Oracle Appoints Former Schneider Electric CFO Hilary Maxson
NEWS: Oracle has named Hilary Maxson as CFO, effective April 6. Maxson previously served as Group CFO at Schneider Electric and spent 12 years at AES Corporation
Vol‑Control Funds Keep Selling as RV Spread Doubles
At the start of the year 1M RV was printing 8-9%. It has more than doubled. Vol-control funds are required by mandate to keep cutting equity exposure until that spread closes. Wouldn't be surprised to see this "unwind" a little...
AI Becomes Survival Baseline for China's Unemployed Youth
A strange AI moment is revealing something much bigger in China. What looks like quirky behavior from an assistant points to a broader push where AI is becoming part of everyday economic survival, especially for young people facing high unemployment and...
One Tool‑enabled Agent Beats Overcomplicated Multi‑agent Setups
A client asked us to build a multi-agent system for their marketing chatbot. They had the whole thing mapped out. One agent for planning. One for retrieval. One for generation. One for validation. A full squad.😅 I'll be honest, it looked good...
YouTube Launches 24/7 “Stations” Via Coachella TV
YouTube introduced Stations, a FAST-style feature that lets creators turn playlists into 24/7 linear streams of their content. 📺 The company will debut the feature as part of its Coachella streaming experience through Coachella TV. The channel will enable viewers to tune...
Schools Can't Selectively Opt Into NIL Settlement
Schools have flexibility in how they participate, but that flexibility isn’t unlimited. Can a school opt in to the House Settlement for some sports but not others? The full explanation is in my book NIL 101: The House Settlement Now 40% off https://t.co/yBVisUkFCL https://t.co/Go2YoYRqpE
Record Foreign Inflows Defy “Sell America” Rhetoric
One year ago, after the rollout of reciprocal tariffs, "Sell America" was all the rage. But there never was a "Sell America" trade and no "Hedge America" trade either. Foreign inflows into the US are at record highs. Actions speak...
Sarvam AI Nears $350M Fundraise to Challenge US, China
ICYMI -0India’s homegrown AI startup, Sarvam AI, is close to raising $300 million to $350 million as it seeks to build a domestic player that can compete with leaders from the US and China. https://t.co/7h7U8WoDWI
Services PMI Could Flip Market Sentiment
🚨 Morning Market Rundown – April 6, 2026 🚨 Services data in focus today — markets watching for confirmation on growth vs slowdown 👀 🗓️ Economic Events: 1000 - ISM Services PMI (Mar): Exp 55; Prior 56 1000 - ISM Services Business Activity: Prior...
It's Never Too Late to Fix Cloud Migration
Already migrated to the cloud or new software? It's never too late to course-correct. While difficult and potentially morale-impacting, the risk is likely less than long-term business damage. #CloudMigration #BusinessStrategy https://t.co/QN5ZJ91kJ3
Merging VYKAT Reduces Market Pressure, Improves Product Outlook
When a stock becomes a circus, it can have real world impact on a product. VYKAT’s profile isn’t going to be different at the end of the day, but it will be better off as part larger company where stock...
CEO May Absorb COO Role After Ken Johnson Departs
D.C. Memo: @CableOne or Team Turmoil? Highly Regarded Ken Johnson Steps Down as Chief Operating Officer; New CEO Jim Holanda, who just took over in February, did not announce a Johnson successor, perhaps a sign he's still searching or might...
US Hormuz Deadline Extended, Markets Shift to Dollar, Oil
Cease-Fire Hopes Blunt US Ultimatum: The US deadline on Tehran for re-opening the Strait of Hormuz has subtly shifted until tomorrow. The holiday-thinned market initially bought dollars and oil and took risk off in response to the continued attacks and…...
India's Sports Economy Surpasses $2 B, Grows 13.4%
India’s sports economy tops $2 billion, grows 13.4% in 2025: WPP Media https://t.co/GKTzRidH9t via @ETBrandEquity
AI IPOs Face Unprecedented $100B+ Computing Losses
Taking a look at OpenAI and Anthropic’s finances ahead of their IPOs OpenAI expects to spend $121 billion on computing power for AI research in 2028...anticipates burning $85 billion that year even after almost doubling sales from the prior year....
