Macro Data Deluge Competes with US‑Iran Tensions
Next week's macro docket is nuts. The IMF will update its WEO; China Q1 GDP; Bank earnings start and the Fed Beige Book will inform the Apr 29 FOMC decision (among other many other listings). Are we going to be focusing on this or more US-Iran conflict headlines?
DHH Shifts: From AI Skeptic to Advocate
Just six months ago, @dhh (creator of Ruby on Rails and Omarchy) said how he doesn’t really use AI tools to write code, because they are not good enough. Things have changed, a lot. Timestamps: 00:00 Intro 02:11 Omarchy and Ruby on Rails 08:25...
Google's Traffic Dip Fuels Surge in Paid Ads
Google lost ~5% of traffic share in the past 10 months (35.11% → 30.53%). Everyone thinks AI search ate it. Well… ▪️ AI search: 0.22% → 0.26% (+0.04pp) ▪️ Social: 7.67% → 8.24% (+0.6pp) ▪️ Paid: 13.99% → 17.15% (+3.2pp) ^ that’s across ~75k websites in...
Business Psychology Essential for the Fourth Industrial Revolution
The Need for #BusinessPsychology in Supporting the Fourth Industrial Revolution @ABPsychologists https://t.co/ZTad1l623M #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
PMI Expansion Triggers Market Risk‑On Spree Since 2003
This has a 100% record. Every single time in the last 23 years that PMI has entered expansion, after contraction, it has signalled the start of a heavy risk on period for markets. I've used Russell 2000 here to take us back...
Operations: Build a Business That Runs Without You
Most people assume operations work is about systems, tools, or task management. But really it’s about creating a business that no longer depends on you to keep everything moving. That’s what I build with my clients. 🩵
HYG Nears 200‑Day Average, Fed Minutes Could Spark Late‑Cycle Concerns
$HYG Daily. High Yield Corporate Bond ETF gapping up to 200-day moving average. With Fed Minutes today, then major macro rest of week, am watching to see late-cycle concerns reappear https://t.co/s1J9PRXCS5
VC Defense Funding Soars, yet Can Collapse Overnight
Venture capital's embrace of defense tech was fast and furious. From just $520m into U.S. defense-tech startups in 2020 to nearly $7b last year. Something that flips that quick can flip back just as quickly if the vibes shift. Killing tens...
Finance Close Remains Manual, Burning Out Teams
92% of finance teams still rely on manual effort to close their books. only 2% have fully automated. 80% report late nights during close. 55% of finance professionals are burned out. the month-end close is still broken in 2026.
Dollar Slump Lifts US Bean Prices, Drops Brazil’s
The U.S. dollar on Wednesday fell to a two-year low against the Brazilian real, down about 19% from its Dec. 2024 peak. Applying this to CBOT soybean prices: 🇺🇸Beans (USD) are up 11% from this same week last year 🇧🇷Beans (BRL) are...
Two Cancer Startups Secure $237M for Antibody Innovations
A couple cool cancer drug startups profiled this week in TR. Sidewinder Therapeutics with $137M for bispecific ADCs https://t.co/tJcQwI7C4U and Stipple Bio with $100M for novel targets for antibody drugs. https://t.co/rbXkuaRpoe
Futures Market Crumbling as Physical Oil Scarcity Persists
The Strait of Hormuz May remain shut, the barrels of oil may remain firmly locked in. The ceasefire may not hold. But nobody will dare go long on crude futures. Because there will be yet another false dawn, and they will get...
AI Needs Context: Stage‑aware OS, Not Just Chat
Most solopreneurs duct‑tape launches with: Notion for tasks ChatGPT for copy Sheets for revenue Then wonder why everything feels fragile. The problem isn’t AI. It’s context. If your “assistant” doesn’t know your offers, price points, deadlines, and minimum revenue target, it can’t run your business. I’m betting the...
Upper-Funnel Spend Drives Sales, Not Just Retargeting
Mejuri shifted 25% of their ad budget to upper-funnel campaigns. The result? A 12.9% lift in incremental sales and a 57% boost in iROAS. Meanwhile you're pouring all your ad spend into bottom-of-funnel retargeting and wondering why your new customer...
Telefónica Sells Mexican Assets for $450M, Refocuses on Europe
"Spain's Telefónica said on Tuesday it will sell its Mexican businesses to a consortium in a deal that values the operations at $450 million, as the telecom operator looks to exit its non-core businesses and focus on consolidating in Europe." via...
