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How Landslides Renew American Politics
The ideological and policy implications of this month’s massive Democratic midterm victory remain far from clear. The public roundly rejected Republicans but still has a very low opinion of Democrats. And since congressional Democrats won’t have the numbers to routinely override presidential vetoes and did not even run on any shared agenda, they aren’t likely to chart any aggressive new direction in governing over the next two years. But in the long run, it may be the sheer scale and breadth of the Democrats’ win that matters most, and that may signal the dawning of a new phase of American political life. Either party could plausibly dominate that next phase, or power could continue to swing back and forth. But simply by making large majorities imaginable again, and so focusing political competition on the median voter and the challenge of building broad coalitions, this election could allow for some renewal in our constitutional system.
“Either a Great Story or it Doesn’t Go Well”: Analyst Lists Bryce Underwood on Texas A&M’s Radar Amid Question Marks Over Marcel Reed
Bryce Underwood has had a very underwhelming campaign so far with the Michigan Wolverines, and with head coach Kyle Whittingham putting his faith in Tommy Carr, Underwood’s future is in serious doubt. Analyst Adam Breneman believes Underwood should be on Texas A&M’s radar amid its own quarterback issues with Marcel Reed.
Slay The Spire 2's Latest Update Adds A New Character, Two New Modes, And A Byrdpip Evolution!
Oh, and a not-so-subtle hint that either the Hermit or the Watcher will be the next new characters
Scientists Find Out-of-Body Experiences May Occur Between Sleep And Waking
An uncanny state that is somehow both or neither.
Intermountain Health Primary Children’s Hospitals Providing Free Safe Infant Sleep Consultations to More Families in Utah Communities
To help parents reduce their risk of having an infant die unexpectedly while sleeping, Intermountain Children’s Health recently launched a new Safe Infant Sleep program to support families with infants with free safe sleep consultations from certified safe sleep ambassadors.Anyone in the community can receive a free consultation at either of t...
Can Kurdish leaders, US envoy help end Kurdistan Regional Government crisis?
The KDP won 39 seats in the 100-seat parliament, while the PUK secured 23. Neither party has enough seats to govern alone, making negotiations over senior positions and cabinet portfolios essential.
Are the Rams or Cardinals healthy entering Week 10?
Neither the Rams or Cardinals enter Week 10 with their best players and more NFL news
“If I’m Jessica Pegula, I’m Flipping Chairs” – Andy Roddick Blasts WTA For ‘Ridiculous’ & ‘Terrible’ Hot Mic Drama At WTA Finals
Andy Roddick recently criticized the WTA Tour over the hot mic controversy at the WTA Finals involving Jessica Pegula and Mirra Andreeva. During a practice session at Indian Wells, Pegula’s conversation with her coach, Mark Knowles, was broadcast without either of them knowing.
“She Needs To Come Clean”: Linda Cohn Demands Public Accountability As Dianna Russini’s Past Controversy Refuses To Go Away
As former ESPN host and The Athletic’s Senior NFL Insider Dianna Russini announced the start of her new weekly show “The Russini Report” on Monday, Nov. 9, her alleged relationship with New England Patriots head coach Mike Vrabel, which neither has confirmed, has come into focus again.
Even ESPN was against a 24-team College Football Playoff
The College Football Playoff’s move to a 24-team field has been wildly unpopular with fans, and the people in charge knew it. But according to a new report, fans weren’t the only ones who didn’t want expansion. ESPN, which will remain the CFP’s broadcast partner, reportedly didn’t want a 24-team playoff either. The network only…
Moana, The Invite and “What Customers Want”
(Welcome to my weekly streaming ratings report, the single best guide to what’s popular in streaming TV and what isn’t. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. If you were forwarded this email, please subscribe to get these insights each week.) Before we get going, I wanted to acknowledge that two of the most important figures in sports media (at least to me and my team) are stepping back from two of the best sports shows of all time. First off, Ernie Johnson will no longer host possibly the greatest studio show in the history of all sports, Inside the NBA. (Charles Barkley has said in the past that he’s retiring when Ernie does, which would be even worse!) EJ is one of the greatest to ever do it, and the NBA won’t be the same without him. Next, Michael Wilbon is taking a leave of absence from PTI, my favorite sports news show. I’ve been listening to the podcast for this show since the 2010s, if not earlier, treating it as my daily sports page. Wilbon, along with his co-host Tony Kornheiser, is also one of the greatest to ever do it. The sports media landscape will be worse without these two in it! Wishing all the best to Wilbon and EJ. Okay, on to this week’s issue. We’ve got two big shows—the second season of Prime Video’s The Terminal List and the third season of Netflix’s _Nobody Wants This—_but both were bested by an acquired title landing on Netflix. All that, plus an Original film from Mexico makes the charts but a formerly huge foreign TV show does not, a notable creator’s latest standup special flops, Ted Lasso finishes as a top season four series of all time, big numbers for the NBA’s new season (finally), the top animated shows on linear and streaming, movie budgets, and all the flops, bombs and misses, and a whole lot more. But first, on the film side, I’m taking a look at Moana and A24’s buzzy film from last summer. Let’s dive right in! (Reminder: The streaming ratings report focuses on the U.S. market and compiles data from Nielsen’s weekly top ten viewership ranks, Luminate’s Top Ten Data, JustWatch and Reelgood interest data, Samba TV household viewership, company datecdotes, Netflix hours viewed data, Google Trends, and IMDb to determine the most popular content. While most data points are current, Nielsen’s data covers the weeks of October 19th to October 25th, 2026. You can find a link to my terminology here.) Subscribe Film - What Do Customers Want? If I could remove one phrase from entertainment journalism, it would be “what customers want”. It’s not that it’s not wrong per se, but I read a lot of articles that use that phrase, but then don’t provide evidence of what customers actually want.1 For example, look at the bar chart below. It shows customer interest as measured by how much customers actually spent at the American box office, comparing four films to four others. Which films would you say represent “interest” the most? The one on the left certainly seems bigger, right? So it seems like “customers” wanted to see those films more. So here’s that chart with names attached: That’s right, four very buzzy films—The Invite, You Can See Everything, Teenage Sex and Death at Camp Miasma and Primetime—went up against four notable “flops” or underperformers—Moana, Disclosure Day, Minions and Monsters, and Supergirl—and the latter clearly had more interest. That doesn’t mean they’re more profitable2 or well-liked by critics, but if you’re asking what customers want to spend their money on, it’s those movies. I’d especially argue that You Can See Everything had about as much media coverage as a film can get—I saw/read about it constantly; whenever random NBA podcasts are talking about it, you know it’s everywhere—and yet Moana will likely best it. I bring this up, because this week features a showdown between a notable box office flop, Moana on Disney+, and a buzzy dramedy, The Invite on HBO Max. Moana was widely considered to be a flop, and it was a disappointment at the box office, only earning $126 million domestically (and $323 million globally). For the budget, that’s a big miss, down from Moana 2’s heights of $1 billion globally. But as I’ve written a few times this summer, we often confuse “this film is profitable” with “more customers want to watch this film”, which is not the same thing. But that’s the box office. Let’s look at the streaming numbers, starting with the Moana live-action reboot. Where, yes, Moana (2026) also disappointed. It made Nielsen, but under 10 million hours, which is low for kid-skewing Disney+ films: It did make Samba TV, but at tenth place for only one week: Those numbers stand in stark contrast to some of Moana’s previous superlatives on streaming. Moana (the original animated film) has made the Nielsen charts 130 times since 2021. Moana 2 opened to 33.3 million hours on Nielsen. Moana was the biggest film on streaming in 2023 and 2024, second in 2020 and 2021, and top six in 2022 and 2025. Moana 2 was second overall in 2025. To be clear, the Moana live-action reboot didn’t work, given how much it cost to make. It’s absolutely a disappointment. But more families paid to see it than people paid to see most of A24’s buzzy films this year, with one notable (horror film) exception. Okay, on to The Invite, A24’s buzzy summer release, which just came to HBO Max. Mainly, I’m curious: Who made money from this film? Or who lost money: the stars of The Invite or A24? No, seriously, read this Deadline article for the details. The Invite’s budget was allegedly “under $15 million” (so...$14 million?) then A24 bought it for “a sum north of $10 million”, which I saw elsewhere as over $12 million (so...$13 million?), but then it just made $26 million in the US. So basically, The Invite’s investors only made money after they sold foreign territories—it made $33 million overseas—but A24 might just make its money back in the US in the theatrical window, assuming it had $0 in marketing. I read one article analyzing this film’s marketing campaign which assumed no marketing spend, even though that article went on to detail how much marketing and PR and ads this film had. For what it’s worth, I saw a lot of marketing for it. A24 will likely just break even after factoring in other windows, but no matter what, this isn’t a hugely profitable juggernaut from Hollywood’s most-heralded film studio. (And, I’d note, most coverage of IP or superhero failures doesn’t account for profitability in future windows.) Really, I’m guessing that the stars—Olivia Wilde, Seth Rogen, Ed Norton and Penelope Cruz—had or kept their backend, hence why they did so much press for this film, which brings me to my actual takeaway, which I just mentioned two weeks ago about Backrooms: I don’t trust A24’s reported film budgets anymore. Either A24 is strategically releasing low numbers to get good press or they’ve really cracked the code on how to make movies at prices no one else can approach. But I’m skeptical about that last point. You don’t keep elite talent happy by keeping budgets in check—see: Dan Lin getting fired—and by all accounts, A24 keeps talent very happy. There’s another option: not paying big name actors their actual quotes upfront by giving away back end/profit participation. Offering backend is one great way to keep the reported budget lower than it actually is, but it makes the film less profitable for A24. (By the way, I’m still running down the numbers on Backrooms’ budget. If you know its actual budget—not the reported $10 million number—reach out to me on my contact page. I’ve heard rumblings I’m on to something, but would love something more concrete.) Okay, enough asking questions about A24’s business model. To the streaming ratings! The Invite came to HBO Max on 23-Oct, so we could look at the streaming numbers now… …and I don’t have any for you since it didn’t make any of the charts I track. And that’s pretty much the moral of the streaming story. Even though it disappointed on streaming, Moana wins this round, too. Quick Notes on Film The only other notable new straight-to-streaming film was S_urviving Hurricane Otis_, a Mexican Original on Netflix. It made Nielsen with 3.4 million hours and Luminate with 4.8 million hours. Overall, I’d call that very solid for a foreign-language title, but still far from a hit. Overall, the Luminate and Nielsen charts felt very light this week. Gladiator II also came to Netflix non-exclusively (it’s still streaming on Paramount+) and had 5.0 million hours according to Nielsen. That’s up from the 3.7 million hours it had when it premiered on Paramount+ a year and a half ago. Netflix’s Animals fell to 4.9 million hours according to Nielsen and fell off the Samba TV charts. Peacock/Universal’s Disclosure Day actually made it for a third week, but only at 2.8 million hours. Apple TV’s Sacrifice was down to 2.7 million from 3.2 million. Still, for an Apple TV film to make two weeks is solid (for them). Toy Story 5 made a fifth week on the charts. We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… ...how The Terminal List did after a four-year break... ...what acquired surprising title topped the charts… …where Ted Lasso finished in the all-time charts… ...big NBA opening week ratings... …a controversial new reality show that missed the charts... ...what very notable foreign TV show flopped... ...all the flops, bombs and misses... ...and a whole lot more... ...please subscribe! We can only keep doing this great work with your support. If you want an idea of just how much content you’d get in a full issue, check out this older issue.
NC State’s depth chart keeps getting uglier
I’ve changed my mind on this whole releasing-a-depth-chart-like-a-normal-team thing—I no longer care for it. I do not need my irrational hopes dashed this early in the week; it’s best instead for that to come on Wednesday or Thursday, as Dave Doeren made tradition. Anyway, neither Popo Aguirre nor Ronnie Royal are listed on the defensive […]
We’ve never seen anything like the Anthropic IPO
Anthropic’s debut on public markets will be unlike any that’s come before it, in ways that amount to either a once-in-a-generation opportunity — or a massive financial gamble, depending on whom you ask.
Commentary: The blue tsunami has a message for Virginia Democrats on data centers and campaign finance
Last Tuesday’s historic win for Democrats nationwide may not feel immediately applicable to state-level politics in Virginia, which holds its own elections on odd years rather than syncing them with federal elections. Democrats already enjoy a trifecta in the state, and last week Virginia voters handily endorsed the constitutional amendments the party put forward to secure reproductive rights, marriage equality and voting rights. So Virginia is bluer than ever – but that doesn’t mean next year’s state election will be a romp for Democrats. According to exit polls last week, 53% of voters have unfavorable views of the Democratic party. That’s better than the 59% unfavorable rating for Republicans, but it’s apparent that neither party has a well of good will to draw from.
Samsung bets that you’ll either buy a Galaxy S27 Pro or Ultra next year
Samsung's Galaxy S27 production plans sure make it look like everyone's moving up-market to true flagship phones.
Orchard’s First Fruit
Well, well, well - ask and ye shall receive. From a few weeks ago: I don’t see anything distinct for Orchard customers yet, so either they’re not live or not distinguished as easily as Garden Plot Eight days later, my wish was granted! Epic’s public FHIR endpoint directory added an organization called Enterprise Orchard Shared Services (Epic org ID 38769) managing an endpoint named “PA Health Center Technology Alliance,” along with 36 facilities under the same brand: The Alliance’s main office 18 Union Community Care sites 11 Delaware Valley Community Health sites Six Community Health and Dental Care sites Off to the races we go! As far as I can tell, no trade publication or Epic has covered this yet - the only public traces I see are a PACHC annual report plus a few patient FAQ pages. I’m not sure why - I think it deserves way more attention! We learn who’s actually buying (and it isn’t who Epic pitched at UGM) We get yet another entry in Epic’s playbook for reaching the low end of the market We get a census of who Epic is coming for next Grab a basket and let’s start picking. An Unexpected Harvest When Epic announced Orchard at UGM 2025, the pitch was a dedicated instance for practices of 80 to 180 providers while keeping the prewired third party applications that make Garden Plot appealing. But the first customer to surface is not that profile at all! Instead, we see something entirely different and arguably more valuable to Epic. The Alliance is a subsidiary of the Pennsylvania Association of Community Health Centers (PACHC). As I wasn’t totally familiar myself, let’s add some quick background for readers who operate outside the safety net: Federally qualified health centers (FQHCs) are community clinics funded under Section 330 of the Public Health Service Act t They serve patients regardless of ability to pay, which results in a payer mix heavy on Medicaid / the uninsured As you might expect, this often results in margins too thin to fund an enterprise EHR on their own (especially in the current very tough funding environment) Every state has a primary care association (PCA), funded in part by HRSA, that supports its FQHCs with advocacy and shared services PCAs have historically been trade associations, so this move is notable in that PACHC is morphing itself into something closer to a holding company. In October 2024, its board voted to form the Alliance to contract directly with Epic and run a statewide technology hub for health centers of any size. A second subsidiary, the Pennsylvania Community Care Collaborative (PC3), is a clinically integrated network of 28 health centers built for value-based contracting. CEO Shelley Riser runs both PACHC and the Alliance and calls the arrangement a “family of companies.” From the latest annual report: PACHC is the only Primary Care Association in the nation with a wholly owned subsidiary directly contracting with Epic. Why does this matter way more to Epic than a single 120-provider group ever could? One contract may only bring in three health centers and 35 sites on day one, but every other PACHC member sits in the pipeline. Moreover, the distributor is an organization those health centers already trust, funded to serve them and literally governed by a board of their own CEOs. And if that wasn’t enough, every state has one! Grafting onto the Safety Net
Business owners in Charlotte continue to find success after starting pop-ups
Brü and Blessup Rolls in Charlotte started their businesses as pop-ups and neither expected to be as popular as they have become.
El Niño 2026-27 as a polycrisis: What happens when health and energy systems fail simultaneously?
How the ‘super’ El Niño could trigger a polycrisis: interconnected failures that neither the energy system nor the health-care system can prepare for alone.
Hurricanes Handed Defensive Warning Before Blackhawks Game
The Carolina Hurricanes defeated the New York Islanders 5-3 on Thursday, Nov. 5, at UBS Arena in Elmont.But either way, the Canes were not exempt from criticism. In particular, Rod Brind’Amour’s team drew criticism for its defensive performance.The Chicago Blackhawks will surely take note as Carolina faces them this Saturday, Nov. 7.Although they came away […] The post Hurricanes Handed Defensive Warning Before Blackhawks Game appeared first on HEAVY.
Top Insider Reports Clash on Vikings’ QB Trade Targets
New insider reports ahead of Tuesday's NFL trade deadline bring confusion over the Minnesota Vikings' QB plans. Do they want Cousins, Jones... or neither?
The Israeli Elections Prove Netanyahu’s Political Prowess
Those banking on a loss for Israeli Prime Minister Benjamin Netanyahu in last week’s elections were sorely mistaken. Although neither his bloc nor the opposition has a straightforward path to forming the next government, it...
Philadelphia's Two Charter Changes Passed. Here's What They Do Now as the Official Count Begins
Philadelphia voters approved both charter amendments on Nov. 3, one letting the city favor small and local businesses on mid-size contracts and one making Creative Philadelphia a permanent office, PhillyVoice and Billy Penn reported. Neither takes effect until results are certified.
GTA 6 piracy "a fact of life," says Take-Two CEO Strauss Zelnick
Take-Two CEO Strauss Zelnick called piracy “a fact of life” ahead of GTA 6’s November 19 launch, saying the company would use legal and technical measures if it becomes a serious problem. Reported PS5 firmware requirements could prevent the game from running on publicly jailbroken consoles, though neither Rockstar nor Sony has confirmed those requirements.
