U.S. Consumes More Crude Than It Produces, Remains Net Importer
The US is a net importer of crude oil. It consumes more crude oil than it produces, it doesn't have crude oil to sell to the world. https://t.co/OuDErnkSc9
True Leadership Means Accountability Over Authority
Every person I train who starts to look up to me is told the same thing…”one day I’ll f**k up and you will have to tell me I f**ked up. Tell me.” Now that doesn’t apply to like 99.9% of you...
Nominal Trade Rebounds: Exports Surge, Imports Match Biden Levels
A thread on the February 2026 trade data, with some answers and some questions -- Both nominal imports and nominal exports (ex petrol) are growing again -- with surprising strength in nominal exports and nominal imports back at their end Biden...
OpenAI, SpaceX Deals Echo Localized ZIRP Phenomenon
OpenAI buying a podcast for a few hundred million and SpaceX IPOing for a $2 trillion feels like a wierdly localized form of ZIRP. https://www.wired.com/story/openai-acquires-tbpn-buys-positive-news-coverage/
Turn Failure Into Data, Not Just Noise
Failure Is Data - If You Know How to Use It Failure is often framed as a cultural issue, something to normalise, embrace, or “learn from.” That framing is incomplete. The real issue is not whether failure happens. It is whether it...
Forward Curve Isn't a Forecast—Don't Trust Future Prices
🔹Be careful: the forward curve is not a forecast. It has rarely matched actual realized prices. For example, if you assume the December 2026 futures price reflects where the market will actually be at that time, you’re to be...
Stay Light: Attachment Blinds Product Insight
The more you’re attached to your idea (the product, the UX, the feature, the target customer, the market, the competitor, the differentiation, the price, the tech stack, the name, the colors), the less you can notice when it’s wrong. Hold everything...
Financial Firms Buying Newsletters: Once Shocking, Now Routine
I still remember when we did this and everyone raised eyebrows at a financial company buying a newsletter. https://t.co/GWcbWdjTbU
Monthly Bookkeeping Protects Deductions and Cuts Tax Overpayments
Messy books = missed deductions. If your bookkeeping isn’t updated monthly, you are guessing at your tax bill. And guessing is expensive. Accurate bookkeeping: • Protects deductions • Prevents overpaying taxes • Helps you plan quarterly This is CEO behavior. Follow for the next tax move. Comment “60”...
Who Will Buy the Money‑Losing AI Company?
The interesting question isn't so much which media platform the AI company acquires ... the question is which important company acquires the money losing AI company? 🪆
India’s First Iranian Oil Shipment Rerouted to China
🇮🇳While the media highlighted India's first Iranian oil shipment in recent years, Kpler tracking now shows the vessel has been redirected to China. Will get an update tomorrow. Map form @Kpler
Hospitals Blind to Costs, Overreliant on Consultants
Most hospitals don't know their costs. Things I've asked for that made them roll their eyes : A BOM for surgeries P&L for each insurance carrier P&L for Medicaid or Medicare business Why do they need consultants for everything. ...
CEOs Blame AI, but Layoffs Stem From Over‑hiring
Tech CEOs: If you blame AI for layoffs, you are lying to yourself. You over hired and should just admit it.
India Sees Rise in Early‑morning Layoff Announcements
Oracle News | Booted Before Breakfast: Early Morning Layoff Trend Hits India https://t.co/4cKFJTKYSN via @YouTube #layoff #jobloss #oraclelayoff #india
I Trade Reading for Automations that Save Hours
People ask what I'm reading. Honest answer: I'm not. Every free hour goes into building automations. Each one took a few hours to build and gives me hours back every week. What should I build next?
U.S. Brands Face Sharp Decline in Chinese Sales
American companies are flailing in China. This week, Nike said revenue there was down by a double-digit percentage and poised to get worse. California clothing brand Guess just closed down all its stores in China. @JonathanEmont https://t.co/Pv10jKnLUy https://t.co/Pv10jKnLUy
Great Content Fails without Compelling Title and Thumbnail
We posted a video that many people said was our best video in years, yet it was one of our worst performing videos in years. People who watch it love it. The problem is the title an/or thumbnail were not...
