I think you may find this interesting related to your LNG information. Since the US is such a large LNG exporter there has recently been a backup of vessels at the Panama Canal and LNG vessels are paying a skip-the-line fee to get thru, which of course causes other problems. URL: https://www.freightwaves.com/news/panama-canal-restrictions-are-rerouting-lpg-shipping-flows
Did that video about cinema vs content pop up in your YouTube feed a few days ago too? It did for mine. The algo at work! But it was super interesting. What was his thing, storytelling entropy? I found the topic intriguing, I've been thinking about it a lot since then. Every time I watch a movie.
459: Constellation Xmas, Mark Leonard GPT, Apple's 36% Google Cut, Meta + Amazon, Nvidia H200, Brad Jacobs, LNG, and Sopranos
I think you may find this interesting related to your LNG information. Since the US is such a large LNG exporter there has recently been a backup of vessels at the Panama Canal and LNG vessels are paying a skip-the-line fee to get thru, which of course causes other problems. URL: https://www.freightwaves.com/news/panama-canal-restrictions-are-rerouting-lpg-shipping-flows
The META-AMZN deal may be copying recent success from TikTok shop directing e-commerce to various vendors like temu
Im trying to figure out who the winners of HBM will be out of Sk hynix, micron, Samsung, maybe some rambus?
Did that video about cinema vs content pop up in your YouTube feed a few days ago too? It did for mine. The algo at work! But it was super interesting. What was his thing, storytelling entropy? I found the topic intriguing, I've been thinking about it a lot since then. Every time I watch a movie.