Hegseth not under consideration to be appointed to Senate
Neither President Trump nor Sen. Marsha Blackburn, the governor elect, have made moves to get the defense secretary a Senate seat in Tennessee.
Elections change Congress, but they don’t change trucking’s priorities
Cargo theft does not have a party affiliation. Neither do deteriorating roads and bridges, safety compliance, the shortage of truck parking or lawsuit abuse.
The Big Ten College Football Playoff Picture: Week 10
The Big Ten is beating itself up and isn't being rewarded as another conference may or may not does. Either way, the CFP rankings are here!
AFGHS co-signatory countries ask health care users to help fill the financing gap
Hundreds of thousands of Ugandans living with HIV on antiretrovirals could be targeted for user fees or community health insurance schemes requiring modest premium payments, according to the April 2026 version of the country’s America First Global Health Strategy implementation narrative.1 As part of the “sustainable financing for the private not for profit sector” strategy, 491 facilities will be targeted for a phased introduction of user fees and scale up of community health insurance programs.2 In the Ugandan context, PNFP facilities include faith-based hospitals and other health facilities, US missionary organizations and centers of excellence—services that are often co-located at government facilities but run with additional financial and technical resources. 402,000 people—or about 28 percent of the total Ugandan adult PLHIV population on treatment—get ART from the private not for profit sector. The selected facilities provide the majority of ART and prevention of mother to child transmission (PMTCT) services. The plan doesn’t give the total number of clients served by the 491 facilities, so it is not possible to give a precise number. But the majority of 402,000 is a figure in the hundreds of thousands—hence the estimate I’m using.3 The April draft of the Ugandan implementation plan narrative is the only one I’ve been able to review. But the government of Uganda is not alone in turning to health care users to help fill the financing gaps caused by the abrupt withdrawal of US funds. In July 2025, the Government of Liberia introduced user fees for previously free services including “registration, accommodation, patient feeding, hospitalization, and a wide range of surgical and diagnostic procedures.”4 Earlier that year, Liberia rolled out a revolving drug fund designed to stabilize drug supplies by “allowing patients to pay a small fee for standardized, quality medications,” according to a Ministry of Health press release.5 (Both of these approaches had been proposed in the National Health Policy 2022-2031; media coverage explicitly connects the launch with the US foreign aid cuts.) The health financing strategies proposed by Uganda and established in Liberia are qualitatively different from user fees officially adopted by specific health facilities to cover funding shortfalls caused by the new US approach.6 The latter is a stopgap, adhoc change. The former is a national governmental adoption of policies that pass costs on to health care users, despite evidence that such approaches can exacerbate inequities and leave deficits unfilled. Two countries does not make a pattern, but they do point to urgent questions: Have other countries, including Liberia, included user fees or community health insurance schemes in their implementation plans? If so, do any of these narratives have what Uganda’s lacks: a fall-back plan in place in case these strategies for sustainable health systems fail to deliver—as they have before? I wonder if you think about it Subscribe Predictable pitfalls Both community-based health insurance and user fees are as old as the hills. And after decades of people climbing up these hills, duking it out, climbing back down—neither strategy has shown the results the Ugandan implementation plan is counting on. This is, in fact, a hill some folks are willing to die on. (You knew I’d get there, right?) In November 2025, an African-led team of health system experts published a paper directed at low- and middle income country governments trying to figure out how to create self-sustaining health systems. The money wasn’t coming back. It had been more than nine months since the season of freezing, waivering and wood-chippering; two months since AFGHS tumbled into the world touting co-financing requirements and reductions in future US government health aid. Governments were looking for strategies for sustainable, self-financed health systems, the authors wrote. For countries considering user fees and community health insurance to fill the financing gaps, they had a simple message: Don’t. On user fees, the paper states: “Reliance on user fees is ultimately a regressive and inequitable approach. It places a disproportionate burden on the poor and undermines health system goals of equity and financial protection. […] There is overwhelming evidence that user fees mobilise very limited resources for the public health sector, making it an inefficient mechanism for revenue mobilisation.” On community health insurance: “Attempting to shift the burden of funding previously donor-funded services, such as HIV care and management, and TB treatment, onto contributory schemes would exacerbate their fragility and fail to protect the population.”7 The WHO says that community-based health insurance “cannot be expected to provide a major source of funding or coverage,” and noted that most schemes offer only moderate benefit to individuals paying into them, and exclude the poorest segment of the population.8 And yet, the US-Ugandan implementation plan says that community health insurance is “the central pillar of this [PNFP] sustainability strategy” and that this approach that will generate “pre-paid pooled funding at facility and community level [that] improves financial risk protection for households, reduces catastrophic out-of-pocket expenditure, and generates structured, transparent revenue streams that can progressively absorb recurrent costs including health worker salaries.” Unfortunately, Uganda’s own history suggests the pillar might not be able to bear this weight. Ugandans Have Been to this Rodeo Before—and Some Want Their Money Back Uganda introduced its first community health insurance scheme in 1996 with support from international donors.9 Thirty years later, somewhere between 0.2 and 0.3 percent of the population is covered by CHI; just over 1 percent has any kind of health insurance.10 User fees were universally introduced in 1993 as a condition of a World Bank loan.11 They were abandoned in 2001, and in 2004—the year I moved to Uganda to watch the free HIV program get underway—a definitive study found that the fees did not improve health systems and outcomes.12 In 2004, most clinics and hospitals had ‘free’ and ‘fee for service’ options for getting care.13 The fee for service, or “cash and carry” programs had often been established in the years prior to PEPFAR and the Global Fund to Fight AIDS, Tuberculosis and Malaria. People who could afford to paid for the drugs, often at facilities in the private-not-for-profit (PNFP) sector. When free drugs arrived, some people who’d been paying kept on doing so, perhaps because of shorter wait times, greater confidentiality, convenience or other factors. But in the year that I spent visiting the same clinics around the country week after week—including a “center of excellence” that maintained separate days for cash and carry clients and those accessing free ARVs—lots of people who had been paying tried to switch to the free option. They’d paid because they had no other choice. They’d sold pieces of family land, begged family members for loans, bought pills by the week, and sometimes by the day. Or they were just cash-strapped, like most of us, and wanted the funds for other things. 14 Twenty-two years later, this hasn’t changed. Ugandans pay out of pocket for 30-40 percent of their health care costs, leading one paper to declare that “falling ill is more than a health crisis. It is a financial emergency.”15 One recent study found that up to 48.5 percent of households dealing with tuberculosis sold something, took out a loan or dug into savings to defray the costs of TB care—which is supposed to be universally free.16 The Ugandan implementation plan does anticipate challenges. It proposes a phased approach, with 187 facilities introducing user contribution systems in Year 1, 152 in Year 2, and 153 in Year 3. Willingness to pay and feasibility studies will precede roll out; fees will be tiered by region, and a waiver system is proposed to ensure that no one has to pay who is unable to. Moreover, the plan provides for quarterly reviews of epidemiological data to “ensure that user contributions do not compromise epidemic control gains, ART continuity for the client cohort, TB case management, or PMTCT services.” Alt text: A screenshot of a table included in the implementation plan narrative that is the subject of this stack. It’s got a fetching pink bar at the top. It uses the abbreviation “CHI” which is Community Health Insurance, and FBO which is Faith Based Organizations, and it details the number of facilities that will implement user fees with waivers and community health insurance schemes over the five years of the agreement. As I said in the footnote, this is a super interesting document with a lot of other rich material. Tell me what you see—and what you would have focused on. And if you’ve seen something like this, or anything else that strikes you, in another implementation plan, tell me that too. You can use the Substack message platform or try me on Signal at @endaplague_again.25 (because @mercoonfan was, weirdly, taken). But the plan doesn’t fully explain what will happen if this approach doesn’t work out. Yes, progress will be monitored, and corrective action triggered. However, there is no specified funding replacement if premium and fee revenue prove inadequate. Instead, the authors write, “Currently, COEs serve a total client cohort of over 180,000 across 28 facilities. In the initial years, the U.S. Government (USG) will provide financial support for clients; over time, user fees generated by COEs will become the primary source of funding for sustaining their services.” Failure does not really seem to be an option. Health insurance schemes are more acceptable to the Ugandan population than user fees. Members of Parliament and civil society traveled to Ethiopia to see how that country’s scheme worked. In a follow up report, a veteran civil society group recommended allowing the “health insurance ecosystem to grow organically and [to] keep reviewing the law and regulations as this growth takes root.”17 One study found that more than three-quarters of Ugandans were willing to join a health insurance program.18 However, coverage of community-based health insurance is minimal, as is coverage of any kind of insurance—including private plans.19 A national health insurance scheme bill has been stalled for several years and presently sits with President Yoweri Museveni.20 Community-based health insurance scheme that do exist are expanding in number, but losing enrollees. Between 2022 and 2026, the number of community-based health financing schemes across the country increased by 42 percent, while the number of people enrolled decreased by nearly 11 percent.21 None of this means that community-based health insurance should not happen in Uganda—or that people do not want insurance. It doesn’t even mean that user fees and waivers won’t ever work. But there is highly relevant evidence from Uganda and the surrounding region that it is quite optimistic to describe community health insurance and user fees as central supports for sustainable financing in any sector of the health system. And now for the best-case scenario In the best-case scenario22, the Ugandan approach does exactly what it sets out to do, and so does the Liberian fee structure and revolving pharmacy fund—though I’ve not confirmed that these are in the MoU. In one best-case scenario, Uganda is an outlier, and user fees and community health insurance are not recurrent pillars of self-sustaining financing in other countries’ implementation plans. In another best-case scenario, all countries that include these strategies enjoy success beyond anyone’s evidence-informed wildest dreams: reliable funding generated by health care users fees, great health care outcomes for everyone, no exacerbation of inequities, no crippling household debt. No sold land, repurposed school tuition or high-interest loans. In the best-case scenario, not one of the hundreds of thousands of Ugandans living with HIV receiving antiretrovirals from 491 PNFP facilities misses a refill or leaves care because of user fees or community health insurance premiums. This is the best-case scenario for these people for their own health, and for their families. It is also the best-case scenario if Uganda wants to stay on the path to eliminating HIV as a public health threat. According to the country’s most recent data, 96.5 percent of people living with HIV on antiretrovirals are virologically suppressed. Epidemic control depends ensuring that 95% of people living with HIV know their status, 95 percent of those individuals are on ART, and 95% of those individuals are virologically suppressed. Uganda is still struggling with the first “95"—a frankly abysmal 85.3 percent. If HIV epidemic control and the attendant prevention of new infections, avoidable suffering and premature death matter, the country cannot afford to lose any clients who are currently in care.23 As I write this a couple hours before the polls close for the US elections in the city I live in, I say with soul-deep sincerity: I am rooting for the best-case scenario. I think it’s safe to say that we all are.24 I think it’s also safe to say that if the US and co-signatory governments have inked plans that lead to successful expansion of community health insurance and strategic use of user fees, we all would like to know, now, so that we don’t miss the opportunity to celebrate when success happens. The implementation plan narratives have to enter the public domain. They are the fullest expression of a strategy co-created by two governments. There are assumptions and details that people living in the US and co-signatory countries need to understand that are not available in the MoUs or, to date, in the Congressional Notifications. Some of these details can help other countries that are, as I write this, still working on implementation plans. Others, like a solid count of how many other countries have plans for expanding user fees or health insurance, are important for regional and global health architecture reform initiatives. No matter how this election night turns out, there will be a slew of new Congressional member orientations, briefings and talking points papers in the next few months. Release of implementation narratives should be a bullet point in every context that AFGHS is discussed. These documents can be redacted so that procurement sensitive information isn’t disclosed. There is much more historical precedent for sharing such documents than there is for relying on user fees to fill health financing gaps. Let’s look at the information together so we can hope for the best and prepare for, you know, the other thing. Alt text: A substack first: a bicep selfie! It’s my arm - peachy-white skin, black shirt (flannel, notch neck, too hot for this appallingly balmy November weather, if you’re wondering) and a sticker that says I VOTED 2026. Beige letters on red for I voted. Beige on blue for 2026. You bet I did.25 In your wildest dreams. Subscribe 1 This is a really, really rich 95 page document. There are fascinating ideas and detailed plans in it. It is all worth reading AND I have, in this post, highlighted an instance of content that could pose challenges and certainly posits success of strategies that haven’t worked before. I would love to hear what readers’ see that’s interesting and should be lifted up as something to check for in other implementation plans. I will also shortly be adding a static page to the substack site where implementation plan documents will live. I will put the url into this footnote and it will also be there on emilybass.substack.com by the end of the week. Uganda Implementation Narrative Section 4 April 22 2026 Draft 1.51MB ∙ PDF file Download Download 2 User fees are costs charged for visits, labs, medicines or other health services, usually at the time they are provided. Community health insurance, or community-based health insurance, is what the World Health Organization calls “micro insurance,” which is health insurance targeted at low-income people. 3 As usual (by which I mean always), please prove me wrong. 4 https://smartnewsliberia.com/liberias-ministry-of-health-announces-2025-hospital-service-fees-for-public-facilities/?utm 5 https://moh.gov.lr/news/2025/grand-cape-mount-leaders-residents-embrace-new-community-pharmacy-program/?utm 6 https://www.christianitytoday.com/2026/09/hiv-usaid-pepfar-africa-foreign-aid-cuts-mission-hospitals/?utm 7 https://gh.bmj.com/content/10/11/e021270 8 https://www.who.int/news-room/fact-sheets/detail/community-based-health-insurance-CBHI 9 https://pmc.ncbi.nlm.nih.gov/articles/PMC2827475/ 10 https://pmc.ncbi.nlm.nih.gov/articles/PMC10861328/#b3-jpmph-23-110 11 https://pmc.ncbi.nlm.nih.gov/articles/PMC527704/ 12 Same citation as the footnote 2 - the article is called “Learning from failed health care reform in Uganda.” To which I say: If only. If. Only. 13 There is a whole taxonomy of user fees to be aware of, if not commit to memory. Out of pocket costs are everything that someone pays for themselves. In this Stack, user fees are planned and policy-supported out of pocket costs. There are also out of pocket costs that people pay to buy drugs or receive tests or health care assessments that would be free if the drugs were on the shelves, or the machines or kits were available, or the staff were on site. A user fee is usually designed to be modest, pegged to willingness to pay, and may be waiveable at the point of care for anyone who is unable to do so. The costs for things that would otherwise be free are whatever the market will bear and people either have to pay them or go without. Out of pocket costs for services and stuff that aren’t available in public facilities are different again from bribes or unofficial fees that some health workers may impose, even though most are indefatigable, tireless and tired, and devoted to their clients. 14 For the record—which really is these footnotes—I would give a whole stack of fridge magnets for a systematic analysis of the economic and social impact of the Mass Unemployment Event in AFGHS countries among the very people who used to be able to afford and cover user fees, both for themselves and vast family networks. Locally employed USAID technical staff, house cleaners, caregivers, drivers and technicians were financial anchors for cousins, friends, friends’ children, friends’ childrens’ cousins, teachers, pastors, neighbors and so many other kinds of kin. Aid recipients lost direct funding; many other people who had not been aid recipients, but parts of the elaborate care webs that function as safety nets for so many people, lost crucial support too. And that’s even before we get to the people who worked at the hotels and restaurants and bars where people employed by the US and its implementing partners used to spend disposable income. Those businesses have lost revenue; those folks have lost jobs. It will be some time coming—and someone will have to fund this work—but I do hope it happens. And I hope, as usual, to be proven wrong. 15 https://eprcug.org/blog/how-out-of-pocket-healthcare-costs-keep-driving-ugandans-into-poverty/ 16 Another straight-to-the-point journal article title. Households experiencing catastrophic costs due to tuberculosis in Uganda: magnitude and cost drivers. https://pubmed.ncbi.nlm.nih.gov/32938411 17 https://www.cehurd.org/download/technical-policy-brief-on-community-health-insurance-scheme/?wpdmdl=13661&refresh=6ae9122f5d4ed1793659439 18 https://pmc.ncbi.nlm.nih.gov/articles/PMC10125197/ 19 https://pmc.ncbi.nlm.nih.gov/articles/PMC10861328/#b3-jpmph-23-110 20 https://ugandapost.news/uganda-to-make-health-insurance-mandatory-by-2026/ 21 https://shu.org.ug/download/235 22 With a nod, tip of the stack hat, and wag of the Mercoon tail to a deeply valued reader who told me that I have a tendency to speculate about the worst-case scenarios a little too much of the time. 23 https://news.mak.ac.ug/2026/10/uphia-2025-shows-ugandas-hiv-status-awareness-gap-despite-strong-treatment-outcomes/ As you’ll see in the next footnote, I’ve already written a subSubstack on another topic, so I will be brief with regard to the study referenced in this article. The Uganda Population-Based HIV Impact Assessment, or UPHIA, will never happen in this way again. For more than a decade, PHIAs have been supported by the US government as a way to generate accurate estimates of country progress on key HIV indicators. They are a holdover from the PEPFAR program that was laser focused on ensuring US taxpayer dollars subsidized progress in pandemic control. There may be other population-level surveys and the data may even be publicly released, as the entire set of FY2026 MER data have not. But PHIAs will never happen again. If you’re wondering whether the estimates of HIV progress at country level might get less reliable….you’re not alone. 24 Ooh baby, I hate “we” in almost all forms. But sometimes I go there, when I am looking for company, which I am. Because this Stack moves into the somewhat-uncharted territory of assessing what the implementation plan narratives may suggest about co-signatory countries’ roles and responsibilities to the people living within their borders. The MoUs, specimen and data sharing agreements were templates. Countries’ answers fit into pre-specified questions that did not include, “how are you going to fill financing gaps and stabilize your health system as this plan unfolds?” In contrast, the implementation narratives are open form—the product of co-creation between the two governments. Co-creation can mean lots of things, but nothing leads me to believe that implementation plans are ghost-written by the US government, or that contents were imposed by the US counterparts. Instead, I think the parts of the plans that read like country government initiatives are endorsed, if not initiated by, those governments. For instance, the Ugandan implementation plan narrative describes plans for revenue-generation through fees charged for equipment calibration, repair and maintenance provided through Uganda’s National Equipment Calibration Laboratory, and laboratory accreditation through the Uganda National Accreditation Service (UGANAS), targeting private sector, PNFP, research and academic clients. That’s super specific and also quite ambitious. It doesn’t read like an American idea. There’s also a provision for solar panels, and other stuff that feels country owned and driven. This is where it gets interesting. If co-creation is the case, then both the US and co-signatory governments are accountable for the contents and the outcomes. Most discourse about AFGHS to date has focused on the decisions that America has made, or demanded that other countries make. The AFGHS architects have monopolized the hot seat. As they should, in so many ways. America absolutely created the conditions under which countries needed to come up with health financing strategies to fill unanticipated, catastrophic funding gaps. And with not-too-long a lens, we can look back and see that America is also on the hook for its role in the Bretton Woods institutions that made user fees and health system fiscal austerity conditions of loans during the era of structural adjustment. But in the here and now, it is not at all clear to me that the US is requiring Uganda or any other country to implement specific approaches to sustainable financing. Instead, it is as the authors of that paper up in footnote 6 suggest: African governments have agency. As implementation plans roll out—whether or not the narratives are shared—it will be important to understand what this agency looks like and what it means for people, including the poorest of the poor. And it will be important to figure out how to talk about it safely, respectfully and critically in places other than the literal and metaphorical footnotes. 25 This week’s song is “Once upon a time” by the Moody Blues. (I know, this is gonna be a weird, largely banger-free end of 2026 playlist. HMU with requests.) AND please do watch the video and appreciate the truly amazing opening sequence—a drum kit wasteland, a coupla plastic bags, a bit of sand. Sort of like the hill where fiscal austerity policies that put costs on health care users might go to perish. But then there’s a lady with amazing hair. It’s worth it.
