Fed Holds Rates Amid Most Divided Vote Since 1992
FOMC: Fed leaves the FFR unchanged at 3.50-3.75% The vote was the most divided FOMC decision since 1992 (8-4 in favour of holding rates).
2026 Update Signals Push for Export Diversification
What does the 2026 Spring Economic Update mean for diversifying Canada’s exports? #canada🇨🇦 #canada #trade #energy
Google's Ad Revenue Now 91% From Owned Platforms
Google earnings milestone today. Q1 marks the first time 91% of G's ad revenue (now $300B+ per year) comes from its owned properties (search, youtube, gmail, etc) rather than the rest of web. G is now accelerating death of open...
Meta Q1 Revenue Hits $56.3B, Profit Margin Peaks
Meta revenues increased 33% over the last year to a new Q1 record of $56.3 billion. Net income increased 61% YoY to a new record high of $26.8 billion. Net profit margin of 47.5% was a new all-time high. $META...
CIOs Should Leverage AI for Marketing, Not Just Efficiency
CIOs who only chase AI productivity gains are missing the bigger play. Marketing is where force-multiplier opportunities live - CX, lead gen, branding, growth. #CIO #AIStrategy #DigitalTransformation https://t.co/Vjv8aDlma4
Meta Q1 2026: 33% Ad Revenue Surge, New MCP Support
Meta Q1 2026 earnings: 33% ad revenue growth, MCP support for ad buying agents https://t.co/50uwbFSTVE
Nailed Oil & Wheat Lows, Then Hormuz Closure Shock
Me scrolling twitter after nailing both the oil and wheat lows and then seeing the strait of Hormuz close (which wasn't even possible to be part of the narratives at the time) https://t.co/2y2yGNWZvz
Empathy Fuels Trust, Respect, and Business Success
Do not leave empathy out of your career and how you work with others. People do business with people that they trust, respect and like.
UAE Reserves at $285B; March Data Will Test Stress
Counterpoint: the UAE ended February with USD 285b in fx reserves. The first real indicator of stress will come when the Emirates releases data (soon I expect) on end March reserves 1/ https://t.co/eO790Q1e0x
US Gas Prices Signal Global Inflation Wave Arriving
A lot of attention on US pump prices. But it’s only the tip of the iceberg of systemic inflation already advancing across the globe. And the US will import it too.
Include Employees in Your LLM Visibility Strategy
Friendly reminder that your employees should have a voice and be part of your LLM visibility plan https://t.co/jd0DM4FCno
Musk's SpaceX Aims to Power Mars with 100 TW Compute
I'm loving Musk's new pay deal at SpaceX, in addition to building a $7.5T company, colonizing Mars with 1m people, he also has to put 100 terrawatts of compute into space. To put that into perspective, the US grid is a...
Timeless Life and Career Wisdom From Management Guru
Life and career advice from one of the top management thinkers of all time https://t.co/nSNrX4EFbc
All Major Rates Climbing: Oil, Yields, Dollar Surge
Higher oil Higher yields Higher dollar Higher USDJPY Higher SOFR Market, show me you care.
Toxic Leaders Silence Critique, Not Culture
Toxic leaders don’t create bad cultures. They create cultures where everyone is too afraid to say there’s a bad leader.
Russia Eyes Mali Lithium While China Guards Its Interests
Watching the Mali situation to see if Russia decides to muscle in the lithium sector there although China will look after its in-Mali interests .
From Expertise to Narrative: Reputation Now Fuels Growth
OLD GAME: > Compete on expertise > Hope the work speaks for itself > Grow on referrals NEW GAME: > Compete on ideas > Win on narrative > Grow on a reputation that spreads while you sleep
Earn While Learning VC: No Tuition, No Degree Required
$0 tuition Get paid to learn venture capital and startup creation at my firm in Austin We are hiring six “associates in training” You’ll start as a researcher and learn fund management, back office functions and the “qualified sorting” of...
Reallocating IT Budgets Around Unequal AI Outcomes
. @satyanadella today: “IT budgets get reshaped by business outcomes and reallocation from other line items on the income statement.” He is right, per seat breaks when two users consume AI completely differently. Consumption pricing is the easy part. Reorganizing enterprise...
