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Daily
Every morning
Weekly
Tuesday recap
Startup survival increasingly hinges on execution speed rather than perfect data. Delays inflate burn, shrink runway, and hand market share to faster rivals, a factor behind 38% of cash‑run‑out failures cited by CB Insights. Ruslan Tymofieiev’s CLUST venture builder adopted an AI‑first operating model, turning speed into a measurable metric and assigning clear ownership. The shift cut cycle times, accelerated hypothesis testing, and lowered the cost of mistakes, demonstrating that rapid iteration is a strategic advantage in today’s compressed market cycles.
Jensen Huang is on stage right now at GTC 2026. But the real story isn't the keynote — it's the $20 billion move Nvidia made on Christmas Eve that's about to reshape the entire AI hardware industry. Here's why the...
SEBI has introduced a new clause that eases settlement guarantee fund (SGF) norms for commodity exchanges by allowing adjustments based on prevailing market conditions. The regulator can now grant case‑by‑case exemptions after deliberation, aiming to reduce capital burdens while preserving...
The European Commission is set to unveil the EU Inc. proposal, a sweeping plan that would let founders register a company in under two days for a maximum of €100, entirely online, and launch EU‑wide employee stock‑option schemes. The initiative...
Private equity firms are actively targeting HVAC service providers and component manufacturers as deal flow intensifies. Scaled residential HVAC platforms are commanding valuations of 16‑19 times EBITDA, while commercial HVAC transactions span a broader 10‑17 times EBITDA range. The disparity...
$LNSR spread to the $14 cash offer back to ~40% after the latest update. Co disclosed a credit line allowing it to borrow up to $9.2m. Market seems to read this, together with the last update, as a signal that the...
🚨 Hiring Signal: Workday Workday spent $303M on restructuring while bringing founder Aneel Bhusri back as CEO. This usually signals organizational redesign and integration hiring. Why it matters: Workday recently acquired Paradox and Sana, creating demand for: • integration engineers • AI product managers • HR tech...
San Miguel Corp (SMC) posted a 52% jump in core net income to P79.6 billion in 2025, driving total reported earnings to P94.7 billion. Revenue reached P1.5 trillion, buoyed by strong performance in food, spirits and infrastructure while power assets were de‑consolidated. San...
How to run the perfect leadership meeting 👆🏼 If you want to dive deeper on this topic, comment “MEETING” and I’ll send you an article I wrote on Leadership Team Meetings.
Antonio Gracias, founder of Valor Equity Partners, introduced the term “proentropic” to describe startups built to thrive amid escalating chaos such as climate volatility, geopolitical shifts, and rapid technology change. He traced the concept to physics, noting that disorder inevitably...
Big upgrades coming to Opendoor socials over the next few months. @Y_Malyarchuk just joined my team as the Social Media Lead. He brings experience working at TikTok, across startups and Fortune 500 companies, and already has bold ideas for where we...
Your LinkedIn profile might be shadowbanned, and you don't know it. LinkedIn rebuilt its algorithm from scratch in 2026. They replaced multiple ranking pipelines with a single unified AI system (360Brew) that evaluates your profile and content together as one...
Tough Day is an AI‑powered behavioral support platform that equips employees and managers with on‑demand, confidential advice through its virtual assistant, Tuffy. The service targets high‑pressure workplace moments, helping users build resilience, manage stress, and communicate more effectively. By integrating...
Value Makers Studio (VMS) has launched a three‑month accelerator, VMS Accelerate, in Cairo to help Egyptian startups expand into Saudi Arabia. The program will invest up to EGP 1.5 million (about $28,000) in each of seven seed‑stage companies and provide mentorship from...
Kudwa, a UAE‑USA fintech SaaS, secured $1.1 million in a round led by 1818 Venture Capital, F6 Ventures, Sparked VC, IM Fndg and IVP. The AI‑powered finance manager automates reporting, forecasting, and insights, linking to ERP and accounting systems. The capital...