Penguins Waste Late Chances, Lose Third in Row
Goals weren’t coming in bunches — or even in trickles — by either team for most of the game Thursday […]
Rural health board shake-up opposed as locals fight cuts to hospital beds
The plans would see inpatient beds reduced from 146 to either 90 or 60 in the county.
Cowboys’ Brian Schottenheimer explains curious CeeDee Lamb, George Pickens decisions
The Dallas Cowboys suffered a terrible fourth-quarter collapse against the Arizona Cardinals . Leading 24-10, the Cowboys allowed the Cards to come back and get the 33-30 win in overtime. The Cowboys notably did not have either of their star receivers, CeeDee Lamb or George Pickens, on the field at times late in the game. Head coach Brian […] The post Cowboys’ Brian Schottenheimer explains curious CeeDee Lamb, George Pickens decisions appeared first on ClutchPoints.
Minnesota Twins Give Ryan Jeffers QO
The Minnesota Twins made their call on catcher Ryan Jeffers before free agency opens, and it could pay off for them either way.
As Michigan Moves to Lean Democrat, Here Are Our Final Senate Ratings — and What Else We're Watching
Election Day is finally upon us — and while Senate control could still swing either way, Democrats have the momentum in the final stretch.They are in a strong position to take back the upper chamber, and we are making one final ratings change in their favor: the open Democratic-held Michigan seat moves from Toss Up to Lean Democrat.
Scientists Built an Electric Motor Out of a Single Molecule Inspired by Archimedes' 2,000-Year-Old Invention
A tiny electric screw spins in either direction — and becomes a better conductor as it turns.
"Basically, the culture they are creating is either …
"Basically, the culture they are creating is either …
A Scientist Says the Sun Could Be Conscious & Ball Lightning Can Behave Like a Living Creature
Rupert Sheldrake claims stars may be conscious and morphic resonance shapes nature, but mainstream science has not accepted either idea.
Someone Asked Jack Lowden About Possibly Playing James Bond: ‘You Either Become A Leading Man Or You Don’t’
The search for the next Bond actor is still going.
Nexroc postpones submission of bid for JYP Entertainment
Nexroc postponed its proposed bid for a 25–50% stake in JYP Entertainment to November 2. Neither company confirmed whether the bid was submitted, while questions remain over Nexroc’s financing.
The top 11 Senate seats most likely to flip, the day before the midterms
On the eve of the election, Democrats appear within striking distance of winning the Senate majority, but many seats in play are in toss-up territory in deep-red states that could still break in either party’s direction.
These midterms could effectively end the Trump era – but neither side is yet ready for what comes next
Despite the US president’s ratings being at rock bottom, undoing his legacy will be difficult, not least because the Democrats are in disarray, says Guardian columnist Nesrine Malik
Extreme heat and cold hit some people far harder, and it's not just about illness
Researchers analysing 285,444 adults in Finland and the UK found that excess mortality associated with extreme heat and cold was more than tenfold higher among people with both pre-existing medical conditions and socioeconomic disadvantage than among those with neither or only one vulnerability. Climate modelling suggested that warming from approximately 1°C to 4°C could increase the proportion of deaths attributable to extreme temperatures from around 1% to more than 5% in both countries.
NH Attorney General orders firms to stop anonymous political mailers
All three of the mailers either attack Republican Senate candidate John Sununu or promote Edmond LaPlante, the Constitution Party candidate in the race.
Why 2026 Is a Health Care Election
_Ypsilanti, Michigan_THE MIDTERM ELECTION IS ABOUT a lot of things: gas prices and groceries, the spread of corruption, and the future of democracy. And yet, as much as any single issue, it’s about health care. You can tell by listening to all the Democrats talking about high deductibles, drug costs, and insurance companies as they campaign around the country. Or you can tell by reading all the public-opinion surveys in which voters consistently rank health care as one of their top concerns. But if you really want to know why this is a health care election, your best source isn’t the politicians or the pollsters. It’s the people on the front lines. One of them is Raymond Rion, a family medicine physician and executive director of Packard Health, a small network of clinics spanning Ann Arbor and Ypsilanti on the western outskirts of the Detroit metro area. Packard is what’s known as a Federally Qualified Health Center, where anybody can get care regardless of income or insurance status. And like similar safety-net providers all over America, for the past decade it has benefited directly from the Affordable Care Act. “We almost went bankrupt in 2011,” Rion told me in a conversation last week, recalling how in the old days staff at Packard would work the phones furiously to get supplies and find specialists who would take referrals. Now many more patients have either Medicaid or private coverage they’ve purchased through HealthCare.gov, the online marketplace that the law created, so that the proportion of uninsured patients has fallen from around one in three to one in ten. It’s a lot easier to find referrals for these insured patients, though thanks to the infusion of paying customers Packard can do much more on its own. In particular, Rion said, the organization has opened two new branches, started a pharmacy, begun offering prenatal services, and vastly expanded behavioral health care by bringing on a half-dozen new doctors, nurses, and case workers. Now a retrenchment is underway. Coverage options on the HealthCare.gov marketplace got more expensive because Donald Trump and the Republicans refused to renew temporary subsidies that had been reducing the price of insurance. On top of that, the first cuts to Medicaid as part of last year’s “One Big Beautiful Bill” are starting to take effect. Rion told me Packard has already laid off a provider in anticipation of less revenue next year.1 Patient volume is down, he went on to explain, in part because uninsured patients sometimes avoid care altogether out of fear a single visit will lead to more treatments with more bills. And postponing care in that way can have serious medical consequences, as his colleague Ron Romero told me. “So you have somebody with diabetes, their chronic condition isn’t getting cared for,” said Romero, who like Rion is a family physician. “Their sugars rise, and they end up having other medical problems. Their kidneys start to get damaged. They start to have eye damage. They increase risk for heart attacks and strokes. . . . They end up in the emergency room.” And things are likely to get worse. Partly that’s because next year most of the remaining Medicaid cuts will take full effect, throwing more people off coverage. And partly it’s because forces that have nothing to do with Trump or Republican actions are making medical care more expensive for everyone, including those with employer insurance and Medicare. That will lead to still more people delaying or skipping care, ending up in the emergency rooms, and putting yet more cost pressure on providers. Rion wasn’t taking a position on the election or political parties, he made clear. He was just describing the reality he sees around him: “The whole system is being pressured. Nobody is immune to this stuff.” He’s right. And here’s the thing: This has all happened before. We know happens next.
Scientists shrink Archimedes’ screw to the size of a single molecule
Scientists have built a groundbreaking molecular motor that spins in either direction using electricity, inspired by a machine invented more than 2,000 years ago. Even more remarkably, its rotation can boost electrical conductivity by up to 100 times, potentially transforming the future of molecular electronics.
Voters will ask, ‘About last night?’
You know that feeling when you wake up in a stranger’s bed and have no idea who’s lying next to you? OK, that’s never happened to me either. But it’s a fair analogy for how Colorado voters will feel Wednesday morning as they struggle to remember the previous night’s election results: What the hell did […]
What's it like to run for Congress when the odds are stacked heavily against you?
The majority of congressional races this cycle are rated either solid Democrat or solid Republican. They're the opposite of tossups, where candidates from the minority party face near impossible odds.
What's it like to run for Congress when the odds are stacked heavily against you?
The majority of congressional races this cycle are rated either solid Democrat or solid Republican. They're the opposite of tossups, where candidates from the minority party face near impossible odds.
Sports media world absolutely baffled by Curt Cignetti’s timeout strategy
No. 4 Indiana escaped their matchup on Saturday against Minnesota with the win, but in true Halloween fashion, it came with quite a big scare. The game was tied 13–13 in the final minute of play with the Golden Gophers driving around midfield. After getting stopped on third down, Minnesota faced a decision to either…
Anaheim Ducks’ Two-Game Scoring Explosion Comes With Brutal Catch
The Anaheim Ducks have been red-hot offensively over their past two games. But that hasn’t translated into success. The Ducks have scored 16 goals in their past three games and 11 over their last two. Unfortunately, 11 goals (five in one contest and six in the other) weren’t enough to win either of those two […] The post Anaheim Ducks’ Two-Game Scoring Explosion Comes With Brutal Catch appeared first on HEAVY.
Jeff Raikes: the midterms’ real business risk are not which party wins, but whether the rules hold
Companies can plan around either party’s agenda. What they can’t plan around is rules that might change overnight, or don’t get enforced fairly.
The politics of war
Israel went to the polls last Tuesday and it is the turn of the United States next Tuesday. The differences in the two elections are self-evident. Compared with the US, which has favourable geography and does everything at scale, Israel is tiny and part of an unstable region. For its elections, it has adopted an almost pure form of proportional representation based on lists. This encourages multiple parties and can make it almost impossible to form a government, as we can now see. The US system is complex in its own way but discourages third parties. Yet for all the differences in size, geography, and political systems, the fates of the two countries are closely connected. Israel has come to depend on the US to sustain its military strength, and over the past few tumultuous years that dependence has created resentment in the United States. The Biden administration was punished for appearing to give Netanyahu a blank check after the Hamas attacks of 7 October 2023, and not holding Israel back as it employed ruthless tactics in Gaza. Because of the treatment of Palestinians, American views of Israel have grown progressively more negative over the past few years. Only a third now support the Israeli government. While on the left, this is largely because of how Israeli forces have operated in Gaza and, more recently, how the settler movement has behaved in the West Bank, for the American right the issue has been about how Benjamin Netanyahu persuaded Donald Trump to forget his wariness about more Middle Eastern wars and agree to a joint attack on Iran, which has gone badly wrong. The Palestine question was not a big issue for the two large Jewish blocs in last Tuesday’s election. Both supported a tough response to Hamas after October 2023 and neither accepts a two-state solution. It was, however, the threat posed by the ethno-nationalist policies of Itamar Ben-Gvir and Bezalel Smotrich, the two extreme members of Netanyahu’s coalition, and their tolerance, even encouragement, of settler violence, that brought out the Arab voters. (In principle this should strengthen their position though to turn into real power would require the ‘Change Bloc’ overcoming their opposition to involving Arab parties. The alternatives are a National Unity government, defection from the Change Bloc to Netanyahu, or deadlock and another round of elections in the new year.) There was also broad support for the war against Iran among the Jewish parties. The difficulty here is that the objectives behind the war have yet to be met, and that continuing with military operations depends on the United States. In this way the two elections have come together at a crucial moment. If Netanyahu hoped that a victory over Iran would help him retain his majority, cementing his legacy as an Israeli war leader, it did not work out that way. Trump also expected a great victory about which he could boast. He promised at most the end of a hateful and aggressive regime, with a record of hostility to both the United States and Israel, or at least the elimination of Iran’s military capabilities and the end of its nuclear programme. Eight months on, there is not much to boast about; vital objectives remain elusive: the Iranian regime is even more hardline than before; the international economy is barely coping with the closure of the Strait of Hormuz; and Saudi Arabia is struggling with an unwanted conflict with the Yemeni Houthis. For all these reasons, the Iran War has been a dark cloud hanging over both elections. Yet the issue has been approached in different ways. Netanyahu sought to push the issue before the election while Trump has been more cautious. Trump’s essential claim is that there is nothing to worry about and he’s still working out what final steps need to be taken to provide a definitive conclusion to the conflict. Netanyahu’s final pitch was that there was lots to worry about. He focused on Israel’s dire security situation, with the Iran War unfinished and the prospect of imminent economic isolation because of international sanctions. For him it is imperative to defeat Iran decisively, and without delay. Why this different response to the same war? Part of the answer lies in how public opinion in the two countries responded to the war. In this post, I show how this came about. We await the outcome of the US midterms but know the result, at least in terms of the share of the vote if not yet the shape of the new government, of the Israeli election. With the elections out of the way Netanyahu is pressing for another round in the war. Trump is less sure. I conclude with thoughts on the importance of how he decides.
Israel is in a political deadlock. What comes next?
Israel's consequential election has ended in a deadlock, with neither side able to claim a majority, What happens now?
