From 8 to Billions: Roblox CEO’s Scaling Journey
Great podcast with @DavidBaszucki and @davidsenra - I met David when Roblox had 8 employees and was lucky to have a front row seat as they grew - and it’s especially cool to see how David has scaled as CEO. https://t.co/JJyXpunIdV
AI Era Digital Transformation Masterclass Earns 4.6 Rating
RT 187 reviews. 4.6 rating, my masterclass Digital Transformation for Leaders in the AI Era on LI #DigitalTransformation #AI @Star_CIO https://t.co/UbVcHko1qW
CEOs Master Business, Neglect Personal Health—Fix Self‑Care
CEOs are brilliant at orchestrating every part of their business. Then they walk into a doctor's office and become passive. That's where CEO self-care breaks down. And that's the first thing I changed. https://t.co/V6hjnDkJRX
Chinese State Banks Do More Than Just FX Intermediation
. @GagnonMacro asked a good question, one that others at Peterson have also raised (and I know from other sources that it can also be traced back to the PBOC), namely aren't the Chinee state banks just intermediating domestic fx...
Iran Could Weaponize Oil Spill to Break US Blockade
Note that the US response to Ghalibaf's threats below is that Iran is three days away from "tank top," as Trump said this morning on Fox News. This means they are running out of oil storage (because they cannot ship due...
AI-Driven Productivity Could Lift 2030 GDP 3.3%
Economists think in a "rapid" scenario where in 2030 "AI outperforms all humans at many tasks, and run businesses at the level of a competent CEO" and robots can "perform nearly all industrial tasks faster than humans", GDP growth would...
$25 Trillion Valuation Would Claim 40% of U.S. Profits
Elon probably has difficulties with arithmetic, but I don't. At $25 trillion, assuming a price-to-earnings ratio of 20 (which is historically very high for a mature company), that implies annual profits of $1.25 trillion, about 40% of all after-tax U.S....
Adidas Ends Nike’s 2‑Hour Marathon Quest
Ten years ago, Nike started a marketing campaign to break the 2-hour marathon barrier. Today, Adidas just did it. Below, a timeline of the decade-long sportswear battle started by the swoosh but finished by the stripes with Sabastian Sawe's London Marathon...
Build Your Online Presence Before Google Finds You
When someone Googles your name, what comes up is your real application. Build that before someone starts looking. A quiet Google result is a missed opportunity every single time.
Rate Holds Loom; Guidance Drives Markets Amid Resilient Equities
Here’s the extracted text from the image: ⸻ The calm before the storm is here 🌊 → 5 central bank rate decisions → US advanced Q1 GDP → PCE deflator (the Fed’s favorite inflation gauge) → Eurozone inflation data → Iran headlines still in play None of the...
United Fired Injured Flight Attendant Despite Extra Return Year
United Told A Flight Attendant Injured On A Trip She Had An Extra Year To Return — Then Fired Her Anyway - View from the Wing https://t.co/HbQdNEVV0T
Warsh Confirmation Sets Stage for June Budget
Now that Warsh is going to be confirmed. Assuming Powell resigns Governor that day. (as he should). Warsh will vote for a cut in June. Waller, Williams, Miran or someone like him & Bowman make 5 votes for...
Ask a Forward‑looking Exit Question to Close Deals
Hot take: the best AEs I know spend more time on their exit question than on their entire demo. The exit question is what you ask in the last 90 seconds of every call. Most reps end with "does that make sense?"...
Syrian Investors Leverage Trump Brand to Sidestep Sanctions
To unlock deals and have sanctions removed, Syrian investors pitched projects tied to the Trump brand name. CORRUPTION AT ITS FINEST. OLD SYRIAN HABITS DIE HARD. https://t.co/Ig4W0PEfSn
Most CEOs Discuss Talent, Few Actually Practice It
“Almost every organization and senior executive talks about ‘talent.’ But only a minority really get their groove on with the subject—i.e., walking the talk with their actions.” 🔍 https://t.co/ikKoUjyesa #leadership #management #talentmanagement https://t.co/FM5NgcYmEO
Business Value Lies in Earnings, Not Just Assets
A business isn't worth its assets. It's worth what those assets can earn, and what they can fetch when everything goes wrong. In good times, the balance sheet flatters. In bad times, it confesses.