Org Design: Strategy Execution, Not an HR Issue
Org design isn't an HR exercise. It's a strategy execution exercise that HR happens to facilitate. When ops, legal, and people teams disagree on the org chart, you don't have a people problem. You have a strategy problem your structure can't carry.
AI‑obsessed CEOs See No Real Business Improvement
Your CEO is Suffering from AI Psychosis https://handyai.substack.com/p/your-ceo-is-suffering-from-ai-psychosis I'm sad to say I know SO many people like this. Crazy about AI. Convinced it's doing so so much for them and their businesses. Yet revenue, productivity, cost, and margin trajectories look basically...
Reset Your Rhythm: 5 Simple Productivity Shifts
You don’t need a new app. You need a better rhythm. If your days feel like a blur of meetings, “urgent” messages, and tasks you keep pushing to tomorrow… this is your reset. In this video, I break down 5 simple (but...
Meta's Tax Win Skews Earnings Multiple, AI Doubts Remain
$META Tax rate in Q1: -23% It trades at 23x earnings after today’s results, but if you use GAAP accounting it’s more like 18x because there was a massive tax saving in Q1. On a cumulative basis, Meta had a $15B+...
AI Teammates Boost Sales Velocity, Win Rates, Certainty
Velocity, Win Rates, and Certainty: The CEO’s Case for AI Teammates by @Timothy_Hughes https://t.co/QidhAjRFgR @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #ArtificialIntelligence #Technology #Innovation #Tech #TechNews #Marketing #Strategy https://t.co/e0eZHkbm1l
Monetary Policy Must Adapt to AI-Driven Growth
All you need to know about monetary policy in a world of AI-supercharged growth. ⬇️
Limit Choices, Give Buyers a Clear Decision Path
The confused mind says no. Every time a buyer ghosts you after a demo, there's a 90% chance you left them with too many options and not enough clarity. The best AEs don't show everything. They show exactly what the buyer needs to...
Economic Leverage Becomes Weapon Amid Global Instability
✍️ UK Foreign Minister 👉”Instability and volatility are the new normal and countries across the world are increasingly reaching for economic tools to exert global leverage, 💥whether to coerce or constrain. https://t.co/GzEYSjon4v
AI Revenue Hits $37B, Signals Agentic Computing Shift
Just wrapped our quarterly earnings call. We are focused on delivering AI infrastructure and solutions that empower every business to eval-max their outcomes in this agentic computing era. Our AI business surpassed a $37 billion annual revenue run rate, up...
Actionable Routine Videos Boost Authentic Paid Social Conversions
Here's what is working right now for paid social ads: "Building a routine" and "optimizing your life" style videos. Why does it work so well? It's because the optimized routine feels actionable and make the product feel like part of a system of...
Creators Reporting Live: Journalism's Decentralized Future Revealed
I was at the Substack party when things went into lockdown. At the same time, creators were already reporting on it across their own platforms. That moment said everything about where media is headed. More on what I saw + the future of...
Jaxon Smith‑Njigba Tops 2026 WR Earnings at $36.5M
Top 2026 WR Cash Earnings 1. Jaxon Smith-Njigba: $36.5M 2. Ja'Marr Chase: $33.83M 3. Alec Pierce: $30M 4. A.J. Brown: $29M 5. Amon-Ra St. Brown: $28.11M 6. George Pickens: $27.3M 7. Brandon Aiyuk: $27M 8. CeeDee Lamb: $26M 9. Justin Jefferson: $25.75M 10. D.K. Metcalf: $25M
Powell to Lose QE Chair, Warsh Takes Over
And here is Powell at the press conference: Regime Change: Powell, Chair of Mega-QE & “Ample Reserves Regime,” to Be Replaced by Warsh, who Wants Smaller Balance Sheet But Powell will stay on as governor until “the investigation is well and...
AWS Rakes $142B, Yet 85% Remain On‑Prem
$AMZN: AWS annual recurring rev at $142B and yet 85% of enterprises are still on prem. Something to think about about.
Success Starts With Knowing Your Audience, Purpose, Message
A rule that will 10x your success: know exactly who you are building for, what you stand for, and how to say it Every founder I admire started in the same place. With nothing. They just figured out their foundation first
Microsoft Refocuses on Fundamentals to Win Back Consumers
Microsoft CEO Satya Nadella just commented about winning back consumers across Windows, Xbox, and more: "When it comes to our consumer business, we're doing the foundational work required to win back fans and strengthen engagement across Windows, Xbox, Bing, and Edge....