Taiwan Cracks Down on Mainland AI Talent Poaching
Chip, AI talent race heats up as Taiwan tightens crackdown on alleged poaching The latest probes are part of Taiwan’s crackdown on mainland Chinese talent poaching, with 100 cases handled since 2020, according to MJIB https://t.co/EhFrofEOTh via @scmpnews
Minimum Wage Shifts Labor Outcomes for Marginal Imm
New @nberpubs: "Immigrants at the Margin: Labor Market Effects of the Minimum Wage" https://t.co/77L73xAozW https://t.co/rULy0k3oGs
GSC Logging Bug Inflated Impressions Since May 2025
Yep, almost a year of inflated impressions in GSC. Was "The Great Decoupling" as bad as we thought? We'll all find out soon. My latest on SER -> GSC Logging Error Yielded Inflated Impressions Since May 2025 https://t.co/pDMNoq6Qxz https://t.co/KiDPUNx2gE
Tariff on Auto Parts Doubles Consumer Losses, Cuts U.S. Profits
New @nberpubs: "Tariffs, Global Value Chains, and the Incidence of Protection: Evidence from US Automobiles" https://t.co/qydVvo0gkV Extending tariffs to intermediate inputs doubles consumer losses, "and producer surplus for U.S.-headquartered firms declines by about $2.6 billion" 😲
RA Capital Boosts Wave Stake Amid Clinical Setback
🚨Here is an interesting report from this week’s @barronsonline regarding a major investment made in $WVE by RA Capital - despite Wave’s recent disappointing clinical readout of its obesity candidate $WVE-007 🧵👇. According to the report RA Capital has raised...
Ackman Must Tighten Family Office Governance and Costs
My take on Bill Ackman's post... His family office TABLE had a clear goal: Be a hands-off hub for admin and coordination → to let Bill focus on core business and family TABLE operated for ~15 years, but recent years saw problems Scope...
U.S. Work Hours Fell After 2000 Thanks to Health Benefits
New @nberpubs: "Why Do Americans No Longer Work So Much More Than Non-Americans?" https://t.co/xbwDGmS5Ub "U.S. hours per person declined after 2000 owing mainly to the rise of government health benefits provided to the non-employed." https://t.co/8Mwr2rFs0G
ISM Services PMI Set to Dip, Employment Eases
Economic Calendar for Mon. April 6th 10:00am - ISM Services PMI (Mar): Expected 55; Prior 56 - ISM Services Employment: Expected 51.7 Prior 51.8 - ISM Services Prices: Prior 63
Building Is Cheaper; Capturing Attention Remains Costly
The build side of startups is getting cheaper. The ability to shape attention around what you build is not getting cheaper at all.
HarperCollins Turns Books Into AI Shorts, Pays Authors
HarperCollins is turning authors’ books into AI YouTube Shorts HarperCollins has partnered with Toonstar to turn books into AI YouTube Shorts The launch starts with Lisa Greenwald’s Friendship List series Episodes run 2–10 minutes, targeting young YouTube audiences Toonstar’s CEO says “creator-led,” with authors...
Singapore Fuel Prices Surge, Threatening Shipping Operations
singapore shipping fuel market going off the chart—this is shipping fuel shortage live. at that price, shippers will defer orders, park their ships and either wait till the war is over or go out of business.
Meta's Superintelligence Labs Assembles Hardware Team for New AI Devices
Meta Superintelligence Labs is quietly building a hardware team Veteran engineer Rui Xu, with experience at ByteDance, Xiaomi, and Dreamer, will lead the team It hints that Meta's Superintelligence Labs is exploring new AI device types beyond smart glasses. MSL chief Alexandr Wang...
Musk Leverages SpaceX Funding to Revive X Advertising
Elon Musk pressures potential SpaceX investors to use Grok and advertise on X Major firms like JPMorgan and Goldman Sachs reportedly investing millions SpaceX IPO targets $1–2 trillion+ valuation, one of the largest ever The move is seen as attempt to boost X...
Detach Your Reputation From Corporate Titles and Brands
For decades we were taught that professional power lived in the institution. Your job title. The company brand name. Your corner office. So we tethered our reputations to organizations that could revoke our access overnight. What would you have built or done differently...
Three Tariffs Put U.S. Heavy‑Truck Makers at Disadvantage
"U.S. Manufacturers Of Heavy-Duty Trucks Face A Tariff Disadvantage" https://t.co/ihpfPPczuL "There are three sets of tariffs affecting the cost basis of trucks manufactured in the U.S." https://t.co/l6SoB2YgXQ
AI Funding Soars While Regulations Lag Behind
$300 billion in AI venture funding. One quarter. Record. Compliance monitoring: 60+ references per day. GDPR. CCPA. HIPAA. The money races ahead. The rules are still being written. Which side of that gap are you on? https://t.co/QGkxI4A6nk
Women's Sports Investments Soaring 227% Yearly Since 2022
Since 2022, investments in women’s sports teams have grown about 227% annually, on average, according to McKinsey. https://t.co/cjb6n1YLaw via @MorningBrew
Europe's U.S.-Excluding Trade Plans Are Fundamentally Flawed
European efforts to build trade systems that exclude the U.S. are inherently flawed. Full Newsletter: https://t.co/wTTMKJCfX2 #eu #trade #geopolitics https://t.co/gxyaAjNqwT
Cease‑fire Hopes Lift Market, but Negotiators Remain Doubtful
Hope of a cease-fire between US/Israel and Iran has captured the imaginations of the holiday-thinned market today. The negotiators themselves reported are not optimistic. $USD gave back earlier gains and is posting a possible outside down day. See https://t.co/Km1zBLaVJG...
