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Trump spent his first year back in office imposing tariffs on Europe, threatening to withdraw US troops, and flirting with NATO exit. Europe wants to reduce its dependence on Washington.
But the US accounts for over 20% of European exports — Jacob Kirkegaard, Foreign Affairs. 1/
But the US accounts for over 20% of European exports — Jacob Kirkegaard, Foreign Affairs. 1/
Two-thirds of Europe's cloud market runs on Amazon, Google, and Microsoft. Three quarters of European firms run on US software.
Visa and Mastercard handle roughly two-thirds of card transactions in the euro area. 2/
Visa and Mastercard handle roughly two-thirds of card transactions in the euro area. 2/
US LNG imports quadrupled between 2022 and 2025 to replace Russian gas.
The EU has committed to ending all Russian gas imports by 2027. If Iran's strikes on Qatar's LNG facilities cause lasting damage, most of Europe's LNG will need to come from the US. 3/
The EU has committed to ending all Russian gas imports by 2027. If Iran's strikes on Qatar's LNG facilities cause lasting damage, most of Europe's LNG will need to come from the US. 3/
1/7 The concern that striking Iran's power infrastructure will harm civilians is real and I don't dismiss it. But let's be honest about who has been doing the most damage to Iranian civilians long before any foreign missile flew.
The Iranian regime has spent 45 years destroying the very infrastructure its people depend on through corruption, mismanagement, and ideological obsession. No foreign invasion has caused what the Islamic Republic has inflicted on its own people.
The Iranian regime has spent 45 years destroying the very infrastructure its people depend on through corruption, mismanagement, and ideological obsession. No foreign invasion has caused what the Islamic Republic has inflicted on its own people.
2/7 Iran's power grid is in permanent crisis — not because of war, but because of the regime. The electricity deficit reached ~20,000 MW in early 2026 — roughly 1/3 of total demand — before a single U.S. strike. Aging plants, zero investment. Iranians have been living with rolling blackouts for years.
3/7 Even the blackouts aren't equal. In Tehran, wealthier northern neighborhoods suffer only 1% of blackouts, while poorer southern districts bear 32% of them. The regime calls it "fair distribution." Iranians know better.
Compute may be the most important input to AI. So who owns the world’s AI compute?
Introducing our new AI Chip Owners explorer, showing our analysis of how leading AI chips are distributed among hyperscalers and other major players, broken down by chip type over time.
Introducing our new AI Chip Owners explorer, showing our analysis of how leading AI chips are distributed among hyperscalers and other major players, broken down by chip type over time.
To estimate global compute ownership, we build on our previous estimates of overall AI chip sales. We then use earnings commentary from chipmakers and hyperscalers, as well as media reports and industry researcher estimates, to allocate chips across owners.
We estimate that over 60% of global AI compute is owned by the top US hyperscalers, led by Google with the equivalent of roughly 5 million Nvidia H100 GPUs!
Unlike the other hyperscalers, which rely primarily on Nvidia, Google’s fleet is dominated by its custom TPU chips.
Unlike the other hyperscalers, which rely primarily on Nvidia, Google’s fleet is dominated by its custom TPU chips.
On Friday, I presented a risk assessment briefing re the Iran war to my team on an internal call. We thought it was worth sharing the notes (which were AI-transcribed & summarized), so here goes. Posting without much editing to save time.
Note for context: I was born & raised in the Gulf, and lived the first 37 years of my life in the UAE. I still have friends & family in the UAE & the rest of the Gulf who I love dearly and worry about daily.
Anyway, on to it.
Anyway, on to it.
Overall assessment of the war
- Conflict is on an escalation/attrition path with no realistic short‑term off‑ramp.
- Iran sees the situation as existential and therefore cannot de‑escalate without serious guarantees; it still has not used the full spectrum of its capabilities (e.g. regular army/shadow navy, maximum Houthi disruption, sustained strikes on Gulf civilian targets).
- Israel will not stop on its own; the US political/military leadership is structurally and personally incapable of absorbing the “L” and stepping back.
- Likely timeline: this war phase runs at least to end of the year, potentially longer, with conditions changing non‑linearly (step‑changes/phase shifts) rather than gradually.
- Conflict is on an escalation/attrition path with no realistic short‑term off‑ramp.
- Iran sees the situation as existential and therefore cannot de‑escalate without serious guarantees; it still has not used the full spectrum of its capabilities (e.g. regular army/shadow navy, maximum Houthi disruption, sustained strikes on Gulf civilian targets).
- Israel will not stop on its own; the US political/military leadership is structurally and personally incapable of absorbing the “L” and stepping back.
- Likely timeline: this war phase runs at least to end of the year, potentially longer, with conditions changing non‑linearly (step‑changes/phase shifts) rather than gradually.