Nasdaq Hits Record Amid Geopolitical Tension and Earnings Outlook
My article for the week ahead (and my FOMC scenario table): Nasdaq at Record, US-Iran Unresolved, FOMC and Mag 7 Earnings On Tap https://t.co/XDQ8tBTF50 https://t.co/FrsmP5gFBA
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Six Gen Z Myths Leaders Need to Unlearn
Everyone says Gen Z is lazy, entitled, and disloyal. But what if we’ve completely misunderstood them? In this article, I unpack 6 myths about Generation Z—and what leaders are missing about today’s youngest employees. If you lead Gen Z, this may challenge your...
US Inflation's New Normal Exceeds 2% Threshold
The “new normal” for US inflation is no longer below 2 percent - EXCELLENT series of graphs from Mike Nolan at Reuters. More featured on today's Chartbook Top Links in the comment below. https://t.co/awyDZqNpdy
White House to Subsidize Farmers Using Tariff Revenue
"Phosphate tariffs raised fertilizer costs by an estimated $6.9 billion for American farmers. Now the White House wants to fix the impact with subsidies funded by the tariff revenue, recycling revenue instead of removing the original trade barriers" @clark_packard https://t.co/TCWYvmFFVo
Traction Stalls when Clarity, Not Creativity, Is Missing
A year of effort with no traction is almost never a creativity problem. It's a clarity problem. Who are you for? What do you stand for? Most people skip that work and go straight to content. You can't build on...
Timing Matters: Ask “Why Now?” Before Launching
An important question to ask before starting a business is "Why now?" As a founder, I used to think that was such a silly question, but now, having met so many super sharp entrepreneurs, you've got to believe that for...
Family Office Exec Pay Rises With Asset Size
Family office compensation CEO, CIO, COO, CFO Avg. total compensation in North American Family Offices Chief execs: Very large: ($1bn+) $1,142,000 Large: ($500M-$999M) $750,000 Midsize: ($250-$499M) $650,000 Small: ($100-$250M) $286,000 https://t.co/BQFZjGeHvq
Warm Pitches Beat Cold Portal Applications—Focus Recruiter Outreach
A warm pitch to a hiring manager at a target company will always outperform a cold application through a portal. If you have someone helping you with your search, that outreach is where their effort should be concentrated.
Founder Loans Are Standard, NYT Misframes Controversy
I’ve invested in 700 private companies Providing liquidity and loans to high performing founders is completely standard. In fact, investors encourage loans and secondary sales for founders to enable them to go for the Gold — which is exactly what...
Magazine Covers Lag; Direct Deals Become New ETA Norm
The magazine cover indicator? The old contrarian tell: by the time a trade is on the cover of Time or Forbes, it's already crowded. At least be aware of the signals... Last 48 hours on X: chatter out of an SMB conference...
Most Viral Clips Powered by Chinese AI Tools
That Video on Your Phone Might Be Made-in-China AI—From short clips to Hollywood, creators lean on AI programs, many of them Chinese @raffaelehuang https://t.co/oAC8UaLZZn https://t.co/oAC8UaLZZn
Aluminum Market Hits Point of No Return, 2M‑Ton Deficit
With around 9% of global supply tied to the Gulf, JPMorgan warns the aluminum market is entering a “point of no return". A 2-million-ton world deficit is forming. COMMODITY MARKETS = ENTERING A SUPER CYCLE. https://t.co/WOePJGzW7p
Snap's Edge: Distribution Beats Product in AI Era
Software is not a moat Over the last 15+ years, nearly every innovation @EvanSpiegel and his team shipped got copied. Stories. AR glasses. Swipe-based navigation. The camera-first interface. And yet @Snapchat is the only independent consumer social app that has lasted. Nearly...
Schedule WNBA Launch with NFL Draft to Avoid Fall Crowd
Re: #WNBA regular season start Gonna be tough regardless but makes sense to use the #NFLDraft to promote it. Obviously the deeper into the spring you go the fewer #NBA & #NHL postseason series there are going on. But you don’t...
CEO Turns Medicare Disruption Into $3B Valuation
“I am one of the most hated people in the industry." Chapter CEO Cobi Blumenfeld-Gantz is on a mission to save seniors thousands on their healthcare. That makes him a target for legacy Medicare providers. But business is booming, with $100M in...
