Mack Feldman

Poorly informed takes. St. Pete groupie. Asset Manager @FeldmanEquities

@YIMBYStPete @SPDPartnership

[Carlos Abadi @NewSamawal]

The US secretly approved a financial and maritime arrangement between Qatar and Iran, under which billions of dollars were paid to Tehran in exchange for free passage for Qatari tankers and ships through the Strait of Hormuz, three diplomatic officials now confirm.

This was a deliberate and conscious course of action by the US administration, which allowed its navy to turn a blind eye to the arrangement, in complete contradiction of its declared policy. The move was intended to ease the crisis in global energy markets and curb rising oil prices.
https://t.co/xDCmqWLT3B

[jae holzman @jaeporeon]

Absolutely massive scoop by @emilypont: The Trump administration is giving up defending the president's offshore wind permitting freeze in court

https://t.co/tSFvH8Z88e

[Gregory Brew @gbrew24]

This was widely rumored during the war, but has now been publicly confirmed:

Qatar struck a deal with Iran, shutting down gas production, in exchange for an agreement that Iran would refrain from further strikes on Ras Laffan. https://t.co/Ccb7dYdkBY

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Michael Weiss @michaeldweiss]

If this is it, I can see why Trump wants Vance to attend a signing ceremony instead of Trump.

[Anthony Close ☀️ @AnthonyClose]

St. Petersburg’s first hotel-branded luxury condo tower has surpassed $200 million in sales ahead of its anticipated groundbreaking later this year.

https://t.co/SEEDnJq4YV

[Jessica Riedl 🧀 🇺🇦 @JessicaBRiedl]

Senators elected this fall will be in office when the SocSec trust fund hits insolvency. So it *should* be a major campaign issue.

But few voters care. They have their silly narratives ("stop stealing the trust fund,") & fake solutions ("remove the cap"). But, y'all were warned.

[AI Notkilleveryoneism Memes ⏸️ @AISafetyMemes]

Mythos invented its own language, then switched back to English to talk to humans

(AI safety researchers have been warning of this "Neuralese" risk for years. If AIs stop reasoning in English, we can't monitor their thoughts, which means we can't detect scheming.)

[Jordan Weissmann @JHWeissmann]

This is a must read article if you want to understand the challenges in DC's housing market right now. I didn't realize just how catastrophic the situation still is for affordable housing developments — which are now operating at a loss on average.

[Kevin Rothrock @MrKevinRothrock]

Latest analysis by Meduza shows that Russia’s progress in Ukraine is stalling at best, and Moscow is unlikely to capture the greater Kramatorsk area and adjacent parts of Donetsk before the year's end. But the picture still isn't nearly as rosy as most headlines suggest. ↓

[Olena Tregub @OTregub]

Apocalyptic bird nest.

A Russian glide bomb knocks down a tree in Donbas. From the shattered branches rolls out a tiny bird’s nest.

Made of drone fiber-optic cable.

Source: Oleg Malchenko

[Barak Ravid @BarakRavid]

🇺🇸🇮🇱President Trump confirmed on Wednesday that he sharply criticized Israeli Prime Minister Benjamin Netanyahu over Lebanon during a tense call, as @axios first reported. @MarcACaputo and I report on the President’s interview with @mirandadevine
https://t.co/17z4BAgVAe

[ABC News @ABC]

NEW: The lead prosecutor tasked with overseeing former FBI Director James Comey's prosecution stemming from his seashells post has withdrawn from the case, according to a court filing. https://t.co/OB16eHLdPK

[Kyle Cheney @kyledcheney]

NEW: Judge Williams highlighted a slew of anomalies in DOJ's decision to settle the Trump-IRS lawsuit, spawning the "anti-weaponization" fund. She appears likely to reopen the case to determine whether her court was misused.

w/ @joshgerstein

https://t.co/fU9rqPMRva

[Donald Tusk @donaldtusk]

Poland, Baltic states, now Romania. More and more Russian provocations. Yesterday the former president @MedvedevRussiaE said that the peaceful sleep of the EU citizens is over. Everyone in NATO should finally start taking these facts and words seriously.

[Wladimir van Wilgenburg @vvanwilgenburg]

"Air defense systems operated by U.S. forces intercepted dozens of missile and drone attacks in the IKR, but only in the vicinity of U.S. facilities. Kurdish Peshmerga lack significant air defenses to cover the rest of the IKR, leaving their forces and energy infrastructure highly vulnerable to attacks" - Pentagon inspector general report
https://t.co/qzpzrrZnG9

[Phil Stewart @phildstewart]

SCOOP! The commander of U.S. Southern Command, Gen. Donovan, met senior Cuban military leaders at the perimeter of Guatanamo Bay today. Story coming...

[Javier Blas @JavierBlas]

CHART OF THE DAY: On Apr 16, the IEA made a headline-grabbing warning: Europe had "maybe 6 weeks or so of jet fuel left." It's week seven; the planes are still flying. Since those headlines, European wholesale jet fuel prices have fallen ~30% to a ~3-month low.

[Josh Kale @JoshKale]

This New Glenn rocket explosion released 20% of the energy of the Hiroshima atomic bomb and that wasn't even the bad part:

→ The pad: LC-36 is the only pad on Earth that launches New Glenn and now it's gone. Over $1B to build. SpaceX needed 7 months to rebuild after a similar hit.

→ The deadline: Amazon needs 1,618 satellites up by July 30 to keep its FCC license. It has ~300. The rocket that was supposed to help fix that just blew up twice in a row

SpaceX made us believe that landing rockets on barges was a normal expectation. Turns out rocket science is hard after all. Wishing the team a speedy recovery 🚀

[Liam Dillon @dillonliam]

State worker unions threatening lawsuit under California Environmental Quality Act over the governor's return-to-office mandate: “Putting 90,000 people on the road and pumping that much carbon into the air has an environmental impact."
https://t.co/y5m509eVAX