TikTok Deploys AI Detection to Guard Music Rights
TikTok Tackles AI Music Clones With Advanced Audio Detection Tech TikTok has integrated ACRCloud’s detection tech into SoundOn to spot copied music “Derivative Works Detection” flags altered tracks, including pitch and speed changes The system helps artists track misuse, secure credit, and protect...
US Debt Crisis: Spending, Not Revenue, Is the Real Issue
$40 Trillion in debt but need more money? 🤔 If they took all of Jeff Bezos’ wealth, it would only run the U.S. government for 12 days. Most governments have a spending problem, not a revenue problem. Time to get...
FIFA's Sketchy Prediction Partner Deal Exposed
More on FIFA’s dodgy prediction partner deal from @uglygame and colleagues at - https://t.co/uujkC8CuJv https://t.co/BglWhZ5HEx
Dimon: Private Credit Losses Rising, Yet Not Systemic Threat
Jamie Dimon on private credit (via his annual shareholder letter): Actual losses right not are already a little higher than they should be, relative to the environment. "By and large, private credit does not tend to have great transparency or rigorous...
Ask These Five Questions for Data Resilience
The CISO’s Mandate: Five Critical Questions to Ask Your Storage Provider for Data Resilience https://t.co/O79CRe7P1i
Tiny 1.5% Error vs $600 B AI Budget
Here I am concerned about a 1.5% miss in expenses while the OpenAI CFO is thinking $600B spend over a few years is a tad too much…
Kremlin Warns Middle East Tensions Escalate Amid Trump Threats
The Kremlin, asked on Monday about threats made by U.S. President Donald Trump against Iran, said that the level of tension in the Middle East continues to grow, and that the whole region is "on fire".
Consider Fully Diluted Shares for True Market Cap
Investors should look at fully diluted shares outstanding #FDSO when looking at the market cap of a company. Dilutive securities, including options, warrants, converts, etc, can have a meaningful impact on the actual market cap of a company #learnbiotechinvesting #biotech #investing...
Reinventing at 40: Embrace Failure, Start Fresh
I'm 40. Born in '85. And you won't find this on my resume. 5 AM weekends for 1.5 years. Startup went nowhere. Left my city at 27. Procrastinated my own dreams for 6 straight years. Built a SaaS to €3K MRR. Elon's API pricing killed...
Great Leaders Overestimate, Inspire Idealism and Optimism
Great leaders are idealists and optimists. They overestimate what we are capable of and inspire us to believe the same.
Indie Success Demands Daily Commitment, Not Just Skills
The hardest part of being indie isn't the tech, the marketing, or the sales. It's waking up every single day whether you feel like shit or great and choosing to build anyway.
Japanese Bond Yields Hit New Quad3 Cycle Highs
It's "off topic" for Macro Tourists this morning, but its still happening Japanese Bond Yields ramping to new #Quad3 Cycle Highs as markets price in higher inflation https://t.co/tz4Pb6zTgP
Quad3 Cycle Highs Signal Ongoing Bond Yield Breakout
COMMODITIES: New #Quad3 Cycle Highs last week should keep Bond Yields in breakout mode https://t.co/m2QLuLPYDZ
From $10k Debt to $60B: Remote Work Triumph
These guys used a $10,000 credit card debt to start a business in 2002. That company is now worth $60B. In 2020, they dropped their biggest surprise yet: They told all employees to stop coming to work. Everyone thought it...
Aurobindo Pharma Announces 800‑Crore Tender Buyback at Premium
AUROBINDO PHARMA Tender Buyback Approved Buyback Price : 1,475₹ Today's Closing Price : 1,334 ₹ Buyback Size ₹ : 800 Crore Buyback Size in Shares : 54,23,728 Shares Retail Quota : 8,13,560 Shares Record Date for Buyback : 17 April, 2026
US Economy Stays Strong Amid High Gas, Global Outlook Darkens
“… Despite high gasoline prices, the U.S. economy is holding up. Abroad, though, interest rates and inflation risks have shot up, fuel is being conserved, and economic forecasts are darkening…” — @greg_ip https://t.co/tifsrZ3N3S