Master One Pain Point, Then Scale Everything
Buc-ee's became a destination by obsessing over one thing: clean restrooms. They won trust on a single pain point. Then expanded into everything else. Win one thing. Grow everything. #Kaihan #Outthinker #Strategy #BrandStrategy https://t.co/ylzfuxN92t
Chinatalk Hikes Price After Lowball Offers.
chinatalk to date has gotten lowball offers from: deepseek tiktok smic huawei sorry folks but the price is going up
Get My VC‑Breakthrough Resume & Pitch Deck
I don’t talk about this much but my annual newsletter tier includes the EXACT resume and why me pitch deck I used to break into VC. If you’re trying to get in, it’s the most useful thing I offer. 👉 https://t.co/IF78dodBhB
Stop Underselling Complex Ops Work to Boost Earnings
There are a lot of people who would be making more money right now if they stopped underselling the complexity of their own work. Especially people in operations, coordination, delivery, support, and cross-functional roles. A lot of that work gets...
Anthropic Pays $400M for AI Biotech, Touts 38,500% IRR
Anthropic acquired an AI for biological research startup for just over $400 million. You can read the letter Dimension wrote to their LPs which boasts a 38,513% IRR https://t.co/wneesuT5u7
Leading Colorado Toward a Stronger, Inclusive Future
At the Colorado State Capitol, focused on the work ahead and the responsibility of serving the people of Colorado. Grateful for the opportunity to lead, listen, and keep working every day to build a stronger, more inclusive future for our...
Regulate Your Nervous System Before Making Big Decisions
The calm decision protocol. Before any big decision: Sleep first Walk first Breathe first Wait first A dysregulated nervous system cannot access long horizon thinking. Regulate. Then decide.
Never Put Clients in Debt, Prioritize Financial Health
"The borrower is slave to the lender." That verse lives in my head — and it shapes everything about how I work with clients. I will never let someone go into debt to work with me. Period. If the numbers don't support...
AI Unlocks Fast Growth in Slow Industries
Massive market that very few people know how to apply AI. The guy basically built an affiliate network / distribution channel to sell weight loss drug and he was able to do it extremely quickly and efficiently with AI. I believe the...
Persistent AI Context Cuts Project Time Tenfold
People tend to use AI like a calculator. Open ChatGPT. Paste context. Get an answer. Copy it back. Next time you need help, start over from scratch. That's calculator mode. You ask a question, get an answer, context disappears. I...
Venezuela's Inflation Remains World's Highest at 548%
#VNZWatch🇻🇪: Today, I measure Venezuela's inflation AS THE WORLD'S HIGHEST at a CRUSHING 548.6%/yr. That's down from a peak of 828.6%/yr on February 4th. AS IS OFTEN THE CASE, YOU WON’T FIND THIS IMPORTANT STORY IN THE MAINSTREAM MEDIA. https://t.co/x1zOmOWtIF
AI‑Powered World Model Makes Traditional Org Charts Obsolete
Jack Dorsey just published something that should be required reading for every founder. The premise: the org chart needs to be replaced entirely. And the argument starts 2,000 years ago. For thousands of years, every organization on earth has run on the...
Geopolitical Oil Spikes Usually Brief, Sometimes Linger on Markets
GS: Most historical oil spikes linked to geopolitical shocks had a temporary impact, but some weighed on equities and bonds for longer https://t.co/Vxa6K0Dhkc
Talk Less, Own More: Highlight What You Actually Built
A lot of people are more qualified than they sound. That is the problem. They keep talking about what they helped with instead of what they owned, what they influenced, what they improved, and what they carried.
Energy
GS: 10 charts we are watching: Goldilocks faces a Balanced Bear The energy shock results in a pickup in inflation as well as weaker growth and less policy easing After the bullish start to the year, our Risk Appetite Indicator declined but...
From Passion Project to Full‑Time Founder: Pickleball’s Pull
I actually never wanted to be a founder. Having worked in early startups most of my career, I knew what a heavy toll it takes on founders especially. Court & Crew started out of my love for pickleball and its...
