks Doubts on Network Privatisation
Transgrid’s latest cost blowout raises a key question: What was the point of privatising energy networks? #energysky -- via Renew Economy: https://t.co/7EDjWkfvfl https://t.co/sG9wky3ieM
By Tor “SolarFred” Valenza
Social•Feb 24, 2026
YFQ‑44A Fury Drone Begins AMRAAM Integration Testing
YFQ-44A Fury Now Flying With AIM-120 AMRAAM Missile The USAF says its Collaborative Combat Aircraft drone program has entered the weapons integration and captive carry testing phase. New: https://t.co/gL0UcfTkZm
By Tyler Rogoway
Social•Feb 24, 2026
DAT Confirms UCC Filings Target Brokers, Not Small Fleets
I spoke with DAT’s leadership tonight. They clarified that the language was not as clear in the Terms and Conditions as it should have been and that it was not intended for fleets. They told me they have not filed...
By Craig Fuller
Social•Feb 24, 2026
Paramount Probes Lawsuit Claim From Mysterious Former Consultant
News: Paramount is investigating a litigation threat against its president Jeff Shell by a man with an *interesting* background who claims to have represented Shell as a consultant and now says Shell disclosed confidential company information to him. This is...
By Matthew Belloni
Social•Feb 24, 2026
Drivers Still Book Loads via Messaging Apps Despite Bans
Arrive may have banned it, but overall it’s still pretty common How many of you are booking loads via G Chat, WhatsApp, Telegram etc? https://t.co/bWAGZB1vRK
By Timothy Dooner
Social•Feb 24, 2026
Trump's Tariff Rate Uncertain: 10% Formal, 15% Unconfirmed
Trump's 10% global tariff was formalized in a proclamation from Friday and goes into effect at midnight tonight. He later said he would raise it to 15% but with three hours to go, is yet to do anything formal to...
By Justin Wolfers
Social•Feb 24, 2026
Hire an OBM: Boost Execution, Cut Stress
You think doing everything yourself = control. But it actually equals mistakes, delays, and a client experience that is either sloppy , leaves you exhausted or both . You’re losing time, money, and sanity. An OBM who’s in your corner...
By Zhara (Fractional COO)
Social•Feb 24, 2026
Section 122 Tariffs Reduced to 10% From 15%
Section 122 tariffs now being collected at 10%, not Trump's weekend 15%. Clearly, a well-oiled tariff machine here. 🤷🤷 https://t.co/5MjbcrZuXD https://t.co/jb72H2AZQ8
By Scott Lincicome
Social•Feb 24, 2026
Northrop Grumman Renames Fighter Drone Talon Blue
Talon Blue Is The New Name For Northrop Grumman’s YFQ-48A ‘Fighter Drone’ Talon harkens back to the company's T-38 Talon heritage, while Blue is likely a reference to Tacit Blue, which was a technological leap at the dawn of...
By Tyler Rogoway
Social•Feb 24, 2026
EU Sets Recycled Plastics Targets, Expands to Steel, Aluminium
EU agrees recycled plastics targets for cars, with future recycled steel and aluminium rules under end-of-life vehicles regulation. https://www.metalnomist.com/2026/02/eu-end-of-life-vehicles-regulation-sets.html
By The Metalnomist
Social•Feb 24, 2026
Germany Injects €1.3B Into Salzgitter Green Steel
After financial commitments fell through, the German government pours €1.3 BILLION into Salzgitter’s green steel project. GERMANY'S GREEN SECULAR RELIGION = KILLING THE GERMAN ECONOMY. https://t.co/gmESJ38qxH
By Steve Hanke
Social•Feb 24, 2026
AI Shrinks Education Skill Gap by 75% on Tasks
New randomized experiment shows AI narrows skill gaps. We found this among talent levels at the same job, but this paper looks at education. They find that AI reduces the gap between more & less educated people on a business...
By Ethan Mollick
Social•Feb 24, 2026
Anduril YFQ-44A CCA Tested with Inert AIM-120
New photo of the @Anduril YFQ-44A CCA carrying an inert AIM-120 as part of captive carry tests: https://t.co/zlKJ5RntBF
By Brian Everstine
Social•Feb 24, 2026
Small Fleets Should Report DAT UCC Filings to FTC
If you are a small fleet that has struggled to get another factor because of a UCC filed by DAT, you should report it to the Federal Trade Commission.
By Craig Fuller
Social•Feb 24, 2026
Defense Manufacturing Push Highlights Logistics and Infrastructure Gaps
According to a senior defense official I met with today, the primary focus of the Arsenal of Freedom initiative is volume and speed of manufacturing but there are secondary problems they’re working hard to solve. High on that list is...
By John Konrad
Social•Feb 24, 2026
Widening Spreads Signal Potential Prolonged Market Shakeout
Truth: “If spreads keep widening and banks keep lagging, this is more than a one day shakeout. If they stabilize, this was the market resetting positioning and rotating and not the start of a whole new regime.”
