Canadian Oil CEOs Reject Carbon Tax, Seek Investment
No one talks down the value proposition for Canadian oil and gas more than Canadian oil and gas leaders.
Streaming Silos Increase Friction in Content Discovery
Look, organic content discovery was and remains a simpler process with the Pay TV bundle echo system (including Broadcast TV) which is its own viewing silo that features a simple channel based content discovery system. Adding streaming platforms that are...
Old FERC Rule Limits Data Center Cost Recovery
I have two new pieces on transmission pricing for data centers. I explain that a 1990s FERC policy intended to spur competitive markets is being understood to prevent utilities from charging data centers for their full costs of service.
Elon Bets, GLP‑1 Relevance, and Consumer Sentiment Slump
🆓 Wednesday links: betting on Elon, why GLP-1 pills matter, and what's driving poor consumer sentiment. https://t.co/wCKQe3osVm image: https://t.co/QkWrhkJpqj https://t.co/aCwEbtyhzI
Prepare Your Store for AI-Driven Shopping and SEO
New: How to Prepare for AI Shopping & the Future of E-commerce SEO Google, OpenAI, Amazon, and seemingly every platform are introducing new protocols + data feed attributes for folks who sell things online But what should folks in e-commerce do now?...
Direct Action Forces Immediate Policy Change
When supply chains shut down in 2021, @typesfast rented a boat, hit the water, and tweeted what he saw in the Port of LA. The mayor changed the law that same day. On Progress, we get into tariffs, Black Death, AI...
Nokia, Orange Team up for AI‑RAN, 6G‑ready Platform
Nokia and Orange to work together on AI‑RAN including: -GPU-based radio processor -NVIDIA AI infrastructure -the upper 6 GHz band -6G-ready platform https://t.co/ELP6q2vGh8
AMC A‑List Price Hike Still a Bargain for Frequent Viewers
AMC ups price of A-List to $29.99 per month Still worth every penny for those who see 2X movies per mo let alone 16X movies https://t.co/wO6TU0cZP0
Google Gemini Tests Built-In Shopping Cart for Seamless Checkout
Expanding agentic shopping soon? -> Google Gemini is testing a built-in Shopping Cart and revamped settings "A dedicated cart inside Gemini would give that checkout flow a persistent home, making multi-item purchases and comparison shopping more practical for everyday users."...
Speedy Fixes: Removing Customer Roadblocks Drives Success
The CEO of UnitedHealthcare on Fixing What Frustrates Customers Most https://t.co/WWzA25AjwY The best organizations know how to move fast and remove roadblocks when it matters the most. #customerunderstanding #customerexperience https://t.co/fAADxWax0B
Tennessee House Poised to Approve Sweeping Casino Ban
The Tennessee House is scheduled to vote on a sweeps casino ban bill Thursday; if passed, bill would still need to pass full Senate, but has so far received negligible opposition
Starlink Drives 75%‑80% of SpaceX’s $1.75T Value
Here's what most people miss about SpaceX: 75–80% of its value isn't rockets. It's Starlink. The satellite internet business that nobody believed in is now the backbone of a $1.75 trillion company.
Unlock Hidden CRE Strategy: Secure National Tenants Early
In this episode, Cherif Medawar breaks down one of the most overlooked commercial real estate strategies today, how to control deals, secure national tenants, and create massive upside before you even close. Tune in now: 📺 : https://youtu.be/DI2HYxsH6vc 🍏 : https://podcasts.apple.com/ca/podcast/raise-the-bar/id1543049208
Mearsheimer: Israel Refuses Ceasefire, Sabotages Negotiations
Distinguished UChicago Prof. John Mearsheimer on Israel as THE GREAT SPOILER: "When the Israelis were told [Lebanon] was part of the ceasefire, they refused to accept it... and they went to great lengths to undermine the ceasefire and future negotiations." https://t.co/FNzLzJf0so
Discover Descript Layout Packs: Video Editing’s Canva Templates
You're sleeping on @descript_app layout packs. Layout packs are the Canva templates of video editing.
European Physical Oil Market Shows Tentative Easing, Brent Below $120
Tentative signs -- with a lot of emphasis on tentative-- of easing in the European physical oil market. Dated Brent is falling below $120, and lots of offer today on the key trading window (compared to overwhelming bids in...
Science Enables Viable Alternative to Inefficient Meat Production
For 12,000 years, we've been cycling crops through animals to make meat. It's one of the least efficient production systems on Earth, and also one of the most consequential: climate, deforestation, antibiotic resistance, pandemic risk. @BruceGFriedrich has spent a decade building the...
