People Analytics Should Power AI in HR
#AI in HR is (should be) driven by people analytics https://t.co/2Sv6PSV0Gr #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Geopolitical Realignments Signal Looming 2026 Bear Market
A Faustian Bargain, the Battle of the Bulge and Molotov-Ribbentrop Pact - President Trump's conversion to crypto zealot helped get him elected and pumped prices to nosebleed levels. That Faustian-like bargain is unraveling. Stocks may be next. - The "unlimited friendship" between...
AI Unicorns Poised for $2 Trillion Valuations
What are my current valuation predictions for OpenAI and Anthropic? OpenAI was valued at $28B in April 2023. Its latest funding round puts it at $852B. Anthropic was valued at $4B in early 2023. Today, it’s worth $380B. In my...
Energy Shortage Drives Job Loss, Dollar Collapse, Pax End
92,000 jobs lost. Unemployment rising. The dollar cracking at its foundation. Mainstream economists are calling this a surprise. I have been warning about this for years because unlike conventional theory, my models actually include money and energy. Labor without energy is a corpse....
Skeptical Mother‑in‑law Turns
When I first started Extra Points, my mother in law asked “why would anybody pay to read what you have to say?”, leading to my wife and other family members constantly trying to tell her that actually, “Matt is a...
Asia Faces Fuel Squeeze as Reserves Dip to 30 Days
Asian countries (excluding China) only hold 30 days of fuel in reserve. If that isn't bad enough, they rely heavily on oil shipments from the Persian Gulf. IN THE COMING DAYS, IT LOOKS LIKE THERE WILL BE A SQUEEZE AND HIGHER PRICES...
US Inaction Will Trigger Oil Shock in Two Weeks
Listen to the question carefully then listen to the answer. Those waiting for US Leadership in solving the Strait of Hormuz issue, you are gonna be disappointed. They have ABSOLUTELY NO IDEA how to solve the issue. In less than 2 weeks, global...
Layoffs Stem From Post‑COVID Over‑Hiring, Not AI
The slow job market and headline layoffs are the result of firms over hiring and hoarding of talent in the post-Covid era. CEOs are using AI as an excuse instead of admitting they hired too many people. But this guy has...
Your Team Is Your Most Critical Founder Decision
As a founder, your biggest bets are the people you surround yourself with. Here’s why it matters more than any decision you’ll ever make 👇
Hire Missionaries, Not Mercenaries, for Genuine Discovery
At Gong we had a saying: "Hire missionaries. Not mercenaries." Mercenaries sell for the paycheck. Missionaries sell because they believe. The difference shows up in discovery. Missionaries ask better questions because they genuinely care about solving problems. Mercenaries pitch features because they just want to close. Hire...
Define Discount Authority Levels to Keep Pricing Strategic
Founders: Have a clear escalation path for deals: - Rep level: Up to 10% discount - Manager: Up to 20% - VP Sales: Up to 30% - CEO: Beyond that Makes discounting a tool, not a crutch.
Most Jobs Too Complex to Automate, Economist Says
The biggest misconception about AI and jobs may be how much will actually be automated. A Yale economist argues that many tasks are simply not worth automating, even with very advanced AI, because the cost, complexity or context outweigh the benefits....
Stop Repeating Tasks: Let AI Spot Automation Opportunities
i taught claude to watch how i work every week and tell me what to automate here's the idea: you probably open ai, do a task, close it. then next week you do the same task again. and again. and again you never...
Anthropic's AI‑Driven Growth Hits $19B ARR in One Year
Anthropic is on an unprecedented growth run. Just in the past year they grew from $1B to $19B ARR. They added $6B in ARR just in *February*. Companies like Palantir and Atlassian took 15-20 years to reach ~$5B ARR. Anthropic is...
Stop Microshifting—Focus on Delivering Your Commitments
Microshifting, coffee badging, quiet quitting. New names for getting paid while avoiding your job. Drive to the office, swipe in, grab coffee, go home. Line up new roles on company time, take days off without asking, sit in meetings and produce nothing. What if...
Euro‑industrial Reports May Be Outdated Post‑Middle East Conflict
Multiple euro-region industrial reports will draw attention this week, although their focus on February — before war began in the Middle East — may limit their utility for investors https://t.co/CfoQtcZf4b via @CraigStirling https://t.co/tAswRZZD3n
Use AI to Turn Procrastination Into Actionable Steps
If you've got tasks sitting on your list for days or weeks, try this prompt with AI: ↓ "I keep putting off [task]. Help me build a repeatable workflow for it. Break it into three parts: what information do I need...
