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Airbnb has begun testing a suite of loyalty‑program benefits that avoid traditional points structures, signaling a strategic shift toward more personalized guest incentives. The company previously explored a “Superguest” program but never launched it, and now it is evaluating models that could include paid memberships. CEO Brian Chesky described the initiative as a potential "massive accelerant" for growth, emphasizing alignment with Airbnb’s brand values. Results from the tests will dictate how the benefits are packaged for a full rollout.
Macro: global growth slows; rates remain sticky. Key factors: US CPI, China demand, energy. Risks: policy missteps, inflation shocks. Trade: shorten duration in US Treasuries. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
McKinsey reports that generative AI has slashed M&A costs by roughly 20% and accelerated deal timelines by 10% to 30%. The technology enables faster target identification, due diligence, and integration, especially amid geopolitical and supply‑chain disruptions. Bain finds one in...
In this episode, host T‑Minus chats with Michelle Lucas, CEO of Higher Orbits, about China’s surge in private‑sector space funding, highlighting iSpace’s $730 million raise to develop reusable rockets, Space Epoch’s new capital for a 2026 launch and sea‑recovery test, and...
White‑collar job openings in the United States have slowed sharply, falling about 15% year‑over‑year, even as mass layoffs remain limited. Professor Peter Cappelli attributes the cooling to investor‑driven cost‑cutting, lingering economic uncertainty, and a surge of AI washing that inflates...
The episode examines Omnicom Group’s post‑IPG acquisition landscape, highlighting its expanded scale, lingering operational hurdles, and the strategic opportunities it presents for CMOs. It outlines three growth levers: leveraging Omnicom’s AI investments to offset martech costs, revitalizing creative output through...
Arista Networks announced extensions to its telemetry stack aimed at AI‑driven environments, adding host‑level data such as RDMA counters, NIC buffering, and flow‑control metrics to its CloudVision platform. The new capabilities will merge in‑network and host telemetry into a single,...
In this episode the host reviews a recent earnings event and observes that the stock is stabilizing, hinting at potential upward momentum. To capitalize on this, they outline a covered‑call strategy that generates upfront premium, reduces the effective cost basis,...
Albertsons announced four AI priorities for fiscal 2026—digital customer experience, merchandising, labor, and supply chain—backed by a full cloud migration and unified data platform. Chief technology officer Anuj Dhanda emphasized these are long‑term investments already delivering measurable impact, such as...
European investment‑grade credit remains resilient in early 2026 despite a 2% YoY dip in EBITDA growth and modest leverage creep. Interest‑coverage ratios have stabilised and rating upgrades in Spain and Italy bolster the sector’s outlook. Spreads have tightened to historic...
Today’s burst of economic data showed an economy still powered by the boom in data centers with some broader increases in vehicle orders (Dec) and production (Jan). Housing starts popped in December and were revised higher for November. Good...
PeaceHealth announced a systemwide reduction of 94 positions, affecting less than 1% of its Washington workforce and including hospice staff, nurse practitioners, and administrative roles. The cuts trigger Washington's WARN Act, requiring a 60‑day notice before mass layoffs. This is...
Here's ETF flows for the first six weeks of the year historically. This year is off to the best start almost by double. One reason is growing depth of cash vacuum cleaners. VOO, SPYM hoovering as always but there's already...
Forest Lawn Memorial Parks & Mortuaries has built a fully integrated procure-to-pay backbone by linking Vroozi’s procurement platform with NetSuite ERP and Shopify e‑commerce. The integration automates inventory replenishment, accounts payable, and even service procurement, allowing real‑time updates across systems....
There are a lot of new entrants coming into the GRC market right now, which tells you something interesting is happening. But most of what I see still feels like workflow layered on top of spreadsheets. Executives do not need more...
A new WTW survey shows 73% of U.S. employers will enhance paid‑leave programs within two years. Leaders cite employee experience, talent attraction, and retention as primary drivers. Caregiver leave is projected to jump from 22% to 39%, while parental and...
Yu‑Lan Chan, a senior public servant in the Australian Capital Territory, is portrayed as an "operational gun" who ensures the government’s daily functions run smoothly. She attributes her ascent to curiosity and a willingness to join high‑performing teams rather than...
This AI startup is valued at $11B for solving one of the most boring problems in tech.....
Intel is launching "Ask Intel," an AI‑driven virtual assistant built on Microsoft’s Copilot Studio, to handle customer and partner support after scaling back phone and social‑media channels. The assistant can open cases, verify warranties and route complex issues to human...
In this episode Ben breaks down the seven key reasons organizations adopt OKRs, highlighting five core benefits—shorter cadence, focus, transparency/alignment, engagement, and stretch thinking—plus two additional advantages: a common goal language and a learning culture. He stresses that leaders must...
A Texas federal judge denied the Federal Trade Commission’s emergency request to extend a seven‑day pause on its order that dismantles a sweeping pre‑merger reporting rule. The FTC now has until Thursday to seek relief from the Fifth Circuit Court...
What are we doing at Camp Hustle? What to expect? • An angel track with a live deal review • A VC track with a pitch clinic • A Shark Tank-style pitch event • Niche breakouts covering super specific niche investment topics • Wellness activities...
This AI startup just hit an $11B valuation by solving one of the most boring problems in tech.... Harvey is reportedly raising $200M and has reached: - $190M in ARR - 1,000 customers - 100,000 lawyers on the platform So...
The Federal Reserve’s February 2026 FOMC minutes reveal that most participants remain uneasy about inflation, which is still above the central bank’s 2% target. The minutes signal a willingness to raise rates again if price pressures are not curbed, underscoring...
