Hire Creative Thinkers Who Partner Effectively with AI
AI has changed what I—and I think most people—are looking for in candidates today. It’s not about blindly using AI and following what it says; it’s about being an independent, creative, and critical thinker who knows how to partner well with AI to bring about the best total intelligence. I explore this topic and more in the new AI-powered Masterclass Executive online program, which I’ve joined as an instructor. The program is starting soon, and if you’re interested, you can apply here: https://t.co/9wMKPLsuTY
Canada's $25bn Fund Ranks 53rd Globally
Would make it the 53rd largest sovereign wealth fund behind Poland's PFR - a small sum from Canada, which is the 11th largest country by GDP.
Which Minor League Team Will Ditch Tech for Friction‑Maxxing Night
What minor league club is going to be brave enough to have the first FRICTION-MAXXING night? ⬛ Jumbotron turned off 📵 No texting/calling 💵 Cash-only concessions
ALM Software Turns Financial Planning Into Quantifiable Strategy
I created a video walkthrough of our new asset-liability matching software HourglassFP Pro. I know this methodology is new to most financial advisors, but I truly believe ALM is the way good financial planning should be done. This software helps you...

Europe Faces $32 B Extra Energy Costs From US‑Israel War
Since the start of the US-Israeli war on Iran, European countries have been forced to pay $32 BILLION MORE for oil and gas imports, according to the European Commission US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/KypyJy56DS
Structure 30‑Minute Pre‑ and Post‑Call Routines
Founders: Block time around every discovery call: 30 min BEFORE: - Research company + individual - Identify org stage/persona - Hypothesize pain points - Prepare rapport hooks - Queue relevant content 30 min AFTER: - CRM notes + next action - Follow-up email - Materials promised
Paramount Seeks FCC Approval for 49.5% Middle East Stake
New: Paramount has asked the FCC to sign off on the Middle East investment in its Warners mega-deal. The company says in a filing viewed by THR that "indirect foreign ownership of equity interests in Paramount will be approximately 49.5...
Founders Excel as War‑Time CEOs Over Rented Leaders
Do founders realDo founders really make better "war time CEOs" vs rented ones? Michael Nathanson of @MoffettNathanso joined Dan on the latest RiskReversal pod 🎙️ https://t.co/JY0pW3EfTN

U.S. Seeks Eritrea Ties for Red Sea Strategic Foothold
According to the WSJ, the US is looking to re-engage with Eritrea, a FAILED STATE that borders the Red Sea. This is all about gaining a footprint on the Red Sea shipping routes and the Bab al-Mandeb chokepoint. IT HAS NOTHING TO...
NYC Cybersecurity Leaders: Join AI‑MDR Dinner Roundtable
Cybersecurity leaders in the NYC area: I'll be hosting a roundtable dinner this Thursday on MDR in an AI world. Small group, free food and drink, no vendor pitches. If you're interested in joining you can register now: https://buff.ly/ph28llE

Commodities Surge to New Inflation Cycle Highs
Long Commodities, as an Asset Class, is punching out new Inflation Cycle Highs today https://t.co/b3IHwlmsy8
Old SEO Mistakes Resurface in AI-Driven Search
I gave this presentation about the Helpful Content Update 2.5 years ago, a couple of months after the September 2023 update rolled out. So why am I sharing it now? Because the patterns I'm seeing right now in SEO/GEO/AEO look and...

AI Cuts Client Mockup Time From Hours to Minutes
You can use AI to make landing clients way easier. If you sell or offer email marketing, when you send a cold email, end it with a specific question. Something like "Want to see how we'd redesign your welcome series?" works....

UHC Reinstated Prior Authorization After Two Decades
More than 20 years ago, UnitedHealthcare was getting rid of prior authorization. But when Steve Hemsley first became CEO of UHC's parent company, he brought it back. https://t.co/suwZZjZePb https://t.co/6RnZH9dZvK
Realize Gains PayPal Data, Boosting Ad Targeting
Exciting.... @PayPal and @taboola ... Our performance advertising platform, Realize, is taking another large step forward, thanks to our partnership with PayPal. As we know, unless you have unique data Claude cannot get. And unless you have unique supply Claude...
NTLA Turns Red, Faces Cash‑Raise Dilemma
$NTLA finally red. Took longer than I expected. How do they raise the cash they need from here? Are they going to be forced to take on debt?