Anthropic turned down a U.S. government request to use its Claude AI for surveillance, opting for an ethical stance over immediate revenue. The refusal resonated with privacy‑concerned consumers, propelling Claude to the top spot in the App Store. This episode...
Bank of America raised its 2026 forecast for investment‑grade debt sales to hyperscalers by 25%, now projecting $175 billion in total issuance. The bank still expects $65 billion of new hyperscaler bonds to be issued this year. The revision follows Amazon’s $54 billion...
The Swiss National Bank (SNB) is expected to keep its policy rate at 0% as inflation remains near‑zero, hovering between 0.1% and 0.3% year‑on‑year. Recent forecasts show a modest rise to 0.2% in 2026 and 0.8% by mid‑2028, supporting a...
Ragan Communications has appointed Rachel Salis‑Silverman as its inaugural chief communications officer, a role designed to embed the practitioner’s perspective into the company’s programming, community, and learning initiatives. Salis‑Silverman brings more than 25 years of strategic communications experience, most recently...
AI-driven data‑center spending is flooding bond markets with unprecedented infrastructure debt, exemplified by the $27 billion Beignet Investor joint venture between Meta and Blue Owl. T. Rowe Price warns that many of these bonds are concentrated in a handful of hyperscaler tenants, creating...
London‑listed ACG Metals is actively pursuing up to ten copper‑mine acquisitions, focusing on assets already producing or near production. The company completed its first 2024 deal, buying Turkey's Gediktepe gold‑silver mine for $300 million and plans to start copper output there...
Elon Musk’s AI startup xAI is recruiting Wall Street bankers, portfolio managers, traders and credit analysts to train its Grok chatbot on complex financial products such as leveraged loan syndications and CLOs. The move follows job postings that describe data‑annotation...
Atlassian Corp. terminated software engineer Denise Unterwurzacher after she publicly called CEO Scott Farquhar a “rich jerk” and challenged recent title changes. At a March 3 hearing in Austin, a National Labor Relations Board attorney argued the firing violates the National...
The Dutch FonQ Group, owner of the fonQ and Naduvi home‑decor brands, has filed a court request for a stay of payments. The company, which began a turnaround in mid‑2025 under a new board, says it lacks sufficient cash to...
The Department for Work and Pensions announced that several management‑focused apprenticeship standards – including level 3 team leader, level 5 operations manager, level 5 coaching professional, level 4 lead practitioner in adult care and the level 6 chartered manager – will be defunded. Labour frames...
The newsletter is almost 1,800 words. We go deep with examples of sourcing and the way they use AI across their 160 portfolio companies. Lastly, we break down their real economic engine in detail: - M&A - Talent - Playbook It goes out in 4-5...
Ending the war does not mean ending the crisis. We have countries that literally shut down production because their storage is full. To bring back that oil to a pre-crisis level takes time. For [liquified natural gas] in particular, it takes a very...
The episode dives into Varsity Brands' implementation of Phenom's AI voice screening agent, Melissa, to tackle high‑volume hiring challenges after a reduction in recruiting staff. By automating initial candidate outreach and qualification, the tool cut scheduling delays, boosted interview acceptance...
IACrea just got a game-changer for internationalization: @subclip_app I record a tutorial a video in French, Pick a language in Sub, And got my video translated and dubbed automatically ! I used to record only in French my video (biggest iacrea audience), and...
Tele2 Latvia has named Olga Lilajeva as its new chief financial officer and a member of the management board, filling the vacancy created when Arnis Prieditis assumed the CEO and chairman roles on 1 January. Lilajeva brings more than eight years...
Qlaris Bio announced that Fred Guerard, PharmD, will serve as its president and chief executive officer, succeeding co‑founder Thurein Htoo. The biotech is moving its lead candidate, QLS‑111, into Phase 3 trials for open‑angle glaucoma and ocular hypertension. Guerard arrives with...
Adaptive just dropped a game-changer: an always-on AI computer that automates your workflows, builds software, and encodes what it learns for future tasks. No more manual grinding just drag files, give instructions, and let it handle Square updates, sales reports, everything. This...
