Yahoo Launches $1.6B
Yahoo kicking off a $1.6B refi. S+550 at 98.5. Mid-to-high 9s. Apollo paid $5B for this in 2021. Existing debt matures in 2027. Let’s see how this goes
AI Influencers Will Outpace Humans, Dominating Brands by 2028
By the end of 2026, an AI character will have a more loyal fanbase than 99% of human influencers. By 2028, brands will spend more on AI influencers than on real ones. What shocks me the most is FanproStudio ability to...
Zappos Beat Amazon with Kiva Robots Before Acquisition
Zappos was beating Amazon on cost per order. Amazon couldn't figure out how. Turns out @Alfred_Lin's team was running Kiva robots before Amazon even believed they'd work. Amazon later bought Kiva for $775M. Alfred went from operating automation at Zappos to funding...
AI and Talent Shifts Redefine Finance’s Future
#FutureReadyLive: What Finance Leaders Are Seeing Now. Barry Payne talks with Neil Brown (@ControllersCncl) on AI value, talent shifts and what it all means for finance’s future. #CFO #Controllers #AI #FinanceTransformation https://t.co/IoNGqcpmSZ
Walmart Signals Recession, Yet Bullish Signals Remain
The Walmart indicator is flashing recession. But that’s not the full story. On the latest Jim Paulsen Show, we break down what it’s signaling, the implications of the oil shock, and the bullish indicators most investors are missing. 🎙️https://t.co/6nYM17bPMj 🍏https://t.co/JjLRDxh7gP 📺https://t.co/FzjaKKwQ5m
Core PCE Holds Steady at 3% Amid Iran Shock
Wall Street forecasters estimate the core PCE index (due Thursday) rose 0.39% in February, which would round to 0.4% for the third straight month. Because the Feb 2025 comparison is favorable (it was even higher a year ago), the 12-month rate...
6% Yield Trigger Could Force US Debt Restructuring
See my 10Y yield targets then read this quote by Jeff Gundlach: “Well, I think my base case is that the long-term interest rates on treasuries will move higher until such time as they get to a level that is difficult...
ABM: Build a System Around Your Top Deals
ABM isn’t just targeting accounts. It’s building a system around your most important deals. Saul Marquez breaks it down into three layers... 👀👇 Watch the full interview for a deeper breakdown: https://t.co/I8eCvTnUvZ @OutcomesRocket #ABM #hcmktg https://t.co/HbSBiwaHLs
Half Salary Goes to Kidnap Insurance in Risky Job
Company offered ₹80 lakh LPA but... ₹40 lakh is for getting kidnapped IIM Calcutta had a placement interview on its campus An African company offered its students a job with CTC ₹80 lakh LPA But the breakdown of the package was like we had...
Brent Futures Hit Record Backwardation Amid US‑Iran Tensions
Brent (physical and futures) still pricing for a short war Brent prices have surged into a record backwardation as the United States and Iran threaten to escalate their conflict by attacking energy infrastructure on both sides of the Persian Gulf. In the...
Market Yourself, Not Just Interview Answers
Don't Be the Best Interviewee. Be the Best Marketer. Most people prep for AI job interviews by practicing answers. That's sales — and by then, there's very little leverage left. The real game is marketing: your GitHub repos, your README files, your...
AI Overviews Cut Traffic, Yet Signups Remain Stable
AI overviews killed Parseur's traffic but signups didn't drop. Product searches still drive website visits. Their take: AI SEO recommendations look like Google's playbook from 10 years ago. https://t.co/KGKWrFOFAz
OpenAI‑TBPN Deal Could Redefine Media Landscape
🎙️ NEW POD: Is The OpenAI-TBPN Deal the Future of Media? ... w/ @loudmouthjulia https://t.co/ED0Rj5JfrD @PuckNews
Gilead's $3.1B Deal Expands ADC Portfolio
Gilead continues M&A surge with $3.1B deal for ADC specialist Tubulis https://t.co/xEMXvDq2LL by @gwendolynawu $GILD #biotech
Fed Likely to Cut Rates by Year-End, Says Analyst
In-depth interview with @MilkRoadMacro, covered lots of ground but my prediction for the Fed is different than most analysts: because of what the war and inflation may do to the economy, I think the lower rates by year end, not...
We're Hiring Across Multiple Roles—Join Our Team
Hiring more folks for all these positions. Get in touch with me or our team if this is you. - podcast host - research/monitoring/guest booking - writing - marketing/comms - X/posting/clipping - design - video - networks/community - CoS - portfolio services
True Founders Experience Investor Ghosting After Signed Docs
You’re not a real founder until an investor ghosts you after signing docs and tells you they’re ready to wire.