Social Science: Neither Social nor Science
After finishing required coursework, Ph.D. students in most disciplines take preliminary (sometimes called qualifying) exams to demonstrate that they’re ready to begin independent dissertation…
A golden age of science is coming
It’s almost hard to remember, but just a few years ago, a lot of very smart people thought that science was in terminal decline. Respected researchers were writing papers with titles like “Are Ideas Getting Harder to Find?”, “Papers and patents are becoming less disruptive over time”, and “Slowed canonical progress in large fields of science”. In 1996, science writer John Horgan even published a book called The End Of Science: Facing The Limits Of Knowledge In The Twilight Of The Scientific Age. The fundamental idea was that the Universe only has so many insights to discover, and that we’ve picked the low-hanging fruit. It was the idea that Joseph-Louis Lagrange expressed when he said that “we cannot find more than once a system of the world to establish.” As the big ideas and the simple ideas get mined out, we’re forced to throw ever more brains at the mysteries of nature just to keep scientific progress going at a fraction of its old pace: It looked like science was hitting a wall. Then along came AI. It’s far too early to tell how much AI will eventually speed up the growth of total factor productivity. But already we can see signs of a speedup in science. Anthropic Founder Jack Clark assembled some of the hopeful data points in a recent lecture: [ Dror Poleg@drorpoleg "If you pick different parts of science, you see the same pattern show up: Progress is accelerating, and it has started to accelerate in the last two years." Jack Clark @jackclarkSF I’m speaking at the IMF in an hour about the singularity and why I believe it has begun and the choices we'll need to make. Watch live here: https://t.co/Hj9HzcXx5h 6:08 PM · Oct 18, 2026 · 21.2K Views 2 Replies · 10 Reposts · 123 Likes ](https://x.com/drorpoleg/status/2111882070376980529) Anthropic is accelerating its investment into drug discovery, and is already announcing some impressive preliminary results: [ BioTender@Junioryu136689 BREAKING: Anthropic unveils early results from six Claude-powered drug development collaborations. • 70% shorter CAR-T signaling domain • ~35,000 antibody designs • >10× tighter antibody binding • 89% less batch-record review time Still largely preclinical. Anthropic @AnthropicAI Over the past few months, Anthropic scientists have engaged in deep research partnerships with six organizations developing new medicines. We've also begun drug discovery efforts of our own. In doing so, we’ve learned much more about how Claude can support the many stages of 9:43 PM · Oct 27, 2026 · 11.2K Views 3 Replies · 24 Reposts · 205 Likes ](https://x.com/Junioryu136689/status/2115197821150495150) Claude also appears to be enabling rapid progress toward a treatment for food allergies. OpenAI, meanwhile, announced a possible breakthrough treatment for neurodegenerative disease. Meanwhile, Google Cloud Chief Scientist Pushmeet Kohli has a list of recent scientific advances that have been enabled by its new Gemini model, including breakthroughs in nuclear fusion reactor design, rare disease research, and quantum computing: [ Pushmeet Kohli@pushmeet Gemini 4 Argon is a step change in model performance. In recent weeks, it has had a transformative impact on the Science projects in our team at @GoogleDeepMind and our external collaborators, and helped make a number of remarkable advances across scientific disciplines. 🧵👇 4:47 PM · Oct 13, 2026 · 36.5K Views 8 Replies · 41 Reposts · 497 Likes ](https://x.com/pushmeet/status/2110049807385702623) But as cool as these stories sound, they’re just very minor, preliminary efforts. There are a number of reasons to think that AI is going to propel us into a golden age of scientific discovery. That age might not last forever — AI might still run into diminishing returns eventually. But the next few decades are probably going to be an absolutely amazing time for human science. The number of “effective researchers” is no longer limited The most important input into science is scientists themselves. Until this year, that meant human brains — talented, highly trained human brains. The number of trained human brains could be increased by sending more people to grad school, but only to a point — the smartest people tend to be sent into the hardest research fields first, and if you 10x the number of researchers, the average quality will go down. This constraint was already starting to bite, as Ekerdt and Wu argued in 2024: We argue that a substantial portion of the downward historical trend in U.S. research productivity is a composition effect resulting from self-selection in researcher ability and the dramatic expansion of the research sector…[W]e find that this composition effect has lowered average researcher ability by between 37% and 53%[.] And of course, low fertility was making the problem worse, because fewer children meant fewer people who were able to become future scientists. AI just blows up this constraint completely. If an AI agent can function as an autonomous researcher, there’s no constraint on the number of researchers in the world — you can just build more of them, by building more computer chips and data centers that enable the running of more AI agents. Whether or not massive hordes of agents can collaborate to solve individual problems much faster, increasing the number of agents allows them to tackle many different research questions in parallel. What’s more, these AI “researchers” can be trained incredibly quickly compared to human beings. A human scientist takes decades to train, and more years to reach the frontier of their research field by diligent reading and conversation. This is the “burden of knowledge”, and it’s commonly believed to be one reason ideas have been getting harder to find — by the time human scientists can get up to speed, they’re often so old that their ideas are no longer novel. AI just annihilates this constraint — it can assimilate the entire literature and reach the frontier of research extremely quickly, and it can also tell human scientists where the frontier lies without forcing them to discover that for themselves. It can also pivot to new research directions more easily than humans can. And there’s also a self-reinforcing economic cycle here. Because scientific advances enable higher GDP, they enable more resources to be invested into the creation of yet more electronic “scientists”. Now that doesn’t mean the amount of scientific research goes to infinity — there may still be some essential bottleneck task that human researchers are still needed to perform. There are some indications that AI’s progress on open-ended conceptual research tasks is slower than in other dimensions, and it may be that humans are still needed to provide some of this long-term conceptual thinking. I’d bet against this being true for much longer, but it might be true for a long time. Even in this most “pessimistic” case, though, the amount of effective capital that scientists can use to leverage their work just went up by a lot. AI eliminates the theory bottleneck Science proceeds by an iterative process of theory and experiment. The theory part of that cycle is typically short, but non-trivial — it took a couple of years after the blackbody radiation spectrum was observed for Max Planck to come up with the quantum hypothesis to explain it, and decades longer before quantum theory as we now know it was created. It took about a year for Watson and Crick to figure out the shape of DNA after the requisite data was gathered. AI will basically eliminate the theory bottleneck entirely — or at least shorten the turnaround time between experiment and theory by an order of magnitude. AI is an absolute beast at math. Recently, an OpenAI model solved some of the most important open problems in computer science, math, and theoretical physics, and no one even batted an eyebrow because that sort of triumph is becoming increasingly commonplace. One of those solutions was a proof that the Standard Model of Particle Physics could be mathematically well-defined — a problem that human theorists had so far been unable to tackle. Not all research relies equally on theory, but understanding novel experimental results almost always involves some important component of either mathematical or spatial reasoning. That part of the task has now been made much, much faster. And on top of that, science is now open to a greater number of humans who aren’t naturally good at theorizing. AI can read the whole literature Much of the work of human scientists involves reading and understanding endless amounts of papers and going to endless conferences and seminars. The purpose of that work is to understand the existing scientific literature. Understanding the literature allows scientists to do the following things: Come up with new ideas for hypotheses to test Avoid doing research that someone else has already done Synthesize approaches from different areas or fields AI can reduce this effort to almost zero. Consider this excerpt from OpenAI’s blog post about their new research into neurodegenerative disease: The team divided the analysis among thousands of AI agents powered by GPT‑Rosalind, an approach we call distributed biological reasoning. The agents examined a whole-brain CRISPR atlas…a dataset showing how gene disruptions affect different types of cells across the mouse brain. Each agent investigated a gene disruption, analyzed cellular responses, searched scientific literature, and proposed explanations for the results. Their reports were combined into a reasoning atlas linking genes, cellular effects, relevant publications, and possible biological mechanisms. The research team estimated that comparable human analysis and literature review, conducted one perturbation at a time, would take months to a year. The agents reproduced findings from human analyses while uncovering additional leads. Their assessments of novelty and scientific value also aligned with judgments from blinded human experts. These findings help prioritize further experiments needed to test the proposed biological mechanisms. Some of these insights point to new leads for understanding brain disease. [emphasis mine] This is one case in which parallel work by a large number of agents really does make a huge difference: [ Haider.@haider1 this is actually insane openai deployed thousands of GPT-Rosalind agents to analyze millions of mouse brain cells in 32 minutes, work that could take human researchers months to a year also the agents uncovered new leads for brain diseases like Alzheimer's and Parkinson's OpenAI @OpenAI GPT-Rosalind surfaced a new lead for drug discovery: could restoring cholesterol transport protect neurons from degeneration? DCTN1 is a gene linked to Perry syndrome, a rare neurodegenerative disorder. In mouse-brain data, disrupting it increased expression of genes involved in 2:41 PM · Oct 21, 2026 · 51.5K Views 26 Replies · 95 Reposts · 1.26K Likes ](https://x.com/haider1/status/2112917197903540516) Not only does instantaneous literature review vastly speed up the research process, but it allows AI to make novel conceptual leaps from combining approaches from wildly different fields of research. AI regularly does this in math research, combining results, approaches, and theorems from far-flung places that no human mathematician would have thought to combine. It can do it in science, too. Much of scientific innovation, historically, has been “recombinant” innovation — scientists applying insights from one field to another. With AI, essentially all research is now cross-disciplinary — AI can read not just the literature on a particular subject, but the literature on a million other subjects that might have produced useful techniques or insights for the problem at hand. Superscience So far, all of the factors I’ve listed are ways that AI can speed up science as it’s already done. I’ve basically described how AI can send gigantic hordes of superhumanly fast, superhumanly well-read, superhumanly mathematically gifted researchers to re-accelerate scientific discovery. But it’s also possible that AI will enable types of discovery — and ways of understanding the natural world — that no network of humans, no matter how large or how brilliant it was or how long it had to work, would ever be able to discover. In a post back in July, I wrote about how that might work: What if there are lots of…aspects of the Universe that [are] too complex to understand in terms of simple laws, but not so complex that they just dissolve into unknowable chaos? It’s possible that we can reliably control these complex phenomena with AI, even if we never reduce them to the kind of principles that we can teach a grad student in a textbook… Another way of saying this is that there may be laws of the universe that humans can’t understand but AI can. I call these “cloud laws” — causal regularities that can be exploited by technology, but which are too diffuse and complex for an individual human being to either intuit or communicate… Perhaps social sciences like economics, sociology, and political science obey similarly complex regularities, and AI can help us find them. Perhaps there are physical processes — plasma, or topological materials, or aerial turbulence, etc. — that obey cloud laws instead of chaos?… [H]uman collaboration is bottlenecked — it’s limited by our ability to intuit patterns at an individual level, and to communicate these patterns from one individual to another. AI, being a computer, just doesn’t have this sort of limitation; it can work with vast, diffuse patterns without having to break them into pieces or simplify them in order to compress them into the tiny pipelines of person-to-person explanation… If much of the Universe turns out to be ruled by cloud laws, we could be on the precipice of a scientific renaissance. In order to discover cloud laws, AI will need huge amounts of data about the natural world. AI figured out human speech by assimilating essentially all of the text humans have ever written. If it’s going to figure out hidden patterns in biology, neuroscience, materials science, etc., it’s going to need similarly massive amounts of data from physical instruments. That data will be far, far more than humans — individually or collectively — would be able to parse, label, characterize, or model. But AI was built to do this. If scientists simply build huge arrays of sensors to measure complex phenomena like the brain, the cell, the economy, etc., they may be able to feed this flood of data to AI directly and bypass human cognitive intermediation entirely. AI would then learn about the world directly, and it might learn things that humans never could. This “superscience”, if you want to call it that, would actually go beyond the kind of science humans have done heretofore. Many of the technologies it yielded would be beyond human comprehension — indistinguishable from magic. But to the AIs, they would make perfect scientific sense. In any case, it seems clear that the scientific slowdown that threatened human progress will now be delayed — at least for a while. Unless humans have somehow found most of the actual exploitable regularities in our Universe, we’re about to enter a new golden age of science. Subscribe Share
Five Takeaways From the New Hampshire Senate Debate
Representative Chris Pappas and former Senator John E. Sununu both stressed their willingness to buck their parties on occasion. Neither had kind words for President Trump.
Netflix’s ‘New Stanford Prison Experiment’ is neither good science nor good TV
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Harry Shum Jr. addresses possible return to ‘Glee’ and ‘Crazy Rich Asians’
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More voters are leaving party labels behind, as national politics reshape in WV
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Israel faces another period of political uncertainty
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Demi Lovato Gives Health Update After Deleting Instagram Post Following Apparent Hospitalization for Allergic Reaction
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Animals Starves while the Kardashians Miss the Charts Again
(Welcome to my weekly streaming ratings report, the single best guide to what’s popular in streaming TV and what isn’t. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. If you were forwarded this email, please subscribe to get these insights each week.) Before we get going, I’d like to offer congratulations to Jonathan Funke, whose suggestion “midflicks” won the poll for what I should call straight-to-streaming films which aren’t big or cinematic enough to go to theaters but seem too expensive for a TV movie. It’s so useful a term, I just used it last week! Now I just need to add this term to my data dictionary! Okay, on to this week’s issue. We’re starting out looking at Netflix/Ben Affleck’s latest crime thriller, Animals. I’ll also look at Disclosure Day heading to Peacock (it did better than you’d remember in theaters...) and a new movie based on toys. Plus, a long-time streaming flop returns for its eighth season...will it finally chart? (No.) Will anyone at Disney care? Probably not. All that, plus another look at new shows landing on streaming on 1-Oct from Reelgood, what streamer hasn’t had a film make the Luminate charts since August, Reacher’s long run on the charts, M_onster: The Lizzie Borden Story’s_ short run, the top shows in 2026 according to Samba TV, all the flops, bombs and misses, and a whole lot more. And I mean that last part: putting this week’s issue together, I assembled OVER 25 images, most of which are bespoke looks I made just for this report. Really, publishing articles like this takes the work of writing two articles: one is the narrative and the other is making charts/graphs. Let’s dive right in! (Reminder: The streaming ratings report focuses on the U.S. market and compiles data from Nielsen’s weekly top ten viewership ranks, Luminate’s Top Ten Data, JustWatch and Reelgood interest data, Samba TV household viewership, company datecdotes, Netflix hours viewed data, Google Trends, and IMDb to determine the most popular content. While most data points are current, Nielsen’s data covers the week of October 5th to October 11th, 2026. You can find a link to my terminology here.) Subscribe Film - Netflix’s Latest Star-Studded Thriller Goes For Glory The tempting angle for anyone writing about streaming film this month, like yours truly, is to ask, “Is this why Dan Lin lost his job at Netflix?” Take Animals, the Ben Affleck-starring-and-directing, Artists Equity-produced crime thriller that opened on 9-Oct. (Kerry Washington and Gillian Anderson are also in it.) If it did really well, then one could argue that Lin has another success on his resume. If it underperformed, then it’s another example of a Netflix underperformance this year. So where did Animals fall? Kinda in the middle, but that means it’s more “not a hit” than “big hit”. On Nielsen, it opened to 12.0 million hours, and here’s how that stacks up for 2026 films so far this year: Obviously, that’s not great. It’s both under my 15 million opening bar for “fine” for a Netflix film and 20 million bar for “great” opening. It did a bit better on Samba TV, getting to first place. That’s very, very good, though again, looking at the Nielsen data, it probably means that it was a light week overall. Luminate’s data is a bit closer to Samba TV’s, tied for 17th all time for single weeks since May of 2024: To top it off, no one seemed to like it. It has a 33 on Metacritic and only a 5.7 on IMDb. Both of these numbers could have been impacted by the stories about Affleck’s comments about using AI to make the film. Given the controversy, the film might not have been as bad as the ratings suggest, but it’s also not a bullish sign. All to say…yeah, on net this film isn’t a point in Dan Lin’s favor. At this point, Netflix’s slide has been long enough—going on since February—that I’m almost tempted to lower the bar for what a “hit” is on streaming. Post-February of 2026 or so, it seems like straight-to-streaming films just haven’t hit the same heights as they did from 2022 to 2025. Before we head onto the “Quick Hits” for film, I want to shout out a fellow newsletter whose articles I’ve been loving this year, LA Material, a new LA-based news outlet. For just a highlight of my favorite articles since July... I loved this article on Ghost Town, a group on Venice that clears homeless encampments. As a Los Angeleno, obviously I adore their articles on LA parking issues. Their article on illegal parking tickets got the City Council to address the issue! Also check out their article on people parking in medians. Check out their deep dive on what went wrong with the LA Jazz Festival and how it fell apart, or what’s wrong with USC’s finances. Finally, they wrote up a voter guide on voter guides for the LA General Election. So meta! In search of a city? L.A. Material is an independent news outlet covering the people, politics, culture and glorious chaos shaping Los Angeles. L.A. Material brings you intel on the city you can’t get anywhere else. From exploring how Reddit short stories became Hollywood’s hottest commodity to reporting on the survival jobs keeping entertainment workers afloat. And answering, once and for all, why the AMC Burbank escalator is always broken. Through their newsletters, podcast, videos, events, and member community, L.A. Material is designed to help Angelenos connect to Los Angeles and each other. Sign up now for the free weekday newsletter. Quick Notes on Film Steven Spielberg’s latest film, Disclosure Day, came to Peacock on 9-Oct, and I’ll admit that, after pulling its stats, I did a pinch of a double take. As I wrote throughout my deep, deep, deep dive on summer box office/Obsession/Backrooms/IP/superheroes, oftentimes the film media discusses films as “flops” or “misses” or “hits” without clarifying what they specifically mean. Since Disclosure Day didn’t make $250 million in the US or $500 million globally, it was definitely a disappointment by Spielbergian standards, who is the highest-grossing director of all time, and arguably even more ahead in adjusted grosses. But it did make $245 million globally on a $115 million budget, so it isn’t as big of a miss as I remember. That’s still probably not enough to break even in the theatrical window, when you factor in marketing costs…but it’s close. And it grossed a lot more even in the US than some titles with about ten times more coverage. Anyways, lots of preamble to say this one only did 4.5 million hours according to Nielsen, so it did make the charts, but on the low end. Here’s how it stacks up to other Peacock titles: Apple TV (née +) followed up their “success for them” Mayday with Matchbox The Movie. This one doesn’t look like a success even for them, but at least it’s not a miss. Apple/Skydance clearly tried to take advantage of the success of Barbie at the box office—let’s greenlight all the toy properties!!!—but of course, this didn’t make it to theaters. And it stars John Cena, who, as I argued earlier this summer, NEEDS to get his movies back in theaters. Anyways, this one has mixed-to-bad numbers. It missed the Samba TV and Nielsen charts in its first week, but did make Luminate with 7.1 million hours. That’s just enough to not be an outright miss, and about half what Mayday did earlier this summer. Speaking of Apple Studio’s Mayday, it ended up lasting five weeks on Luminate, which isn’t bad for Apple TV. On Nielsen, it had a three-week run, racking up 13.5 million hours total. Again, like Matchbox, the issue is the budget; I doubt that this viewership earned enough to justify that budget. Also, to be clear, neither of these films are “midflicks”; both should have gone to theaters. Toy Story 5 is not hanging around on the streaming charts on Disney+, so it’s not as leggy as either Zootopia 2 or Moana 2, and definitely not in the same class as Encanto. (It did make all the money at the box office, so Disney is going to be fine…) The Breadwinner on Netflix (from Sony) is down to 3.9 million hours in its third week. It only lasted for one week on the Samba TV charts. Netflix’s Doing Life had a smaller-than-normal binge release curve bounce, only going to 7.1 million hours from 6.0 to start, but it made Samba TV at fifth place in its second week. The Netflix documentary, The Widower: Til’ Death Do Us Part, also had a small binge release curve bounce to 6.5 million hours, but did make a second week on Samba TV. Meanwhile, Netflix’s Unabomber fell off after two weeks on Nielsen—which is not great at all—and Demon Slayer fell off after just one week. Over on Luminate, the two smaller titles The Swan: Behind the Mirror and Kill. Bury. Print both fell out of the Luminate top ten charts. The story of library film at the first of the month is the arrival of the Ice Age films on Netflix. Now, here’s a small example of optimizing your library that even Netflix could do better. Say you want to rent/license a new film series from Disney**.** A streamer could pay a big paycheck and then drop each Ice Age film on the exact same day of the month, the fourth of October. That’s one choice. In contrast, the streamer could have released each film one week apart, and make each one a mini-event for folks watching Ice Age films. Or even roll them out monthly. Netflix opted for the former strategy, and as a result, only three of the films made the Nielsen charts this week. The “Miss of the Week” goes to Tubi’s YA-ish horror film_, R.L. Stine’s Pumpkinhead 2_, which didn’t even make the Luminate charts like Tubi films usually do, or, should I say, “used to”? Tubi films, most of which are straight-to-streaming, used to reliably make the Luminate film charts (which only covers straight-to-streaming films), but a Tubi film hasn’t made it since August. The first Pumpkinhead got 1.4 million hours last year according to Luminate. As I wrote about this film before, it seems to be a bit muddled in terms of age: too scary for young kids but probably not scary enough for older kids. Speaking of Luminate, Netflix’s latest doc about a comic (expect more docs about comedians all month), Who Is Martin Mull?, flopped, getting just 200K and 700K hours according to Luminate. Three other film/special misses belonged to Hulu, including a standup special, Jamie Foxx: Take Care of Yourself, Neon’s latest horror film, Hokum, which made $17 million in the US, and a Family Guy Halloween special. (That last one was only 22 minutes, so it’s not a surprise it missed.) Finally, another Netflix standup special missed the charts, Mojo Brookzz: I Know You Lying missed too. I can confirm last week’s misses, most notably Paramount+’s Jackass: Best and Last, MUBI’s Teenage Sex and Death at Camp Miasma and HBO Max’s Evil Dead Burn. Television - I Can’t Visualize Nothing: The Kardashians Story Normally, in the mini-dive essays that open the Streaming Ratings Report, I focus on shows that do well or, at the very least, make the charts. Why? Because as I’ve said time and again, I can’t visualize nothing like, say, the Kardashians’ TV shows. Here’s the TV debuts chart for this week with a missing spot for The Kardashians, whose eighth season just landed on Hulu:
What exactly Democrats have pledged to do if they win in the midterms
If Democrats can win control of either the House or the Senate, they will have seized some control of Washington back from President Donald Trump and Republicans.