I am not sure "Forward Deployed AI Engineers" are going to deliver on what a lot of companies are hoping for. They are useful, yes, but AI applications are far less of a technical issue, and much more about rethinking...
NEW: he judge in the Subnautica 2 court case has ordered Ted Gill reinstated as CEO of Unknown Worlds and extended the period of eligibility for a performance based $250 million payout through September 2026. Also been given control over...
Alibaba announced the creation of the Alibaba Token Hub (ATH) Business Group, consolidating its Tongyi Laboratory, MaaS, Qwen, Wukong, and AI Innovation units under a single AI umbrella. Led by CEO Eddie Wu, the group will focus on token‑driven AI...
It's amazing the recidivism rates among activist targets. Fortune Brands was one of the big activist breakups in the 2010s, everyone celebrated. Apparently, it needs another activist now. I guess what happened was like a bad home repair? https://t.co/zISRV2GETa
Blackford Capital has created a new HVAC, electrical and construction services platform by merging its recent acquisitions, Habco Partnership and Moro Corporation, under the Habco brand. The combined entity, led by CEO Andrew Habel, offers design‑build electrical, HVAC, structural steel...
Digital Hubris and the £349 Million Mirage — The Collapse of the Co-operative Bank’s IT Transformation A Masterclass in Governance Failure - Five Lessons to Learn Great read by Frank Schwab https://t.co/sKpx4mOYMF https://t.co/KUTIUvoGyT
Six months after go-live, the CFO asks: “Why are we still in Excel?” Most software failures don’t begin in implementation — they begin in selection. Rob Konferowicz shares how FP&A teams can design a selection process that survives messy data and real workflows.
Worth pointing out that Apollo saw the writing on the wall much earlier than the market, and moved to reduce software exposure due to potential AI risks more than a year ago now. If I was buying the dip in these...
BlackRock restricted withdrawals on its $26B private credit fund. Blackstone got $3.8B in redemption requests. JP Morgan cut lending to private debt funds. When the exits close, the panic starts. https://t.co/OW9SaL4vZA
Okara just dropped the world’s first AI CMO. Enter your website and it instantly deploys a full team of agents (SEO, GEO, Reddit, HN, X, AI writer + more) to drive traffic and users for you. No more agencies. No more 10K/mo...
Pres. Trump and PM Netanyahu's war is TAXING Americans at the pump and at the grocery store. US-ISRAELI WAR ON IRAN = COLLATERAL DAMAGE. https://t.co/l1tQlYx8aS
President Trump will get his $50 oil price wish before the elections— but only after triggering a global recession. Or: End the war this week and keep flooding the market with SPR releases in the coming months.
🇺🇸Last week's U.S. corn export inspections land near the top of trade expectations and soybeans surpass them. 57% of the week's bean cargoes were destined for China. https://t.co/ttZsn3agHO
The $DXY Dollar Index has put in for a bearish 'inside day' from a technical analysis perspective. Happens to align to the $VIX retreat - though the 10-day correlation is waning. Is the Dollar more aligned as a safe haven,...
Tariffs and elections are historically a toxic mix for US presidents. Are we about to see history repeat itself in this year's midterms? My latest for @BW & @business: https://t.co/46jYYRwocA
PetSmart got a viral TikTok moment. It was organic, creator-led, genuinely funny, and the responded with "It's Pet Smart. Case closed." (See @AdAge's article: https://t.co/Cumg7M7msL). Case closed on the opportunity. 🧵 https://t.co/7VUIatca6D
Accounts you should to follow to help grow your brand in 2026: Retention Expert: @EricRausch Retention Strategy: @Ferastotle Growth Strategy: @KFragoulias $25M Raised: @MaloneyTyler
Did Iran just negotiate safe passage through the Strait of Hormuz? The Aframax tanker KARACHI just became the first non-Iranian cargo ship to transit the strait with AIS on since attacks on shipping escalated—raising questions about whether certain vessels are...