The episode examines the February 2026 selloff in U.S. insurance broker stocks, triggered by the launch of AI quoting tools from Insurify and Tuio on ChatGPT. While the market panicked, assuming AI would disintermediate all broker services, the discussion highlights...
The SEC has proposed amendments to Form N‑PORT that give investment companies an extra 15 days to file their monthly portfolio reports and shift public disclosure from a monthly to a quarterly cadence. The changes also eliminate the “Names Rule”...
Don Backstrom, co‑founder of the municipal advisory firm Backstrom McCarley Berry & Co., died at 84 from cancer. He launched the Los Angeles‑based firm on his 61st birthday in 2002 and served as managing director through July 2025, then part‑time until his death. Backstrom’s career spanned...
Most AI productivity hacks you see on LinkedIn don't work. They work for one person, on their own laptop, with no one else involved. That's not your reality. Your reality is shared Google Docs with 14 contributors. Confluence pages that...
Google Cloud and Alphabet’s moonshot project Tapestry have deepened their partnership with CTC Global to launch GridVista, an observability platform that embeds optical‑fiber sensors in transmission conductors. The system delivers real‑time strain, temperature and vibration data, feeding it into Google...
The article examines how AI’s high variable costs are reshaping recurring‑revenue models, moving firms away from flat‑rate SaaS subscriptions toward hybrid, usage‑based, and outcome‑based pricing. It cites McKinsey data showing 50% of firms plan AI adoption and highlights that 72%...
Northeast public issuers are grappling with crumbling infrastructure, rising construction costs and a wave of federal funding cuts. Tariffs and buy‑American requirements are inflating bus purchases for NJ Transit, while the Gateway tunnel project remains stalled after a $205 million funding...
Sumo Logic announced the extension of its cloud‑native analytics platform into the AWS European Sovereign Cloud and an AWS data center in Switzerland. The move lets customers keep logs, telemetry, and security data within national borders, satisfying GDPR and other...
Minutes from the Fed's Jan. 27-28 meeting laid bare a lingering divide over where to set the bar for further rate cuts. In Fed speak, "some" is larger than "several" which means the group of "some" officials that includes those with...
The amount of growth by @Zoho over the past year is incredible. Historically, Zoho has been very deliberate and measured with their expansion. The past year, they hit the gas...big time. #CIO #ERP #ZohoDay26
the best growth hack in 2026 will be to build something so good that AI agents recommend it to users Not word of mouth… word of agent
Lockheed CEO Taiclet says LMT never considered spinning off part of biz to allow for direct DoD ownership stake: L3Harris "didn't have, I guess, apparently, the resource to manage the scaling themselves." If regulators had allowed LMT to buy Aerojet "we...
Ray Dalio, founder of the world's LARGEST hedge fund, on the national debt: "When countries essentially go broke, what they do is... print money, devalue the currency, and create an artificially low interest rate...that is the way the [US] will do...
The ECB should be apolitical. But now President Lagarde says she’s leaving early. According to people “familiar with her thinking,” this is so Macron can pick her successor before the French Presidential election in April 2027. Not very apolitical at...
FOMC minutes suggest that the hawks pushed back. "Several would support two-sided language" about policy direction and "several" noted that if inflation remains high, rate hikes might be necessary.
Canadian Dollar Forecast: USD/CAD Advances Toward Yearly Open – Breakout Risk Builds https://t.co/LswuuI4iVW $USDCAD Weekly Chart https://t.co/AfSOwTDtR3
This thing does not look well (SVIX on 15 minutes). Do your own work. https://t.co/81j1h6AyOe
Founders: Sales discovery qualification checklist: 🚩 Can't quantify problem cost 🚩 Unclear who signs the contract 🚩 No budget history for similar tools 🚩 No compelling event driving action 🚩 Refuses to discuss investment level Two red flags means they're not a real prospect.
.@incidentfox is an open-source AI SRE that builds its own debugging tools. It learns each team’s unique systems and auto-generates the integrations it needs — no custom engineering required. Congrats on the launch @jimmyweiiiii and @LongYi1207! https://t.co/H68FjaBikx https://t.co/JWvl2EPJpN
Key paragraph of the FOMC minutes from January. (I am honestly a bit confused by the 'minutes math.') The main takeaway is that there is considerable disagreement. Cut, hold, and (even possibly) hike all got a nod. https://t.co/eV9ldjldl1 https://t.co/K53g1yqKJ8
A note re: $OPEN and $Lennar --- if you back it out, Lennar held 18.5M shares of Opendoor at end of its Q3. The 13F likely indicates either they had some anti-dilution protections or participated in debt-for-equity swap, and that’s why...
So many people say “ads don’t work; write content.” All of my companies for 22 years grew with ads 𝘧𝘪𝘳𝘴𝘵 and forever. Ads won't be effective for 𝘢𝘭𝘭 companies, but "I've never seen it work" is an admission of lack of...
RT If AI agents are on your 2026 roadmap, this definitive guide to 50+ enterprise agents (what they do, where they fit) is a must‑read for CIOs and CDOs. #AI #CIO @Star_CIO https://t.co/jLE8sizbgZ
Few FOMC minutes takeaways: 1) Cmte basically in line with markets on major economic variables 2) Labor markets no longer outright weakening but remain fragile 3) Inflation decelerating as tariff passthru done, housing has downside (a misread on bad CPI method in Oct?) 1/...
"U.S. import tariffs haven't been enough to stop the United States losing another aluminium smelter, leaving the country with just five primary metal production plants." 😲 https://t.co/T5U4nxglb0 https://t.co/EOQY3OwzE6
Great reminder futures rolls (H25 to M26) are upon us. Bottomline March 2y futs should be heavy. Roll is nasty at -4.5 which should add to the flattening pressure along with front-end auctions next week.
