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
Consultants Demand Equity as AI Threatens Debt
The tough conversation goes something like this: Step 1: We hired consultants Step 2: They say AI will disrupt you Step 3: Please inject equity to protect our debt
Low Debt Keeps Good Companies Alive in Recessions
I've watched good companies destroy shareholder value during recessions. Not because the business failed. Because the balance sheet forced their hand. Debt covenants. Liquidity crunches. Share issuances at $12 when the stock was $40. You can be right about the business and still lose...
Lenders Seize Medallia, Opt for Cash Control
Lenders taking the keys from Thoma Bravo on Medallia is actually the right call. Imagine the BSL version. Uptiers, primings, LMEs. Sponsor kicks the can for 18 months and plays for optionality with your principal. At least here, lenders can take the...
30‑Year Treasury Yield Reaches 5%, Near 18‑Year
*US 30-YEAR YIELD TOUCHES 5% FOR FIRST TIME SINCE JULY 2025 Now just 11 bps from a new 18-year high. https://t.co/Aow1azOUWb
Capital Partners Get No Ownership, League Unchanged
Important note here: "...the capital partners will hold no ownership in the league and the deal will not change the operation or governance of the conference..."
Swedish Founders' Earnestness: An Underrated Asset in Entrepreneurship
Jessica and I have been talking about how earnest Swedish founders seem. Obviously it's news to no one that Swedes would be earnest. But I don't think they themselves realize how valuable this quality is for founders specifically. https://t.co/251q8RSQ0Z
Uniform AI Strategies Erase Competitive Edge, Humans Needed
"If every CEO uses the same LLM models to generate strategy and determine product roadmap, no one has alpha. Yes, get context and have AI do all the low leverage things. But for high leverage decisions, I want as much...
Name Calendar Invites to Signal Mutual Evaluation, Not Pitch
Founders: Calendar invite naming sets expectations: ❌ 'Demo of [Your Product]' ❌ '[Your Company] Presentation' ✅ '[Their Co] [Your Co] - Discovery' ✅ '[Their Co] / [Your Co] - Initial Conversation' Signal: This is mutual evaluation, not a pitch.
GOOG CFO Predicts Capex Surge, Likely 20‑30% Rise
$GOOG CFO says capex in 2027 will increase "substantially" over 2026. Street is expecting up 10%. My take: I bet it's up 20-30% next year.
Personalized, Concise Outreach Lands CFO Meetings, Not Generic Decks
Two salespeople. Same product. Same territory. Rep A: Sends a generic discovery deck before every call. Rep B: Sends a one-paragraph email that says: "Based on what I know about your business, I think you have a $2M problem. Here's what I...
Six Fintech Startup Predictions for 2026
Six #Fintech #Startup Predictions For 2026 https://t.co/gsnoGYCtY6 #GoogleAlerts #AI #VentureCapital @SpirosMargaris @ahier @sallyeaves @efipm @anand_narang @TerenceLeungSF @davidjmaireles @JimMarous @FrRonconi @davidjmaireles @FinMKTG @BetaMoroney @JohnNosta @dinisguarda @mvollmer1 @JohnNosta @Khulood_Almani @HaroldSinnott @Fabriziobustama
Build Scalable Career Paths with Six Advisor Domains
Associate advisors with several years in the role often find themselves in a professional limbo: ready to take on more responsibility, but without a clear pathway to do so, which can lead to dissatisfaction and, ultimately, attrition. In this article,...
Bessent Calls Powell’s Board Stay Fed Norm Violation
Bessent says Powell's decision to stay on at the board is a "violation of all Federal Reserve norms" and an "insult" to Warsh https://t.co/c6R0zLqPNA @nytimes
Google's Market Cap Quadruples After Nadella's Bold Claim
Google’s market cap has risen ~4x to $4.4T since Satya Nadella said “I want people to know we made [Google] dance” in February 2023 https://t.co/UczFJA82s6
ROCSYS Secures $13M, Launches 10‑Bay Hands‑Free Robotaxi Charger
Robotaxi charging: ROCSYS raises $13M and unveiled the M1, a robotic hands-free charging system capable of serving up to 10 robotaxi bays simultaneously. Our full brief on EVwire: https://t.co/15ZhKLpipD https://t.co/bD3MSBXpCc
Demand Context: Explain Why Growth Numbers Matter
I wish when people flexed their growth stats, they explained WHY the growth happen. Did Twitter increase ad spend? Did the $1 million contest work? Did the political climate affect things? Are these new users or revived users?
