The global passenger EV market grew 18% YoY in 2025, pushing battery capacity deployment past 1 TWh for the first time. Raw‑material costs for lithium, graphite, nickel, cobalt and manganese reached $15.6 billion, an 11% rise over 2024 but still half of the 2022 peak. BYD’s in‑house LFP strategy kept its material cost per EV at $247, far below Tesla ($1,082), Volkswagen ($1,624) and General Motors ($1,664). Volkswagen emerged as the world’s biggest spender on battery metals, while Toyota’s hybrid focus kept its average spend at just $185 per vehicle.
Norman Marks argues that audit reports must be more than accurate; they need to be fair and balanced to preserve credibility with management and boards. He recounts an IT audit at a large financial institution where the report highlighted security...

Urbanrise, a leading South Indian developer, unveiled the “Welcome to the Celebrity Life” advertising campaign for its new luxury project Whispers of Sky in Chennai. The campaign, created by Dentsu Creative, stars designer Gauri Khan in two films directed by...

Microsoft announced it will continue offering Anthropic’s AI models across its consumer and enterprise platforms, including Microsoft 365, GitHub Copilot, and the AI Foundry, while barring only the Department of War. The Pentagon has labeled Anthropic a supply‑chain risk, prompting the...
What caused this? To early? Poor execution? Bad leadership? A bit of everything IMO. We tried it and used it - it was a mediocre product at times and was okay other times. But their support and unwillingness to implement feedback is what killed them. I...

Royal Caribbean Group has presented Panama’s president with a proposal to build a 400‑meter, 130,000‑ton floating dry dock on the Pacific coast near Puerto Armuelles. The facility, slated for operation by 2031, would service the cruise line’s largest ships and...

Airwallex has expanded its sports sponsorship from a single global deal to a portfolio that includes McLaren F1, Arsenal FC, the San Francisco Giants, and regional teams in Australia and New Zealand. The company says the partnerships are already boosting brand trust,...

Strategic decision‑making in games and business follows identical logical rules. The author outlines five principles—evaluating decisions rather than outcomes, acting under uncertainty, building positional strength before chasing wins, updating models faster than ego, and thinking in sequences—that translate from chess,...
There is a caveat to the Russia oil waiver for India — “loaded on vessels as of March 5”. The Department of the Treasury's Office of Foreign Assets Control (OFAC) is issuing Russia-related General License 133, "Authorizing the Delivery and Sale...
Beware of the Claude code trap Building your masterpiece into an abyss and not talking or selling to customers
David Ellison, backed by Skydance and RedBird Capital, has embarked on a $125 billion media buying spree, acquiring Paramount for $8 billion, securing a $7.7 billion UFC broadcast deal on CBS, and moving to purchase Warner Bros. Discovery for roughly $110 billion. These transactions dramatically expand...

Terminal values are themselves short-hands for DCFs. This is because a terminal value is essentially a multiple. And a multiple is a short-cut for a DCF. More in the memo below 👇

Validio, a Stockholm‑based data‑quality automation startup, secured $30 million in Series A funding, bringing its total capital to $47 million after an 800 % ARR surge last year. The round was led by Plural with participation from Lakestar, J12 and several angels. Validio’s AI‑driven...

The HR Vendors of the Year 2025 recognized fourteen firms across Malaysia and Singapore for breakthrough HR solutions. Info‑Tech captured gold in both markets, while BIPO Service Malaysia and Mercer took silver and bronze respectively. Finalists showcased a range of tools...

American Express returns for a second year as the official payments partner of the Formula 1 Australian Grand Prix, unveiling an upgraded Amex Lounge and a suite of new fan experiences. The lounge now showcases premium food and beverage partners such...
The Royal Ontario Museum has appointed Nicholas R. Bell as its new director and CEO, effective July 6. Bell comes from a successful tenure at Calgary’s Glenbow Museum, where he launched a $250 million renovation campaign and created an endowment for free...

AI voice startup Elevenlabs has appointed former Conversant Media executive Michael Costa as its go‑to‑market director for Australia and New Zealand. Costa, who has held senior roles at Salesforce, Twilio and Mixpanel, will lead the company’s expansion despite still being based...

