
HMRC opened 3,977 inheritance‑tax investigations in the year to 5 April 2025, recovering roughly £246 million from estates. The rise follows the tax authority’s deployment of artificial intelligence, data‑matching and other big‑data tools to spot under‑payments. A frozen nil‑rate band since 2009, combined with soaring property and asset values, has pushed more families into the tax net. Recent policy changes – such as bringing unspent pension pots into scope and trimming reliefs – are set to widen the base further, prompting additional scrutiny.
Boil the Ocean https://lnkd.in/gqrf2J2v

Turkey recorded a historic tourism peak in 2025, welcoming roughly 63.9 million visitors and generating $65.2 billion in revenue. Visitor numbers rose 2.7% year‑over‑year, while tourism earnings climbed 6.8%, surpassing government targets. The market mix featured 52.8 million foreign tourists and 11.1 million Turkish...
The growth engine behind Moltbook's explosion to 1.5 million AI agents is a bit sinister. Everyone's sharing screenshots of bots debating philosophy and having existential crises. Good content. Very shareable. But it's a distraction from what's actually happening underneath. Mason...

Investor Kirk Konert said a potential SpaceX IPO this summer could unlock unprecedented capital for the space sector, with the launch expected to raise tens of billions at a valuation above $1.5 trillion. Recent IPOs of Firefly Aerospace and York Space...

President Donald Trump has turned to senior military officials to spearhead high‑stakes diplomatic talks on Iran’s nuclear program and the Russia‑Ukraine war. Admiral Brad Cooper, commander of U.S. Central Command, joined indirect Iran negotiations in Oman, while Army Secretary Dan...

ClearPoint Strategy introduced a data‑backed execution formula—Success = Focus × Ownership × Measurement × Flow × Team—designed to turn static strategic plans into actionable roadmaps for local governments. The model uses a quick 10‑minute diagnostic where each lever is scored...
SaaS valuations have slumped from seven‑to‑eight times revenue to roughly three‑to‑four times as AI tools reshape the sector. AI‑driven coding lets companies replace legacy SaaS with custom apps, eroding lock‑in and pressuring per‑seat pricing. Long‑term revenue durability is questioned, entry...

Meshpoints has unveiled a challenge‑led funding model designed to accelerate Western Australia’s innovation ecosystem. The initiative arrives as the WA government has doubled its Innovation Booster and Commercialisation Bridge grants to $2 million, offering up to $300,000 per project, and 21...
Nigerian‑born entrepreneur Seyi Fabode left GTBank to launch Power2Switch, raising $3 million and later exiting after five years. He subsequently built an IoT water‑sensor startup that raised $4 million before shutting down, and now runs an AI‑driven energy‑infrastructure platform for investors in...

The episode revisits Panda Perspectives' May 2025 deep‑dive on Chinese property developers, evaluating how its thesis—that state‑owned enterprises (SOEs) would outpace privately owned developers (POEs) across balance sheets, funding, land banks, margins, and market share—has held up after nine months. The...

The latest Elliott Wave analysis notes that EUR/USD slipped during the first week of February 2026, testing the 1.1800 support zone. While the pair remains above this level, bullish sentiment persists, suggesting the wave count may still be in an...
Most people diversify across stocks and bonds. But ultra-high-net-worth families diversify across something most people never consider, countries, generations, and legal systems. Let me explain…

In this episode, Ariel Cohen, co‑founder and CEO of Navan (formerly TripActions), discusses the company’s recent IPO, the sharp drop in market cap, and the strategic decisions driving its next phase. He explains why Navan rushed to go public, how...

A TD Cowen note suggests Oracle could sell its health‑tech unit, formerly Cerner, to finance massive AI datacenter spend. The company faces over $500 billion in capital commitments, including a $300 billion OpenAI contract that alone may require $156 billion in capex. To free...
Vlad Tenev: California is killing the golden goose https://lnkd.in/gi_PUuHa
One of my biggest takeaways from talking to @dugsong and @jonoberheide: Market size doesn't matter. They ultimately sold Duo to Cisco for $2.35B, which was bigger than the initial TAM when they started the company.
Evvolve & Partners has launched the Evvolve Circle, an invitation‑only consortium that links family offices and ultra‑high‑net‑worth investors with institutional‑scale private‑market deal flow. The network delivers a confidential framework for shared due diligence, proprietary deal exchange and direct co‑investment across...

