Cash‑pay GLP‑1 Clinics: Easy to Copy, Unsafe, Unregulated
By now we have all read the piece in @nytimes about MEDVi's $1B+ business selling GLP-1s online with a ton of marketing, and very little ownership of infrastructure. I asked two friends @josh_tauber and @keatonbedell: - Is there any moat? (no) - How is this legal? (murky, and a lot will play out) - Could we vibe code a business like this in a weekend? (heck yes) - What does this say about the future of the physician/patient relationship? (we worry about patient safety) - Does the cash pay aspect of this exclude companies like these from needed regulations? (yes) TIMESTAMPS: (00:00) Intro (01:51) Leveraging turnkey infrastructure to spin up virtual clinics (02:52) Evaluating the lack of traditional software moats in health tech (04:58) Analyzing the legality and ethics of cash-pay medical groups (06:37) Sponsor: Granola (07:16) Analyzing the legality and ethics of cash-pay medical groups (08:02) Improving patient access and agency through direct-to-consumer models (09:50) Building competitive advantages through patient trust and retention (11:40) Bootstrapping virtual care companies without traditional venture capital (13:08) Wrap
VC Hiring: Network Before Applications, Learn the Hidden Game
Each month I hear a handful of aspiring VCs give up on recruiting. They’ve interviewed with 25+ firms over 2 years with no offers. This makes me so upset to hear. Because in most cases it’s not that they weren’t good enough....
Jones Act Tankers Shield Gas Prices From Market Volatility
Example #1 why the JONES ACT worke by providing long-term fixed rate tankers on dedicated service. What would gas prices be today if 55 Jones Act tankers were not in service but we had to compete for MR tankers on...
US Private Sector Jobs Shrink, Biggest Loss Since 2020
Jerome Powell: “There is effectively ZERO net job creation in the private sector.” US job growth in February has been revised down from to a total loss of -92,000 jobs to -133,000 jobs. It's the largest loss since December 2020.
Avoid Choosing Colors Just to Be Unique
I once watched a (very well-regarded) branding studio recommend an absolutely god-awful color to a company because “no other company had picked that color yet”
All‑in‑One Tesla Chip Fab Accelerates Development
My idea of a good time is working with amazing engineers to create incredible technology 🤩 The Tesla chip research fab will have all the machines needed to do logic, memory, packing & masks in one building for a lightning fast...
Slow Down: Fast Speech Undermines Your Message
Are you speaking too quickly? It can happen unconsciously. Sometimes public speaking can trigger an adrenaline rush. You might feel charged with energy or a bit nervous. If you’re speaking too quickly, you jeopardize the overall success of your message. #careercoaching...
Meta’s Ad Sequencing Works—Just Undocumented Setup Steps
> Get excited about Meta's ad sequencing announcement > Try to set it up realize it requires lifetime budgets, not daily > Realize it needs Target Frequency, not the default optimization > Realize the sequencing toggle doesn't even appear until after...
Design Beats Data: Clean Visuals Drive Executive Buy‑in
I believe design often matters more than data. Controversial? Maybe. But I've seen too many great analyses get ignored because the spreadsheet looked like a mess. Here's what I mean. You spend hours building a model. The numbers are perfect. Every formula...
VC Funding Often Traps Founders on a Failure Treadmill
VCs convincing founders to take money with a 90%+ probability they will fail. They call it a treadmill for a reason. The second you take capital, you're on it, and it's set at a speed that works for them, not necessarily...
Sensofusion Acquires Atol, Launches Counter‑Drone Aircraft in Finland
We purchased the aircraft manufacturer Atol Aviation. Through the deal, Sensofusion is bringing new air-to-ground counter-drone systems to market, with the aircraft platforms to be manufactured at a former air force base in Finland. https://t.co/oUczLQ73u9
Trump Era Mirrors Hoover: Market Overvaluation Sparks Gold Surge
Hoover 1929 vs. Trump 2026: Cycles Favoring Risk-Off vs. Risk Assets - The election of President Donald Trump in 2024 has a disconcerting parallel with that of President Herbert Hoover in 1928 -- US stock-market capitalization stretched to over 2x...
Reviving Recruitment: Restoring Signal in Selection Process
Why the Entire #Selection Process is Losing Its Signal (and How to Fix It) @ERE_net https://t.co/sWi63A8qjw #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
What Makes a Cold Email Worth Replying To
Writing cold emails is an art. I receive 10+ emails or DMs a week from aspiring VCs wanting to chat. So tomorrow morning I’m writing my newsletter about the cold emails I’ve actually replied to and why. Direct to your inbox at 9am...