Israel heads to polls for pivotal election defined by security and democracy
Many fear neither of the leading political blocs will win enough seats for a majority - meaning weeks or months of political wrangling may lie ahead.
More voters are leaving party labels behind, as national politics reshape West Virginia
MORGANTOWN – Christine Riley spent most of her life as a Democrat, following a political affiliation that had been part of her family for generations. But after the Jan. 6, 2021, attack on the U.S. Capitol, the 63-year-old retired 911 dispatcher decided she no longer wanted to belong to either major political party. Riley, a […]
ESMO: Roche touts ‘convincing’ phase 3 KRAS data after win over rivals
Roche has shed more light on its investigational KRAS G12C inhibitor's phase 3 victory over Amgen’s Lumakras and Bristol Myers Squibb’s Krazati. The open-label Krascendo 1 trial enrolled 338 people with previously treated KRAS G12C-mutated non-small cell lung cancer (NSCLC). Patients who had already received a KRAS G12C inhibitor or pan-KRAS/RAS inhibitor were excluded from the trial. Participants received either divarasib once daily, Lumakras once daily or Krazati twice daily. Roche announced back in July that divarasib had demonstrated statistically significant improvements in progression-free survival (PFS) and overall survival (OS), meeting the trial’s primary and key secondary endpoints. But the Swiss pharma had been holding back the detailed data until now. At the European Society for Medical Oncology (ESMO) Congress in Madrid, Roche revealed that median OS for the 167 patients who received divarasib was 17.7 months, compared to 12 months for the 171 patients who received Lumakras or Krazati. The benefit was similarly clear when it came to median PFS, which stood at 9.8 months versus 5.7 months, respectively. A total of 44% of patients receiving divarasib were alive without disease progression at one year, compared to 24% of the control group, according to Roche’s presentation. It was a similar story for the objective response rate, which came in at 58% for divarasib versus 32% for the control group, while median duration of response was 11.9 months versus 6.9 months. Stefan Frings, M.D., Ph.D., deputy chief medical officer at Roche Pharma, told Fierce that the data made for a “very comprehensive, strong package, which should be convincing to health authorities.” “It’s an important advance for patients with lung cancer,” Frings said in an interview at a Madrid hotel during the conference. “It's a second-line setting, and patients who receive divarasib benefit compared to the current first-generation KRAS G12C inhibitors by having far longer overall survival,” he continued. “They live longer. They have better progression-free survival, better response rates, and with a safety profile which is—if [anything]—even better,” he said. According to Roche, 4.8% of patients receiving divarasib discontinued treatment due to treatment-related adverse events, compared to 11.7% in the control group. Serious treatment-related adverse events were also less common with divarasib, at 7.8% versus 15.2%. Roche’s confidence in divarasib had been building even before this phase 3 success. The candidate had already shown better potency and selectivity than the incumbent KRAS G12C inhibitors Krazati and Lumakras in preclinical tests. After cross-trial comparisons suggested that the edge translated into better clinical outcomes, Roche axed a study comparing divarasib to the chemotherapy docetaxel and went toe-to-toe with Lumakras and Krazati. “We designed the drug on purpose with higher potency and better selectivity,” Frings explained. “So, based on preclinical models, we clearly knew it would be superior to the first generation.” “It’s honestly not so frequent that pharma companies go head-to-head,” he added. “But if you want to make a point, if you want to convince payers, prescribers and patients … then a head-to-head win is rather rewarding.” While Amgen and BMS reached the regulatory finish line first for KRAS G12C-mutated, locally advanced or metastatic NSCLC in 2021 and 2022, respectively, they have struggled to capitalize on their head start. Krazati brought in $55 million for BMS in the second quarter, while Lumakras delivered $111 million to Amgen. For its part, Roche is aiming for peak divarasib sales of 1 billion to 2 billion Swiss francs ($1.2 billion to $2.5 billion), according to Frings. The Big Pharma is currently recruiting patients into a phase 3 trial comparing divarasib plus Keytruda against Keytruda plus chemotherapy in previously untreated advanced or metastatic nonsquamous KRAS G12C-mutated NSCLC. Roche has previously suggested that sales in metastatic disease would account for most of the forecast. Frings was tight-lipped on the exact timeline for a regulatory filing but said the Swiss pharma is “certainly keen to get this to as many patients as possible around the world.” Roche has more RAS drugs coming up behind divarasib. The pharma has already launched phase 1 trials of a pan-RAS inhibitor called RG6505 and a KRAS G12D inhibitor dubbed RG6620 in solid tumors. Roche’s partner Chugai Pharmaceutical is also testing a pan-KRAS inhibitor called AUBE00. Roche has made a “deliberate effort” to test a range of RAS drugs, Frings said. “If you have many rare mutations and you are scrambling to find sufficient patients, a pan-RAS inhibitor makes a lot of sense,” he explained.
Apple Stores Reportedly Rolling Out New Anti-Theft System for iPhones
Bloomberg's Mark Gurman today reported that Apple is facing a growing problem where some people will buy iPhones or other products and either remove accessories from the box, open up the device and remove components, and/or remove the entire device, and then attempt to return the box hoping that the employee will not notice.
Indiana football should be better. It also could be worse
On one hand, Indiana hasn’t played its best football in weeks. On the other, neither has anyone else, really.
As the US and China form AI blocs, countries are increasingly torn between them
With the two leading AI powers, the United States and China, forming their own AI blocs, other countries are maneuvering to harness the strengths of both groupings without alienating either and risking losing out.
Argentina should host World Cup
SPAIN are a coming force in world rugby and I welcome their bid to host the World Cup. However I think Argentina should win the vote as they have been a true force on the world stage for a long time. It would be ground breaking to take the event to South America. Either bid […] The post Argentina should host World Cup appeared first on The Rugby Paper .
Netflix’s Leadership Shake Up…Explained
(Welcome to the “Most Important Story of the Week”, my bi-weekly strategy column analyzing the most important (but often not buzziest) news story of the last two weeks. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. Please subscribe.) Well, I had a simple article planned for this week. Called “Whoa, I Missed It!”, I’d take a gander at a few important-but-under-the-radar stories I didn’t cover while I wrote about all things “Skydance. (Formerly known as “the saga of Netflix trying to buy Warner Bros., but not Discovery, then Paramount-Skydance bought all of Warner Bros. Discovery”.) Alas, that article will have to wait. Netflix made news. Ironically, my “Whoa, I Missed It!” article would have mostly been about “content” strategy decisions, which is also what today’s article is about. But instead of the entire industry, this article will only cover Netflix’s decision to upend their film and TV content teams. Just that! So that’s the full topic of the day. I’m going to tackle the issue in the opposite direction of the way “stuff” flows: uphill. We’ll start at film, then move onto TV, and then onto the CEOs themselves, and the strategy questions that still remain. But we start with the numbers driving this. Let’s dive in. Subscribe Most Important Story of the Week - Netflix Upends Their Corporate Hierarchy I’ve got a lot of thoughts, but we’ll start with the most common response to yesterday’s article. Let’s Talk Stock Price More than one person, responding to what I published two days ago, pointed out that, well, actually, the thing driving Netflix’s actions is this: In short, stock price! Even if Netflix isn’t obsessed with their own share price—they probably are, but, for the record, my strategic advice to every CEO is to absolutely ignore stock prices, which will, ironically, probably help the stock price long-term—most everyone thinks they are. By the way, I prefer market capitalization to stock prices, because it’s a more apples-to-apples way to compare companies: But there’s an even better way to look at it, and it kinda casts some doubt on the entire push here: price-to-earnings. I have a long list of articles that I wish I had written, and chief among them is an article titled, “Am I Still a Netflix ‘Bear’?” meaning someone who thinks Netflix’s stock is overvalued. As of last summer, Netflix had solved their biggest problem—which for me (circa 2019) was the lack of free cash flow—but their stock was CRAZY overvalued. That’s this chart here: Why did Netflix’s stock price increase to a price-to-earnings ratio of 50 last summer? What financial metric changed so quickly? Nothing. Given that, historically, mature entertainment companies average 10 to 20, with 16 being the average, that increase made little sense. Netflix’s stock swoon these last eight or so months wasn’t irrational; the stock price rise last year was. So if you want a really hot Netflix take, here it is: Netflix’s stock price has been going down because the financial industry recovered its senses, not because of any strategic mistake. Yes, that would imply that cleaning house may have been a mistake. That’s why the charts yesterday are so important, because they show that Netflix did have a strategic problem (a lack of hits) and that’s what they moved to address. (One could also argue the industry drastically overrated Netflix’s growth prospects, but that’s a financial industry problem, not a Netflix strategy problem per se. Some growth estimates are just crazy. *cough* AI *cough*) Now, the last time Netflix’s stock price crashed—circa 2022—it gave them an opening. I’d argue Netflix insiders knew they needed to expand post-COVID-19 crisis, adding advertising, cracking down on password sharing, and dabbling in sports. But if they had done that when their stock price was high, it would give folks a reason to second guess their strategy. (Arguably, last year, when Netflix pursued the Warner Bros. merger, it gave the industry a chance to review their business.) Instead, after the 2022 fall, they had the opening to make strategic changes. We may see Netflix pivot again following this latest slide. For example, the “binge versus weekly” conversation is alive and well again. Same for expanding into theaters even more. And adding both linear channels and streaming bundles. And maybe more either social, user-generated, vertical, or creator content. But the first shift came with who is making the content calls. A Message from Our Sponsor Last winter Pulp Fiction was on Netflix. For those same 90 days, it was also free, with ads, on Pluto TV and the Roku Channel. That is not a glitch, and it is not rare. The title has run on 20 different US streaming services since 2019, across 80 separate windows, and for more than 600 of those days it sat on a paid subscription service and a free ad-supported one at the same time. Almost nobody can see this, because when a title leaves a service, the record that it was ever there tends to leave with it. Reelgood keeps that record, dated to the day rather than the month: 4MM+ movie, show and episode titles across 300+ services globally, with timestamped arrivals, departures and moves across SVOD, AVOD, TVOD and vMVPD. Licensing teams price against every prior window. Rights teams check what a licensee actually delivered, and when. Pick a title you think you know: data.reelgood.com/title-availability Film - Dan Lin Want to know why I don’t opine on individual film or TV executives, especially new hires? Dan Lin. As I always caution, it’s really, really, really tough to predict which executives will succeed in new roles and which won’t. The successful head of co-production/finance partner, Rideback, Lin was considered for the head of DC Studios job before taking the job as the head of Netflix. By all accounts at the time, this was a smart hire. (That’s my read of the news coverage anyways.) But now that Netflix has fired Dan Lin, we got a slew of news stories about how he was doing a terrible job. In sports media, Bryan Curtis, new Substack writer/podcaster from The Ringer, calls this the “now you tell us” story, when you only hear the bad news after a star athlete leaves a sports team. In this case, now they tell us that Dan Lin was bad with talent after he got kicked out the door. So was Dan Lin a flop? It’s actually tough to say. While film moves faster than TV, even two years isn’t really enough time to evaluate a person’s output. The new head hasn’t really taken control. As Emily Horgan noted, it takes much longer than two years to produce animated films, so yeah, it’s definitely too early to judge in that domain. As for live-action films, I just published an article by Brandon Katz called “Netflix’s Summer of Bummer”, but I’d point out Netflix had a bad summer two years ago too. Arguably, their best summer came from KPop Demon Hunters last year and Happy Gilmore 2, the latter of which I saw credited to Lin. Then, the stories came out that Dan Lin clashed with talent, both Ben Affleck and Greta Gerwig, classic “now they tell us” factoids to explain his firing. This may have been true, but also should have been expected given that he was given the mandate to bring budgets back in check, especially after Rebel Moon. So if he made folks upset, well, that’s what he was hired to do! But also, he was described as “well-liked” at his hiring! In that case, I’m a bit sympathetic to Lin, since he may have been undercut by senior leadership, as often happens. Basically, a CEO hires a subordinate to be their “bad cop” and keep budgets in check, but then when talent complains, the CEO ends up undercutting them. That’s how I think you end up with a Narnia movie as expensive as any of the other flops, along with a film executive the town no longer likes. As a result, I think that Netflix is now executing a classic “hire the opposite” move by hiring Peter Rice. This phrase comes from my experience following football and basketball coaching decisions, where teams generally hire the opposite of who they just had. If you have an offense-minded head coach, hire the defensive guy. Or in college football, if you have a strong recruiter, then you pivot to an “X’s and Os” type of guy. Or in pro basketball, if you have a very analytically minded coach, you hire the player-friendly guy. I see that here. After dropping Scott Stuber—arguably a talent-friendly executive with lax budget control—Netflix hired the business guy to keep costs in check. Now Netflix is pivoting back to Peter Rice and presumably a more talent-friendly regime. (Disney, by the way, has done this twice: hiring business guys to succeed talent-friendly Bob Iger. It didn’t work out last time.) When it comes to Peter Rice…we’ll see! Maybe he works out, but maybe he doesn’t. I’d actually say the biggest problem is that Netflix still hasn’t solved its “IP Problem”, in that they don’t own much IP, so they just have a lower hit rate. The new executive won’t solve that. (Though buying Lionsgate would help.) Share “Content” - Bela Bajaria I almost published yesterday’s article after this column, but ended up flipping the order, because it told the story so well. So if you want the data for why Netflix is looking at TV to fix their problems, it’s in that article, this graph in particular: I know I just wrote that it’s often hard to judge executives, but Bajaria ran TV for six years and film for three and a half more. That’s more than enough to judge hit rates, and Netflix needs more hits. That’s the story. Since 2023, Netflix hasn’t had as many hit shows as it used to, and many of its previous power house TV shows have ended their runs (Stranger Things most of all). Also, many shows from 2020 to 2022 probably pre-dated Bajaria’s tenure. (That said, one thing may have been outside of Bajaria’s control, which I explain below.) Let’s lump some content strategy thoughts about Netflix and TV into one place: We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… Why I partially blame Squid Game for Netflix’s latest troubles… What is “the football trap”... Why it might not be the TV shows or films’ fault at all… What change I don’t think Netflix will make... How Bela Bajaria evolved Netflix’s TV strategy in smart ways… Whose departure likely submarined Bajaria’s final few years… One sneaky explanation for Netflix’s content struggles... And a whole lot more... ...please subscribe! We can only keep doing this great work with your support.
The Violent Cost of Being a Woman in Politics Spans Continents
Weekend Reading on Women’s Representation is a compilation of stories about women’s representation in politics, on boards, in sports and entertainment, in judicial offices and in the private sector in the U.S. and around the world ... with a little gardening and goodwill mixed in for refreshment. This week: —There is not (yet) the political will in the U.S. to talk about gender quotas ... but 35 nations in Europe have either been mandated or volunteered to implement them. —Weeks after the brutal rape of Arizona congressional candidate Bernadette Greene-Placentia, Australian independent member of Parliament Helen Haines is in hospital in a critical condition after she was struck by a car outside her office in what Prime Minister Anthony Albanese said appears to have been "a deliberate act." —"Politicians are no longer treated like we’re human,” says Arizona state legislator Alma Hernandez, who is facing rising harassment and threats. —Federal agents searched the Washington-area home of Rep. Ilhan Omar, a frequent critic of Republican President Donald Trump. —If elected governor of Georgia, Keisha Lance Bottoms would become the first Black woman governor in U.S. history. ... and more.