Fintech firms are racing to embed AI in customer support, but the biggest risk is eroding trust when high‑risk issues funnel users into endless bots. The article warns that without a clear, reachable human escalation path, incidents like fraud or...
Former McKinsey senior partner emeritus Franck Le Deu has joined Aulis Capital as a venture partner. Aulis, the Hong Kong‑based fund launched by veteran Chinese VC Nisa Le Ung, will back emerging biotech and health‑tech companies across Asia and the West. Le Deu, who...
After four years of falling series A activity, biotech start‑up financing stabilized in 2025. The number of companies raising series A remained flat versus 2024, while total dollars raised increased. BioCentury’s analysis shows a broader revival, with round sizes, investor profiles, and...

The episode explores whether appraisal rights—statutory protections for dissenting shareholders—can be waived or limited through contractual mechanisms such as merger agreement clauses, corporate articles, or shareholder agreements, and how the answer varies between public and closely held corporations. It explains...

Homewatch CareGivers, now operating 302 offices in 43 U.S. states and Latin America, plans to add roughly 40 new locations each year through 2028, targeting markets like Hawaii, Alaska and Maine. CEO Todd Houghton is centering the growth strategy on...

Omega Healthcare Investors reported a stronger‑than‑expected fourth‑quarter 2025, posting EPS of $0.55 versus the $0.49 consensus and adjusted FFO of $0.80 per share, beating estimates. The REIT lifted its 2026 AFFO outlook to $3.15‑$3.25 per share, slightly above analyst expectations....

The piece links Olympic leadership lessons to enterprise risk management, citing two McKinsey studies on gold‑medalist Alistair Brownlee and CEOs as elite athletes. It distills five principles—persistence amid pushback, strategic time‑blocking, focusing on high‑impact risks, incremental innovation, and adaptability—for chief...

Federal agencies such as CISA and the VA are rapidly adopting Network as a Service (NaaS) to replace legacy network infrastructure. By partnering with FedRAMP‑authorized providers like Cisco Meraki and Juniper Mist, they gain cloud‑native agility, scalable security, and AI‑driven...
Here are a few items you should always say "no way" to when structuring an engagement letter with an investment bank: 1. Ongoing monthly retainers Ongoing monthly retainer fees could incent the banker to stretch out the process unnecessarily. Opt...
Today, the only companies getting headlines are tripling year on year. The landscape is ripe with talk of startup vs. incumbent. AI FOMO is real. And… what the heck is RevTech? Join me Monday on Run The Numbers as I...

In this week’s Oil Context Weekly, the host reviews flat crude prices slipping below $68 a barrel after geopolitical chatter between the U.S. and Iran, while noting a modestly backwardated term structure with a "smiley‑faced" futures curve extending to 2027....

The Fourth Circuit vacated a district court injunction, allowing President Trump’s Executive Orders 14151 and 14173 on DEI to remain in effect for federal contractors and grant recipients. The court held that plaintiffs lacked standing to challenge the Enforcement Threat Provision, but recognized...
Toyota announced a 43% drop in quarterly profit and named its CFO, Kenta Kon, as the new chief executive and president effective April. Kon, a veteran with expertise in automated driving, will replace Koji Sato, who will stay on as...
🧔♂️ Non-AI startups: - Lots CSMs (vs FDEs) - AI is slow / noncompetitive, not true #1 focus of company - Not gaining market share - Customers don’t want to pay 2x-10x more for AI Agent (honest truth: not great)...

In this episode, the host examines the current state of China's grain market, focusing on its ability to meet President Trump's promised soybean purchases of 8 million metric tons (294 million bushels) and the anticipated 25 million metric tons of new crop. The...
Thank you Adeo for having me, and I'm excited to do this with the Venture Underground team this coming week in SF!