Visa has appointed senior vice president Leonardo J. Collado as general manager of Pismo, effective April 1. Collado, who oversees value‑added services for Latin America and the Caribbean, brings 25 years of payments experience to the role. The move follows...

India’s leading pregnancy detection brand PregaNews has launched a digital film ahead of International Women’s Day to spark open conversations about postpartum depression. The short film highlights how many new mothers silently endure emotional and physical strain, normalising these challenges...
Sydney‑based Lumonus secured an additional $3 million, raising its Series B to $28 million. The AI‑powered platform automates radiation‑oncology workflows, already supporting over 280,000 cancer treatments and 75,000 treatment plans across the US, Australia and Europe. Funds will expand U.S. go‑to‑market teams, boost...
It's hard for me to describe how different things are than they were a week ago. I'm moving into more of a player coach role, and in the last 7 days, my team of PMs have been: - creating a "Cash...

Asia‑Pacific airlines face a decade‑long talent crunch as passenger traffic surges, requiring over 400,000 additional aviation professionals by the mid‑2030s. The shortage spans pilots, engineers, cabin crew and digital specialists, creating a structural mismatch between demand and supply. Recruitment struggles...
Audit readiness assessments are proactive reviews that verify an organization’s controls, policies, and evidence before an official audit. By mapping controls to frameworks such as SOC 2, ISO 27001, HIPAA, or PCI DSS, firms can pinpoint gaps, assign ownership, and remediate issues early....
March 2020. COVID panic. Markets collapsed overnight. Two clients. Same portfolio. Same allocation. Same advisor. What they did next created a gap worth hundreds of thousands of dollars. It will probably never close.

According to a recent Reuters/Ipsos poll, 78% of Americans say inflation is a very big concern for them personally. AFFORDABILITY = GOING TO GET WORSE = TRUMP'S ACHILLES HEEL. https://t.co/z3qgrkZ7V2
Mammoth Energy Services reported $16.4 million revenue in Q2 2025 but posted a $35.7 million GAAP net loss, driven largely by a $31.7 million non‑cash impairment on its Northern White Sand mine. The quarter featured three major portfolio moves: a $108.7 million sale of infrastructure...
And our GB Max story with the full transcript of our exclusive interview with Tim Sweeney. https://t.co/AhPRDXRoQU
"We are in the first phase of a great rotation away from the US FANG+ and related stocks, semiconductor, and AI software companies towards oil & gas, utilities, emerging market, and resource stocks, and Treasury bonds." - Marc Faber
The Asian Development Bank announced a $5.4 billion financing plan for Kazakhstan, a $1.1 billion package for Tajikistan, and a $2.5 billion commitment to Azerbaijan, all aimed at strengthening the Middle Corridor trade route. The bank also launched a technical assistance program to...
This paints a potential scenario for how the dollar index could return to its all time high. Not bc it is great. But bc all other fiat will fail first.

Total PITI costs surged for housing and in a QM lending environment that was set to crush sales. I had a price model limit for 2020-2024: if we didn't surpass 23% during those five years, we would be okay; we...
The interview with Oleg Itskhoki examines how Russia employed financial repression in 2022 to weather the largest post‑war sanctions package. By banning cash withdrawals and obligating exporters to surrender foreign‑currency earnings, Moscow halted a ruble freefall and stabilized its fiscal...

#IndiaWatch🇮🇳: After the rupee hit a record low, India’s central bank sold dollars. Then, the Rupee SURGED, with the biggest gain in Asia today. https://t.co/rzGC4rj8Kv

Fannie Mae: Get use to these mortgage rates Fannie Mae's forecast for the average 30-year fixed mortgage rate: Q3 2026 --> 6.0% Q4 2026 --> 6.0% Q1 2027 --> 6.0% Q2 2027 --> 6.0% Q3 2027 --> 6.0% Q4 2027 --> 6.0%

Global tech firm Octave has signed a three‑year sponsorship with the Visa Cash App Racing Bulls F1 team, launching the deal at the Australian Grand Prix. The partnership aligns Octave’s asset‑lifecycle intelligence platform with the high‑pressure environment of Formula 1, positioning...

