Elon Predicts Cybercab Dominance, Dampening Minivan Hopes
Question on the call related to future $TSLA vehicles. Elon says most of production in the future will be Cybercab because 90% of miles are with two or fewer people in the car. He mentions the new Roadster is coming next month and that it won’t move the needle. My take: This puts cold water on my hopes for a minivan killer anytime soon.
Build Antifragile Supply Chains with the 4Rs Framework
A few weeks ago, I had the pleasure of spending an evening with @SupplyChainProf (Professor), one of the world's foremost authorities on supply chain risk and resilience. And given everything happening right now with the Strait of Hormuz, tariff...
United May Raise Fares up to 20% Due to Fuel Surge
United Airlines says fares may need to rise up to 20% to offset fuel surge https://t.co/iu9q0t5385
Zumwalt's $10B Flaws Exposed by Shipyard Fire
Really the dumbest boondoggle of them all. It will never end with these things and nobody is willing to cut them loose. We are at like $10B per ship all in. Absolutely insane. Cool ships yes, of course. But the...
Landlocked Nations Need Diverse Links, Not Single-Partner Dependence
I'm afraid you can build a highway from Kyrgyzstan to western China but not from Kyrgyzstan to California. So if you're a landlocked economy, you do build infrastructure links to contiguous countries like China, especially when they have been growing,...
Airlines Pledge Starlink to Fix Chronic Wi‑Fi Outages
Third flight in the last week (two on United, one on BA) where the airline has apologized in advance for the lack of WiFi and promised that Starlink will soon "transform the quality and speed of connectivity" https://t.co/WcO89ZPqJy
Tesla’s Delivery Outlook Remains Vague, Limited Growth Expected
What about $TSLA deliveries for this year? The comment in the shareholder deck on delivery outlook was not helpful. I'm not expecting much from the call. Here's what the outlook on volume reads: "We are focused on maximum capacity utilization...
FSD Miles Surge 93% Quarter‑over‑Quarter, Subscribers Driving More
FSD subs grew 16% q/q (reported). FSD miles driven grew 93% q/q (looking at the chart in the deck). My take: Hard to believe. Looking for confirmation on the call that FSD miles driven grew that much quarter over quarter. If...
Robotaxi Miles Surge Ninefold in Six Months
Paid Robotaxi miles basically doubled from December to March. $TSLA Looking at the chart in the deck: Sep 25: ~125k Dec 25: ~525k Mar 26: ~1.1m
Travel Roundup: TSA Funding, Touchless IDs, Fare Spikes
12 Things in Travel Today: — US Warns TSA Funding Will Run Out Soon — American Expands Touchless TSA ID To Hubs — Hawaiian Airlines Joins Oneworld Alliance — World Cup Train Fare Jumps To $150 — Southwest Planes Avoid Near Collision In...
Pre‑flight Drinks Skipped Due to Catering and Boarding Delays
Passengers usually don’t get a pre departure beverage due to delayed / late catering or boarding when we don’t have enough time to set up for the service on the ground and priority is on an on time departure
Ships Use Territorial Waters to Bypass US Blockade
How can dozens of ships defeat the US Blockade, as the FT repost below says is happening? The map shows how a tanker can travel from Kharg Island to Mumbai while remaining within the territorial waters of Pakistan and India. The US...
June 1 Traffic Normalization Odds Dip to 46%
Meanwhile, probability that the traffic in the Strait will return to normal by June 1st lowest level since April 13th (46%) https://t.co/ZSS8VlOSXs
Iran Escalates Hormuz Attacks Despite Trump Ceasefire Extension
Iran Ramps Up Attacks On Ships In The Strait Of Hormuz After Trump Ceasefire Extension With Iran refusing to commit to peace talks, the future of the ceasefire remains in doubt. Updating live: https://t.co/Yg6DONMUnM
Somalia's Israel Ship Ban Threatens Bab Al-Mandeb Stability
Somalia. Ban on Israel ships. Bab al-Mandeb Strait. Ban or more pirate attacks? Global maritime is showing signs of upheaval.
Indonesia's Strait Fee Sparks UNCLOS, Supply‑Chain Turmoil
Indonesia. Impose fee on ships going thru the Strait of Malacca. Learned money lesson from Iran. UNCLOS? Will there be military action to stop it? More maritime and supply chain hell.