By Daniëlle DiMartino Booth
Social•Feb 24, 2026
Comparing Nuclear Dawn to Today's AI Revolution
Nukesletter is back on Substack: I share a short essay I wrote on the analogies often drawn between the dawn of the nuclear age and the current conversations around transformation AI. There are limits, but some useful comparisons. https://t.co/7sGgUOuBsW
By Ankit Panda
Social•Feb 24, 2026
Ban AI Human Impersonation to Test Global Regulation
There are nearly no good reasons for an AI to ever impersonate a human. Making that illegal in as many countries as possible, and improving state capacity to enforce it, would be a good trial balloon for human civilization's ability to...
By Eliezer Yudkowsky
Social•Feb 23, 2026
Australia Secures Fixed‑Price Power for Tomago Smelter Post‑2028
Australia moves toward a fixed-price power deal to keep Rio Tinto’s Tomago aluminium smelter running after 2028. https://www.metalnomist.com/2026/02/tomago-aluminium-smelter-power-purchase.html
By The Metalnomist
Social•Feb 23, 2026
Vevye Rapidly Narrows Gap to Miebo Despite Head Start
So the key here is look at how quickly $HROW's Vevye is catching up with $BLCO's Miebo - this is happening despite the Miebo head start (which provides a waterfall effect from refills) and way more extensive detailing and DTC...
By Peter Suzman
Social•Feb 23, 2026
Trillion-Dollar Aid Can't Fix Crumbling Logistics Infrastructure
The Arsenal of Freedom needs trucks, ships, barges, but our infrastructure is crumbling. @PeteButtigieg had a trillion dollars and failed, Army Corps is failing. @PeteHegseth didn’t just answer my question, he beat me to the punch by hours. https://t.co/L63oHDrDlQ
By John Konrad
Social•Feb 23, 2026
Spammers Spoof UPS Number to Threaten Customers
Hey @UPS I think spammers are spoofing your number. Got a call from 800-742-5877, which is UPS but came up "SPAM" on iPhone. "Ronathan" claiming to be from UPS support wanted me to apologize for tweeting my package arrived late,...
By Zeus Kerravala
Social•Feb 23, 2026
Fortescue Bets on Green Iron Amid
Fortescue’s green iron bet in a €300 per tonne iron world #energysky -- via Renew Economy: https://t.co/o9SQlmpEPc https://t.co/oEuy12U2pf
By Tor “SolarFred” Valenza
Social•Feb 23, 2026
Investors Overvalue Cagrisema Despite
Who are the people who thought cagrisema was worth this much for $NVO? I want to find and study them. The cross trial comparison data that we already had clearly showed Cagrisema was worse than $LLY by essentially the...
By Adam May
Social•Feb 23, 2026
Secretary of War: Merchant Marine Essential for Industrial Rebuild
Here it is folks. The moment my 100k followers have been waiting for…. “We can not rebuild our industrial base without the US Merchant Marine. They are critically important,” @PeteHegseth, Secretary of War 🫡 https://t.co/HYvWum8qFA
By John Konrad
Social•Feb 23, 2026
Trump's Tariff War Sparks Court Battles, Supply‑Chain Uncertainty
Trump tariff vendetta picking up. Will all this go to the courts? Supply chain uncertainty.
By Tom Craig
Social•Feb 23, 2026
AI Governance, Trust, and Safety Drive Future Innovation
The new frontier is not just adopting AI. It is mastering its governance. The companies that prioritize trust and safety will be the ones that lead the next decade of innovation. https://t.co/MqiUbVHQVO
By Sabine VanderLinden
Social•Feb 23, 2026
Clarity Beats Uniform AI: Define Your Customer Identity
If everyone has the same AI, AI isn’t the advantage. Clarity is. Who are you to your customers? : #AI #Strategy #Leadership #Business #Innovation https://t.co/JZtALylZ7J
By Kaihan Krippendorff
Social•Feb 23, 2026
Colorado Invests $6.9M in Wildfire Prevention, Jobs
Colorado is no stranger to devastating wildfires. This year, we are experiencing record drought numbers. Now more than ever, it is important to invest in wildfire prevention strategies to protect our communities. By investing $6.9 million into these local wildfire...
By Governor Jared Polis
Social•Feb 23, 2026
Xbox's Messy Leadership Shakeup Signals Decline or Rebirth
Microsoft's rollout of its big Xbox leadership shakeup is as messy as everything else this console generation. Is Xbox going back to its roots or is the company intent on managing the decline of the only Microsoft brand left anyone...
By Ethan Gach
Social•Feb 23, 2026
AI Ambition Outpaces Governance, Threatening Shareholder Value
74% of firms will deploy agentic AI by 2028. Only 21% have mature governance. A 53-point gap between ambition and readiness. That is a ticking time bomb for shareholder value. https://t.co/TsiQpfm0tL
By Sabine VanderLinden
Social•Feb 23, 2026
Play LUCID Demo at Steam Next Fest
Looking for a demo to play for Steams Next Fest? Check out LUCID #LUCID #indiegame #steamnextfest #metroidvania
By PixelShaun