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As usual, quite clear who is *very* high on their own supply.
Manhattan, NY 🇺🇸 English
Eric Johnson
44.4K posts
Eric Johnson
@LogTechEric
Technology Editor at https://t.co/Xx4AVjcPaK, part of @spglobal. Logistics, tech, trade, hoops, futbol, cricket, politics. Stir furiously. (opinions expressed are mine)
Alexandria, VA and New Delhi Katılım Temmuz 2012
1.2K Takip Edilen4.5K Takipçiler
I really truly hope everyone has gotten the policy outcomes they desired from this administration because, as this exhaustive article lays out, we’re past the point of no return when it comes to accepting a president personally enriching himself and us just not caring about it.
Isaac Saul@Ike_Saul
By popular demand, we've removed the paywall on this piece to make it accessible to the public. If you find it valuable, please consider signing up for our free newsletter or supporting our work with a membership. readtangle.com/the-everything…
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@kirillzubovsky Lol no they've had this offering for many years.
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Amazon's announcement today will not cost GXO a single customer. But the stock is down 12%.
I don't understand how stocks work.
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Today, just four companies — JBS, Cargill, Tyson Foods, and National Beef — control roughly 85% of the cattle processing market. That level of concentration has surged from just 25% in 1977 to 71% by 1992, and now to an astonishing 85%.
Together, these companies operate through dozens of subsidiary businesses, creating a landscape that leaves many of our cattle producers with limited marketing options.
For some ranchers this means less marketing opportunities, complicating an already challenging marketplace.
We must work to address this to protect our ranchers and consumers.
@POTUS and this administration are focused on promoting fairness and competition — ensuring our producers have options and a level playing field. 🇺🇸🥩
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@amazonnews I can’t be the only one who thought this was, in effect, already a service from Amazon? And I cover the logistics industry!
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Eric Johnson retweetledi
The responses to this are a good reminder that a lot of anti-immigrant keyboard warriors have no idea what the law says.
“He had 20 years to become a citizen!” No. Thanks to country of origin caps, the wait time for Indians can be over *100 years*—just to get a green card. Many die waiting in line.
We tell people seeking the American Dream to come here “the right way,” and then we punish them for doing so.
Sam Peak@SpeakSamuel
This H-1B worker has lived in the US for nearly 20 years and built a family here. His mom was dying in India. To visit her, he would need to wait months to book a consular appointment--with the soonest one available likely being scheduled one year out. He made the difficult choice of not visiting his dying mom because leaving without an appointment would mean separation from his children, job, and his other obligations. Much of the commentary around immigration focuses on how such bureaucratic burdens undermine immigrants’ ability to contribute and innovate. But we must remember that this red tape also prevents these people from being fully engaged with their own lives and meaningfully present in the lives of others. This matters too, and these seemingly non-economic problems will eventually translate into economic costs. If America is no longer a place where people feel empowered to be the best versions of themselves as they celebrate, struggle, and grieve, it ceases not just being the land of opportunity, but also the land of dignity and purpose. linkedin.com/posts/gautam-d…
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TIL: Undersea cables carry roughly 99% of global internet traffic & support more than $10 trillion in financial transactions every day
Whoever commands the sea commands the world.
Enter: Anduril's Undersea Product Line
Dive-LD, Dive-XL, Copperhead, Seabed Sentry
Family of intelligent, autonomous undersea systems that work together to deliver unmatched situational awareness, precision engagement, & scalable maritime dominance.
Kyle Harrison (@kwharrison13) GP at @contrary @Contrary_Res + Co-Author of The @anduriltech Thesis
Molly O’Shea@MollySOShea
BREAKING: Inside The Anduril Thesis Full Interview on the 300 Page Book Covering 100 Years of Military History That Explain Everything About Anduril We Cover: - How the US built 40% of global manufacturing post-WWII - Cold War era when DoD funded 36% of global R&D - Founder + military maverick pattern (Schriver/Eisenhower, Rickover, Kelly Johnson) - Skunk Works, Bell Labs, & the golden age of defense - Anduril's counter-positioned playbook - Fixed-cost contracts & self-funded R&D - Why industrial capacity is the next great unlock - The mission behind the Flame of the West by Kyle Harrison (@kwharrison13), Sachin Maini (@sachinmaini) of @contrary & @contrary_res Timestamps (00:00) Kyle Harrison, GP at Contrary & Co-Author of The Anduril Thesis (01:22) The Anduril Thesis: A 300 Page Deep Dive (04:52) How America lost its military edge (07:33) The book that predicted the mess (10:36) How bureaucracy broke the US military (15:39) The ridiculous economics of modern war (19:25) How Ukraine changed everything (23:34) The Anduril thesis explained (30:18) The pitch that changed defense forever (36:52) Breaking down Anduril's tech stack (45:26) The $10 trillion undersea threat (57:43) Why founders need military mavericks (01:03:53) Inside the new Department of War (01:10:42) Anduril's unfair talent advantage (01:21:20) When defense tech was toxic (01:27:57) Why we must prepare for war (01:39:27) The venture capital trap
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Eric Johnson retweetledi
I’m not sure what they’re up to at Andreessen Horowitz but this is called doing historical research. Like we have whole academic disciplines based on the principle that reading source material from a period helps you understand that period as well as what came before & after
Elena@VirtualElena
the amount of alpha lying latent in archival issues of soft talk, wired, spy, the new yorker, etc is unparalleled and largely un-mined and while this might be sacrilegious to say in the age of monitoring the situation, i truly believe that the best way to understand the present is just read a bunch of longform from the 80s/90s and understand the past in a way that most people who lived through it can’t even conceptualize
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Politicize everything……..I’m sure sustained rises in jet fuel had zero bearing. Let’s just blame a political opp tho!