Ship Seizures Signal Iran’s Growing Control of Hormuz
Ship Seizures Mark New Phase in Iran’s De Facto Control of Hormuz. With extended ceasefire. The situation looks shaky. https://t.co/pThf20VEbW
Asian Shipowners Set to Cross Hormuz Ahead of Western Firms
Asian Shipowners to Cross Hormuz Before Western Firms, Executives Say. Fee? Maritime safety/security? Country affiliation and negotiating release. https://t.co/wDf0p1uk9P
777 Crews Score Higher Than Those on Problematic Flights
So many factors work against the score. I bet crew who work 777 have higher scores than crew on other equipment or less desirable destinations that have issues like tight seating, baggage issues, no WiFi, late departures, cancellations or delayed...
Sustainable Supply Chains: Plan Smarter, Waste Less, Move Efficiently
Earth Day: sustainability is built into the daily supply chain choices - plan smarter, waste less, move efficiently. #EarthDay #SupplyChain https://t.co/As8cZeuhSD
Mapping Hormuz Bypass Easy, Execution Far More Challenging
Bypassing Hormuz: “You can draw beautiful lines on the map. To try to make it happen in reality is something else.” @QamarEnergy @ColumbiaUEnergy @rfelliott https://t.co/JKNGbORqzA
Flight Attendant Forced Off for Demanding Chinese Language
Off-Duty Flight Attendant Demands Crew Speak Chinese, Gets Kicked Off Flight - View from the Wing https://t.co/2Kf6VFMD9n
New Methods Could Ship Alberta Bitumen Without Pipelines
How Alberta Bitumen Could Bypass Pipelines Entirely Economist Richard Masson explains new approaches to shipping bitumen to market. #ableg #abpoli #oilsands https://youtu.be/Hr6wDz-_hXo
US Travel Remains Strong; International Airlines Pose Biggest Threat
Two takeaways from this interview w/United’s Kirby: 1) the US economy is surprisingly strong & higher prices aren’t deterring travelers; 2) he views the big competition as international airlines, not domestic ones when considering potential acquisitions https://t.co/TbARpnEJzJ
Free Resorts World Shuttle Could Cut JFK Travel Costs
Does Resorts World run free shuttles? If I can parlay a free shuttle to the casino into an Uber to JFK, that could be some serious cost savings for my travel budget
Premier's Puzzling Plan: Two New Ports North of Prince Rupert
Two ports *north* of Prince Rupert? Stewart is too small, so what is the Premier thinking here?
US Boarding Threatens Iran-China Oil Shadow Fleet
Secretive Shipments of Iranian Oil to China Are Under Threat by U.S.—Boarding of tanker raises risk for sanctions-evading ‘shadow fleet’ @austinramzy @RebeccaYFeng https://t.co/5rcMcxUf3Y https://t.co/5rcMcxUf3Y
Could a Government-Owned Spirit Airline Stifle Competition?
So will Spirit be the new gov airline? Will federal workers have to fly Spirit on gov business? In an industry as heavily regulated as air travel having an airline owned by the fed gov could be seen as …...
US Eyes Strait of Malacca as New Strategic Chokepoint
We talk a lot about a Taiwan scenario, but are we ready for a Strait of Malacca scenario? "A shipping route that carries roughly 40% of global trade and around 80% of China's imported oil, and is regarded as...
EVs Pop Up Everywhere—From Beijing to Frankfurt
Imagine me filming this today in Beijing Three EVs in my shot if I’m not mistaken Downtown Frankfurt Week day April 2026 #alwaysbecharging https://t.co/Y62dpnDDjA
Safety First: Autonomous Tech Must Outpace Driver Recklessness
It's hard to understand some driver's actions but I do look forward to when all autonomous systems prioritize safety over hype and headlines. In this instance, there wasn't much for Tesla's FSD to do as the driver ahead executed this dick...
Higher Jet Fuel Costs Will Naturally Reduce Flights
The market will take care of the jetfuel scarcities itself in Europe for example. When flight prices are up 2-3x for the summer season, fewer people will fly. It is as simple as that.