Market Sentiment Swings Wildly; Consensus Overreacts Each Side
My homework this weekend - went from max optimism in Jan: tax refunds, tariff repeal, easy Lliberation Day comps & resilient consumer. To extreme pessimism in April: higher gas prices, war, global growth slowdown and higher inflation....
Mortgage Spreads High; 8% Rates Demand Booming Economy
With where mortgage spreads are at with the Fed Funds Rate, 8% rates would need a booming economy with job and wage growth picking up again Spreads got as high as 3.11% in 2023, currently at 2.11% https://t.co/25afwLqFtN
Outsourcing and “Tech Debt” Erode Competitive Edge
Companies risk losing control by relying on external operations. Moreover, the software industry labels unique customization as 'technical debt,' eliminating competitive advantages. #BusinessStrategy #TechDebt https://t.co/7eAuLnm2FZ
Oil Reserves Aren't Instantly Deployable Due to Logistical Limits
•“Reserves” ≠ instantly usable supply These barrels are spread across countries and fields, and many aren’t quickly accessible. •Logistics constraints Transport, refining, and geopolitics limit how fast oil can be deployed.
Bridging the Management Empathy Gap: HR Essentials
The empathy gap in management: What HR needs to know @HRZone https://t.co/VYaO0bCMSX #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
US Crude Production Hits Record, Global Impacts Loom
US crude oil production breaks new records. What does this mean for other countries? For the American public? More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/WAXH5XLi1r
HPE’s Hesitation Turns Innovator Into Cloud Imitator
The High Cost of Hesitation: HPE’s Long Walk to a Crowded Cloud ..how did a once innovator become an immitator? https://t.co/lRZSHr39wC
Original, Expert, Human‑first Content Beats Mass Production
Sad for the businesses that don’t know better and fall for this. Modern search engines like Google value originality, experience, and expertise in content that is human first. That’s how they ensure the best user experience. Generating content at scale without...
Snapchat's AI Clips Turn Photos Into Paid Video Content
Snapchat launched AI Clips in Lens Studio for Lens+ subscribers, turning single photos into five-second videos, with eligible creators able to earn through Lens+ Payouts. 🤖 It gives creators a faster path to video content while building an incentive structure around...
Support Equal Tax Rates, Reject $100K Filing Threshold
I agree with @vkhosla on the need to restructure the tax system including taxing capital gains at the same rate as income. But increasing the filing threshold to $100K is a terrible idea. When people don't pay taxes they have...
Bond Market Warns: No Rate Cuts, Equity Rally Fading
The bond market is telling you what equities refuse to accept. Rate cuts aren't coming. This rally is just a bounce before the binary. https://t.co/Mh5FYZAawT
Prioritize Core Goals While Running Controlled Experiments
How do you balance the need for focus with the necessity to experiment in your startup? https://t.co/gZawrwsXaJ
Growth Wins When SBC Dilution Stays Low
SaaS dilution check: growth is strong, but SBC is the hidden tax👇 This chart maps SBC/Revenue vs NTM growth • Red → SBC exceeds FCF margin (value leakage) • Yellow → moderate dilution • Green → disciplined compensation Market is starting to price efficiency, not...
Kindness Is Crucial for Corporate Career Advancement
My friend @omarshahine recently switched roles as the VP of Microsoft Word and shared his farewell message to the team. His key takeaways struck a chord as they are the qualities of the best leaders I’ve worked with. I’ll also be...
Rising Private Credit Redemptions Signal Potential Trouble
My latest memo on the private credit market: Redemptions Are Climbing — Is That a Problem? https://t.co/QbeBHZNKir https://t.co/0CaMneVvAU
U.S. Policies May Have Accelerated Iran’s Nuclear Program
My friend and Johns Hopkins colleague Vali Nasr on Iranian nuclear proliferation: “Rather than preventing [Iranian] nuclear proliferation, the US may have actually accelerated it — and has no way of stopping it.” https://t.co/UctRpvmg1s
B2B Links Favor Data Roundups over Thought Leadership
The most highly linked to content in B2B isn't thought leadership content... It's data round ups. Even though thought leadership and ultimate guides are what every CMO tells their team to publish. More here: https://t.co/y7Vu2eaTcA https://t.co/ZqCWeIpgJy
Fast Responses Accelerate Sales and Close Deals
The faster you follow up with deals: The faster they respond back to you: The faster the deal moves to the next step: The faster you get that sucker closed. Speed of response is an underrated sales habit. Stop pretending you're too busy to respond...
