Slow Boring
Thursday discussion post
Halina Bennet
Collins vs. Platner
Essays, dispatches, and analyses from the reindustrialization movement.
Slow Boring
Halina Bennet
Collins vs. Platner
Hudson Institute Research
acabral-sanchez@hudson.org
Hamiltonians, Jeffersonians, Jacksonians, and Wilsonians acabral-sanche… Thu, 04/30/2026 - 16:39 SVG Podcast Apr 30, 2026 Not Dead Yet Hamiltonians, Jeffersonians, Jacksonians, and Wilsonians Walter Russell Mead Ravenel B. Curry III Distinguished Fellow in Strategy and Statesman…
Hudson Institute Research
acabral-sanchez@hudson.org
Undersea Cables Are the Invisible Backbone of the Global Economy acabral-sanche… Thu, 04/30/2026 - 16:24 SVG Commentary Apr 30, 2026 Taiwan Plus Undersea Cables Are the Invisible Backbone of the Global Economy Commentary Caption (Screenshot via YouTube) Toggle Table of Contents…
Hudson Institute Research
acabral-sanchez@hudson.org
The Looming Israeli Elections acabral-sanche… Thu, 04/30/2026 - 16:07 SVG Commentary Apr 30, 2026 Tablet The Looming Israeli Elections Michael Doran Senior Fellow and Director, Center for Peace and Security in the Middle East Michael Doran Commentary Caption (Screenshot via YouT…
Hudson Institute Research
acabral-sanchez@hudson.org
The Status and Process of the Ceasefire with Iran acabral-sanche… Thu, 04/30/2026 - 16:00 SVG In the Media Apr 29, 2026 TRT World The Status and Process of the Ceasefire with Iran Bryan Clark Senior Fellow and Director, Center for Defense Concepts and Technology Bryan Clark In t…
Hudson Institute Research
acabral-sanchez@hudson.org
How Iran Exposed the Limits of the US Navy acabral-sanche… Thu, 04/30/2026 - 15:43 SVG Commentary Apr 30, 2026 DW News How Iran Exposed the Limits of the US Navy Bryan Clark Senior Fellow and Director, Center for Defense Concepts and Technology Bryan Clark Commentary Caption (Sc…
Hudson Institute Research
acabral-sanchez@hudson.org
The US Blockade Is Squeezing Iran’s Oil Flow acabral-sanche… Thu, 04/30/2026 - 15:21 SVG Commentary Apr 29, 2026 Fox News The US Blockade Is Squeezing Iran’s Oil Flow Rebeccah L. Heinrichs Senior Fellow and Director, Keystone Defense Initiative Rebeccah L. Heinrichs Commentary C…
American Affairs
Vincent J. Carchidi
REVIEW ESSAY West Asia: A New American Grand Strategy in the Middle East by Mohammed Soliman Polity Press, 2026, 272 pages Like many thoughtful works, West Asia: A New American Grand Strategy in the Middle East, written by Mohammed Soliman, begins with a grievance. Upon his arri…
The Daily Upside
Mallika Mitra
The firm is investing in the plumbing that makes AI innovations possible, such as data centers and energy and digital infrastructure. The post Blackstone Sets Up New Division to Capitalize on AI Boom appeared first on The Daily Upside .
Not Boring
Packy McCormick
The Abundance-Driven Scarcity Supercycle
Construction Physics
Brian Potter
Though wind and solar continue to carve out larger and larger shares of world energy supply, the modern world still runs on petroleum, and will continue to do so for the foreseeable future.
Slow Boring
Matthew Yglesias
Is ending asylum the way to stop chaos at the border?
Slow Boring
Matthew Yglesias
The Luddites were wrong, but that’s not a universal law.
Stratechery
Ben Thompson
Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights.
Doomberg
Doomberg
A fascinating journey down a war propaganda rabbit hole.
The Daily Upside
John Manganaro
The new advisory practice, dubbed Cetera Planning Partners, combines Avantax Planning Partners and the Retirement Planning Group to expand services. The post Inside Cetera’s New $19B Employee-Advisor RIA appeared first on The Daily Upside .
The Daily Upside
Griffin Kelly
It’s a prime opportunity for advisors who are looking to court the next generation of clients, according to a recent Schwab survey. The post Forget Allowances, Most Teens Want to Know How to Invest appeared first on The Daily Upside .