Pope hope, that’s entertainment, and getting ahead in the CIA
Happy Friday friends, I want to start by just breathing for all of us a big long collective sigh of relief at the news this week that the pope’s doctors have basically blown the all clear for Leo’s health. Going from knowing nothing to him declaring to the world he needed surgery, to a cancer diagnosis, to bouncing out of the hospital in barely even days, to ringing the bell in less than two weeks is whiplash inducing. But in the best possible way. We are living in a world in which the Roman pontiff, by dint of history, biography and circumstance, is once more at the epicenter of global affairs. Not just conversations about religion, or Christian and post-Christian values, but the bleeding edge of the most pressing issues of human affairs. Think I am exaggerating a touch? Consider the images of the crowds who greeted Leo in Paris just weeks ago, and juxtapose them with the absolute photo negative scenes unfolding there recently. Ask yourself how many world leaders are talking about AI right now and directly citing the pope as they do so. Try to name a country who has had as many top-ranked diplomats in and out of both Russia and Ukraine in the last three years as the Vatican has in the last three months. It has been fascinating to watch Leo XIV emerge as not just a kind of pop culture reference point or totem to be cited (Francis was often name-checked this way) but as a kinetic force in global conversation. Given the state of things, we need global figures of gravitas and values, even better if they have real wisdom behind what they are saying. So news of Leo’s illness was, it seemed to me, a tremor with potentially Richter Scale implications. That not only has the worst not come to pass but instead we’ve had the best of outcomes announced is something to really be grateful for. Humanity, it seems to me, is entering one of its irregular but cyclical phases where the pace of change — technological, social, and geopolitical — outstrips the ability of previously settled norms and received wisdom to cope. Such periods – and I think the first decades of the last century were a similar such time – throw into question the viability of all kinds of institutions. And many of ours have been straining to breaking point for a few years now. The papacy has the power and the potential to be a steadying pole in all of this. That’s my hope, anyway. It’s a lot to freight the office with, though it is arguably its ultimate purpose from its founding, to be a steadying rock on which all that matters can be anchored. It’s also, of course, an intolerable weight of responsibility to place on a single man. But I am encouraged to have hope in – and for – Leo. The apostle whom he succeeds, after all, was famously unequal to some moments, failed some tests of faith, and resiled from taking the road which led ultimately to the circus on Vatican hill. Human frailty and limitations, of health, of character, of temper, can open us to Christ, whose strength is greatest in our weakness, so St. Paul learned. That gives me hope, and I am sure it consoles Leo, too. And so I will continue to pray for him. Because we need apostles of rock right now. Here’s the news. Subscribe The News The Dicastery for the Doctrine of the Faith issued yesterday a new document “Venite ad me: Considerations on the Transmission of the Faith in an Epochal Change.” It’s not a short document, and it is at pains to stress this isn’t a doctrinal note from the dicastery, either. Rather, it brings together reflections on an important issue from the Church around the world. Some of it I actually found really rather powerful. It is, however, 25,000, which is a lot for a busy reader to get through on a weekday. So, you can read our busy reader’s summary right here. — News broke yesterday of an Oct. 22 meeting of U.S. bishops with President Donald Trump. The meeting was organized by an official at the Heritage Foundation, according to several sources close to the meeting. Video of several U.S. bishops praying in the Oval Office over President Trump was posted on social media Thursday afternoon, first by White House Communications Advisor Margo Martin, and then by the official twitter.com account of the Archdiocese of Denver. The meeting has drawn sharp criticism because of its proximity to the upcoming midterm Congressional elections, in which Democrats are widely expected to win control of the House of Representatives, while control of the Senate remains closely contested. Sources close to the bishops’ conference told The Pillar that some USCCB senior officials were surprised by the existence of the meeting when video of it first emerged online. And a source close to conference president Archbishop Paul Coakley of Oklahoma City told The Pillar that the archbishop was “deeply frustrated” by the occasion of the meeting. An official conference spokesperson told The Pillar that the meeting was “not organized with or by the USCCB” and was “not affiliated with the conference.” You can read the whole story here. — The next National Eucharistic Congress will be held in Indianapolis in 2029, a return to the city that hosted the last gathering in 2024. You read it here first. By here, I don’t mean this newsletter, I mean at The Pillar. We broke the story this week. It’s a big deal, in as much as the last congress was a roaring success and the next installment has the potential to be a real focal point for evangelizing efforts in the coming years. Read all about it here. — As Pope Leo prepares for the longest trip of his pontificate, Church leaders in Uruguay say the pontiff will encounter a highly secularized culture, in a country with a very different Catholic history than many of its South American neighbors. The nation has not had a papal visit since 1988, and leaders who spoke with The Pillar say it has a dire need for evangelization, even amid the prospect of a small revival in faith. This is real reporting on the Church in the country, and frankly a story you simply are not going to be able to read anywhere else. Read the whole thing. — The Archdiocese of Detroit announced this week a plan that would see the vast majority of its parish priests reassigned next summer, amid a restructuring process expected to dramatically shrink the number of parishes in the archdiocese. Archbishop Edward Weisenburger said this week that the plan “asks much of our priests,” but is a “sacrifice they are making as brothers of one, unified presbyterate.” The thing is, as JD pointed out in an analysis yesterday, pastors of parishes have a legal right to stability in office, so the only way this kind of wholesale reassignment goes ahead is if all of the archdiocesan clergy agree to resign. That creates its own kind of legal issues, though, and re-raises longstanding questions about the effectiveness of canonical due process protections for priests when dealing with coercive exercises in authority. Read the whole thing here. — More than three months after the Dicastery for the Doctrine of the Faith issued its decree declaring the excommunication of the leadership of the Society of St. Pius X, questions remain about the full effects of the society’s schism. Specifically, the DDF’s July claim that marriages witnessed and confessions heard by SSPX priests are now invalid remains contested — and it emerged this week it appears that the Vatican’s own legal experts don’t agree. You can read my whole analysis of the situation and what it means here. All I would add is that the DDF’s undeveloped, some would say unsubstantiated, claim about the invalidity of some SSPX sacraments came in their July Explanatory Note on the schismatic consecrations by the society that month. It touches directly on both papal acts of governance — indeed it purports to nullify them — and the most intimate pastoral encounters possible in a parish setting. If there is one aspect of the Francis-era style of governance I would like the curia to finally cut out, root and branch, it would be these attempts to try to effect extraordinarily sensitive legislative acts via a note. — At least a dozen French bishops have spoken out following an eruption of violence on the country’s streets Oct. 17. Not surprisingly, they unanimously condemned the violence, but the length and content of their interventions varied significantly. Several sought to distinguish between the actions of rioters and what they suggested were the legitimate concerns of peaceful young protesters. Many also evoked Pope Leo XIV’s Sept. 25-28 visit to France, suggesting it offered a powerful counter-image to the scenes of looting and destruction. A number of bishops also stressed their solidarity with law enforcement officials who struggled to contain the disorder, as well as the owners of the roughly 3,000 damaged or looted businesses. What’s the background to the nationwide unrest that the French media calls “les violences du 17 octobre”? And what exactly are the bishops saying? Read all about it here. — A Polish bishop called for the firm defense of unborn children as well as compassion for their mothers this week, as the lower house of Poland’s parliament passed two bills seeking to liberalize the country’s abortion laws. The bill on decriminalizing assistance in an abortion passed by 217 votes to 213, while the abortion in cases of fetal abnormality bill passed by 233 to 203, thanks to the government’s majority in the lower house. Both bills will now move to the Polish Senate, the upper house of parliament, where the ruling coalition has a larger majority. The fetal abnormality bill is symbolically significant because if it became law, it would effectively overturn a 2020 ruling by Poland’s Constitutional Tribunal that a 1993 law permitting abortion for a severe and irreversible disability or a life-threatening incurable disease was unconstitutional. Read the whole story here. Subscribe **[The St. Paul Center App | Bible Study On-The-Go Read and understand the Bible with St. Paul Center’s new app! With today’s leading Catholic Scripture scholars as your guides, the St. Paul Center app empowers you to read the Bible](https://stpaulcenter.com/app?utm_source=pillar&utm_medium=email&utm_campaign=applaunch)** from the heart of the Church. Download the app for free at either the Apple or the Google app stores. https://stpaulcenter.com/app That’s entertainment I have written before about my deep and sincere reservations about the celebrity exorcist subculture which has taken root in American Catholicism. And, because I am very ill at ease with the entire thing, I try to keep a weather eye on the phenomenon without being drawn into the kind of online back-and-forth which these figures sometimes generate. Earlier this week, JD noted that one such celebrity exorcist type, Fr. Chad Ripperger, has undertaken, on the request of his bishop, a year’s fast from interviews and public speaking. I’m sure that will be salutary for him, if for no other reason than that receiving with docility requests from one’s rightful ecclesiastical superiors always comes with graces. Then a second thing happened this week which caught my eye. Apparently, another fixture in the celebrity exorcist world, Fr. Carlos Martins, has initiated a lawsuit against two lay men — apparently associates of Rippenger, though I am unclear in what way, exactly — for allegedly defaming him and his ministry on a podcast. It seems the suit was initiated nearly a year ago and is now pending. At issue, I read, is that the two men described Martins on a podcast as “not who he says he is” with regard to his exorcism ministry and that he “doesn’t know what he’s talking about.” These statements Martins considers to be false and defamatory and, his suit claims, “directly affected the sale and reception of [his] The Exorcist Files book that was newly released at the time these episodes aired.” I don’t want to get too into the weeds of the details here, but a couple of things struck me about all this.
There’s a Reason That Netflix’s Ad Business Has Underwhelmed
Somewhat lost in the company’s slew of firings and engagement warnings over the past few weeks was the fact that Netflix is scaling back its ad forecast for 2026 from $3 billion to $2.7 billion. That’s despite the fact that: CTV is growing by 14-15% this year This year saw a monster upfront Netflix is the biggest streamer out there this side of YouTube, and was the platform that for years brands were supposedly dying to be a part of In other words, that’s an alarming pull-back from Netflix. A Wall Street analyst I spoke with last week was blunt, calling Netflix’s ad business “disappointing.” To me, a red flag on the ad front is that Netflix has never revealed how many ad-supported subscribers it has. Because if I know anything about how big companies work, if they have a positive number that makes them look really good - they tend to share it. (How many subs does go90 have right now? We’re not saying just yet. How are ads going on ChatGPT? Oh, a billion run rate - I see). Yes, to date Netflix has shared some fuzzy ad numbers, such as the idea that the company’s ad tier ‘reaches’ 250 million users globally.’ Here’s why that figure gives me pause: a)they lead with global, and b) they don’t explain how they are calculated. (Are they based on average people in each room? Surveys of some kind?). Regardless, some insiders say that Netflix’s ad tier is scaling nicely - others not so much. Either way, one of Netflix’s biggest challenge on the ad front appears to have been its starting point. Remember, when Netflix launched ads in 2022, it had 73 million subs in the US and Canada. That’s 73 million people who were used to Netflix with zero ads. And when the ad product rolled out, the company clearly was going after new users - a limited pool of potential subscribers by default. That focus seems to have changed over time, as Netflix has tried to convert longtime subscribers to the ad tier. Historically Netflix subscribers are very sticky. But is the company’s low churn a problem? Not necessarily, according to Antenna data. Rather, Netflix’s consumer loyalty is a bit of a double-edged sword. “Netflix is the one streamer which actually has seen substantial “trade downs” but has much lower ‘win backs,’ said Antenna founder Jonathan Carson (win-backs being people who were on the ad-free plan, cancelled, then rejoined on the ad plan). “Netflix has lower churn and so has less opportunity to win back old subs with a lower cost plan option.” This all might explain why Netflix has been so slow to roll out all of these table stakes targeting options until just this week. It likely didn’t have enough users to carve up into various targets. etc. However, what really hit Netflix’s ad business was Amazon’s move a few years ago to turn on advertising for Prime Video by default. Suddenly the market was awash in premium inventory, and Netflix was playing catch-up on multiple fronts. Thus, the streaming giant appears to still be figuring out if if wants lead in ‘programmatic TV,’ or premium ‘upfront’ TV sales. “The CTV market now sorts into three businesses, and Netflix is not the leader of any of them,” wrote analyst Jack Myers. Ouch. So how does Netflix ratchet up its ads business? Get the next NFL package You’re gonna have to wait until 2030 unless one of the bigger media companies like Skydance opts out, but the easiest (not cheapest) way for Netflix to become a huge TV ads contender is to get one of the regular NFL packages, ideally Sunday afternoons. That way it can sell ads to its whole U.S. subs base overnight. Go FAST This one is risky, because to program a compelling FAST channel, you’d likely have to take some older Netflix exclusive shows and make them available for free to non-subscribers. But FASTs, for better or worse, are ad-inventory machines. Go full UGC I’m not sure I see this happening. There is something already off about Netflix carrying podcasts and shows for creators. The experience sticks out in what is such a produced, and generally non-communal environment. But Netflix could open up its platform by allowing creators to upload videos without having to be approved by the service. But that opens a whole other can of worms (policing brand safety, copyright infringement, overall quality). Make a huge RMN Deal I was going to suggest something crazy, such as ‘instead of buying Warner Brothers, Netflix should buy Target. But the company doesn’t want to be in the brick and mortar business. Yet for Netflix’s ad business to compete in an Amazon world, it needs to be able to connect ad exposures to shopping. What if, instead of letting Amazon target Netflix viewers with its DSP, Netflix inked a deal with Target, or even took control of Roundel, and created its version of the Amazon full-funnel for brands? Price us out. I hope they don’t do this, but Netflix’s price increases - while significant - haven’t been enough to push long-term customers out of the ad-free tier. But if they made those prices so prohibitive, it could push large swaths of consumers to trade down. Then again, that could also dent engagement - as binging becomes much less appealing once you bring ads into the equation. Or, they could just launch a bunch of hit shows and maybe everyone will quickly forget all this angst. More from Amazon unBoxed A few weeks ago, I recorded two podcasts live at Amazon’s unBoxed event in San Francisco. I was able to go really deep with several brand partners about how Amazon’s various data and ad products work - particularly the under appreciated Amazon Marketing Cloud. First, I talked with Laura Abadias Velilla, of the Amazon specialty agency Amerge, along with Amazon’s own Charlotte Maines, Vice President, Devices Content & Advertising, about how the two partners helped a very specific printer company Epson launch into a brand new category - high end projectors. It’s a great example of how brands connect audience data across platforms to make budget deployment decisions. Next, I chatted with Monks VP Head of Digital Investment for North America Tom Burchill about how the agency actually brought in data from Linkedin to help target B2B customers across various Amazon properties for the brand Quicken. Check it out: Check these out, or just listen:
Cannabis and CBD for Insomnia: What Does Science Say Today?
Millions of Americans struggle with sleep. Many believe cannabis or CBD helps, but clinical evidence remains unconvincing. Neither is FDA-approved for treating insomnia.
Two CVSS 9.0 Linux KSMBD RCE Flaws Disclosed on Public Mailing Lists Before Kernel Fixes
Two CVSS 9.0 flaws in Linux KSMBD could enable remote code execution; one needs no authentication, and neither has a mainline fix.
TERRY TURNER: Sad politics
Early voting is already open, yet most of us in south Georgia have never directly heard what either of the two candidates for governor have as policy agendas, what the goals of those policies are or how they are to be achieved.
UNF Poll: Governor's race too close to call in final days
'A win by either candidate would be unsurprising.'
Toy Story 5, Backrooms and The Breadwinner Vie to Become the Second Biggest Film This Year...
(Welcome to my weekly streaming ratings report, the single best guide to what’s popular in streaming TV and what isn’t. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. If you were forwarded this email, please subscribe to get these insights each week.) Often, people blame “data” for ruining Hollywood, when I’d argue that hype (which can often be debunked by data) is often worse, as you can see in these two headlines. To use a common meme, here’s how it started: and how it’s going: Earlier this year, I read countless (and I mean countless) articles (in almost every mainstream media outlet) about how Heated Rivalry was a huge hit and that it “heated” interest in hockey. But Heated Rivalry wasn’t a huge viewership hit compared to the hype: [ ](https://entertainment.substack.com/p/you-cant-eat-buzzdid-heated-rivalrys) [ You Can’t Eat Buzz…Did Heated Rivalry’s Buzz Translate into Actual Viewership? ](https://entertainment.substack.com/p/you-cant-eat-buzzdid-heated-rivalrys) Entertainment Strategy Guy · Jan 22 [ Read full story ](https://entertainment.substack.com/p/you-cant-eat-buzzdid-heated-rivalrys) In this case, the hype (Heated Rivalry is really popular) belied the data (It didn’t make the top ten charts, meaning it wasn’t a huge hit.1) Even worse, every time I write about this, I get a lot of negative feedback, hence why I only sparingly mention the show these days or add lots of caveats when I write about it, but this just further cements the hype. But companies, and the executives leading them, have to determine strategy based on reality, not media coverage. The NHL committed real marketing dollars to a campaign that didn’t work. Sure enough, the latest NHL season opened to under a million viewers. At some point, you have to focus on what the data says, because real dollars are at stake. And that’s why we have the Streaming Ratings Report! To provide and analyze cold, hard data. Luckily, this week, I can be positive and take a look at a huge opening on streaming, along with a very buzzy horror film that customers kind of like, but don’t really love. And a comedy that tried to rebound on streaming. Today, I’m covering two weeks—21-Sep and 28-Sep—so we have a lot to discuss (nearly 5,000 words worth), including a series of film misses for Netflix, another argument for weekly-released TV shows on streaming, another sitcom tries to avoid the comedy curse, Netflix has two new game shows (one powered by AI), Reacher falling off the charts after a huge run, Prime Video tries its hands at the romcom game**,** a look at the WNBA’s big season, a big night for the VMAs on CBS and MTV, all the flops, bombs and misses, and a whole lot more. (Reminder: The streaming ratings report focuses on the U.S. market and compiles data from Nielsen’s weekly top ten viewership ranks, Luminate’s Top Ten Data, JustWatch and Reelgood interest data, Samba TV household viewership, company datecdotes, Netflix hours viewed data, Google Trends, and IMDb to determine the most popular content. While most data points are current, Nielsen’s data covers the weeks of September 14th to October 4th, 2026. You can find a link to my terminology here.) Subscribe Film - Two Hits and a Miss Come to Streaming… Three very interesting films came to streaming in one week, and I like comparing them since they show the range of theatrical films. One was a huge blockbuster, one was popular, and one was neither. One is a horror film, a buzzy genre; one is a comedy, a struggling genre; and one is an animated family film, the king of the box office. One went to a tiny streamer (HBO Max), one went to a second-tier streamer (Disney+), and one went to the biggest (Netflix). So… If you just went by box office, you’d expect Backrooms—the $197 million grosser, and partner of Obsession for “YouTube Horror Summer”—to dominate on streaming. If you read this report, though, you know that horror films don’t do great on streaming, and that’s the case again. Backrooms opened at 3.8 million hours according to Nielsen, and had 3.9 million hours in its second week. Here’s how that stacks up to other HBO Max films: We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… ...why I don’t buy Backrooms budget… …two new games shows arrive on streaming… …another sitcom struggles… ...another argument for putting out shows weekly on Netflix... ...and a whole lot more, nearly 5,000 words more... ...please subscribe! We can only keep doing this great work with your support. If you want an idea of just how much content you’d get in a full issue, check out this older issue. Coming Soon! Next week, I’ll be taking a look at the eighth season of Hulu’s The Kardashians, answering the question: will this show ever make the charts? If Mormon wives can make it, surely one of social media’s most popular families can as well. Also, Prime Video has a new horror show based on popular IP, Carrie, Netflix has a horror show starring Josh Hartnett, Below, and Apple TV has a UK import, Small Prophets. Plus a bunch of movies like Disclosure Day heading to Peacock, The Housemaid coming to HBO Max, Ben Affleck’s latest on Apple TV, Animals, and Matchbox the Movie on Apple TV, a John Cena action comedy inspired by Hasbro’s toy cars. The week after is even busier! I’ll look at another IP-based horror show, Crystal Lake, a new MCU show on Disney+, VisionQuest, season two of The Lowdown on FX/Hulu, the fourth seasons of The Diplomat on Netflix and Tulsa King on Paramount+, another season of Love is Blind, and four straight-to-streaming films: Netflix’s Sacrifice (starring Chris Evens, Anya-Taylor-Joy, Vincent Cassel, John Malkovich, Salma Hayek. Charlie XCX), Apple TV’s Tenzing (starring Tom Hiddleston and Willem Defoe), Prime Video’s Love of Your Life (Margaret Qualley) and Masterplan (Stanley Tucci) and a whole lot more, somehow. Long term, here’s some huge IP news: a Game of Thrones movie is coming to theaters, Game of Thrones: Aegon’s Conquest in 2029, while Jon Watts (who helmed three of the most recent Spider-Man movies) is directing the next Star Wars trilogy, to be written by Simon Kinberg. I’m cautiously optimistic for both. It feels obvious to say that making good movies matters, but for bets this big (Star Wars is on a swoon, Game of Thrones hasn’t been to theaters yet), the quality has to be there.