YouTube Launches 24/7 Streaming “Stations” For Creators
YouTube is testing Stations, a way for creators to turn playlists into 24/7 streams with live chat, giving them their own version of a FAST channel. 📺 Over 40 artists have tested the feature. YouTube is also. using it as...
DC to Hear Uncapped iCasino Bill, One of Few States
DC lawmakers will discuss an iCasino legalization bill, which would allow an uncapped number of operators, during a hearing on May 4; the District is one of the few US jurisdictions still considering iGaming legalization this year
CFTC Probes Pre‑announcement Volume Spikes, Seeks Trader IDs
👀 “The CFTC is looking into at least two instances [March 23 and April 7] over a period of about two weeks where trading volumes surged shortly before major announcements, the people said. Data requested from the exchanges include the...
Industry Highlights $6.5B Solar Waste Opportunity Amid Politics
“This is a $6.5 billion opportunity:” Industry claps back at toxic political fear-mongering on solar waste #energysky -- via Renew Economy: https://t.co/ROFCOP4mYU https://t.co/gzxLpbgXHX
Meta Events Manager Faces Random Purchase Outages, Performance Plummets
We are seeing purchase outages left and right on Meta events manager with some of the worst performance in the last 3 days. There doesn't seem to be any rhyme or reason here.
Our Turbine Strategy Is a Boomerang, Not a Pivot
ICYMI: We made our most recent investor update video public, sans financials. Featuring a tour of our engine R&D shop and why our turbine strategy is a 'boomerang' not a 'pivot.' https://t.co/QP7vRI2PAW
Unprofessional Radio Chatter Undermines Safety in DCA Airspace
Two pilots at Reagan National turned the radio into a barnyard.. meowing, barking...until ATC called them out: 'You guys need to be professional.' Then the punchline: 'This is why you still fly an RJ.' DCA isn’t forgiving airspace. One...
Cisco CTO Highlights Blurry Line Between Wi‑Fi and Mobile
Day 2 at @wifinowevents Congress @Cisco Wireless CTO Matt McPherson up now with an update on wireless enterprise trends I’m curious whether the survey distinguished wireless/WiFi vs mobile - it’s an area with lots of semantic blurriness https://t.co/ZwtqbCYvGB
Huge 5G Spend, Zero Loyalty: Network Wars Falter
.@Verizon and @ATT spent $150 billion on 5G network upgrades and it bought them zero customer loyalty. The era of competing on network seems to struggle to say it politely. 📉📵
Nuvacore AI Emerges, Targeting AI‑optimized Datacenter CPUs
Congrats to @NUVACOREAI coming out of stealth and the @sequoia investment. The value prop makes sense. Agents are driving the need for more and better datacenter CPUs, particularly in the hyperscalers. The company says it wants to overcome the limitations of...
European Wholesale Power Stabilizes at Pre‑war Levels
European wholesale power is back to pre-war levels. Germany 1-year forward is at ~€88 per MWh, almost at par with the 2025 annual average of €87.3 per MWh. French and Great Britain power prices have given up most of the gains...
Aztec Minerals Strikes 2,676 G/T Silver, Still Undervalued
A juicy 2,676 gram-meter #silver hit for @AztecMinerals in another step-out hole at Tombstone, the footprint continuing to grow. As JV says from the tour last week, consensus from every analyst was “this stock is deeply undervalued." Buy window still...
Testing AI Media Buyer Before Full Autonomy at 99% Accuracy
We’re about to start testing an AI media buyer. Essentially how it’s going to work is the AI buyer will come up with optimization ideas based on correlation between in platform, our MTA and MMM. Each optimization will be manually approved by...
United's Starlink Shift Leaves Flights Wi‑Fi Dead
A bunch of anecdotes making me think that as @united moves the fleet over to Starlink their ground station partner has cut them off. I know of 5 people on 5 EWR-SFO flights who haven't had wifi in the last...
CATL Must Acquire Ganf
Desperate times call for desperate measures. @catl_official should buy @GanfengOfficial & or #Tianqi. Even with 100% of both, they would still need more #lithium. https://t.co/NBTEIaIRFs
Motorola Sues Indian Platforms, Creators over Alleged Defamation
New: Motorola has filed a lawsuit in India against social media platforms and content creators over posts it alleges are defamatory. Filed in a Bengaluru court, the suit names platforms including X, YouTube, and Instagram, along with dozens of creators. It...