Hormuz Closure Would Upend Global Finance and Economics
If they pull this off with the Strait of Hormuz closed for say 3+ months you can throw out everything you know about finance/economics https://t.co/nPZzQHiw9o
Agriculture’s Slow Clockspeed Limits R&D and M&A Aggression
Clockspeed, Capital, and Conviction: Considerations for R&D and M&A in Agribusiness There is a recurring critique that incumbent agribusinesses are "asleep at the wheel" because they do not spend higher percentages of revenue on R&D like big tech or pharma,...
Altman Concealed Ownership of OpenAI Startup Fund, Misled Congress
Scam Altman didn’t tell the OpenAI board that he OWNED the OpenAI Startup Fund. Altman lied in congressional testimony that he didn’t have financial gain from OpenAI.
AI Speeds Coding, but PMF Remains Elusive
While AI agents make building software much faster (esp for experienced devs) - they seem to not make it any easier for early-stage startups to find PMF. Talked with 2x “AI-pilled” founders who are v productive devs, are building their startups....
Blue Owl BDC Tender Attracts Under 1% Participation
*BOAZ WEINSTEIN'S BLUE OWL BDC TENDER DRAWS UNDER 1% OF SHARES It was a valiant effort and an interesting campaign, but ultimately Blue Owl nontraded BDC holders will HODL
Industry Experts, Not Finance, Drive PE Rollup Success
Lessons from 137 acquisitions Robert Irving of Buffalo Growth Partners shares what he learned from building a fire protection business from zero to $20 million in revenue, selling it to private equity, rolling equity, and then helping execute a 137-company rollup. @aggieirving...
Apple’s CEO Pushes Shift to AI‑driven Intent Ecosystem
Apple's new CEO "must transition Apple from the “Glass Slab” to the “Intelligence Grid”, a world where your AirPods see what you see, and your Vision Pro-style glasses whisper the “Intent” you haven’t even spoken yet." https://t.co/k77NCo9Rk8 via @sebastianbarros
Control Beats Feature Count When Scaling Agents
"But if your next five years look like 'we're going to deploy hundreds of agents across our business,' the vendor that gives you architectural control matters more than the vendor with the most services." https://t.co/5JuwZWUDeH
Fed Banks' Deferred Losses Could Delay Treasury Payments Past 2030
Great note from @billnelson2x2. Each Fed bank has its own deferred asset, a cumulative sum of its losses. It has to be repaid before remittances can be sent to Treasury. Some Fed banks will be paying them off long past...
Maryland Gov. Moore Empowers School Staff, Boosts Male Leadership
There’s something rather elegant about what @GovWesMoore is doing in Maryland. Recognising that the people already in our schools, our paraprofessionals, our support staff, have what it takes to lead & deliberately opening doors for more men to do it....
Ten Quality Affiliates Outperform Thousands of Ads
You don’t need 1,000 affiliates. You need 10 good ones. Focus on: → people already ranking on Google → creators in your niche → founders with audience One good affiliate can outperform your entire ad spend.

Wars Fuel Inflation While Fed Pledges Rate Cuts
Wars are inflationary... Across the globe, inflation rates are rising along with inflation. h/t @charliebilello But here at home, new Fed Chair Warsh says he's going to somehow get the FOMC to cut rates? https://t.co/O0NyvYUtKm
Most Substack Content Still Human-Written, Study Shows
How Much of Substack Is Actually AI? I used @pangramlabs (AI detection tool) to analyze thousands of posts from the top Substack newsletters across every category to find out. Here's what I discovered 👇🏻 https://t.co/FbOA8uBVFF
Kashable Secures $60M Series C to Boost Responsible Credit
@getkashable, a fintech that provides access to “socially responsible” credit and financial wellness programs for employees as a voluntary benefit, has secured $60M in a Series C funding round led by Goldman Sachs Alternatives’ Sustainable Investing. To date, the company has...
Fertilizer Price Spike Fuels US Farmer Bankruptcies, Calls for Lawsuits
US farmers' bankruptcies are SKYROCKETING. The US-Israeli war on Iran has caused prices of fertilizer to SOAR during the spring planting season. US FARMERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP AND NETANYAHU. https://t.co/nMexGTOEtY
War‑driven Urea Loss Fuels Food Price Surge
Wars are inflationary... Urea output lost translates to higher food prices. And this is even before factoring in the full impact of rising fertilizer and plastics prices.
Managers Are Being Replaced by Faster, Automated Systems
Manager as a job title is getting replaced. Not by people… by systems that do the same work faster. If your value is just oversight, you’re already behind. Could you still produce if your title disappeared tomorrow? https://t.co/htRc1Yys5T
Expect Delays, Higher Costs, and Test Rigorously
Even without litigation fears, understanding major risks is key. Set realistic expectations: projects take longer, cost more, and drain resources than initially thought. Thorough testing is crucial to catch problems before training and go-live. #RiskManagement #ProjectSuccess https://t.co/9aHWeb7x56
Vinted's Series E Sparked Europe‑wide Marketplace Expansion
1/ When @LightspeedVP led @Vinted's Series E in 2019, the company was a fast-growing C2C marketplace concentrated in a handful of European markets. Six years later, the vision has taken shape across Europe. https://t.co/xMzAYhneP4