Several S&T researchers among top 2% cited scientists in their fields
A total of 94 current and former researchers affiliated with Missouri S&T are among the world’s top 2% most-cited scientists recognized either for their career-long impact or for their 2025 metrics, according to a Stanford University analysis of the Elsevier Data Repository....Continue Reading Several S&T researchers among top 2% cited scientists in their fields
MSG Sports is splitting the Knicks and Rangers into two stocks, and history says spin-offs tend to beat IPOs
As the Knicks raise their first championship banner in 53 years, MSG Sports is spinning off the Rangers, giving investors a chance to own one team, both or neither.
Falcons’ Tua Tagovailoa Faces Uncertain Future After Andy Dalton Signing
The Atlanta Falcons made a pair of quarterback roster moves on Monday. No, neither of them directly involved Tua Tagovailoa, Atlanta’s current backup QB. The fact that the moves happened at all, though, raised questions about Tua’s future with the Falcons. Falcons QB Moves The Falcons chose to sign free agent QB Andy Dalton, the […] The post Falcons’ Tua Tagovailoa Faces Uncertain Future After Andy Dalton Signing appeared first on HEAVY.
Candidates for Texas agriculture commissioner spar over eligibility for office
The legal qualifications for agriculture commissioner — and whether either candidate meets them — have taken a front seat in the race between Republican Nate Sheets and Democrat Clayton Tucker.
SnakePit Post-season GDT, #17
Two ways tonight can go. We either see a Rays victory, and they move on to the World Series, starting on Friday in Milwaukee. We spend the next three days staring out the window, twiddling our thumbs and waiting for that to start. Or the Guardians prevail, and we look forward to a winner-take-all battle […]
Fruit and sugary drinks stood out in a three-year study of teenage mental health
A three-year study of 6,537 Australian adolescents found that higher fruit consumption was associated with a lower risk of elevated depression and anxiety symptoms, while greater sugar-sweetened beverage intake was associated with increased risk. Vegetable consumption showed no significant association with either outcome, and the observational findings cannot establish cause and effect.
Trump's new pitch for Republican candidates? They're really good looking
Aesthetics have long been part of the president's measuring stick, either as a source of praise or target for ridicule.
Election stakes are high for Colorado’s farming future
U.S. Rep. Gabe Evans is running to defend his seat against Manny Rutinel. I don’t know either of the two, but I was able to visit with Evans for half an hour earlier this week and while we aren’t aligned on everything, we have similar feelings about dear Manny. Evans said he’s hearing the same […]
Real Madrid’s 4-1 win yielded little from set pieces
Real Madrid beat Sevilla 4-1 at the Santiago Bernabéu on Sunday, October 18, but the set-piece analysis published by Managing Madrid found little threat from either side’s dead-ball situations. Kyl...
A pipe under the Taiwan Strait outlasts the politics above it
Kinmen’s water now comes mostly from Fujian – a dependence neither Taiwan or China calls political, but neither can easily undo.
Streaming’s Biggest Show Returns…and a Buzzy Genre Struggles
(Welcome to my weekly streaming ratings report, the single best guide to what’s popular in streaming TV and what isn’t. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. If you were forwarded this email, please subscribe to get these insights each week.) Obviously, the big news of the week (if not month) is Netflix letting go of executive Bela Bajaria, their chief content officer. I’m going to cover this in my next “Most Important Story of the Week”, but I also have a data angle that I might publish before then. (Too much news this month, am I right?) But first, I have a bonus Streaming Ratings Report issue for you. Today’s article is a bit of a grab bag of topics I’ve wanted to write about, but couldn’t squeeze into the (already very long) Streaming Ratings Report issues. The NFL drives huge viewership numbers, so I’ve got a look at that. A whole bunch of TV shows returned to the traditional broadcast channels, and I have thoughts. And I have a quick look at adult animated shows, since a couple flopped earlier this month. Plus, the Emmys aired earlier this month, and we got some fun data bout how popular those nominated shows are and why I’m not optimistic about the show’s future. That’s a lot, so let’s dive right in. Subscribe Sports - Football Remains the King of Streaming Over the last two Streaming Ratings Reports, I sorta ignored the biggest “show” each week. (I was tempted to say “piece of content” but I know that word bugs folks.) In my database, I call these “specials”, and they sure are special. I speak of the king of American TV: football!!! Streaming football is back and, unlike some other sports, it routinely dominates all viewership. Probably the best way to show this is to update one of my favorite graphics, the “40 Million Hour Club”1 since football games have joined that club each week they’ve premiered: (Yep, that’s the data through 28-Sep, the first four weeks of the season. As a reminder, I take the average minute audience provided by Nielsen, factor out a percentage of linear TV viewers in home markets, and multiply the run time by the three-hour runtime.) Again, the numbers are huge. Let’s start with Netflix. They grabbed the rights to the bonus opening week NFL Kickoff game (which was on YouTube last year) and it put up 18.5 million viewers on average. That nets out to 47.4 million hours of estimated streaming hours. That’s good! Though, notably, it’s well below Christmas Day games from previous years. Compared to other streamers/broadcasters, that’s a bit of a mixed result. On one hand, Netflix’s 18.5 million average is about what YouTube claimed last year, though Nielsen used a bespoke methodology at that time, so I trust this viewership figure more. So that’s good. (The game also shifted from a Friday to a Thursday and that could have helped the viewership as well.) And Netflix continues to best Prime Video in total viewership—as you’ll see next—though Netflix has had much higher-profile (opening week and Christmas Day) games. NBC/Peacock’s opening game the night before averaged 25.1 million average viewers, which is just much bigger than Netflix (or Prime Video). That’s the big caveat to all streaming viewership records: even in success, they can’t compete with traditional linear TV. Previously, I called this my “hierarchy of viewership”, and the data keeps supporting that thesis. The downside for NBC is that this game’s viewership was down compared to previous years, though it may be a counting issue. Here’s a great chart from Sports Media Watch: Indeed, looking at all the opening week games across all windows, Netflix still lags the other primetime windows, but does well compared to the afternoon games: I saw a few folks make the case that streamers still lag traditional broadcasters in reach, and I’d add they really lag compared to “broadcast plus streaming” options like NBC/Peacock, ESPN/Disney+ and CBS/Paramount+. The best data I saw for this came from Samba TV, who charted reach through the 2025 season, and, wow. (Samba TV’s numbers are historically lower than Nielsen’s, so don’t compare their household figures to Nielsen’s hours, but use them as a proxy for the relative reach of the streamers.) The good news is Prime Video is NOT having a down year. Their opening Thursday Night Football game reached 18.6 million viewers (about what Netflix got), but that’s a high for Prime Video on Thursdays and the biggest Thursday night game since 2015. The TNF games the weeks of 21-Sep and 28-Sep continued this streak, getting 43.1 (16.8 million average viewers) and 42.5 total hours (16.6 million average viewers), which were both up from last year. Still, that continues the (typical) season slide: (For those new-to-streaming-football-numbers folks, the viewership declines for Thursday Night Football as the year goes along.) Overall, it appears as if Prime Video is now part of the “football habit”, be it for customers at home or out at places like bars and restaurants. And its viewership is slowly catching up to broadcast. One last chart shows this. Last season, Nielsen started adding out-of-home viewership to the charts, so I try not to do season-to-season comparisons as I did for the first few years. And while Nielsen added Big Data viewing this year, I’m going to compare the last two seasons. Here’s that chart, which shows the season-over-season gains: When it comes to streaming football, we have to keep a few seemingly contradictory thoughts in our head… First, streaming doesn’t come close to matching broadcast’s reach and, thus, viewership. Second, even with that gap, football is still the biggest “thing” on streaming. It’s very, very popular. Third, while some methodology changes have likely helped Prime Video’s numbers, their viewership does appear to be growing. Lastly, yeah, the NFL started the season off poorly, with week one dragging down the numbers in year-over-year comparisons. However—and again, methodology changes may have helped this—the viewership grew compared to previous seasons over the next couple of weeks. So football is still king. On streaming and off. Television - Adult Animation Continues to NOT Make the Streaming Charts In the last two reports, two adult-animated shows whiffed: Netflix’s animated comedy, Dang! Paramount+’s Sega-video-game-inspired fantasy/comedy, Golden Axe. Neither made the charts, but that’s usually the case for animated shows. I mean, here’s literally every animated show that’s made the Nielsen Original charts since the start of 2025: And one of those shows is G_abby’s Dollhouse_! A kids show! The problem with charts like this is that they don’t give you a sense of how many shows miss the charts. Netflix had at least eleven animated flops, including comedies like Big Mouth (a show everyone assumed was popular in the pre-Streaming Ratings Era), Long Story Short, Haunted Hotel, Mating Season, Strip Law, and Alley Cats, and action shows like Blood of Zeus, Castlevania: Nocturne, Devil May Cry, Splinter Cell: Deathwatch, and Tomb Raider: The Legend of Lara Croft. Prime Video had at least six animated misses, two in the same universe (Hazbin Hotel, Helluva Boss), three more comedies (#1 Happy Family USA, The Second Best Hospital in the Galaxy and Kevin) and an action show (The Mighty Nein). Disney+ had MCU and Star Wars animated misses (Eyes of Wakanda, Marvel Zombies, Star Wars: Visions, Star Wars: Maul – Shadow Lord, and Star Wars: Tales of the Underworld) but I can’t tell how many of those shows were geared towards adults. HBO Max had Harley Quinn and Hulu had Solar Opposites. None of these shows made the charts! That’s a lot of misses! If I remade the chart with all those misses, here’s how it would look: Listen, I know the counter arguments. First, it’s cheaper to produce animated shows than live action. Fair enough, but with viewership this low, even that cheaper price point starts to not matter. Second, just look at the acquired charts. Hit animated comedies can generate viewership for years! Shows like The Simpsons, South Park, Family Guy, and Bob’s Burgers do really, really well. Fair enough, but streaming has failed to recreate the dynamic that Fox has mastered so well. That’s a problem for streaming still. Television - Emmys! The annual Emmys broadcast was a few weeks ago, and I’ve got data on how the nominees performed on streaming, plus hot takes on this year’s viewership (and the big news about the broadcast’s, er, streamcast’s future). We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… The top Emmy-nominated shows… ...why I’m worried about the future of the Emmys telecast... ...the pros of broadcast television ...and the cons... ...please subscribe! We can only keep doing this great work with your support. Coming Soon! Next week, we’ve got a double issue (since the weeks of 21-Sep and 28-Sep were so light), but then I’ll be all caught up after a deluge of streaming ratings data from Nielsen in September. In the meantime, I’m going to try to take a look at Netflix’s stats to explain why Bela Bajaria is out. But even light weeks give me plenty to talk about. The Great British Baking Show returns to Netflix and Apple TV has a buzzy new star-studded comedy. And Netflix has a controversial-but-appears-to-be-popular new game show. Plus big films like Toy Story 5, Backrooms and The Breadwinner head to streaming. And is East of Eden a hit? After that, The Kardashians return to Hulu, Prime Video has a reboot of Carrie, and Netflix has a horror show, Below. Disclosure Day heads to Peacock, The Housemaid heads to HBO Max_,_ a new Ben Affleck film, Animals, lands on Netflix, and Apple TV has a new John Cena action film based on, checks notes, Hasbro’s Matchbox toys. Okay. Longterm, some interesting TV production news. HBO Max ordered How to Survive Without Me, starring Kaley Cuoco, Joshua Jackson, Ray Romano and Rita Wilson, for fifteen episodes! I love that some streamers (or, at least, HBO Max) are finally ordering TV shows with more than eight episodes. In less wise production news, Landman does not appear to be coming back this year, since it just started production. Frankly, I don’t love this (get your shows out on time) but Landman is so popular, I doubt it matters.
Regional Science Consortium Researching Harmful Algal Blooms
If you've noticed large buoys or boats out on the bayfront and wondered what they were, you're not alone. The Regional Science Consortium is collaborating with Princeton Hydro on a research project funded by the U.S. Army Corps of Engineers to study ways to control harmful algal blooms. Dr. Jeanette Schnars, the Executive Director of the Regional Science Consortium, explained the goal of the research."We are researching different ways to control blue-green algae, which creates harmful algal blooms and releases toxins," Dr. Schnars said.The project aims to identify potential techniques for controlling harmful algal blooms in Presque Isle Bay.Schnars explained that people may notice circular floats in the water near Perry's Landing and Liberty Park. Those floats are part of the testing process."You might see a circular float, almost like a hula hoop, that is out in the bay, near Perry's Landing and Liberty Park area, and those limn corrals go all the way to the bottom. And what we will do are some treatments within the limn corral in the bottom," Schnars said.After samples are collected, they are brought back to the laboratory at the Tom Ridge Environmental Center for analysis."A lot of those samples are coming back here. We are going to test them for the harmful algal bloom toxins before, during, and after, and see how effective the testing was," Schnars said.Sarah Magyan, an aquatic biologist with the Regional Science Consortium, explained that the team also collects samples from locations throughout the region."We pull samples every week from 30 different sites, and then we bring those back here, we preserve them and run them through the ELISA test," Magyan said.Schnars said researchers hope the results will help them develop effective ways to reduce harmful algal blooms in the future."If we can do some treatments over space and time in upcoming seasons, we may be able to reduce the number of harmful algal blooms we have in this area," Schnars said.The research is also important for public and animal safety. Magyan explained that toxins produced by certain algae can affect the skin, nervous system or liver.While toxin levels may be low for people, she emphasized the importance of protecting pets that swim in local waterways."Toxins can either be skin toxins, nerve toxins, or liver toxins. While we have low levels for people, it is important that we are keeping our pets safe because we recreate with our animals in the water, and we see hundreds and hundreds of dogs on Presque Isle and the rest of the shoreline," Magyan said.Testing began in September, and Schnars said researchers expect to conduct at least another six to eight weeks of testing to better understand the effectiveness of the treatments.
Memphis Opinion: Protests and ‘the politics of spectacle’
“A public meeting belongs to the whole community. Being loud does not make you right, being angry does not make you righteous, and neither gives you the right to silence everyone else.”
Pat Murphy gets major opportunity after Brewers’ historic NLCS triumph
Pat Murphy and the Milwaukee Brewers must now endure a lengthy break before its next challenge. Fresh off a sweep of the Los Angeles Dodgers in the NLCS, the Brewers will face either the Cleveland Guardians or Tampa Bay Rays in the World Series. Milwaukee secured its place in the World Series with Thursday night’s [...]
Judicial retention | Judges on the ballot in 2026
This November, voters statewide will decide whether to retain 123 judges for terms ranging from four to 10 years. Unlike other races on the ballot where multiple candidates are seeking a single position, judicial retention requires voters to select either “yes” or “no.” Here are answers to some common questions about retention elections. Q: How […]
Brewers complete Dodgers sweep to reach World Series
The Milwaukee Brewers defeated the Los Angeles Dodgers 6-4 on Thursday to reach baseball's World Series for the first time in 44 years after completing a 4-0 series sweep of the star-studded defending champions. The Brewers, who last reached the World Series in 1982, will face either the Cleveland Guardians or Tampa Bay Rays in baseball's championship series.