Remembering Kevin Klose: NPR’s Transformative Journalism Champion
NEWS: Former NPR CEO Kevin Klose, a buoyant champion of journalism and transformative leader of the public broadcasting giant, has died. My tribute for NPR: https://t.co/1T1Z1aA1p8
Conventional Wisdom on Supreme Court Is Wrong, Says Isgur
Last Branch Standing: Sarah Isgur (aka @whignewtons) The conventional wisdom about the Supreme Court is just wrong, according to Isgur—Advisory Opinions host, @SCOTUSblog editor, and well-known legal commentator. LINK: https://t.co/XKQDNbHCY5 - #SCOTUS https://t.co/YreKvFZZ4j
UGL Progresses 2.1 GWh Neoen Battery Project in Australia
UGL advances construction on 2.1GWh of battery storage for Neoen across two Australian states #energysky -- via Energy Storage News: https://t.co/c5dlRLHS5m
X Possibly Suppresses Accounts After OpenAI Acquisition
Echoing @jasonlk, @tbpn has completely disappeared from my feed. Is X now burying it due to its acquisition by OpenAI?
Distributed Power Beats Gas Peakers for Data Centers
Today on Volts: I talk with my old friend Jigar Shah about the headlong rush to build data centers, the lunacy of building a bunch of behind-the-meter gas-fired power plants to run them, the benefits of distributed capacity & greater...
Open-Source AI Isn’t Riskier; Both Need Shared Security
Weird how some people always target open-source in AI! First it was: “Open-source AI will destroy the world” (spoiler: it didn't and it won't) Now: “Open-source is a cybersecurity threat because of AI” Both narratives are far too simplistic. The truth is that the exact...
US Soy Crush Hits 2nd Highest March
🇺🇸NOPA U.S. crush, March 2026: ▪️226.161 mln bu of soybeans ▪️2nd highest for any month; +16% YOY ▪️Below avg trade est (229.978M) ▪️Soyoil stocks 2.039 bln lbs ▪️Below all trade estimates (avg 2.173B) ▪️Stocks at 13yr high for March https://t.co/eWZRN9BEi2
Fireside Chat Kicks Off CadenceLIVE with Devgan, Huang
Here at CadenceLIVE where the day will be started by a fireside chat with Anirudh Devgan and Jensen Huang.
Media Winners Are Creators Who Master the Clip
The winners in media will be creators who can clip. In my latest newsletter, “The Clip Economy,” I explore why: bit.ly/ClipEconomy
Aerospace Skills Crisis Sparks New Free Position Paper
With aerospace facing a global skills crisis - New free Position Paper from @aerosociety 'Addressing Civil Aviation Engineering and Maintenance Personnel Shortages' Free download of this PDF here. #avgeek https://t.co/yOXs4X2gKS https://t.co/YQ2G3Qkebl
U.S. Community Solar Hits 10 GW Amid Contraction
U.S. community solar passes 10 GW milestone despite market contraction #energysky -- via pv magazine usa: https://t.co/h4GQQW3z4p
OKLO’s Pipeline and Cash Boost Hope Despite Execution Risk
Someone on Reddit asked "is there any hope for $OKLO ?" It's up 9% today Quick fundamental check: - 14 GW signed customer pipeline (Switch, Meta, Equinix) - $1.23B cash with minimal debt - Board just got overhauled with nuclear/energy veterans - Pre-revenue but funded through...
Upzonings Spur Massive Housing Growth in High‑Demand Areas
Just released paper from @urbaninstitute examining upzonings in New York and Philadelphia argues that upzonings can lead to a major increase in housing production, particularly in areas with strong demand https://t.co/fwejSrMjF8
Meta's $3B Payout Fuels New Creator Earnings Guide
Facebook shared tips to help creators maximize their earnings via the Facebook Content Monetization Program. 💰 Notable recommendations include creating original content, experimenting with different formats, and leveraging audience feedback. This comes as Meta recently announced it paid out $3...
Iran Conflict Signals Next Phase of Global Cycle
Most people look at wars as isolated events. I look at them as part of a Big Cycle that has repeated many times, so for me watching what is happening is like watching a movie I've seen many times before. What we’re seeing...
Self‑Tracking Solar Panels Boost Efficiency Automatically
Next-Gen Solar Panels That Track the Sun Automatically by @XueJia24682 #Innovation #Sustainability #CleanEnergy #Technology https://t.co/dacGpcqiPh
Doctor Cuts GLP‑1 After Low BMI, Dosage Adjusted
Quick update on the GLP-1s: Doctor told me yesterday to get off it, BMI (19.2) too low. Was always on the lowest dose of Zepbound, so will cut that in half (0.5 x 2.5mg) and space out (7 -> 10 -> 14...