Amazon Reaffirms No Changes to Capital Strategy
Amazon says “don’t have a new update on capital. Our plan is largely the same.” $AMZN
Created 16 Automated Emails in Just 15 Minutes
Just shipped 16 automated emails complete with copy, design, and backend logic in ~15 minutes. Magister invites going out every day now 😎 https://t.co/hrpjUT0WVl
Workday’s Service Empire May Expose Vulnerability
"A $30B company with 10,000+ customers and a services cartel that’s arguably bigger than the product itself will not roll over quietly." https://t.co/eBzsJxBGUV < is Workday finally vulnerable? They've got an enviable footprint and new focus. All platforms need to...
Run Multi‑track Process to Strengthen Minority Deal Leverage
If you're considering a minority transaction, keep in mind that while it can provide liquidity and maximize post-transaction ownership, it can also present challenges in terms of post-deal decision making and equity structure. Minority protections can give private equity firms...
Anthropic Eyes $900B+ Valuation in Upcoming Funding Round
NEWS: Anthropic is considering offers from investors for a round that would value it above $900B. No firm term sheets, nothing accepted but new reporting @TheTerminal with and led by @shiringhaffary @nmasc_ Story to follow
Iran Poised to Become Fourth Global Superpower
"Like the Black Knight in Monty Python and the Holy Grail, all of these military victories are mere flesh wounds for the Islamic Republic. The real story is that when the fighting stops, Iran will emerge as the fourth major...
Compute Limits Hold Back Google Cloud Revenue, Says CEO
GOOGLE $GOOGL CEO SUNDAR PICHAI JUST SAID "We are compute constrained ... our cloud revenue would have been higher if we had more compute"
Big 12 Secures Private Capital Deal, Outpaces Big Ten
The Big 12 has finalized its deal for private capital, per @RossDellenger In Dec., the Hotline addressed the basics, why it works for the B12 and how it differs in key areas from the Big Ten's (now comatose) capital plan https://t.co/NBgyjFLlGz
Adopt Entrepreneurial Mindset: Spot Opportunities Everywhere
If you think like an entrepreneur, it means you are always thinking about opportunities, how other businesses operate, and what you can learn from the people/companies that you interact with every day. https://t.co/3j6JFthbDg
Meta Cuts 15% Staff, Touts AI Empowerment
Zuckerberg says AI will amp the ability for people to do what they want. Trying to smooth over the fact that Meta has been the most aggressive company at replacing humans with AI. My math is they've cut...
Uber Expands Into Hotels, Aiming for All‑in‑one App
Uber now lets users book hotels directly in its app via Expedia’s 700,000+ properties — the latest move in its push to become an ‘everything app’
Embedding Core Values Drives Culture, Customers, Market Success
Culture Transformation: The Importance of Socializing Core Values - CX Journey™ https://t.co/Hc19QAgqWl Socializing the values is crucial for a variety of reasons, as it directly impacts your culture, your customer relationships, and your overall market presence. https://t.co/blhtghPuU2
Fed Cuts Raise 30-Year Yield; Inflation Still Looming
The Fed started cutting rates in Sep 2024 with the 30-year Treasury yield below 4%. They cut rates 175 bps and the 30-year yield is now approaching 5%. The Fed may be done with inflation, but inflation isn’t done with the Fed....
Nevada Court Bars Kalshi From Offering Event Contracts to Residents
Nevada state court enters preliminary injunction barring Kalshi from offering sports-, election-, and entertainment-related event contracts to "Nevada residents" (not "in Nevada"), gives Kalshi until May 4th make necessary technological enhancements to comply with the order. https://t.co/BOYm9fCXgr
Buyers' Strike Leaves Thousands Seats Empty, Tickets Plummet
Good news on inflation: a buyers' strike --- "potentially thousands of seats empty six weeks before the tournament begins...cheapest option was..$1,120. A better seat would set him back more than $4,000. Those...were the numbers set by FIFA itself." ⚽️ https://t.co/H3s2NVDUpC