Roger Froikin @rlefraim wrote, "Islam Has an Interesting Concept That Is Hard to Translate into Other Languages
And this is why I oppose ceasefire deals with Hamas or the Iranian Islamic—
1)
And this is why I oppose ceasefire deals with Hamas or the Iranian Islamic—
1)
join the Facebook group, “Call for General Strike in Iran for Regime Change & Secular Democracy.”
Note: The current ceasefire proposal comes from Pakistan, a nation which has been helping Chinese missile delivery to Iran.
2)
Note: The current ceasefire proposal comes from Pakistan, a nation which has been helping Chinese missile delivery to Iran.
2)
When the Americans, Europeans, and Israelis talk about a “ceasefire,” it is assumed that this simply means warfare stops, and one can hope the cessation of hot war can open the door to a peaceful resolution of the conflict.
3)
3)
The best way to respond to difficult or combative people is to never fawn, apologize, or shrink.
A complete guide to not having a cortisol spike:
A complete guide to not having a cortisol spike:
Difficult or combative people are trying to re-enforce victimhood in almost every experience they have. Daily interactions become an opportunity for them to create conflict where conflict doesn't exist.
Deep down, they have a lot of shame over their own needs. They don't know how to directly ask for their own needs to be met, and expect people around them to "just know" what they want.
The accelerometer in the flight controller (FC) of an FPV drone measures linear acceleration, helping the FC understand the drone’s current direction and the force with which it is moving.
1/
1/
The solid-state accelerometer has a tiny “proof mass”suspended by springs.
When the drone accelerates or tilts, inertia shifts the mass slightly.
This movement is measured electronically along the X, Y, and Z axes, telling the FC the FPV’s direction and which way is down.
2/
When the drone accelerates or tilts, inertia shifts the mass slightly.
This movement is measured electronically along the X, Y, and Z axes, telling the FC the FPV’s direction and which way is down.
2/
The key feature of an accelerometer is that it detects not just maneuvers, but gravity as well.
To the sensor, the force of gravity feels exactly like a constant upward acceleration.
This allows the drone to sense its own tilt relative to the ground and maintain stability
3/
To the sensor, the force of gravity feels exactly like a constant upward acceleration.
This allows the drone to sense its own tilt relative to the ground and maintain stability
3/
some more ramblings from working at @AnthropicAI.
I've been asked a few times what the single most important thing a growth marketer should be doing with AI that most aren't.
surprise, it's not just a single specific task. after running dozens of growth workflows through Claude, I think the useful stuff worth doing falls along four dimensions 🧵
I've been asked a few times what the single most important thing a growth marketer should be doing with AI that most aren't.
surprise, it's not just a single specific task. after running dozens of growth workflows through Claude, I think the useful stuff worth doing falls along four dimensions 🧵
1) Dimension 1: automate what you already do manually
high overhead, repetitive workflows like weekly reporting, copy variation brainstorming, pulling data from various sources into a slack msg, etc. this is where everyone starts and it saves real time. this one is the most explanatory because it's what everyone has been leveraging AI for already.
I would also argue it's also the least interesting because you're doing the same thing faster. you already knew what the output should look like before you started.
high overhead, repetitive workflows like weekly reporting, copy variation brainstorming, pulling data from various sources into a slack msg, etc. this is where everyone starts and it saves real time. this one is the most explanatory because it's what everyone has been leveraging AI for already.
I would also argue it's also the least interesting because you're doing the same thing faster. you already knew what the output should look like before you started.
2) Dimension 2: use AI as a thought partner for things it's genuinely better at than you
find the gaps between your knowledge and the model's, then ruthlessly lean on AI for the areas where it wins. things like pair-brainstorming keyword angles, steelmanning your own strategy, pressure-testing an experiment design, synthesizing themes across tons of docs, etc.
I'll come up with a few angles on my own but Claude will come up with like 20 ideas. half of them might be mid, but the other half are directions I never would've reached alone. in this case I'm not looking for speed, I'm looking for breadth. and breadth is the thing I'm structurally bad at because I'm one person with one set of priors. it's the whole reason cross-functional collaboration works in the first place.
find the gaps between your knowledge and the model's, then ruthlessly lean on AI for the areas where it wins. things like pair-brainstorming keyword angles, steelmanning your own strategy, pressure-testing an experiment design, synthesizing themes across tons of docs, etc.
I'll come up with a few angles on my own but Claude will come up with like 20 ideas. half of them might be mid, but the other half are directions I never would've reached alone. in this case I'm not looking for speed, I'm looking for breadth. and breadth is the thing I'm structurally bad at because I'm one person with one set of priors. it's the whole reason cross-functional collaboration works in the first place.
The U.S. has lost over 150,000 farms over the past five years due to consolidation, exorbitant production costs, and legislative efforts. Farmers are the primary target, but the impacts will trickle down to affect supermarkets and the produce on your dinner table.
