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Arctic Wolf has built a pretty incredible business as a multi billion dollar cybersecurity company based out of Eden Prairie that’s likely to IPO in the coming years.
I talked to the company’s President & CEO, Nick Schneider, about how AI has transformed the cybersecurity industry. He shared something fascinating - hackers used to be limited by the fact that there was a human behind a computer somewhere.
Today, that’s no longer the case. The good guys need to build machines (or agents) than can fight the machines (or agents) that the bad guys are using in increasingly sophisticated ways. We talked about how and where Arctic Wolf uses agents to check other agents, how they bring humans in to decision making, and how they stay ahead of the game when everything is changing so quickly.
Nick also has a lot of DNA in the Minnesota tech scene, and he shared some interesting insights about the talent that’s based here and his belief in the ecosystem that they have created.
There were a lot of COVID-related trends that people accepted as permanent. The Midwest lost a bunch of people to the southeast, especially Florida.
After 27-30% home price growth in 2021 and 2022, Lee County (Ft. Myers) has seen -4.5%, -10.4%, and -3.5% annual declines.
5 weakest major housing markets in the Southeast where homebuyers have had the most power over the year:
YoY home price shift
1. Lee County, FL (Fort Myers/Cape Coral) -> -3.5%
2. Osceola County, FL (burbs of Orlando) -> -2.9%
3. Davidson County, TN (Nashville) -> -2.6%
4. Manatee County, FL (Sarasota) -> -2.5%
5. Gwinnett County, GA (burbs of ATL) -> -2.45%
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While out biking last night, I spotted a bald eagle admiring the sunset over a lake while listening to accordion music. Only in Minneapolis.
The U.S. is really far down on this list. Not good. And if China meaningfully cuts back, prices are going to continue to spike and we won't be able to anything about it. Need to close this gap ASAP.
⚠️The world’s copper refiner is cutting back.
🇨🇳China refines about 48% of the world’s copper, 14m tonnes in 2025.
Now its smelters plan deeper output cuts.
The squeeze comes from both sides.
Concentrate is so tight that spot treatment charges turned negative this year, so smelters are now paying miners to process their ore.
The byproducts that used to cover the loss are weakening, with sulfuric acid down 11% in September alone.
China’s top smelters had already pledged to cut 2026 output by more than 10%.
Seven planned 30–60 days of maintenance for October and November.
Mines were already the bottleneck.
Now refining is too.
If China refines less, the world gets less copper wire.
If you aren’t one of the 1 million people and counting that have watched this, you should fix that.
Our editor, @plattMSP, wrote a story about why restaurants prices have gone up so much. It was called "What’s With the $15 Side Salad?", and it looked at some of the causes. On The Twin Cities Business Show, Adam takes us behind the scenes of the restaurant business.
Highly recommend an early vote at the Elections & Voter Services building in northeast if you are a Minneapolis voter. Smooth operation, no lines, helpful staff. Easy.
Charlie Rybak retweeted
When first reported, 2025’s jobs reports added up to 1.2 million new jobs.
After revisions, the economy added just 116,000 — 90% less.
Denver reduced homelessness by 64%. Here’s a quote from their mayor, which I’d love to see from more of our local leaders:
“Our fundamental mantra when we started was our belief that all of our problems are solvable and we’re the ones to solve them,”
nytimes.com/2026/10/13/opini…
Charlie Rybak retweeted
My advice to disoriented Chicagoans is to treat the River as if it were the Lake. Then there's essentially a mirror image city on the other side of it. And start your exploration using the 1915 streetcar and parks map, because this whole thing was built around it. – at Minneapolis, MN
Charlie Rybak retweeted
Is this a new status symbol? I don't think so. It looks more like children fall for all families except the 1% over the past 30 years.
Maybe the things that made children more difficult for the 99% just bounced right off the 1%? /2
Charlie Rybak retweeted
The strongest case against the argument that AI is crowding out the physical-world economy is that, actually, it's more about Trump policy than AI
@tylercowen: "I think a more plausible story is that two things are happening at once: tariffs, uncertainty, and other forces including the fading of Biden-era CHIPS and IRA subsidies have weakened investment outside AI-tech" ... not to mention, higher interest rates from tariffs, wars, deficits, inflation
Tariffs, mad-man policy, fading subsidies, war, energy inflation contributing to higher inflation rates ... that's all administration policy. (And, btw, so is exempting computer imports from tariffs)
1) Shocking that more teams haven’t tried this
2) If the NFL REALLY wanted to eliminate concussions they would make everyone eligible to catch a pass and you’d see a lot more fun stuff like this
This is sick: #Ravens OC Declan Doyle lined up TE Josh Cuevas at LG, then released him into a route for a 29-yard gain.
Because Cuevas was off the line of scrimmage, he was eligible to go downfield.
This is brilliant.
Such a cool idea – by tweaking the path of some commercial flights, you could cut out 2% of all global carbon emissions. Really interesting breakdown below.
Better flight is going to take new fuels and aircraft. But some progress doesn’t have to wait.
Small route changes on a small share of flights could avoid most of the heat-trapping clouds planes leave behind, using today’s aircraft and fuels. @BillGates explains how.
gatesnot.es/4hVsCHz
"82% say their finances are the same or worse today than one year ago" is a recipe for some crazy things happening on Election Day. Expect to see some shocking outcomes that nobody thinks are possible right now. Buckle up.
Just published: A new NBC News Decision Desk national poll
29% say US is on the right track
71% say wrong track
82% say their finances are the same or worse today than one year ago
18% say they’re better
67% say the price of gas has caused them problems
Majorities have changed what groceries they buy or cut back on entertainment
Trump approval rating: 34% with US adults (and 39% with RVs)
Trump issue approval:
—27% cost of living
—29% on Iran war
—33% on AI
—43% on border/immigration
Favorables of both GOP (37/63) and Dems (43/57) is under water
Majorities say both parties are corrupt
Generic ballot: 55% D; 45% R
nbcnews.com/politics/2026-el…
Charlie Rybak retweeted
Nearly two-thirds of builders said immigration enforcement is affecting their labor force, up from 23% in March and 13% a year ago, according to a September John Burns Research & Consulting survey.
“We’re almost dead in the water because our workforce is gone,” said Scott Brannock, president of Jacksonville-based Tidewater Homes and the Northeast Florida Builders Association.
“We have national builders who are missing projections, losing hundreds of thousands of dollars because they have slabs sitting on the ground and no one to frame.”
wsj.com/us-news/the-immigrat…
Interesting pair of notes here. Both the UK and Germany are having their best stretch of GDP in nearly a decade, which is not what I would've expected given the state of the world at the moment.
Exciting news for Minnesota... Pulsar Helium, which is working to develop a big helium reserve outside of Babbitt, is going to be featured on 60 Minutes tomorrow.
No helium means no new smartphones, laptops, cars, MRI machines, or missiles. This irreplaceable resource is now in short supply as the war with Iran continues. @jon_wertheim reports, Sunday on 60 Minutes.
If you only know helium for its role in making your birthday balloons fly, time to update your priors. Helium is an essential component in semiconductor manufacturing, nuclear fusion research, pressurized rocket fuel, and more. This is a big opportunity for our state.
You can read more about the Two Harbors development here: tcbmag.com/pulsar-helium-pic…
Here's another piece about the discovery of the helium deposit from early 2025: tcbmag.com/whats-up-in-north…