Simplify Campaigns, Cut CPA 42% in Three Weeks
On a recent audit, $3,500 was spread across 10+ campaigns. Everything looked active… but nothing was efficient. There was overwhelm — “We’ve tried everything.” The issue was fragmentation and audience overlap. We simplified structure + focused signals. CPA dropped by 42% in 3 weeks —...
Regulators Relax AML Rules for Banks, Credit Unions
Washington Wrap: Federal regulators ease banks, credit unions anti-money laundering requirements | S&P Global Market Intelligence https://t.co/9NBq4IA82k
FP&A Explores AI with 20 Practical Prompts
FP&A teams are testing AI — but not yet embedding it in daily work. Tanbir Jasimuddin (Freelance Finance and FP&A Leader) shares 20 practical prompts for forecasting, variance analysis & more. 🔗 https://t.co/4czEOJNTz8 #fpatrends #aiinfinance #fpatechnology #generativeai https://t.co/XffzbsVB5P
Build Early, Talk to Customers, Avoid Startup Failure
90% of startups don't make it to $1M ARR…and it's always the same reason. They build for 12-18 months before talking to anyone, then show up waiting for the world to buy it: Wrote down exactly what I'd do if I...
Key Political & Fed Events Set to Move Markets
Some catalysts over the next hour or so... 1pm ET - WH Press conference re: difference between Iran 10 and American 15 point plans 1:15pm - Netanyahu press conference re ceasefire 2pm - March FOMC minutes
Fertilizer Price Surge Hits Government Budgets, Not Food Security
The spike in fertiliser costs is not a food security problem in many nations (and particularly, in developing Asian countries). Instead, it's a fiscal shock problem for the governments subsidizing their consumption.
Anthropic Reaches $30B ARR Before Mythos Launch
Amol (Head of Growth at @AnthropicAI) just joined Twitter. Follow for free alpha. BTW, can you believe they hit $30B ARR before they even released Mythos?
Buyout Assets Mispriced, Returns Don’t Justify Risk
"In the buyout space, we don’t think assets are priced to get a reasonable return for the risk we're taking." - Bruce MacDonald (EP.495) With thanks to @AlphaSenseInc, Canoe, and Ridgeline.
Google Gemini’s Lyria Generates Full Songs
Creating song lyrics with AI is so 2025. Now you can compose entire songs using the Lyria model in Google Gemini. It's pretty darn astonishing. Here's how it works, with sample tracks in a variety of styles: https://t.co/7pNLIXLKWJ #gemini #lyria...
Walk Away From Slow Buyers to Close Deals
Slow buyers will waste your time if you let them. If they refuse to let you engage other stakeholders, walk away. You are not closing that deal. You are babysitting it. In this episode of Ask Jeb, I break down how to...
Target a $10M Problem, Not Just a Niche
Find a $10M Problem 'This goes beyond “choosing your niche” It’s the category-defining answer to a problem your market is desperate to solve.
Rusal Redirects Aluminum From China to Japan Amid Iran Conflict
Exclusive: Rusal plans to reroute aluminum from China to Japan as Iran conflict reshapes trade, sources say https://t.co/Rn0kOg7gVj
Dodgers' Digital Ticket Rule Bars 81‑year‑old Fan
BIG time fail by the @dodgers. Their new digital-only ticket policy left 81-year-old season-ticket holder Errol Segal unable to attend Opening Day for the first time in 50 years. Segal, who uses a flip phone, said the team refused to...
Rising Yields, Stable Inflation Expectations Pressure Gold
The market priced as a short-term shock, not structural change: bond yields rose, but long-term inflation expectations did not -> real yields moved rose, a headwind to price of gold.
Meta's Singapore Pivot Signals Full Workflow Automation by 2026
A student from a small tea-producing village just sold his startup to Meta for $2B and the reason will change how you run your business. For years, the tech industry obsessed over "brains" models that could generate code or essays. But...
Loops: Your One-Stop Platform for All User Emails
Loops will be the only platform you need for every email you send your users
Strong Job Numbers Spark Rate‑cut Debate, Wage Growth Key
Low jobless claims and even job growth at 33,000 raise the question of rate cuts, as long as wage growth remains above 3%
Inside the Realities of Running a Pre‑Seed Startup
📚Blog Post: What It’s Really Like to Run a Pre-Seed Stage Firm https://t.co/mMnEaI8qOF @2048vc // #startuphacks // #VC
C‑Level Success Requires Trust, Not Just Technical Genius
You won't step into a C-level role by being the smartest technologist in the room. You earn it by being the most trusted business partner. #Leadership #CIO https://t.co/XJxhEl8zHL
Oil Slump Pushes Yields Lower, India Growth Forecast Cut
🌍 Global News Update: ⦿ Brazil's 10-year bond yield tumbled toward 13.7% as crude oil prices plunged, improving the inflation outlook. ⦿ US crude inventories rose by 3.1 million barrels to 464.7 million barrels in the week ended April 3. ⦿ US 10-year...