That young workers are broadly seeing a decline in employment rates regardless of education is consistent with our low-churn labor market. Hiring & voluntary quits have corrected from their 2021/22 Great Resignation highs & now young workers are feeling frontline...
Annual reviews are crucial, especially during big transformations like digital, ERP, or AI projects. It's easy to get lost in the work, but stepping back annually to assess changes is vital for navigating your journey effectively. #DigitalTransformation #BusinessStrategy https://t.co/g1MFz8gYum
OpenAI’s ChatGPT has entered its fourth week of serving contextual ads, with Sensor Tower reporting that retail and grocery promotions dominate the ad inventory. Over a two‑week sample, more than 100 distinct brand ads appeared, outpacing other categories such as...
This will help. But crucial to understand: India’s total crude imports are ~5.5 mil b/d. This is a minor offset to 20 mil b/d locked out of the market. Washington appears set on offering a drip-feed of relief to a major oil...
My biggest takeaway right now regarding mortgage rates is to expect heightened volatility. They will likely bounce around a lot more than normal thanks to the ongoing conflict in the Middle East. The good news is 30-year fixed rates remain near ~3-year...
DoubleVerify’s Fraud Lab has uncovered AutoBait, a coordinated network of more than 200 AI‑generated lifestyle sites that churn out clickbait articles and hyper‑realistic images to harvest advertising revenue. The operation delivers tens of millions of ad impressions each month, with...

Asian markets posted a modest rebound on Thursday, with only Vietnam slipping, as rising oil prices and heightened tensions over the US‑Israel strike on Iran weigh on sentiment. The US dollar strengthened and European bond yields climbed, while a poll...
Customers.AI is an identity‑resolution and deliverability platform built for Shopify brands that run Klaviyo. Its X‑Ray pixel lifts visitor identification from roughly 15‑20% to 60‑70%, feeding anonymous shoppers into Klaviyo profiles. The Alfred AI agent scores these visitors daily, enabling...

Salesforce has launched three Slack‑native features—Slackbot, Activity Timeline, and Agentforce Sales—to embed CRM data directly into Slack conversations. Slackbot delivers AI‑driven answers from Salesforce records, Activity Timeline streams emails, calls and tasks into the chat view, and Agentforce autonomously monitors...
Container Shipping Rates Rise as Asian Factories Reopen—But Hormuz Crisis Threatens New Shock. Is it time to stop talking about rates? Instead cite the metrics for container lines and for supply chains? Rethink a new reality of increasing disruption? ...
Greg Abel authored Berkshire Hathaway’s 2025 shareholder letter, marking the first full‑year communication since Warren Buffett stepped back as CEO. The letter reiterates the conglomerate’s core culture—honesty, decentralized autonomy, and a long‑term ownership mindset—while confirming that Buffett will still be...
"Trust, but verify" is the new data mantra for AI literacy. Teach employees to validate LLM and AI agent outputs instead of treating them as unquestioned truth. #DataCulture #AI #CIO https://t.co/aiB5P99ido
TikTok released data, in partnership with measurement firm Samba, linking ad exposure to real‑world movie ticket purchases across 38 U.S. campaigns from early 2023 to mid‑2025. The analysis shows a median 172% lift in purchase rates for exposed audiences, with...

Enterprise Security Operations Centers face overwhelming alert volumes—averaging 4,484 alerts daily, with 67% never investigated. Autonomous triage platforms such as D3 Security's Morpheus use AI to ingest, investigate, and respond to 100% of alerts, cutting false‑positive handling by 99% and...

The Consolidated Appropriations Act of 2026 (CAA 2026) introduces sweeping federal regulation of pharmacy benefit managers (PBMs) for employer‑sponsored group health plans. It mandates full 100 percent rebate pass‑through and detailed compensation disclosure, with semi‑annual reporting requirements taking effect for calendar‑year plans...