From Kickstarter to $150M: Ghost Empowers Publishers
On this day, 13y ago, @ghost started as an idea on kickstarter 5,000+ people backed the project to help bring it to life and support the future of media and journalism Today, Ghost has generated over $150M for independent publishers all over...
Markets Expect Rate Hike, Not Cut, by April 2027
Markets are now pricing in rate hike rather than a rate cut by the April 2027 meeting. Yup. #FOMC
Tech Beats Mask Macro Weakness, Markets Still Slide
Tech earnings beat… and stocks still dropped. $META $GOOG $AMZN That tells you everything. Oil at $108 Gas at highs since 2022 Fed divided like we haven’t seen since 1992 This isn’t a “buy the dip” market… it’s a read the macro market. https://t.co/cHKTtu3no5
Built Free Annotation Tool, Cutting Software Costs
Honestly, I think I’m finally done paying for software, except for Claude. I just built a website annotation tool to share with my clients. Now, they can easily add comments and feedback in a test environment at no extra cost for...
Hidden Inefficiencies Waste Resources and Demoralize Employees
“Many orgs. are plagued by senselessness hidden in various nooks & crannies of their operations. It routinely creates waste & intangible problems that feed employee dissatisfaction & drain org. energy.” ➤ https://t.co/ylz4kVYcuu #processimprovement #businessprocessmanagement https://t.co/54LuxZ6vNy
China Threatens EU over “Buy European” And Cyber Rules
China to EU: We’re going to need you to make substantial changes to your proposed “Buy European” and cybersecurity rules, or else face the consequences. https://t.co/gGBr0Rq5nh
Treat Stripe as Your Main Account Balance
One thing I wonder is how you do accounting for this? I guess not so different, cause you still just account your expenses and your income, but the main balance just becomes Stripe?
B2B Brands Struggle to Rebrand Beyond Flagship Products
I think one of the toughest parts of B2B marketing right now is going from single product to multi product. Or... flagship "bread and butter" to "hey we also do this now" but there's no recognition for the new thing....
When Success Feels Stagnant, Lifestyle May Be Enough
My SaaS revenue and sign ups are flat I'm plateau-d at $1,000,000 a year A great achievement but a challenging spot to be in According to @robwalling only 5% of bootstrapped startups escape these types of revenue plateau The more complicated issue is that...
Meta Posts 33% Revenue Jump, $26.8B Profit Before Layoffs
Meta Q1 Revenue Soars 33% in Q1, Net Profit Hits $26.8 Billion Ahead of Mass Layoffs https://t.co/XY24l3vt2Q via @variety
PIF to End LIV Golf Funding After Season
News: LIV Golf is expected to tell players and staff as early as tomorrow that Saudi’s sovereign wealth fund PIF will be wrapping up investment in LIV at the end of the season, according to people familiar with the matter....
Microsoft Q3 Shows Broad Revenue Decline, Xbox Hardware Plunges
Microsoft's Q3 2026 (fiscal) earnings: • 💻 Windows OEM + devices revenue down 2% • 👾 Gaming rev down 7% • 🕹️ Xbox content + services rev down 5% • 🎮 Xbox hardware rev down 33%
Southwest Reinstates Fired Flight Attendant, Awards $1M Settlement
Southwest Fired Flight Attendant After Union Pushed For It — Now She Has Her Job Back And Nearly $1 Million - View from the Wing https://t.co/tlo4PLT9Hx
Investors Demand Purpose, Value, and Strong Unit Economics
Founders: Newfound investor discernment and a focus on EBITDA means you have to build with true purpose, nonstop value creation, and solid unit economics to get funding.
Explaining Powell Critique Live with Jack Farley, Max Wiethe
I will be on with @JackFarley96 and @maxwiethe in about 15 minutes. And for those torching me on my Powell takes, I will explain further. (For everyone else, Powell is making a terrible mistake by staying.)