Alt-Cast Draws 6% Viewership, Peaks at 1.5 M Viewers
The Fab Five alt-cast on truTV drew 810,000 viewers Saturday night -- or around 6% of the total audience for Michigan-Arizona. But the blowtout meant the audience peaked in the first half -- to the tune of 1.5 million viewers https://t.co/rDh9sEg8XT
YouTube Star to Star in Anime by One Piece Showrunner
Anime Series Featuring YouTube Streamer @ishowspeedsui, Written by ‘One Piece’ Showrunner Matt Owens, in the Works at Brian Robbins’ Big Shot Pictures (EXCLUSIVE) https://t.co/WVWgpUUrzL via @variety
Women Joined Labor Force Triple Men’s Rate Last Year
3x more women than men joined the labor market last year. Let me explain how this happened⬇️ https://t.co/NKoNfk3xim
Modern Leadership Needs AI Teammate, Ending Middleman
The End of the Middleman: Why Modern Leadership Requires an AI Teammate by @Timothy_Hughes https://t.co/40RPirrmDX @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #Marketing #Leadership #ArtificialIntelligence #TechNews https://t.co/SAamQ5MIxd
Media Hype Mirrors CEOs' Enthusiasm for Corporate Hedges
LOL - The media's coverage of corporate hedges - not to mention CEOs' delight in those hedges - would appear to perfectly mirror their perceived value... https://t.co/iyhM43S3Yl
Muse Spark Launches After Complete AI Stack Rebuild
1/ today we're releasing muse spark, the first model from MSL. nine months ago we rebuilt our ai stack from scratch. new infrastructure, new architecture, new data pipelines. muse spark is the result of that work, and now it powers...
Job Rejection Lands at 4:47 PM Tuesday
Checking your phone at 4:47 PM on a Tuesday and seeing "Thank you for your interest, but we've decided to move forward with other candidates"
Profit over Growth, Lean Teams Drive Massive Exits
As a SaaS/AI CEO you should optimize for profit (not growth) and keeping as low headcount as possible for the stage you are at. You will get wealthy over time and then very very wealthy suddenly (if you choose to...
When Tech Levels Production, Brand Wins
Just now getting around to Paul Graham’s essay on the Swiss watch industry. In the 1970s, quartz watches made mechanical watches outdated because they were cheaper and more accurate. Three companies survived--Patek Philippe, Audemars Piguet, and Rolex. - Rolex saw it coming first....
Shipping Stalls in Hormuz Until Iran Halts Attacks
The last plot is through 9:43 AM ET today (April 8th). It is on track to be the highest of the last month. Again, this has to go to zero for shipping to start moving through the Strait. Note that the uptick...
Washington Claims Peace as Iran Keeps Hormuz Closed
The war intrigue has gone beyond anyone’s wildest imagination, I wonder what comes next. Washington will declare it has signed a peace deal exactly on its terms and claim the Strait of Hormuz has been fully reopened, while Iran continues to...
AI Staff Lets Solo Founder Thrive without Hiring
I exited my agency last April. I thought I’d need to hire immediately. I haven’t hired a single person yet. Advisor. Investor. Speaker. Board member. Author. Founder. Mom to two humans and three giant schnauzers. My entire staff? AI agents. The tools aren’t...
Cease‑fire Trims Fed’s Demand‑risk Tail More than Inflation Upside
A durable cease-fire narrows the tail risks for the Fed on both sides, but it may do so asymmetrically: it cuts off the demand destruction tail that could have forced near-term cuts arguably more than it cuts off the upside...
Misinformation Swirls as Iran Denies Strait of Hormuz Traffic
How long will this last? The misinformation around this conflict is crazy. First ships were passing through strait of Hormuz; now Iran saying they aren’t. 😵🙄
Revenue Triggers Fail without Careful Design
States increasingly turn to revenue triggers to phase in tax cuts subject to revenue availability. Triggers have real benefits, but only if they're well-designed. My latest, on when triggers aren't triggers (and why they should be): https://t.co/TjngDmX4ln