Niccolò Comini

Nos vemos en #Colombia para hablar de financiamiento a la #infraestructura #digital! Gracias a @dpl_news por la invitación!

The moment Israel targeted British journalist Steve Sweeney in southern Lebanon.

@JuventusClubDC @CurvAmerica @juventusfcen Hi! Where do you meet to see the games?

Calling on all Juventinos in the DC metro area - please follow us to help grow our fanbase and continue supporting our club! Thanks @CurvAmerica for your support! #ForzaSerieA #forzaJuve #juventusFanClubDC #juventusUSA #juventus @juventusfcen

@BigBearMtResort You should though. There is no snow

For skiing and snowboarding, visit Snow Summit or Bear Mountain. Both resorts are open daily with lifts spinning until 4PM; neither has a scheduled closing date at this time.

Private equity firms bought 500 hospitals. Death rates in their emergency rooms went up 13%. They fired 12% of the staff. Then they paid themselves billions in dividends. A Harvard study just confirmed what doctors already knew: people are dying so investors can hit quarterly targets. Exactly what happens. A PE firm buys a hospital using debt. The debt gets placed on the hospital's balance sheet, not the firm's. Now the hospital owes hundreds of millions it never borrowed. To service that debt, the hospital cuts costs. Costs mean nurses. The numbers from the Harvard/University of Chicago study are horrifying. After PE acquisition, emergency department salary spending dropped 18.2%. ICU salary spending dropped 15.9%. Hospital-wide employees were cut 11.6%. Emergency department deaths rose 13%, seven additional deaths per 10,000 visits. A separate study found patients undergoing surgery at PE-acquired hospitals had 17% higher odds of dying within 90 days. Steward Health Care, owned by Cerberus Capital, filed bankruptcy with $9 billion in debt after closing hospitals across Massachusetts. The CEO lived on a $40 million yacht while emergency rooms went dark. Eight hospitals serving 2 million people nearly disappeared because a PE fund extracted more cash than the system could survive. The private equity industry has poured over $1 trillion into healthcare. They operate a quarter of ERs nationwide. This isn't going away. The investing angle nobody talks about. Non-PE hospital operators like HCA Healthcare (HCA) and Tenet (THC) are the direct beneficiaries. Every time a PE hospital closes or deteriorates, patients flow to the nearest competitor. HCA has returned 1,200% since 2011. Patient volume from PE closures is a structural tailwind nobody's pricing in. Medical staffing firms (AMN Healthcare, Cross Country) charge premium rates specifically because PE hospitals cut staff. The staffing shortage IS the business model for these companies. The disruption play: outpatient surgical centers (SCA Health, now part of UnitedHealth) are pulling profitable procedures out of hospitals entirely. PE-owned hospitals lose their highest-margin surgeries to outpatient, and the death spiral accelerates. Pull up tradevision and monitor healthcare M&A alerts, hospital closure filings, and patient volume migration data. When a PE-owned hospital announces "restructuring," the patient volume shift to competitors like HCA starts within 30 days. That 30-day window is when the competitor's earnings revisions haven't updated yet. Free to try. (a private equity firm bought your local hospital. borrowed $500 million in the hospital's name. fired 12% of the nurses. emergency room deaths rose 13%. then they paid themselves dividends. nobody went to prison. they're currently buying another hospital.)

@lutherlowe Siri is probably the best example of when lack of competition jeopardizes innovation.

LLM powered consumer services have been a thing since November 2022 and this is Apple Intelligence/Siri’s response to a basic calendar subtraction problem I just asked.