Venture Fund Returns: Top Quartile, Low DPI, Vintage Matters
I decided to open source how my venture funds have performed TL:DR: - Top quartile to top decile based on specific fund - Very little DPI (for now) - Vintage matters quite a bit Excited to see how this develops with time 👀 https://t.co/KMbvAsM8P1
Sanctions Backfire: Expert Confirms They're Ineffective
My friend and renowned oil expert, Javier Blas, NAILS IT. Just like I’ve always said, sanctions rarely work. They almost always BACKFIRE. https://t.co/JcwVpQy4zO
Multi‑Tier Staffing Vendors Hide Compliance Gaps and Fraud
The Vendor's Vendor's Vendor Sourced That Resume Multi-tier staffing vendor chains in enterprise TA have created compliance blind spots where credential verification, background checks, and identity validation get diluted or skipped entirely at lower tiers. SHRM's 2026 talent acquisition analysis flags...
Fed Holds Rates, Dissenting Hawk Calls for Cut
Hawks squawk amidst “assaults” The Federal Reserve stayed on the sidelines with rates held in the 3.5to 3.75% range. The statement underscored the uncertainty regarding “developments in the Middle East.” The vote was not unanimous in a very unique way. Governor...
Map Cloud Security Services Across AWS, GCP, Azure
Cloud Security mapped across the Big 3 ☁️🔐 AWS vs Google Cloud vs Azure—same goals, different tools. From IAM to KMS, WAF to DDoS protection—understanding these equivalents is key for multi-cloud + DevSecOps workflows. If you can map the services, you can secure...
Meaningful Impact Doesn't Require Venture Capital Funding
If you’re a founder who just read that Q1 2026 set the record for VC investment in a single quarter with $300 billion… …and 65% of it went to: > OpenAI > Anthropic > xAI > Waymo Those 4 companies are doing the kind of...
Hartlepool United Faces £1.08m Loss, Deepening Debt
Hartlepool United submit 24/25 accounts Loss for year £1.08m ⬇️14% Total losses over the years £9.9m Player signings in year £10k Staff numbers 118 ⬇️14 Borrowings £4.33m https://t.co/M0MkNa3Zjn
Genki Robotics Accelerates Humanoid Integration with A16z, AMD Support
Genki #Robotics Aims to Fast-Track Humanoid Integration, Backed by a16z and AMD by @TheHumanoidHub #Robots #MachineLearning #ArtificialIntelligence #DeepLearning #ML https://t.co/OtGHhvtK9w
Powell Remains on Fed Board as Rates Hold Steady
You're not quite rid of me. #JeromePowell sez he w/remain as #TheFed governor after his term as chairman ends. Bank holds #interestrates steady. #KevinWarsh era about to begin. Most divisive the board has been in decades. #realestate #CRE #mortgage #Trump...
Brett Yormark Laid CFP Expansion Foundations Last Year
The breadcrumbs to Big 12 commissioner Brett Yormark's CFP expansion strategy were laid last year, regardless of 16 or 24 -->
Tracking Powell's Exit as Signal of Political Pressure End
A new prediction market that I'll be watching to monitor the probabilities around a theme rather than a market: When Jerome Powell will leave the Fed board. Will mark end of political pressure. Similar to Hormuz normality as gauge of...
Burnley’s 2024 Accounts Reveal Massive Loss Despite Player Profit
Burnley publish 2024/25 accounts. 🔑figures ⚽️ Revenue £72m ⬇️46% ⚽️ Wages £82m ⬇️12% ⚽️ Ave first team weekly wage £37,000 ⚽️ Underlying loss £74m ⬆️171% ⚽️ Player sale profits £59m ⚽️ Pre tax loss £29m ⬆️2% ⚽️ Player purchases £86m ⚽️ Player sales £100m ⚽️Borrowings in year £135m ⚽️Borrowings...
Learning F1 Business Insights From Miami GP President
Appreciate the time and insight learning the @F1 business from the wonderful @KatharinaNovak President of the Miami Grand Prix 🙏🏾…. thanks Kathy https://t.co/A0Ds5FzJ9p
Fed Chair’s Bold Stand Marks Historic Independence Moment
Three powerful dissents to send a message and a chair taking a strong and clear stance on Fed independence at the podium This is a meeting for the history books, wow https://t.co/mvk7BE5Fdt
Powell Likely to Be Fed’s Final Independent Chair
What are the odds that Jerome Powell is the last independent Fed chair? My take is it's higher than you think