Tailor Advisor Websites to Answer AI-Driven Client Queries
Better AI Prompts Get You Found: How financial advisors can tailor their websites to reflect the questions prospective clients are asking AI tools such as @ChatGPTapp https://t.co/At0QTtUIN7 #AI #WeekendReading
2026 Job
Since the bar is so low for job growth in 2026 to surpass 2025, even with normal revisions, we would still be higher than last year. https://t.co/LEfXSmvQST
Building Systems Requires Multiple Skills and Discipline
Building systems isn't a single skill. It's a combination of: - Automation - Documentation - Delegation - Process design - Knowing what to eliminate And the discipline to trust the system.
Boost Conversions 25% to Double Profits Without Extra Spend
A lot of businesses chase cheaper leads. Smart businesses increase lead value. A 25% boost in conversion rate can increase profits by 50%+ without spending extra. Same leads, same ads—just a smarter funnel doing the heavy lifting.
Redesign Entry Roles, Pair Talent with AI for Apprenticeship
RT If genAI handles the grunt work, how can leaders develop an apprenticeship model? Leaders must: (1) Redesign Level-1 roles, (2) Pair talent with AI agents, (3) Make learning and reflection explicit, not accidental. #AI #Hiring #CIO #CHRO @Star_CIO https://t.co/W7YbwP6jrL
US Trade Balance Remains Stable as Rivals Falter
During the next three months, the trade balance of all countries competing with the United States will be hit hard. The US will be the least impacted. Exactly as happened in 1974!
S&P 500 Equity Risk Premium Hits Two-Year High
The S&P 500's equity risk premium is at a 2-year high.. even with higher TIPS yields @wisdomtreefunds https://t.co/T5y4c7SbGO
Strait of Hormuz Tensions: Murrin’s Critical Weekly Forecast
Every Saturday. David Murrin’s key predictions from the week’s latest insight. This week — the Strait of Hormuz. And what’s really at stake.
Unlock 50% More Revenue with Simple Automation
If you’re spending $2,000/month on ads without a backend system… You’re likely losing 40–60% of potential revenue. Simple automations (email + retargeting) can recover lost leads at scale. The money isn’t in more traffic—it’s in better conversion paths.
AI-Driven Simulators Accelerate Leader Development over Promotion
AI is becoming a key tool for leaders, affecting how managers allocate judgment and time. Execution depends on building simulators and digital copies, as competitive pressure rewards those who train leaders faster than they promote them. Source @Gartner_inc via @antgrasso https://t.co/98FPYGSymm
A Pivotal Week Ahead for Global Economy and Markets
Another pivotal week is on tap for the global economy and markets. Please see why in this, my weekly note on recent developments and immediate prospects (links below). https://mohamedelerian.substack.com/p/the-weekly-look-at-the-global-economy-910?r=33wip https://www.linkedin.com/pulse/weekly-look-global-economy-markets-mohamed-el-erian-zecrc?lipi=urn%3Ali%3Apage%3Ad_flagship3_series_entity%3BIEUjQgDHQGSDuxWPLz3R%2BQ%3D%3D #economy #markets
AI Ready to Replace 500‑Year‑Old Finance System
Every company still runs its finances on a system from 1494 — when the fastest way to move information was a man on a horse. Wrote why I think AI and real financial networks are finally ready to replace it. Long read,...
Assessing This Week’s Risk Appetite: Bullish or Bearish?
My article for market conditions, themes and top event risk for the week ahead (and some of the charts): Bull or Bear: What is the Prevailing Wind for Risk Appetite? https://t.co/TVXg9nQEKj https://t.co/NqWkTckR31
Build a $100k Solo Business with Six Simple Steps
The journey of a $100k solo creator: 1. Find niche with active demand 2. Craft an offer that satisfies it 3. Content to funnel demand 4. Redirect to your email 5. Make offers daily 6. Learn & scale In that order.
Rule of 40: Market Rewards Balanced Growth
Rule of 40 is where SaaS valuation meets reality Growth alone isn’t enough 👇 Chart combines NTM growth + GAAP EBITDA margin • >40 = high-quality balance (green) • 30–40 = acceptable (yellow) • <30 = weak efficiency (red) Market is clearly rewarding balance, not just...