Michael Warren

Managing Director
MW Enterprise Consulting

[Geiger Capital @Geiger_Capital]

Jeff Bezos on NYC spending:

"If we ran Amazon the way New York City runs their school system, packages would take 6 weeks to arrive, we would charge you a $100 delivery fee and when the package did finally arrive, it would have the wrong item in it."

[Codify @CodifyBaseball]

MLB teams hitting under .240:

1998: 0
1999: 0
2000: 0
2001: 0
2002: 0
2003: 0
2004: 0
2005: 0
2006: 0
2007: 0
2008: 0
2009: 0
2010: 1
2011: 2
2012: 5
2013: 5
2014: 4
2015: 0
2016: 1
2017: 1
2018: 8
2019: 4
2020: 11
2021: 12
2022: 14
2023: 8
2024: 11
2025: 9
2026: 15 so far

[Crossing Broad @CrossingBroad]

the Mets just gave up an inside the park grand glam

[BohmIsKing @BohmIsKing]

BREAKING: Aaron Nola has announced that he will be participating in the home run derby this year as a pitcher 😳🤯

[Philadelphia Phillies @Phillies]

HOIST THE BROOM 🧹

@PALottery x #RingTheBell

[John Clark @JClarkNBCS]

Breaking news: the Phillies have released Taijuan Walker. His ERA was 9.13.

[SuperSisi @SuperSisi]

Happy Easter! 🥚

[Henry @HenryFrank02]

🚨BREAKING: Sen. Kennedy’s bill just moved forward, and it hits Congress where it hurts: NO paycheck for senators during a shutdown.

If they can’t keep the government open, why should taxpayers keep paying them?

Do you firmly support this?

IF Yes, Give me a THUMBS-UP👍!!

MAKE THIS GO VIRAL ON 𝕏. LET’S GO 👏

[Nick Sortor @nicksortor]

🚨 BREAKING: ALL NINE members of an Antifa cell in TX have just been found GUILTY of TERRORISM charges brought by the DOJ, per @MrAndyNgo

This is HUGE, as it's the first terrorism trial against Antifa members in US history!

A precedent has been SET 🔥

The terrorists AMBUSHED ICE agents at their detention center in Alvarado, TX, shooting one of them in the neck, back in July 2025.

Pure TERRORISM. And the FBI, DOJ, and a federal jury of 12 all agreed.

"First time ever: the FBI arrested Antifa-aligned anarchist violent extremists and terrorism charges have been brought for the July 4 Prairieland ICE attack in Texas," @FBIDirectorKash said after their arrests

Jurors found the defendants guilty of providing material support to terrorists, rioting, conspiracy to use/carry explosives, and using/carrying explosives.

Many of them will now rot in prison.

MUCH deserved. We need MORE of this! Well done, @AGPamBondi 👏🏻

[Pardon My Take @PardonMyTake]

the greatest goal ever scored in NHL history happened last night

[Ricardo @Ric_RTP]

Nvidia just spent $4 billion on a technology 99% of people have never heard of.

But in 3 years, every AI data center on Earth will need it.

And Nvidia just LOCKED UP the supply.

Here's what happened:

Nvidia invested $2 billion in Coherent and $2 billion in Lumentum. You probably never heard of these companies.

They make photonics technology. Systems that transmit data using LIGHT instead of electricity.

Sounds like sci-fi. But this is the most important infrastructure bet in AI right now.

Here's the problem Nvidia just solved for itself:

AI data centers are hitting a wall that has nothing to do with chips, energy, or money...

Copper wiring is dying.

Every data center on Earth moves data between GPUs using copper cables. But at the speeds AI now demands, copper physically cannot keep up.

Signal degrades. Heat explodes. Power consumption skyrockets.

Right now, 30% of the electricity in an AI data center is wasted just MOVING data from point A to point B.

An MIT researcher said: "Copper's not going to cut it. It gets too hot. Too much power consumption and loss."

Jensen Huang admitted it himself too: "We use copper as far as we can, about a meter or two. But where data centers are the size of a stadium, we need something else."

That something else is photonics. Replacing copper with laser-powered fiber optics built directly into the chip.

The numbers are insane:

- 3.5x more power efficient
- 10x better network reliability
- Data moving at 102 terabits per second

Wells Fargo estimates the photonics market will hit $10-12 billion by 2030.

And Nvidia just bought privileged access to the two companies that make the advanced lasers every single one of these systems will need.

This is the Nvidia playbook on repeat.

They did this with CoreWeave. Invested $2 billion, locked up GPU capacity, created a dependent customer.

They did this with memory suppliers. Secured HBM allocations years in advance while competitors scrambled.

Now they're doing it with photonics. Invest early. Lock up supply. Make the entire ecosystem dependent on companies that are dependent on Nvidia.

By the time competitors realize photonics is the bottleneck, Nvidia already OWNS the supply chain.

Every data center, AI factory, and GPU cluster will need this technology to function at scale.

Nvidia will become even more important.

[The Babylon Bee @TheBabylonBee]

Hillary Clinton Says She Only Recalls Meeting Epstein That One Time When She Murdered Him https://t.co/q9LUgrTF5x

[Skratch @Skratch]

Rest in peace to your golf game.

[Alan Baratz @Alan_Baratz]

#Qubits26, Matthew Steckman of @AndurilTech shared something powerful.
Two years ago, Anduril kicked off an effort to begin to understand quantum optimization and its potential impact. Today, they’re applying D-Wave’s technology to missile defense optimization — and in his words, he’s been “shocked” by how fast and mature the tech is.
“This stuff is ready. It’s ready to use today.”
For a company focused on high-TRL technologies and real-world deployment, that validation matters.
Our quantum technology is delivering results now — in some of the most mission-critical environments including national security. And we’re just getting started. $QBTS
#QuantumComputing #NationalSecurity #DeepTech

[Kim Dotcom @KimDotcom]

🤣

[Gunther Eagleman™ @GuntherEagleman]

🚨 THIS IS HOW YOU REPRESENT AMERICA! 🇺🇸

After a historic GOLD MEDAL win, our U.S. Women’s Hockey Team stood tall, singing every word of the National Anthem with pure pride.

[NBC Olympics & Paralympics @NBCOlympics]

A GOLDEN GOAL FOR GOLD!

[Hunter Eagleman™ @Hunter_Eagleman]

Bill Clinton this morning after hearing about Prince Andrew’s arrest… 👀