The Daily Upside
Brian Boyle
Shares soared 8% on an earnings beat Wednesday, erasing much of the losses the company has suffered since the start of the war in Iran. The post General Dynamics Fights Through Wartime Slump appeared first on The Daily Upside .
The Daily Upside
Jamie Wilde
Meta is planning a spending spree later in this year, raising its expected annual capital expenditures from $115 billion to $135 billion. The post Meta Lags Rival Hyperscalers as Investors Grow Wary of Surging CapEx appeared first on The Daily Upside .
The Daily Upside
Michael Bryne
Client events are designed to generate referrals and deepen relationships, and remain one of the largest drivers of organic growth. The post Don’t Forget About Hosting Client Events. Yes, IRL appeared first on The Daily Upside .
Slow Boring
Halina Bennet
March data shows momentum, but a build-to-rent crackdown and tighter capital markets threaten to stall future supply.
Slow Boring
Matthew Yglesias
The D.N.C. needs a chair who’s up to the task.
Stratechery
Ben Thompson
Intel's earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab?
Noahpinion
Noah Smith
Export controls are holding back Chinese AI. Should we keep them?
Slow Boring
Halina Bennet
Catching up on X
Stratechery
Ben Thompson
An interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about their new partnership, plus my thoughts on OpenAI and Microsoft's new deal.
Doomberg
Doomberg
Pro Tier: April 2026 Doom Zoom
Stratechery
Ben Thompson
I finally tried the Meta Ray-Ban Display, and it completely changed how I think about AR and VR.
Noahpinion
Noah Smith
Before deciding if computers are self-aware, let's figure out how humans become self-aware.
Construction Physics
Brian Potter
Transformer steel manufacturing, textile engineering, bringing power plants online quickly, infrasound, and more.
Doomberg
Doomberg
Europe’s proxy attacks Europe’s oil supply in the middle of a global oil crisis.
Noahpinion
Noah Smith
It may feel like a small act of rebellion, but it hurts a lot of people who don't deserve it.
Stratechery
Ben Thompson
The best Stratechery content from the week of April 27, 2026, including the end of the Tim Cook era, Cursor and SpaceX, and the various fronts of Cold War 2.0.
Not Boring
Packy McCormick
Pancreatic cancer, SpaceX x Cursor, Fervo S-1, Autonomous Truck, Autonomous Bio Lan + Science Breakthroughs and Extra Doses
Not Boring
Packy McCormick
A Co-Written Essay on the Ocean with Will O'Brien
Construction Physics
Brian Potter
Not long ago we looked at construction productivity trends for the US and for countries around the world. We found that in the U.S., and in most other large, wealthy countries, construction productivity is stagnant or declining. Unlike manufacturing and agriculture, or the econo…
Essays, dispatches, and analyses from the reindustrialization movement. 12 sources / 12 live.
Julius Krein
The journal of the post-neoliberal right — industrial policy, finance, and the rebuilding of productive American capacity.
Austin Vernon
Essays on oil, nuclear, manufacturing, and the engineering economics of rebuilding American heavy industry.
Brian Potter
The best writing anywhere on why America stopped building and what it would take to build again — construction, factories, and productivity.
Doomberg
Energy, commodities, and industrial analysis from a chicken in a green visor — required reading for anyone serious about the physical economy.
Hudson Institute
Policy research on defense, technology competition with China, and the industrial foundations of national power.
Noah Smith
Sharp economic analysis of reindustrialization, the China-US competition, and the policy toolkit for rebuilding America.
Packy McCormick
Deep dives on the companies building the next industrial economy — defense tech, energy, semiconductors, and frontier industries.
Palladium
Essays on governance futurism, state capacity, and the civilizational stakes of American industrial revival.
Matthew Yglesias
Center-left policy with an abundance lens — housing, energy, manufacturing, and the politics of getting things built.
Ben Thompson
Strategy analysis across tech and industry — on TSMC, Intel, semiconductors, and the industrial logic of the information age.
The Daily Upside
Business news with a preference for the tangible — supply chains, industrials, semiconductors, and capital flows.
Byrne Hobart
Finance and strategy essays connecting markets, technology, and the industrial real economy.