Rob Cyran
@robcyran.bsky.social
3.7K followers 130 following 1K posts
More fox than hedgehog - financial columnist Reuters Breakingviews (healthcare, energy, some tech, climate risk)
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robcyran.bsky.social
This policy might* be worth mulling if the UK were known as a country with a history of capitalizing on IT advances and was weak in cultural exports.

* nah, probably not even in that case.
robcyran.bsky.social
Also less time at gas stations. I always just plug in at home, so maybe once every few months there's a 25 min charge on a road trip. As opposed to a ten minute gas station visit every other week with gas. Also always full at home, so never hop in the car to go and realize I need to get gas first.
robcyran.bsky.social
The odds are pretty low that this thing ever makes any money. No reason for branded to use outside distribution if they want to cut out middlemen, insurers have PBMs and out of pocket generic is (generally) small size, low price, low margin. www.wsj.com/health/pharm...
Trump Wants to Overhaul Drug Sales. A Company Tied to His Son Stands to Benefit.
The family members of President Trump and Commerce Secretary Howard Lutnick are poised to benefit from efforts to remake the pharmaceutical industry.
www.wsj.com
robcyran.bsky.social
The two Ps are a joke that’s also correct. If you can hit multiple points low on Maslow’s Hierarchy of needs you succeed (and yes, I know Maslow’s idea isn’t actually scientifically valid but it’s an illuminating fiction).
robcyran.bsky.social
You don’t have to like how a tech is used (I will force my kids to get a job with heavy customer interaction if I find out they are using AI this way) but it is important to objectively observe how people use tech
robcyran.bsky.social
Crypto/blockchain etc, by contrast, is less than useful for pizza delivery (the famous bitcoin pizza payment) and has an anti-sexy image.
robcyran.bsky.social
This is fascinating and shows how AI is hitting at least one of the “two P”s needed for any real technology (porn and pizza delivery).
robcyran.bsky.social
This is the first time I can recall a lawmaker stating this plainly.
ericmgarcia.bsky.social
Ruben Gallego on whether Trump is talking to Democrats:

“Look, the President clearly has some kind of dementia, so I think there's a he's probably talking to himself, or think he's talking to a Democrat, but I sincerely doubt that that's actually he's actually physically talking to a Democrat.“
robcyran.bsky.social
Another big reason - in any other developed country you don't spend days of your life on the phone with your insurer, trying to iron out how much you owe after receiving care.

Also, you never, ever receive -this statement looks like a bill, but is not a bill.
Reposted by Rob Cyran
emcreditfund.bsky.social
***BREAKING: NVDIA DECIDES TO SELL CHIPS FOR 10% STAKE IN THE OTHER 499 S&P COMPANIES... SPX up 26% on the news
robcyran.bsky.social
It's a novel way to destroy the effectiveness of an agency which underlies the US ability to finance its spending and debt. The 10yr UST yields 4.16%.....
robcyran.bsky.social
The article suggests something slightly different. Not being able to attach words to something vs not even visually “knowing” something is there. Which seems like two forms of knowing.
robcyran.bsky.social
There’s also blindsight, where patients who appear to be unconscious of something (eg stroke makes half visual field blank) but can grab or guess what things are. Way beyond my pay grade but maybe we overestimate the importance of consciousness and how cohesive it is because it matters to us and N=1
robcyran.bsky.social
I know they have definitions but I think they are more vibes based definitions in fiction
Aquiline nose - aristocratic and sorta sexy, but a nose?
Olive skinned - Edward Said wants to speak to you after class
Carbolic soap - the poors of yesteryear.
robcyran.bsky.social
Words I suspect authors use, but neither they nor their readers can really define:
aquiline nose; olive skin; carbolic soap
Reposted by Rob Cyran
profusional.bsky.social
That is truly one helluva quote. Pitch perfect.
justinhendrix.bsky.social
Macron remarks are notable- some quotes: "We have been incredibly naive in entrusting our democratic space to social networks that are controlled either by large American entrepreneurs or large Chinese companies, whose interests are not at all the survival or proper functioning of our democracies."
defenddemocracy.bsky.social
President Macron: “Europeans, let's wake up!

We have been incredibly naive in entrusting our democratic space to social networks.”

defenddemocracy.eu/macron-democ...
robcyran.bsky.social
My favorite policy ever was EU butter subsidies. Price was high so farmers overproduced, and put in stockpiles. The piles grew so big that policymakers then subsidized consumption - and farmers fed the butter to cows. The resulting milk had higher fat content so increased butter output
robcyran.bsky.social
I am literally in awe of this one - US tariffs causing other nations to retaliate, hitting soybean exports. Meanwhile US providing bailout package to Argentina which has record soybean exports to China. So the US is considering using tariff money to bail out US farmers.
robcyran.bsky.social
The incoherence of US policy is something. World’s biggest oil supplier but the marginal high cost producer in a world where demand is pretty inelastic over short run and demand destruction over long term. So you encourage higher Saudi low cost production today? www.wsj.com/business/ene...
Saudi Arabia Takes a Risk in Boosting Oil Production—and Gives Trump a Win
Crude prices have fallen this year as Riyadh has raised output, but risks abound for the oil-producing kingdom.
www.wsj.com
robcyran.bsky.social
All of these supposed future sources of oil demand are drying up rather quickly (six month pay back means growth will go bonkers)
commercialsolarguy.com
‘For Nigerians, the cost savings from ditching diesel mean that a solar panel pays for itself within six months…with imports of Chinese solar panels growing by two-thirds between June 2024 and June 2025…high fuel prices, a byproduct of the Ukraine war and the loss of a fuel subsidy’
Nigeria, a Major Oil Producer, Sees Beginnings of a Solar Boom
e360.yale.edu
robcyran.bsky.social
I remember in around 1999 John Chambers saying Cisco could grow its top line 30% to 50% indefinitely (and it grew in the mid single digits over the following decade).