Tired of the political blame game and zero accountability driven representation..
Aaron Rupar@atrupar
Sean Duffy on Spirit Airlines: "I think it's important to talk about why we are here today. Joe Biden and Pete Buttigieg ... "
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@dylanmatt @judgeglock And....now I know why every community in Loudon has *amazing* athletic facilities.
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Wild: data centers are now responsible for nearly half of county tax revenue in Loudon County, VA
@judgeglock
city-journal.org/article/loudou…
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Eric Johnson retweetledi
I’ve heard the term “phantom capacity” a lot in the last 24 hours in the context of US–Mexico trucking.
And to be clear: I understand what people mean by it. It’s that feeling of capacity existing in theory but not showing up when you actually need a truck.
The problem is the label can make it sound mysterious.
From what I’m seeing on the ground, it’s not mysterious. It’s pretty explainable — and it’s mostly three things:
1) B1 enforcement tightening (and in some cases visas getting pulled)
2) Carriers parking equipment because the math is upside down
3) Shippers calling carriers direct again, so the spot/broker market “feels” tighter
I wrote it up here with more detail + what I think brokers/shippers should do about it:
mattsilver.ai/blog/phantom-c…
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@RMB Agree, but I can have scorn for multiple things at once! 🤣
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@LogTechEric Feels like the big point here is capital flight from another Dem city/state. Whether a VC is humblebragging to me is noise and irrelevant: :)
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Look we can certainly take issue with the merits of this mayor's decisions and rhetoric, but the "I personally know three billionaires" shtick is just so lame. It's so so pathetic and lame.
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@RMB Not at all. He’s a partner at AH. I just think it’s a humble brag that makes him look small and insecure.
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@tonyannett I think about this a lot. I'd like to think my son has an appreciation that people in power shouldn't act this way (don't, in fact, need to act this way), but there's also the reality that 10 of his 13 years on planet earth have been tinged by this incomparably narcissistic dude.
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Last night I had dinner with a friend who teaches undergrads.
He made a point I had not considered: for these kids, their whole formative experience has been dominated by Trump.
Imagine growing up thinking this is the way leaders are supposed to behave.
It’s appalling.
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Eric Johnson retweetledi
Cross-border ops update: we’re seeing credible reports of B1 visa suspensions/revocations impacting Mexican commercial drivers at the border over the past several days.
Nuance: this hits at the driver level (one carrier = many drivers/visas), so limited carrier count can still tighten capacity.
Practical takeaway this week: build buffer + confirm coverage earlier than usual on time-sensitive freight.
We’ll share more as we learn more / as details become verifiable through official channels.
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This is totally true. The whole "these teams in weaker leagues are undercooked for when the games matter" was always the prevailing wisdom.
Melissa Reddy@MelissaReddy_
Not having this discourse that the Premier League’s physical and mental exertions mean conservative football has to be a given when we’ve actually experienced the opposite. The style is absolutely a choice. Manchester City and Liverpool were involved in the most exacting, no-margin-for-error title races but still played ridiculously good football. Pochettino’s Tottenham were a marvel too. The 2018-19 Champions League was one for the ages: Tottenham 4-4 Man City quarter-final The Spurs 3-3 Ajax semi CORNER TAKEN QUICKLY in the most insane comeback What about the intensity of that LFC-MCFC quarter-final in 2017-18? And Liverpool beating Roma SEVEN! - SIX! in the semis. 2021-22: Chelsea 4-5 Real Madrid, Benfica 4-6 Liverpool, City 5-6 Real Madrid The list goes on. For so long it was held against both PSG and Bayern that they wilted when it mattered in the Champions League because their domestic seasons were a walkover. They didn’t have tough games to prime them. We can’t pick and choose narratives when it suits.
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Eric Johnson retweetledi
A hack will naturally gravitate toward this kind of material, because his reliance on simple, familiar ideas is what makes him a hack.
Joe Rogan Podcast News@joeroganhq
Tony Hinchcliffe: "[San Francisco] is actually worse than a sh*thole… It used to be so beautiful. Do you remember the intro to Full House? The house is still full because 23 Somalians live in it now."
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Eric Johnson retweetledi
I’ve successfully replaced what two FTEs were (supposed to be) doing with Claude Code and @NotionHQ Agents.
It’s just so much faster doing the forecasting and modeling on your own with Claude if you know where all the data is across the business.
Billing and managing ramp? Notion agents with the Ramp and Stripe MCPs.
People will either embrace AI and rise to the occasion or they’ll opt out.
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