Thread.
Thread.
For the third year straight, production costs skyrocketed, and 315 farms filed for Chapter 12 bankruptcies.
The Midwest and Southeast represented more than ⅔ of bankruptcy cases. Filings shot up around 70% compared to the previous year.
investigatemidwest.org/2026/02/25/far…
The Midwest and Southeast represented more than ⅔ of bankruptcy cases. Filings shot up around 70% compared to the previous year.
investigatemidwest.org/2026/02/25/far…
In the last five years, 21 million acres of farmland were lost.
The number of lost farms suggests bigger farmers and corporations are absorbing the smaller, family-owned properties.
Montana lost 14% of its farms since 2024, but only lost 1% of its farmland.
The number of lost farms suggests bigger farmers and corporations are absorbing the smaller, family-owned properties.
Montana lost 14% of its farms since 2024, but only lost 1% of its farmland.
There’s a term in medicine that most doctors can’t even tell you what it means.
But it’s one of the most essential things your body needs to maintain a healthy heart.
Inside your body, there is an invisible force that keeps your blood from turning into sludge.
That force is known as “zeta potential.”
We’re taught circulation is simple: the heart pumps, and blood moves.
But when you zoom in, something else is quietly doing the heavy lifting. 🧵
But it’s one of the most essential things your body needs to maintain a healthy heart.
Inside your body, there is an invisible force that keeps your blood from turning into sludge.
That force is known as “zeta potential.”
We’re taught circulation is simple: the heart pumps, and blood moves.
But when you zoom in, something else is quietly doing the heavy lifting. 🧵
Most people don’t put too much weight into water. It’s a constant in our lives, so we don’t give it much extra thought.
It’s just something you drink to stay hydrated, use to clean your laundry, swim in in the summer.
But inside your body, water is doing something far more powerful—helping organize structure, store energy, and even drive movement at a microscopic level that modern biology still struggles to fully explain.
That’s big.
It’s just something you drink to stay hydrated, use to clean your laundry, swim in in the summer.
But inside your body, water is doing something far more powerful—helping organize structure, store energy, and even drive movement at a microscopic level that modern biology still struggles to fully explain.
That’s big.
We’re taught water exists in three states—solid, liquid, and gas—but researchers have repeatedly observed a fourth phase.
This phase behaves nothing like a typical liquid.
It forms structured, gel-like layers along surfaces throughout the body.
That sounds pretty cool. Let’s dig a little deeper.
This phase behaves nothing like a typical liquid.
It forms structured, gel-like layers along surfaces throughout the body.
That sounds pretty cool. Let’s dig a little deeper.
15 Things Dynasty Managers NEED to Root for in the 2026 NFL Draft:
A 🧵
1- Seattle drafts a RB
Free square landing spot on a top offense. Elevates the probable RB2 of this class.
2- Miami drafts a WR early
Run heavy offense, but a clear path to WR1 targets & usage.
⬇️
A 🧵
1- Seattle drafts a RB
Free square landing spot on a top offense. Elevates the probable RB2 of this class.
2- Miami drafts a WR early
Run heavy offense, but a clear path to WR1 targets & usage.
⬇️
3- Buffalo drafts a WR in the 1st Round.
Josh Allen. Needs no further context.
4- AJ Brown is traded. Brown’s dynasty shelf life extends - Potentially the WR version of the Derrick Henry to Baltimore signing. Devonta Smith becomes the WR1 📈
5- Ty Simpson goes in Round 1
⬇️
Josh Allen. Needs no further context.
4- AJ Brown is traded. Brown’s dynasty shelf life extends - Potentially the WR version of the Derrick Henry to Baltimore signing. Devonta Smith becomes the WR1 📈
5- Ty Simpson goes in Round 1
⬇️
6- Cleveland drafts a WR in Round 1. QB situation unsettled but there is a potential 2027 deep class bailout. Monken a good play caller. Targets available long term alongside Fannin Jr.
7- Tennessee drafts a WR at 35. Robinson a capped upside player and untraditional WR1.
⬇️
7- Tennessee drafts a WR at 35. Robinson a capped upside player and untraditional WR1.
⬇️
1/ The Department of Energy National Nuclear Security Administration just released its FY27 budget request. This is the funding roadmap for U.S. nuclear warhead modernization and the industrial base required to sustain the stockpile.
Key takeaways thread:
Key takeaways thread:
2/ On the weapons side, NNSA is introducing a “Future Programs” budget line item of $99.8 million. This supports studies for three projects supporting new-design nuclear weapons. Significantly, this includes a new air-delivered system.
3/ The SLCM-N warhead (W80-5) will not receive any new funding in FY27. Instead, it will receive carryover funding from the Working Families Tax Cut Act. NNSA expects this weapon to reach initial operational deployment by September 2032.