The Politics of Heat, Homes, and Lobster Boats.
The Bar Harbor Story is generously sponsored by First National Bank. MOUNT DESERT ISLAND REGION—The candidates’ forum focusing on House District 15 and incumbent Holly Eaton and Clifford Noyes last week spent a lot of time on the candidates’ thought of heating, communication with constituents, property taxes, education costs, and other issues. It also was a time for the community to ask their own questions and see two candidates up close and personal at the Southwest Harbor Fire Department firehouse. Jim Vallette organized the hour-long event, which was moderated by Carrie Jones of the Bar Harbor Story. Ken Rozsahegyi provided technical support for the congenial event. House District 15 serves Brooklin, Deer Isle, Eagle Island Township, Frenchboro, Isle au Haut, Marshall Island, Southwest Harbor, Stonington, Swan's Island, Tremont, and Vinalhaven. Jones advised as she began the question and answer part of the event, ”Treat everyone here like they are going to be the ones who might give you a ride in a rainstorm, pull your pet out of a burning building, or be the one grading your kids’ papers at school, okay?” She continued. “That’s it. Tonight isn’t meant to be a gotcha debate. The goal is to give people in the district a chance to get to know both candidates, hear what they care about, and understand what they’d actually try to accomplish in Augusta.” The questions and discussion throughout were kind. Eaton currently serves in the position. She’s a Democrat from Deer Isle, raised in a fishing family and has worked in nonprofits and volunteered for her school board. Noyes is unenrolled (politically) and from Southwest Harbor and currently a school board member, self employed as a mason. He focused on fiscal issues throughout the forum. Eventually, at Jones’ prompting, the candidates played “Rock, Paper, Scissors” for who would go first for their closing statements. Noyes used the opportunity to urge others to head to the ballot. “Whether you vote for me or Holly, it’s important that people vote,” Noyes said. He hoped the voter turnout in the district would be over 35 percent because that would mean people were truly engaged. Eaton stressed that she’s a Democrat, but in Augusta, her role isn’t about party. “I am a Democrat, but when I go to Augusta, I am there to represent the people of District 15. I want people to feel as though I’m accessible, that I’m responsive, and that I show up for the district,” Eaton said. Being there for others was vital, she explained. “When something comes before me in Augusta, I try to look at it through the lens of the people and the communities that I represent. How will this affect the people who live here? Does it make it easier or harder to raise a family here, to operate a small business, to work on the water, to afford a home, to keep our schools open, or provide the essential services our communities depend on?” Eaton said. Noyes spoke about fiscal responsibility and about the state being more responsive to communities and the ideas that come from them. “I feel that we desperately need to restore some fiscal sanity, a little bit. So when the legislature meets again,” Noyes said, “it could be critical for Maine residents that we don’t keep digging this hole that we’re in financially and keep raising our taxes so the struggling families struggle even more.” The two answered a series of questions from Jones, then answered questions from the audience and participants via Zoom. Jones asked what they heard the most from people about what was making their lives hard and what can the legislature in Augusta do it about those issues. Both spoke to concerns about heating oil costs. Noyes spoke to the three H’s: health, home, and heat. Eaton and Noyes spoke to the burdens of families with lower incomes, with Eaton mentioning LIHEAP (Low-Income Home Energy Assistance Program). They both were in favor of free community college and trade programs. They both supported the working waterfront. Both said that data centers—such as the one proposed in Eastport, which is out of the district—should be a local decision, but neither were in favor of it. The working waterfront was supported by both. Eaton’s served on the Maine Marine Resource Committee in the legislature. She advocated a diversity of fishing resources and less of a reliance on lobstering. Shrimp, she hoped, would make a comeback. Noyes worried about out-of-state pressure on the lobstering industry, also spoke of shrimp harvesting timings, and said he supported the lobstering industry. QUICK NOTE Carrie Jones is, obviously, the co-founder of the Bar Harbor Story, which made us have a bit of a hard time putting out this story and thinking it through and how to present it. We ended up with this article. The debate in its entirety is below, many thanks to Ken and Jim for making it publicly available. UPCOMING AND PAST EVENTS The following events are or were organized by the League of Women Voters Downeast. DISTRICT 7 DISTRICT ATTORNEY DISTRICT 13 Thursday, Oct 15, 2026 5:30 PM to 6:30 PM Candidate Forum: House District 13 125 State St , Ellsworth Featuring candidates Michael Cunningham (D) and Russell White (R), moderated by Cyndi Wood, managing editor of the Ellsworth American. DEMOCRACY FORUM Friday, Oct 16, 2026 4:00 PM to 5:00 PM Democracy Forum — Election 2026: What’s on Your Ballot RECENT PRESS RELEASES AND BRIEFS To see all the press releases, click here. To see our news, click here. For the full archive, click here. All of these are on our dedicated website. [ ](https://barharborstory.substack.com/p/feeling-stressed-kids-corner-invites) [ Feeling Stressed? Kids’ Corner Invites Parents, Educators, and Caregivers to Rediscover the Joy with National Speaker Raelene Ostberg Oct 14 ](https://barharborstory.substack.com/p/feeling-stressed-kids-corner-invites) [ Read full story ](https://barharborstory.substack.com/p/feeling-stressed-kids-corner-invites) [ ](https://barharborstory.substack.com/p/mainely-meats-pink-party-for-breast) [ Mainely Meat’s Pink Party for Breast Cancer Awareness is October 18! Oct 14 ](https://barharborstory.substack.com/p/mainely-meats-pink-party-for-breast) [ Read full story ](https://barharborstory.substack.com/p/mainely-meats-pink-party-for-breast) [ ](https://barharborstory.substack.com/p/conners-emerson-school-announces) [ Conners Emerson School Announces Public Surplus Property Sale Oct 14 ](https://barharborstory.substack.com/p/conners-emerson-school-announces) [ Read full story ](https://barharborstory.substack.com/p/conners-emerson-school-announces) [ ](https://barharborstory.substack.com/p/planting-the-writers-garden) [ Planting the Writer’s Garden 12:15 AM ](https://barharborstory.substack.com/p/planting-the-writers-garden) [ Read full story ](https://barharborstory.substack.com/p/planting-the-writers-garden) [ ](https://barharborstory.substack.com/p/artist-maria-de-los-angeles-explores) [ Artist Maria de los Angeles explores migration and belonging in COA public lecture 12:19 AM ](https://barharborstory.substack.com/p/artist-maria-de-los-angeles-explores) [ Read full story ](https://barharborstory.substack.com/p/artist-maria-de-los-angeles-explores) HELP SUPPORT THE BAR HARBOR STORY When we started The Bar Harbor Story, we didn’t know if anyone would read it. But you showed up. You shared. You sent tips. Now—over 400,000 views every month later—it’s clear: people here care about their community and each other. We’ve kept everything free because news should never be out of reach, but every one of our stories takes time to write, and your support keeps The Bar Harbor Story going. If you value our work, please consider a paid subscription, a founding membership, or a sponsorship. It truly helps us cover one more meeting, tell one more story, shine one more light. Even $5 a month makes a difference. Click here to become a one-time supporter now. Thank you so much for being here. Founding member information can be found here. Have questions about sponsorships? Just send Shaun an email at sfarrar86@gmail.com, he’d love to hear from you. Subscribe Share Bar Harbor Story Share Leave a comment
Exclusive: US considering using ‘mother of all bombs’ against Iran, sources say
The US military has developed new strike plans that include potentially using the so-called “mother of all bombs” to target Iranian energy infrastructure and nuclear sites should President Donald Trump give the order to resume combat operations either before or after the midterm elections, according to multiple US officials familiar with the matter.
Vikings, Chargers Floated in Realistic Justin Herbert Trade Idea
The Minnesota Vikings don’t have any commitment to a quarterback beyond this season after the trade of J.J. McCarthy to the New York Giants. Both Kyler Murray and Carson Wentz are on one-year contracts, and new general manager Nolan Teasley could look to go in a different direction if neither impresses. Heading into the bye […] The post Vikings, Chargers Floated in Realistic Justin Herbert Trade Idea appeared first on HEAVY.
Iowa Football: Tim Lester's Thoughts On The Quarterback Room
Lester wouldn't say if Iowa would go back to a rotation between Jeremy Hecklinski and Hank Brown, but he's confident the Hawkeyes can win games with either of them.
PROFILE: Ben Sio
New President of CenterState CEO Brings Nearly Two Decades of Experience to Drive CNY Growth By Stefan Yablonski Ben Sio serves as president of the CenterState Corporation for Economic Opportunity — or CenterState CEO. The independent Syracuse-based nonprofit is committed to creating inclusive, equitable and sustainable economic growth in Central New York. “I started in this position in March, so it has been six months. I’m in my 19th year with CenterState,” he said in August. As president, he is responsible for overseeing the organization’s administration and governance, while leading and executing its vision to be an effective advocate, exceptional employer and a force for positive outcomes for the community. He previously served as chief of staff and senior vice president of strategy, policy and planning, overseeing the organization’s long-term strategic planning, consulting, corporate governance, fundraising and development, land-use planning and government relations. In his years with the organization, Sio has led or supported many high-profile strategic initiatives including the creation of the CNY Rising Plan, the launch of the NUAIR Alliance and the region’s UAS strategy, the creation of the Micron-enabled Community Priorities Document and the recently awarded NY Smart I Corridor Tech Hub. “When we decided to split Rob’s [Simpson] role into two positions, he has the CEO title and I got the president title. Rob remains focused on forward looking vision strategy for the organization and I’m more focused on the day-to-day operations,” he explained. “I’m also responsible for building consensus around strategic needs and priorities and managing the change necessary to drive execution. It’s an eventful job. “The experiment that we call CenterState is always evolving and shifting and addressing where we see market demand and market failure. “If we see something in our economy that isn’t going the way we think it should go, then whether it is housing development or workforce development or something else, we are always figuring out how to step into these situations and address those challenges.” “We are the largest ever in terms of staff that we have ever been. We are no longer the 20-person organization we were when we started out many, many years ago,” he said. “There are more day-to-day things to take care of. But also there is just so much happening in the community right now that is pulling CenterState and our expertise in so many directions. I tell people if we were bored and not busy, then I’d be really concerned about what we are doing. But we are not bored. We’ve certainly got our hands full — and that is a good thing.” CenterState has now approximately 63 employees on its staff, according to recent nonprofit database records. It’s involved in myriad programs, ranging from Genius NY, a business accelerator competition for uncrewed systems, IoT and robotics startups, to CenterState Up Start, a collaborative business development program that connects local, service-based businesses and aspiring entrepreneurs to the tools and networks that help them thrive. CNY Guy Through and Through A Central New York guy through and through, Sio was born and raised in Skaneateles. “My mom was a teacher, an art teacher. My father worked for many, many years with National Grid. He was there through the transition from Niagara Mohawk to National Grid,” he said. “Neither of my parents were touched by cutbacks and job loss. But I grew up going through that transition and being concerned that there were rounds of layoffs. My childhood connection to the economy here in Central New York … years ago it was on the decline. There were people that lived here that were concerned about losing their job. They were thinking they lived in a place that didn’t show much promise.” That narrative translated to his generation, he added. “The kids that grew up in the ‘90s in Central New York were very much told, directly or indirectly, by their parents, that they had to go somewhere else to find economic opportunity. That is what I grew up thinking,” he said. “I only went a few miles down Route 20 for college — in Geneva, New York; I graduated from Hobart and William Smith College with a bachelor’s degree in public policy and political science. “I got real interested in regional economies; because what makes regional economy is what makes the economy successful. And when I graduated, I had an opportunity to move to Washington, DC and work down there at a nonprofit doing this work.” However, he decided to stay in Central New York. “I got hired two weeks after I graduated. I got hired by the Greater Syracuse Chamber of Commerce. At the time it was one of two entities doing economic development in Central New York — [the Greater Syracuse Chamber of Commerce and the Metropolitan Development Association] — and it eventually became CenterState CEO,” he said, referring to 2010 merger between the two organizations. During his time at CenterState, Sio has also split time at the Brookings Institution in Washington, D.C., where he supported communities developing export and foreign direct investment (FDI), a long-term cross-border investment where an individual or company from one country buys a lasting stake or control in a business located in another country. The program — known as Global Cities Initiative — was designed to help leaders in major U.S. and international metropolitan areas reorient their local economies toward global markets. “Early on in my tenure at CenterState, we had done a lot of work with the Brookings Institution, just regional planning stuff. We worked with them on developing a regional export plan, to export more products out of Central New York and a larger business plan for the region. They hired me on to help replicate those plans in different parts of the country,”Sio explained. “So, I worked there for three or four years. I worked for CenterState, but I was technically loaned to Brookings for a period of time to help them do this work elsewhere.” Family ties “My wife is Carly. We have been married 14 years. We have two kids, a 3-year-old and a 7-year-old. “With a 3-year-old and a 7-year-old, fun is a relative term these days. We do a lot of hiking. The kids this summer got very interested in waterfalls. We’ve hit every waterfall we could in a short hike — we’ve done Skaneateles and some others.” “I do woodworking and wood turning — it’s a branch of woodworking; you use a wood lathe. My big thing there is making wood bowls. I do that in most of my free time, which is not much,” he quipped. “I like to get into my woodshop and make a bowl and decompress and turn off the rest of the world for a little bit. I usually do it late at night when the house is quiet. It is definitely my escape from the day to day. I make a lot of bowls; all different sizes, all different species of wood. It’s a fun thing to do for me.” He gives away many of his creations. “They are mostly gifts — I don’t really sell them. I really don’t have time to go set up a booth at a fair or craft show. I usually give them away. I donate them to different things. If you are in my periphery, you’ve likely received a salad bowl from me as a gift. I just need to find something to do with all the stuff that I create,” he said. Lifelines Name: Benjamin Sio Position: President, CenterState CEO Birth Date: Not provided Birth place: Syracuse Residence: Westvale Education: Hobart and William Smith Colleges in the Finger Lakes Affiliations: Member of the boards of Skaneateles Festival, Greccio Foundation, Interfaith Works, CNY Community Foundation Personal/family: Married with two kids Hobbies: Woodworking and woodturning
BUSINESS UPDATE: All About Cannabis
SUNY Oswego’s cannabis studies prepares for growing business opportunities By Mary Beth Roach [caption id=attachment_11114 align=alignright width=383] Marthinus (Martin) Koen is associate professor of criminal justice and cannabis studies at SUNY Oswego. He and the chair of the SUNY Oswego’s Criminal Justice Department, Roger Guy, created the program.[/caption] As the cannabis industry in New York state continues to grow, so do the business opportunities. New York’s legal cannabis market is projected to hit $3 billion in annual sales this year and more than 600 licensed dispensaries are operating across the state, according to budpedia.com. It’s estimated that New York will add about 16,160 new cannabis jobs in 2026, according to the 2026 U.S. Cannabis Jobs Report. SUNY Oswego, realizing the potential, now offers two programs to acquaint both matriculated and non matriculated students with aspects of this multi-billion-dollar business. Its cannabis studies microcredential came out last year and a minor was introduced this fall. The microcredential allows traditional students to add electives to their degree. Students who are not enrolled in the college can sign up to take classes to learn more about the field, growing the crop and managing or opening a dispensary, according to Marthinus (Martin) Koen, associate professor of criminal justice and cannabis studies at SUNY Oswego. The classes are designed to give those who wish to pursue business opportunities in the field a much broader understanding of cannabis and a more overall perspective of the various aspects of running a business, such as supply chain management, customer service and best practices. “When you’re trying to market it, when you’re trying to make sales, you’re understanding will be a lot more vast and nuanced,” he said. “The last 10 years especially, the hard science on cannabis increased and we have a lot more nuanced understanding right now that hasn’t yet permeated the pop culture,” he added. Koen’s team is also hoping to develop an independent study class that will help somebody who wants to apply for a license. That the classes fill up quickly should come as no surprise. “I think there’s a lot of people who are excited about it because it’s a new industry,” he said and they see an opportunity to make some money. Matriculated students may look at it as fun to learn about and stack on top of their existing major or minor. According to the college’s website, students interested in a microcredential would take cannabis law and policy and cultivation of cannabis, along with two other electives. For the first elective they could select either the economics of cannabis or manufacturing, distribution, and logistics of cannabis; and the second elective would be either cannabis science, analysis, and well-being or cannabis and society. The idea for a microcredential in cannabis studies at SUNY Oswego began in 2023, Koen said, as SUNY statewide was advocating for these types of initiatives. Koen and the chair of the SUNY Oswego’s Criminal Justice Department, Roger Guy, began brainstorming on ideas. Catching their attention was the legalization of full recreational marijuana use in New York state in 2021 and the problem-riddled rollout of the state’s Office of Cannabis Management. Guy and Koen created a Criminal Justice Elective called CRJ 420, called cannabis and society, to see if there was any interest. It shouldn’t surprise anyone that there was interest —a lot of it. Further discussions led to the microcredential, cannabis studies, which incorporated science, business and anthropological perspectives, Koen said. They were allowed to create their own prefixes for the classes, such as CAN 310; CAN 320; and CAN 420. Yes, the 420 was intentional — it’s a slang term and symbol used to refer to cannabis consumption and counterculture — but it’s also meant to reflect that the course, being on the 400 level, is “very academically involved,” Koen explained. The term 420 was coined in 1971 by a group of California high school students as a secret code to meet at 4:20 p.m. at a campus landmark to search for an abandoned cannabis crop nearby. The phrase has evolved, to say the least. It is now associated with cannabis use worldwide. For more information, visit ww1.oswego.edu/academics/microcredentials/cannabis-studies.