California Gas Prices Surge, Hitting Coastal Residents Hard
If this gives us sticker shock here — and it does — we have to spare a thought for those on the California coast. #energy #gas #inflation #economy #markets
Set List, Target, and Floor Prices Before Negotiating
Founders: Your pricing should anticipate negotiation: List price: What you show Target price: What you want Floor price: Absolute minimum Know your boundaries before talks start. Never negotiate without pre-set limits.
Founders Need a Content OS, Not Just a Calendar
I think “content calendar” is too small of a concept for what serious founders need. A calendar tells you when to post. What I care about is an operating system that helps with: selection, structure, workflow, distribution, and learning.
Great Salespeople Are Business Lovers, Not Just Sellers
The best salespeople see themselves as business people that happen to know how to sell. They have a fascination for business. They romanticize business. And that shows up in their discovery conversations in a way that sometimes, you just cannot teach.
AI's False Confidence Misleads Founders About Real Market Feedback
Founders & boards must heed the risk of AI’s perpetual confidence—it makes everything feel like progress. AI excels at making an idea sound fab, but it can’t simulate the “no” of a customer or the silence of an unimpressed market. — @hava_bar6690...
Capital-as-a-Service Delivers 2x Returns, Legal Hurdles Remain
In the mid 2010s, I experimented with something I called Capital as a Service (CaaS). Companies sent us their data, we ran it over a bunch of rules and sent back an automated investment decision. We funded more than 50...
Drop the Ego, Accelerate Your Progress
Zero shame is the unlock. You can't move fast if you're protecting your image every step of the way.
Open‑source Community Set to Outshine Corporate AI Agents
A lot of the decacorn AI agent cos and labs other than OpenAI are trying to kill OpenClaw or replace it However: I think community and open source is too strong and the Apple II moment will actually happen for OpenClaw...
True Freedom Requires Control over Work Conditions
If you can’t control where you work, who you work with, where you work, and when you work, are you really free?
Ship Now: Success Comes Without Perfect Conditions
Every successful founder I know has one thing in common: They didn’t wait for perfect conditions. The market wasn’t ideal. The team wasn’t complete. The product wasn’t finished. They shipped anyway. Don’t shrink your ambitions. Go for it.
Master Discovery Calls, Overcome Indecision, Win Lost Deals
How to close more business; Session 1: Unlocking Your Prospect’s Pain with a Perfect Discovery Call ✅ The 5 biggest discovery mistakes to avoid ✅ How to ask questions no one else asks ✅ The 3 questions you must ask before the discovery call ✅...
Trump’s Bold Claims Ignored by Iran’s Actual Strike
Just a few weeks before a US aircraft was shot down in Iran, President Trump had this to say: “We literally have planes flying over Tehran... They [Iran] can't do a thing about it." TRUMP'S RHETORIC RARLEY MATCHES REALITY. https://t.co/UVqGJAzX2e
Coca‑Cola’s Founder: War‑addict Turned Accidental Billionaire
The man who started a $90 billion-dollar company by accident: Meet John Pemberton • Morphine addict after the war. • Sold a cocaine wine rip-off. • Died nearly broke. Here's the bizarre story behind the world's most iconic brand:
Startups Praise Meritocracy, Yet Underpay Top Performers
Startups love meritocracy until you ask for a raise. You hit quota for 6 months, close deals, then hear “next quarter” while a founder pays $15k a month to an advisor who joins one call a week. If your numbers grow and...
Startup Funding Surges to $297B, Signaling Generational Shift
Startup funding has hit an unprecedented level. Global investment reached $297 billion in Q1 2026, a 2.5x jump from the previous quarter and more than entire years of venture funding before 2019. The scale signals something bigger than a cycle. Capital is...
Great Investors See Beyond a Single Bad Pitch
The best investors don't write founders off after one bad idea. I know someone who pitched a terrible idea in 2011. Truly awful. The kind of pitch that makes you wonder if they understand their own market. More >>
Simple Norms Beat Fancy Programs for Neurodiversity Inclusion
I spent an hour (!) on a call with a reporter last week talking about the significant delta between employer self-evaluation of their neurodivergence inclusion and employee experience. One of the most consistent things I observe across the companies I’m invited...
Sports Media Shake‑up: Robo Umpires, WSJ Critique, Upcoming ParaB
The Varsity * Robo umps are here. * Wapo hires some sports reporters. * Rupert's WSJ swipes at NFL's antitrust exemption. * Don't expect a lot of changes at NFL Network. * Passan: WBC shouldn't be more than every three years. Plus, I sat down with...