Rubio: Iran's Hormuz Attacks Threaten Global Commerce
Rubio this morning on the impact of the Iran war: "The whole world’s been impacted unfortunately because Iran is violating every law known by striking commercial vessels in the Straits of Hormuz, and it’s a big problem for the world."
CIOs Must Optimize, Not Just Cut Consulting Costs
Consulting firms are incentivized to bill as many people as possible, but your job as CIO is to optimize costs, not just minimize them. Ensure you're making the best use of tech consultant resources. #Consulting #CIO #CostOptimization https://t.co/nEaQq050YV
WNBA Valuations Surge: $250M Expansion, $325M Team Sale
New data point on the WNBA's explosive growth: $250M: expansion fee 9 mos ago for CLE, DET, PHI $325M: valuation where Tom Gores selling up to 60% of DET team Details 👇 via @Sportico. 🏀💰 https://t.co/MCzrGGpT52
Companies Strategize Against Employees, Not Competitors
„Why would someone work for an institution that is actively working to undermine their well-being? Most large companies are spending more time strategizing against their employees than against their competitors.“ @anildash https://t.co/umxZcEjwNe
IMF Should Fear Capital Flight From US Markets
FWIW - If America is blamed for higher prices and shortages around the world, the flight the IMF should be most concerned about is out of American capital markets headed back to domestic economies.
Integrations Only When Customers Demand, Not Startup Pitch
Recently more than one person called my Health Tech startup @SeamlessMD the “incumbent”. While we’ve been around 13+ years, it feels strange to call ourselves that - probably because we view the EHR as the incumbent. That said, there are...
Self-Made Billionaire Defies College, VC, Becomes Activist
He never attended college and couldn't raise any venture financing, but he built a $3.35B company anyway. Then he became an activist investor.
KAI: Durable, High‑Margin Supplier Now At Attractive Valuation
$KAI is a mission-critical industrial supplier getting cheaper. With two-thirds of revenue coming from recurring parts and services, this is a durable, high-margin business trading at an attractive price. Pitch by SouthernSun Asset Management https://t.co/Aoh5GLtd0F
Sportradar Faces Antitrust Claims over Live Data Monopoly
Sportradar is accused of violating antitrust law by controlling the market for live sports data and allegedly expanding that control by refusing to deal. The company is armed with a number of key defenses. Details and analysis: https://t.co/FA3A9y8fRH.
Houthis Threaten Bab El‑Mandeb Closure, Risk Oil Price Surge
The Houthis attempting to close the Bab el-Mandeb strait by again turning it into a shooting gallery would be a massive problem and would send oil prices into orbit. Saudis are moving their oil to Asia via the Red Sea...
Deal Announcements Thrive on Market Dips, Not Peaks
see you don’t announce deals at the market high or else no money to be made. market tanking is a sign they’re about to sign https://t.co/wrLPTeHTYd
Inside SXSW: Pop Trends, Marketing & Streaming Royalties
had a fun chat with @popsamcam at SXSW about all the latest trends in pop music, artist marketing, and streaming royalties. managed to get references to robyn, rosalia, charli, britney, & audrey hobert in there, too. https://open.spotify.com/episode/7xWxyeYptPs3LV9xuG1S9j
Oil Price Hikes Supercharge Devon Energy’s Cash Flow
When oil rises, shale cash flow doesn’t just grow — it accelerates. 👇 $DVN Devon Energy 851k boe/d with $1.5B quarterly operating cash flow. Capex already normalized for flat growth, so upside flows directly to FCF. Variable dividend model amplifies returns. Trades...
B2B Buyers Prefer AI Search; Marketers Still Blind
94% of b2b buyers now use ai during their purchase process, per forrester's 2026 survey of 18,000 buyers. ai search traffic converts at 14.2% vs google organic at 2.8%. that is 5.1x, per averi's analysis of 680 million citations. 84% of b2b...
Dimon Warns Private Credit Market on Brink of Collapse
The dean of America’s banking system, Jamie Dimon, warns that the $1.8T private credit market rests on grounds that become more shaky with each passing day. Defaults are rising. Risky loans are piling up. PRIVATE CREDIT MAY BE THE NEXT DOMINO TO...
What’s Your Current Spend on S3/R2 Storage?
Curious, how much are you all spending in S3/R2 or storage in general these days?
Energy Crisis Demands Global Cooperation, IMF & World Bank Meet
This energy crisis calls for all hands on deck & international cooperation I'll meet Monday with IMF Managing Director @KGeorgieva & World Bank President Ajay Banga on our institutions' work to support governments amid the economic impacts of the Iran war...