Engage with Your Content or Lose Prospects
If you don't want to engage with your content, your prospects probably won't either @TBorreson11 https://t.co/goh06qr7OA #personalbranding #networking #community #digitaltransformation #digitalmarketing #digitalselling #socialselling #belonging #culture #customerexperience https://t.co/HcG8mAW2as
War May Spark Persistent Inflation and Rate Hikes
GS: We Would Worry More About the War Sparking Persistent Inflation and Possible Rate Hikes If Wage Growth Accelerated, Inflation Breath Increased, and Inflation Expectations Beyond This Year Rose https://t.co/aWNwI5lWrW
Earn Trust by Knowing Buyers' Problems Better Than They Do
If you can't describe your buyer's problem better than they can, you haven't earned the right to present a solution. I closed $3M in new ARR per year for two years running at Gong by living that rule on every single...
Help Shape My Working Capital Newsletter Content
I’ve got a newsletter series coming up on working capital. What specifically would you like me to cover?
Identify VC Funds That Can Actually Sponsor Visas
I've spoken to 10 international VC candidates this year. Every single one was doing outreach to funds that structurally cannot hire them. Not won't. Can't. Here's the reality nobody talks about: many VC firms operate like early-stage startups. Lean teams, no legal...
Private Credit Turns Shadow Banking Into Retail Product
Private credit now wants retail money: because apparently the lesson from finance was, 'What if we made shadow banking available in family size?' https://t.co/iSwqZWtej1
Goldman Predicts Two More Fed Cuts, Dismisses Hikes
GS: Our Probability-Weighted Fed Forecast Is Much More Dovish Than Market Pricing Because We Expect Two More Cuts This Year and Because We Think That Rate Hikes Are Quite Unlikely https://t.co/JZZ2VNnLfU
Oil Forecast Rise Signals 3.4% Headline PCE Inflation
GS: Our Commodities Strategists Have Just Raised Their Oil Price Forecast, and We Now Expect Year-over-year Headline PCE Inflation to Stand at 3.4% and Core PCE Inflation at 2.6% in December 2026 https://t.co/JgB1CnXmdx
Credit Spreads Stay Tight Amid Rising Market Turbulence
Every major macro indicator flashes caution. Volatility rising. Equities under pressure. Geopolitical risk elevated. Yet credit spreads are asleep. $JOJO doesn't sleep. https://t.co/K90mNCoPv5
Spirit Survived Biden’s JetBlue Merger Block
Spirit Airlines Didn’t Die Because Biden Blocked The JetBlue Merger - View from the Wing https://t.co/MaQZoSJ2AF
SAP Rollout Costs Companies Millions; Risks Must Be Managed
SAP implementation led to a 16% sales decline, an $8% revenue drop, $25M inventory write-off, and a $330M revenue guidance reduction. Understanding the root causes and fallout is crucial for managing SAP project risks. #SAP #ProjectManagement #RiskManagement https://t.co/rJBHSGzEII
Iranian Rial Gains 8% Amid US‑Israeli Conflict, Media Silent
Since the start of the US-Israeli war on Iran, the Iranian rial has APPRECIATED by 8% vs. the USD. THE WESTERN MEDIA CONTINUES TO NOT REPORT ON THIS IMPORTANT STATISTIC. https://t.co/U7feV9L31L
Katherine Legge to Debut in Elf‑wrapped Indy 500 Car
Looks like it'll be official tomorrow, but @katherinelegge will be taking on the Indy 500 in an @elfcosmetics-wrapped AJ Foyt Racing car.
Canada’s Red Tape Costs Billions, Outpaces Trump Tariffs
Canadian red tape is worse than Trump tariffs This is a valuable reality-check: industry leaders tell @IlyaGridneff @FT that there is a gap between what PM Mark Carney says & what's really happening on the ground, that's costing Canada $$$ https://t.co/VzOFgLtSa2
Negative Feedback Is a Gift for Growth
Getting negative feedback from customers is better than getting no feedback. It's a gift. It helps you improve.
Leaders Replace Success They Never Created
Leaders often change what works — not because it’s broken, but because they didn’t build it.
Simplify Multicloud to Preserve Operational, Cost, Risk Benefits
RT How to run multicloud efficiently without having the complexities that override operational, cost, or risk benefits. #Cloud @Star_CIO https://t.co/v3MPhHTyuw
SpaceX’s 2025 Launch
How did SpaceX spend $3.6B of capex in its launch business in 2025 (compared to $4.1B of revenues and $3.5B of expenses)? How much of that was on Starship (it is reported that Starlink was a separate $4.2B capex line...