Germany’s Output Fell; Economy Can’t Ignore 7‑10% Oil Loss
A chart that discredits two current common views at once: 1. "Germany output didn't suffer during the 2022 oil/energy shock." 2. "The global economy can do just fine without 7-10% of its oil supplies indefinitely." https://t.co/ghhZPrhApE

US Activity Indicator Shows Faster 2026 Growth
"Our US Current Activity Indicator Points to a Faster Pace of Growth Relative to Other DMs So Far in 2026" - Goldman https://t.co/5sAsL9k5aE
Giga Berlin's Sick Leave Plummets Thanks to New Workforce Spirit
André @AndrThie has really kicked the Giga Berlin team into new gear: the sick leave rate has dropped to >5%, a big difference to ~15%+ from 2024. Thierig attributed the shift to a “new spirit” within the workforce. Read exactly which...

Adapt Cash Burn Quickly, Like F1 Braking Late
Every startup should run cash like a Formula One car. Full speed on the straight. Brake as late and hard as possible into the curve. The danger does not come from a high burn rate - but from not being able...
Launching $350 Digital Product for 200+ Creators
Just made myself a second espresso to kick off the start of our Low-Ticket Launchpad LIVE in about an hour. This week, we're going to help 200+ creators launch and start selling a $350 digital product. What are you up to today?
Rubio: Iran Won’t Control Access to Hormuz Strait
US Secretary of State Marco Rubio on Hormuz: “If what they mean by opening the straits is, ‘yes, the straits are opened, as long as you coordinate with Iran, get our permission, or we will blow you up and you...
Dalio Warns Warsh's Fed Appointment Would Risk Premature Rate Cuts
Ray Dalio thinks “it would be a mistake” if Kevin Warsh comes to the Fed and tries to cut rates now https://t.co/WruNFHVCli

Classify Implementation, Services, Custom Dev Correctly: COGS vs OpEx
COGS or OpEx for professional services? Get this wrong and your SaaS metrics tell the wrong story. Here’s how to classify implementation, services, and custom dev 👇 https://t.co/QewmVokAPX #SaaS #Finance https://t.co/cVFZs9Zmpc

New Market vs Market Share: Which Fuels Growth?
Live Thursday What makes more sense for business expansion — entering a new market or growing market share? New Livestream guest – Gary Kunkle. Set yourself a reminder on YouTube here: https://t.co/1Wr01WYpq6 https://t.co/fpwgAK4DrS
Leaders Must Master Real AI Skills, Not Buzzwords
How should leaders embrace AI? Such confusion out there. It’s more than simply saying "AI agents" in response to every question. Leaders need to understand the skills we need for today and tomorrow. @forbes https://t.co/aaN8g7TCgb
Bears' $2B Stadium Faces $100M Developer Hurdle
#GeorgeHalas must be spinning in his grave. Price of keeping the #Bears may incl $100M+ for dvprs before a dime spent on the $2B stadium, as #IL angles to keep them in northern IL. #Chicago #NFL #football #realestate #CRE #ArlingtonHeights...
F1 Pushes Electrified Power as Gasoline Burns
The gasoline is being lit... maybe that's why F1 wants to move to a more electrified power unit https://t.co/JRMIlW9bdo

Q1 Brand Spend, iROAS, MER & Margin Bench
Where did brands spend their money in Q1? What was the iROAS of every channel and tactic? What about the median MER and contribution margin? Let me show you: https://t.co/U4MpMckToD
Upcoming Interview with Alex Bhathal at Invest in Sports
I'll chat with @ThornsFC and @theportlandfire co-owner Alex Bhathal next week at @Sportico's Invest in Sports San Francisco. Check it out: https://t.co/qck9WBOvLe
Cao Swiftly Undoes Phelan's Naval Reorg, Signaling Shift
Initial reports indicate Hung Cao is moving fast. Earlier in the Trump Administration, Phelan attempted to consolidate several naval departments, including rapid capabilities and intelligence, under the Secretary of the Navy. Which departments will be affected remains unclear, but multiple sources tell...