Trump's Spirit Stake Highlights Endless Airline Bailouts
Trump is likely to take a stake in Spirit, another bailout for an industry that keeps getting bailouts. Just re-regulate the airlines so it's a profitable and reasonable industry instead of a play for market power and subsidies. https://t.co/tiEtOKouPz
Seize Generational Chance to Own American Spirit Branding
generational opportunity to acquire american spirit IP and create the greatest airline branding of all time https://t.co/izCJIJiPz5
United Faces Rising Fuel Costs and War‑Hit Demand
$UAL Daily. Post-earnings, perhaps an early sign reality creeping into markets: United has serious jet fuel cost issues, coupled with international demand under pressure with ongoing war https://t.co/aLwgC9qngA
AA Introduces Private Terminal for ConciergeKey Members
American Airlines Will Add PS Private Terminal Access For ConciergeKey Members - View from the Wing https://t.co/C3D32dhY2M
Scam Trucking Calls Overseas Keep Calling You “Boss”
I’ve been listening in on a number of calls to overseas scam trucking companies and I’ll tell ya, they really do call you “boss” all the time
Rivian CEO Announces R2 Volume Production Launch
Rivian CEO @RJScaringe joins us on Bloomberg Tech today as R2 starts volume, saleable production. 8:10amPST @BloombergTV
Boeing's Backlog Soars as Demand Outpaces Supply
$BA: Commercial Airplanes revs up 13% and Defense up 21%. Incredible backlog at $695B. Demand far outstrips supply.
AirSpaceIntel Leads the Way to FAA Reform
Incredible work from @AirSpaceIntel and team. This is the path to fixing our FAA and improving air safety.
Nicaragua, Equatorial Guinea Become New Hubs for Shadow Fleet
Nicaragua and Equatorial Guinea emerge as latest homes for sprawling shadow fleet https://t.co/cUf7PMxpxp via @splash_247
Shipping CEO Warns Post‑war World Won’t Revert
A top shipping company: “We will not go back to the world where we used to” “It’s a bit naive to say that, after this has ended, that things will go back to pre-war situations,” said Tamura, CEO of Mitsui OSK Iran...
Scenic I‑26 Drive Sparks Question on Hendersonville Intermodal Hub
Driving on I-26 N towards Hendersonville and Asheville yesterday - Such a pretty drive but steep in areas. Has there been any consideration to an intermodal hub around Hendersonville? or is there one already?
Your 2026 European Supply Chain Events Calendar
Planning your conference calendar for 2026? I've put together a full list of supply chain and logistics events across Europe: from LogiMat in Stuttgart to Breakbulk in Rotterdam and everything in between. Save this one 👇 https://t.co/uTijdB17Vx
Airlines Face Unprecedented Daily Adjustments Amid Oil Price Turmoil
"Significant uncertainty continues and requires airlines to adjust and reassess their network and operations on a daily basis. This is unprecedented" RAeS Flight Ops expert on the oil price headwinds battering airlines #avgeek #IranWar https://t.co/Zf5Wdk3RHW https://t.co/Fi3mpLBiDX
German Public Truck Charging Gets Cheaper, More Competitive
Truck charging in public becoming more competitive even in Germany 🇩🇪 ⚡️⚡️⚡️🪩🪩🪩 Prices 📉 #alwaysbecharging #elektrotrucker https://t.co/qezy70DVTh
China and India Lift Global Airline Share to 19%
CHINA and INDIA are both experiencing rapid growth in the number of airline passengers as household incomes rise. The number of passengers carried increased by an average of 7% each year in China and 8% in India between 2010 and...
Qatar Readies US LNG Plant for First Exports
Qatar is preparing to begin exports from its LNG plant in the US 🇶🇦🤝🇺🇸 An empty tanker docked at the Golden Pass facility in Texas this week. The plant is partially owned by QatarEnergy -- its only overseas LNG facility Exports from Qatar...
Shape‑shifting Drone Conquers Both Land and Sky
Land-Air Dual-Use Variable-Form #Drone: A Shape-Shifting Hybrid for Ground and Sky Mobility via @ZappyZappy7 #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/fGv3qDCjIX
Intelligent Automation Boosts Supply Chain Efficiency
Enhancing #SupplyChain Operations with Intelligent Process #Automation by @antgrasso #DigitalTransformation #Logistics #EmergingTech #Innovation #Technology https://t.co/6GR15257rT