Union Crews Walk Off: Safety Must Trump Production
This is extremely serious and why unions and professional crews are so important… Crews walking off productions over safety issues has happened before, and has led to horrible outcomes even death. Majors, etc should also walk off that set. They’re lucky...
Delayed Sanctions Squandered Cooperation, Worsened War Costs
In a war of choice, these dynamics were foreseeable. With enough preparation ahead of time, the admin could have at least mitigated the costs and tradeoffs for other countries (and get more cooperation as a result). Instead, they’ve lifted sanctions during...
Pakistan to Settle $2 B UAE Loan by Month‑end
Pakistan will repay a $2 billion loan to the United Arab Emirates (UAE) by the end of this month, a media report said on Friday.
Launch Licensed Products Fast with Niche Partnerships and UGC
How to launch a licensed product that does millions in its first month: (We’ve followed this exact process to get household name brands to license The Oodie) Find a license that matches your audience. Don't shoot for the biggest name on...
Analysts Predict S&P 500 EPS Surge to $320‑$373
Too bad there's no prediction market for S&P 500 CY EPS.. seems like just about everyone doesn't believe the current bottom-up estimates are anything close to reality... 2026 $320 2027 $373 @factset @kalshi https://t.co/b7iCflisq8
Top HR & People
The best HR & People Analytics articles of March 2026 @david_green_uk https://t.co/0OMk02qWFd #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Services Now Claim 70% of Consumer Spending
Since 1959, consumption of services has grown from 45% of total spend to 69% today; the share of spending related to nondurable goods has been more than halved, from 41% to 20% today. https://t.co/3ZxEaKRIB5
Strong Processes Prevent Hidden Organizational Damage
“Robust business processes are one of the hallmarks of orgs. at the top of their game. These orgs. understand the severe impacts ineffective processes can have internally & externally—many of which may not always be obvious.” ➤ https://t.co/ylz4kVYcuu #BPM #processimprovement https://t.co/iaOPvaTHO4
Culture Is the Business Operating System, Not an App
If you think about business like a computer, culture is the operating system. Everything else is an “app.” Finance is an app. Creative is an app. Strategy is an app. But culture is the operating system.
Shipping Squeeze: Tanker Rates Surge Amid Iran War
OUT NOW - @ed_fin on historic squeeze in shipping: -Why tanker rates soar 2-10x+ on Iran War🛢️ -Strait re-opening = "feeding frenzy"; if not "crisis"⚓️ -Routes/vessels/stocks best poised 🚢 Apple🔊https://t.co/qUjYx8adg2 Spotify📽️https://t.co/07NUjj4n74 https://t.co/3ZLXMZR8p2
Snapchat's Total Snap Takeovers Let Brands Own Every Tab
Snapchat introduced Total Snap Takeovers, letting brands run ads across all major tabs, including Map, Chat, Camera, Stories, and Spotlight, in a single buy. With 97% of users visiting multiple tabs per session, it's a format designed around actual user...
Inflation Ties Stocks and Bonds, Boosting Bond Yields
Inflationary regime... stocks & bonds moving together JPMAM While that means less diversification, it also means higher bond yields vs the 2010s.. when bonds zigged when stocks zagged... it's a trade-off. https://t.co/VNDHInIcmI
March Jobs Report Hides Drop in Total Hours
An overlooked aspect of the March jobs report: total hours worked actually fell in the month https://t.co/ZdEGUdFNjX
AI Shopping Generates Unattributed Conversions, Skewing Metrics
AI shopping is sending buyers to your store but NONE of them show up in your attribution. 39% of consumers already use AI for product discovery, and 23% of Americans bought something via AI in the past month. These are the...
AI Case Studies Double Revenue, Cut Capital Needs
Big deal paper here: field experiment on 515 startups, half shown case studies of how startups are successfully using AI. Those firms used AI 44% more, had 1.9x higher revenue, needed 39% less capital: 1) AI accelerates businesses 2) The challenge is understanding...
Search Console Misreports Impressions Since May 2025
Woh. Search console has been inaccurately reporting impressions since May 2025. A fix is coming over the next few weeks. https://t.co/EJyx8tVh3q https://t.co/HQq4pQ1d4r
From Proof to Consistent Sales Repeatability
Was discussing with a student of mine the refinement of a sales motion as it moves from existence proof, to small repeatability, to consistent repeatability. This popped to mind as a visual analog. https://t.co/ferDzkq0wE
Lead by Fulfilling What People Truly Want
To lead people: Figure out what they want out of life. Help them get it. They will follow you anywhere. It's that simple. But almost nobody does it.