Pitch Spotify Playlists Correctly: Avoid Common Mistakes
Want your song on Spotify playlists? There's a right way to pitch — and most artists are doing it wrong. Here's the step-by-step breakdown. https://t.co/lPCJKuGHtP
Two Low‑Cost Newsletter Platforms That Work With BookFunnel
I did a little research today to see what newsletter platforms integrate with bookfunnel and don’t require your left arm and right shoe to afford. I found 2. Now I don’t have experience with these companies but they are legit. Email...
85% of Spaniards Oppose US‑Israeli War on Iran
The Spaniards fully support PM Pedro Sánchez playing hardball with Trump about the US-Israeli war on Iran. According to a CIS poll, 85% of Spaniards reject the U.S.-Israeli war on Iran. https://t.co/CTZI9tuH8Z
Insights Are Evidence, Not Decisions—Avoid Analysis Paralysis
Insight Is Evidence, Not an Answer https://t.co/nYrg7fBUXU When #leaders expect #insights to arrive pre-packaged w/answers, they unintentionally signal that #decisionmaking is optional. The result is familiar: more analysis, more dashboards, more debate, less movement. #data https://t.co/I26lCv0T7k
Kyle Pitts Becomes Highest-Paid TE Under Franchise Tag
Kyle Pitts will officially sign his $15.045M franchise tag this week, making him the highest paid TE in football for the 2026 season. The Falcons still have until July 15th to negotiate a multi-year extension with the 25-year-old. https://t.co/UzMISp8k6l
Positive Workplace Relationships Boost Happiness and Productivity
“Amicability and positive workplace relationships bring many benefits related to our happiness & job satisfaction, extending through to our productivity & quality of work. Remember this in your stakeholder dealings.” — #SweetStakeholderLove #productmanagement #projectmanagement https://t.co/EQo99PMmLy
Rising Global Debt Threatens Growth, Sparks Inflation Risks
Jamie Dimon: "Global deficits are significantly elevated, particularly during what has been a relatively healthy global economy and, until recently, a time of peace—the deficit globally is at an extremely high 5%, while global sovereign debt is at all-time highs....
NFL Teams Stuck with Expensive Short-Term RB Contracts
Pending RB Contracts? Jahmyr Gibbs, Lions (2-years, $17.4M remaining) Bijan Robinson, Falcons (2-years, $15M remaining) Devon Achane, Dolphins (1-year, $5.7M remaining) Breece Hall, Jets (1-year, $14.3M remaining) Jonathan Taylor, Colts (1-year, $13M remaining)
MMR Revenue Targets New College Sports Money, yet Viability Unclear
I think @HowieLongShort is right in that MMR rev is the most obvious target for new college sports $...but I wonder if the math pencils out for many leagues to try and consolidate MMR rights... https://t.co/75mBDWQppr
Wells Fargo Ups RDDT Forecast, Target $100B Valuation
$RDDT -- analyst at Wells Fargo just raised their 2026 Q1 estimates and 2026 full year estimates for $RDDT after channel checks with "larger brand ad partners" This is from me... With continued platform growth, better monetization and bigger data...
Mearsheimer: Trump's Air‑strike Regime‑change Fantasy Is Absurd
Distinguished UChicago Prof. John Mearsheimer on Trump's uninformed foolishness in his war on Iran: "The idea that you can bomb a country and cause regime change with air power alone is not a serious argument. Why Trump thought he could pull...
Budget Cuts Ahead After Reaching Infrastructure Spending Peak
The new budget will start paring this back, but we seem to have hit peak infrastructure spending this year/next year in terms of real outlays for completed work... https://t.co/b8om2bYNrQ
Turn Top LinkedIn Posts Into Endless Scheduled Variations
Remixing your greatest hits has never been easier. https://t.co/kiPTom1dLi's Chrome Extension: 1) Pulls your successful posts from LinkedIn 2) Analyzes the bangers 3) Gives you 4-5 different alternatives in your voice 4) Lets you schedule them to go live in the future Create once. Distribute...
Wells Fargo Predicts Swift Strait of Hormuz Reopening
They are drunk in fantasyland over at WFG: "The team at the Wells Fargo Investment Institute has a base case that sees a reopening of the Strait of Hormuz occur relatively soon, as well as limited damage to Middle Eastern...
AI Dismantles Agency Middlemen in Creator Economy
The creator economy just had its Uber moment. 30% agency cuts on a $5,000 brand deal = $1,500 gone to someone who forwarded three emails. An AI that knows your niche, pitches brands, and handles your inbox for free for a month...
Accepting Platform Lock‑In Can Be a Strategic Bet
I was working with a client this week who was wrestling with a decision I see a lot of teams avoid confronting honestly: whether to build on a third-party platform and accept the lock-in, or build something more flexible that...