Discovery Calls Should Deliver Buyer Value, Not Just Data
Most sellers think: "The point of discovery is to gather info for my demo." Wrong. That's selfish discovery. The best discovery calls create value FOR THE BUYER. They should walk out better than they walked in. At https://t.co/bVJ7MO77PZ we don't call them discovery calls. We call them...
AI Bad for Writing, Great for Hawkish Speech Scoring
Kinda mixed feelings about using AI. For writing it’s definitely bad. But I think it’s totally fine to use an LLM to gauge which of two (anonymized) FOMC speeches is more hawkish (macro context dependent) and repeat that thousands of...
Company Healthcare Premiums Jump 12% Year‑over‑year
Just saw that our healthcare premiums we're paying as a company will increase by 12.09% YOY...
AI‑Generated Popups Capture 200+ Emails Monthly
I built a skill for Claude Code that designs high-converting popups — exit intent, scroll triggers, timed delays, slide-ins, and banners. You tell it what you want to capture and it builds the full popup spec: trigger rules, headline, offer, form...
Holiday Week Brings Continued Wild Market Volatility
We still have NFPs tomorrow - which can generate volatility through thinned liquidity - but by and large the market is done for the week. What to expect next week? Wild Market Volatility Likely to Continue Through Holiday Conditions https://t.co/cnoL8Uiqb5
OpenAI Abandons Traditional Playbook Amid Tech Revolution
“As I’ve been thinking about the future of how we communicate at OpenAI, one thing that’s become clear is that the standard communications playbook just doesn’t apply to us...We’re not a typical company. We’re driving a really big technological shift.”...
ESPN Seeks to Retain NFL Insider Ian Rapoport
Marchand: "ESPN is interested in retaining NFL Network insider Ian Rapoport, whose contract is up at the end of the month." https://t.co/eixYomd1T7
Fast‑growing Canadian Firm Seeking Top Engineers
Are you a cracked engineer and live in 🇨🇦 ? We're growing really damn fast. DM me.
Record Hormuz Outflow: 4 Million Barrels, War‑Era Peak
Everything suggests that at least ~4 million barrels of crude exited the Strait of Hormuz today. Largest outflow since the 1st day of the Third Gulf War. (... And yes, that's a fraction of the 20 million barrels a day...
Government Payroll Overhauls Frequently Turn Into Boondoggles
Complex Systems has been acquired by… darn, a day late for a topical April Fool’s joke. No, this week’s episode is about payroll systems, with an extended riff on why government payroll revamps so often turn into boondoggles.
US Hits Record Petroleum, Naphtha, LNG Exports Post‑Hormuz
Most recent interview.... Note: New record highs for the US after the closure of Hormuz: 🎯Export of petroleum products 🎯Exports of Naphtha 🎯Exports of LNG
Bond Traders Show Minimal Bearishness Ahead of Jobs Report
Bond traders are the least bearish in 10 years ahead of tomorrow’s jobs report: BMO survey. Just 24% of respondents saw the next 15 bp move in 10-year yields as being higher, the lowest since Nov. 2010. Most see the...
Multi‑region Backups Essential; Can Backblaze B2 Set Region?
I guess this really proves you need multi-region backups of your servers, DBs, sites etc I wonder if you can set region in Backblaze B2?
OpenAI's TBPN Acquisition Threatens Podcast Independence
OpenAI just bought TBPN 1) I doubt this is about the podcast itself as there is no reason for OpenAI to buy a tech podcast. In addition, the TBPN podcast will now face new headwinds as they officially lose their independence....
Empower Internal Champions with Data to Win Procurement
Founders: Your best weapon in procurement negotiations is the internal champion. Arm them with: - ROI analysis - Competitor pricing data - Implementation timelines Let them fight for you internally.
Polished Vendor Buzz Masks Unprepared Teams
The technology might be sound, but people weren't set up to succeed. Vendors often present polished narratives to the board, using buzzwords without doing the actual work. This makes it sound professional, but the underlying reality is neglected. #TechFailure #ProjectManagement...
Predictable, Rules‑based Mega‑regional Pacts Lure Nations Away From Superpowers
EU, CPTPP & USMCA are deep mega regionals but latter no longer rules-based. Nations seeking to diversify away from the giants are attracted by arrangements that 1) are rules-based & have worked for years, 2) don’t involve US or CN,...