Vertical software has fallen 43% this year. DevTools, just 21%. The gap between them, twenty-two percentage points, tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6

Higher education is confronting student‑driven demand for seamless, AI‑enhanced digital experiences, making IT service management (ITSM) a strategic necessity. Legacy systems and fragmented processes hinder on‑demand services such as Wi‑Fi, digital resources, and 24/7 help desks. Modern, AI‑powered ITSM platforms...

$255K in profit from fixing how gyms sell. Live on @acquiredotcom: hardware + SaaS that turns in store visits into guided consults, subs, and recurring revenue for gyms. > $1.16M TTM revenue > $255K TTM profit > 206% YoY growth Full listing: https://t.co/8TlNbA4mqT https://t.co/H2XkQg3xJK
In this First Friday episode, host Paula Pant reviews the economic landscape of January 2026, highlighting a 2% S&P 500 pullback, a near‑10% Bitcoin drop, and a cooling labor market with job openings falling to 7.6 million. She discusses the surprise nomination of...

The episode explores how moving data into modern warehouses and lakes introduces hidden risks that go beyond technical challenges, emphasizing governance, data quality, and transformation controls. It highlights that inconsistencies in source systems, ambiguous definitions, and poorly documented transformation logic...
SAP Americas CFO Sonja Simon is championing a "failure culture" to speed AI and automation adoption within the finance organization. Her 30‑person team, responsible for roughly 40% of SAP's global revenue, integrates AI through regular discussions, volunteer showcases, and a...

The California Supreme Court ruled that the visual presentation of an arbitration agreement—such as tiny, dense font—does not by itself render the clause substantively unconscionable. While procedural defects may raise a court's scrutiny, substantive unfairness must still be shown. The...

Three Black CEOs—Dr. Anton Bizzell, Rosalyn Merrick, and Ola Sage—share how shifting from intensity to clarity, purpose, and essentialism transformed their organizations. Bizzell moved from treating symptoms to building systems that align purpose with performance. Merrick leveraged vulnerability and stakeholder...
The Department of Labor raised the minimum wage for federal contractors to $13.65 per hour, with tipped workers covered at $9.55, effective 90 days after publication. The DHS and DOL issued a temporary rule adding up to 64,716 supplemental H‑2B...
Josh Ogden, CEO of AVSS, warns that Canada’s drone sector has dwindled to fewer than 20 manufacturers that merely assemble foreign components rather than develop core technology. He points to historic successes like Aeryon Labs, many of which were acquired...

Software engineering leaders must proactively design their organization and delivery model to align with the CIO‑defined IT operating model, rather than reacting to legacy structures. The article outlines how to evaluate alternatives, choose between service‑optimized and value‑optimized models, and build...
PayPal re‑enters Nigeria by routing all local receipts through a partnership with Paga, turning the home‑grown wallet into the official gateway for PayPal funds. The deal gives PayPal an asset‑light market entry while granting Paga access to a massive global...

In this 17‑minute episode, Mike and Madison break down three hot federal health‑care topics: the upcoming appropriations bill and its potential impact on pharmacy‑benefit funding, the recent FTC settlement affecting pharmacy benefit managers, and the latest developments surrounding TrumpRx. They...

The episode examines Jeff Bezos' strategic dismantling of the Washington Post newsroom while preserving and reshaping its opinion section into an ideological megaphone aligned with his free‑market, libertarian views. It details the massive layoffs of journalists, the removal of editorial...

The FX team discusses a variety of topics: the euro bloc/ APAC FX rotation, RBA hawkish pivot, scenarios around upcoming JP elections, the dovish BoE surprise and recent US data. This podcast was recorded on 06 February 2026. This communication is...
The U.S. Geological Survey’s 2026 mineral commodities summary shows the United States now imports 100% of 16 of the 90 non‑fuel minerals it tracks, up from 15 a year earlier, and relies on foreign sources for more than half of...