@Google @googlemaps Maps is a bad product which is often wrong. no incentives to innovate and improve because lack of competition since they bought Waze. This is pure propaganda

Today @GoogleMaps is getting its biggest upgrade in over a decade. By combining our Gemini models with a deep understanding of the world, Maps now unlocks entirely new possibilities for how you navigate and explore. Here’s what you need to know 🧵

What a day in #tennisparadise @BNPPARIBASOPEN and cherry on the cake a towel signed by @janniksin 😍😍 #indianwells #atp #sinner

@apuan71 @mirkonicolino Io prenderei Zirkzee

@NicComini @mirkonicolino Purtoppo avendo fatto flop David e openda siamo costretti a trattare con Vlahovic,anche se sono tre anni circa che ci prende per il culo e non rinnova

#Trezeguet alla Gds: "Io alla #Juventus ho imparato una lezione più semplice: conta solo vincere. Rinnovo #Vlahovic? Io prenderei #Lewandowski a parametro zero, anche a 37 anni: altra categoria, è uno degli ultimi nove veri insieme a #Haaland". Gente di Juve, parole da Juve

@quindicizero Ingestibili i tifosi di Fonseca

Poco prima dell'inizio del tie-break, Jannik ha avuto qualcosa da ridire a un tifoso, che evidentemente lo stava disturbando: il giudice di sedia è poi intervenuto ricordando di fare silenzio durante il punto, dicendo all'azzurro di avvertirlo nel caso in cui dovesse succedere di nuovo.

Luto total en @ESPNDeportes tras la victoria de #Sinner. Telecrónica difícil de entender, como tantas veces cuando juega el italiano. Un poco más de equilibrio no vendría mal. 🎾 #indianwells #atp

@satyanadella Fix outlook first…

Announcing Copilot Cowork, a new way to complete tasks and get work done in M365. When you hand off a task to Cowork, it turns your request into a plan and executes it across your apps and files, grounded in your work data and operating within M365’s security and governance boundaries.

Recent attacks on #DataCenters show once again that the #cloud is very physical and increasingly strategic. Expect renewed discussions on #resilience, redundancy, and the location of critical #DigitalInfrastructure, especially in fragile contexts. #CloudComputing #Digital #Tech

@collinstimbela_ Tragedy of monopoly

Make the Microsoft CEO search for an email on Outlook live on camera

@HalSinger ft.com/content/57945d…

@NicComini If easy, please reply with link!

By this point, The Economist should just change its name to the Chamber of Commerce Blog. This is the opposite of economics. These are PR pieces, providing cover for private equity (last week) or AI data centers (this week.

In the era of AI @MedStarHealth asks to send documents by #fax. Not possible to be done by email, probably too complex. I'm becoming more and more skeptical about the job replacement driven by #AI narrative.

@JMCLuigi Aveva anche un paio d’anni più di Kenan ed era un’altra Juve…

Nessuna polemica e non ce l'ho con nessuno ma penso che le parole bisogna usarle correttamente e ad oggi non vedo nessuno con questo talento in grado di trascinare la squadra verso successi.

Prima stagione di Dybala alla Juventus, venendo da un campionato anonimo in B e un'ottima stagione in A col ma col Palermo. Così per ricordarvi chi sono i talenti che spostano e quell'annata fu molto difficile, senza Pirlo, Vidal e Tevez. Il contesto conta fino a un certo punto.

@TheAviationBeat Delta much better

I have flown United and Delta a half dozen times each in the past 6 months. It is my view that United has passed Delta as the America’s premium airline. And the gap continues to grow. United’s product, aircraft interiors, mobile app, WiFi (Starlink is much better than Viasat) and network are simply better than what Delta has to offer. This was not the case 5 years ago. Scott Kirby took a gamble post-Covid to go big on CapEx spending to turn United into a more premium airline. This meant new interiors on hundreds of aircraft, Starlink WiFi, rapid fleet growth, and a major expansion of their network. Delta chose to play it more conservative and pay off Covid-era debt quickly on their balance sheet. This was a safer (and from a shareholder perspective arguably smarter) decision to take during a time of great uncertainty. This decision, however, shows in a Delta product that is starting to lag behind. (I say this as a lifetime Delta loyalist)