theroomofinternalconflict

supply chain man

[John LeFevre @JohnLeFevre]

Since 2019, tennis is up 72% among kids 6–12. Golf is up 55%.

Parents finally figured out which sports lead to success and can be played for life.

[Steve LeVine @stevelevine]

Scoop: Anduril wanted a new six-building manufacturing complex near Long Beach Airport up and running by March 1, 2027. But Southern California Edison couldn't have enough grid power ready by then. That problem opened the door to Critical Loop, a startup founded by SpaceX and Palantir veterans, landing its first contract to provide temporary battery backup to giant industrial users. The Electric. https://t.co/D8B7hHhBzc

[Shai Goldman @shaig]

Anthropic might be the first major tech IPO where no VC has more than 5% ownership in the company

[max seddon @maxseddon]

The former CEO of a $25bn US gas venture has accused Russian energy giant Novatek of secretly controlling the project, triggering a mass resignation of company leadership over fears it is violating US sanctions.

A wild story with @JamieSmythF:

https://t.co/Q9UDPVJNrU

[Blue Georgia @BlueGeorgia]

Andy Beshear: I've got soybean farmers. 100% of them voted for Trump. They lost their first client in USAID. Linda McMahon canceled the farm-to-cafeteria program. Trump's tariff pushed China away. All of your farm machinery runs on diesel. And finally, a third of the world's fertilizer passes through the Strait of Hormuz. They are on the verge of declaring bankruptcy.

[The Washington Post @washingtonpost]

Elon Musk has cemented his record as the largest individual political donor in modern American history.

Musk poured $446 million of his own money into this year’s midterm elections, mostly aimed at preserving the Republican Party’s control of Congress. https://t.co/8vEBOJHTKR

[tyson brody @tysonbrody]

UNEARTHED: Roger Marshall offers a stirring defense of tariffs by explaining "bankruptcies are up, suicides are up, but nevertheless we have hope"

[Aziz Sunderji @AzizSunderji]

"if you have been to downtowns of Atlanta, Dallas, Houston etc., lately, it ain't hard to look around and realize it's not where the action is." — @jayparsons

[Boring_Business @BoringBiz_]

During the SpaceX earnings call, Elon Musk guided to $35B to $40B of capex for the fourth quarter of 2026, putting it in line with Microsoft's capex spend in the most recent quarter

[flow in 🏴‍☠️ @flowirin]

@itsnebulalol They misread 256 bit as 0-256,
I bet

[Politics & Poll Tracker 📡 @PollTracker2024]

Bloomberg: Ken Griffin Says Republicans Erred in Cutting Taxes

Billionaire Ken Griffin said Republicans in Congress and President Donald Trump made a mistake by cutting taxes even further last year

Griffin: “We didn’t have the fiscal space to renew the tax cuts. Republicans have their hands dirty over the tax cuts the last two years.”

https://t.co/skZgYlc9zD

[Shashank Joshi @shashj]

Fair to point out Europeans have bought a lot of Russian gas. Less so to omit that European purchases falling (table in € bn) (tho' still a lot!) & aim to end LNG this year—whereas Trump admin rising & now, per NYT, wants Europe to *re-start* purchases.

[Devilluv @Devilluv97]

@azsportsfien Took away the $38 per diem for road games a year I was with them. Made every player and staff eat at the hotel. Players would sign in and go eat on their own dime. Never left for east coast games on Friday. Always on Saturday morning. Only team in the league that did that.

[Ernie Tedeschi @ernietedeschi]

Headline PPI is not "wholesale" prices. PPI Final Demand is a final price index like CPI from the business side & broader than consumers.
But PPI *does* have intermediate prices. Stage 4 prices are goods & services about to be sold as final. They grew 8% YY, a non-pandemic record

[theroomofinternalconflict @theroomofgod1]

@adampnathan Now compare this to IAD cost per passenger after the next 5 years of buildout...

[John Palmer @johnpalmer]

United is a blue collar airline for knowledge workers who need to work on their laptops even when they’re on a plane.

When you retire, you can finally upgrade to the luxury airline (Delta) where you can just relax without WiFi or screens around.

[Michael Patrón @michaelpatron0]

My container statement for Sept...Shipping is up 400% in the last 10 months, tariff costs up 50%+. This invoice used to be 75K.

[Jukan @jukan05]

FT: Oracle signs $7 billion deal to lease computing capacity to Tencent.

[Javier Blas @JavierBlas]

The oil glut -- olive oil, that's it.

Andalusia, the Spanish region behind ~1/3 of the world's olive oil output, has published its first estimate for the 2026-27 harvest: ~1.26 million tones, up ~29% from 2025-26 (and 44% above the 5-year average). The price crisis is over.

[NIMBY Action @Dis_invested]

@maxdubler Chicago increased IZ from 10% to 20% in 2020. We delivered ZERO units downtown last year after averaging 4,000 a year for the past quarter century. You can see for yourself the results: