GenAI Surge Prompts Cognitive Surrender in HR
The Rise of #GenAI and “Cognitive Surrender” @ABPsychologists https://t.co/v6WqYvT47J #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Iran War Undermines U.S. Strategy Across Asia
As the United States wages war with Iran, much of Washington has been consumed with a geopolitical debate about what it will mean for America’s strategic competition with China. But this abstract debate belies the harsh realities now facing governments,...
AI Now Files Your Federal Taxes, Accelerating White‑Collar Takeover
Wild. Perplexity Computer is now a tax accountant. Select "Navigate my taxes" on Computer and it guides you through your entire federal return. The AI takeover of white-collar work is moving faster than anyone predicted.
Virality Depends on Attention Structure, Not Just Creativity
#AD @nemovideoai Most people misunderstand why videos go viral. They frame virality as a creativity problem. In reality, it is a structural one. What matters is not just what a video says, but how attention is sequenced, sustained, and resolved. That is where NemoVideo becomes interesting.
US Current Account Deficit Steadies Near 4% of GDP
True, but also a bit deceptive. The spike in q1 overstated the "true" current account deficit, and the unwinding of gold and pharma front running depressed the h2 deficit. The underlying current account deficit is still...
Viral Posts Follow a Predictable Five‑step Structure
Viral content often looks random only if you don’t study structure. Behind a lot of strong posts and videos there’s a pattern: - a hook family - a framing choice - a pacing decision - a CTA - a distribution fit
AI Turns Companies Into Self‑Intelligent Organizations
NEW EPISODE: @jack & @roelofbotha unpack @blocks 40% staff cut and rebuilding the entire company as a mini-AGI. This isn’t “use AI to make people more productive.” It’s making the company itself the intelligence. If you’re a founder or operator wondering what...
Embrace Daily Failures: Lessons Shaping My Business
Looking back at my "failures" makes me grateful for them, but in the moment... holy fuck do they suck. I feel like I fail at something everyday, and it is always a lesson in how to do something better the next...
War Dominates March 2026, Markets Stay Surprisingly Calm
Beware the ides of March? That was true in 2026 as the month started with war, with questions about how long and to what end, and ended with war, and the same questions. Oil prices were up, stock prices were...
Pain‑first Narratives Melt Even the Coldest Buyers
I had a VP start a call ice cold. Arms folded. Short responses. Cold as ice. I didn't pitch my product. I didn't pitch my company. I walked her through a "problem deck." 5 slides. All pain. Zero product. By minute 20 she was telling me...
Profit Over Revenue: Diversify for True Business Freedom
I know founders doing $10M/year who are one algorithm change away from bankruptcy. I know founders doing $300k/year with 5 different traffic sources who sleep like a baby. Revenue is vanity. Profit is sanity. Diversification is freedom.
Market Odds Suggest US Troops Soon Despite Trump’s Vague Timeline
“We’ll be leaving very soon, within two weeks, maybe a couple of days longer to do the job. But we want to knock out every single thing they have." -President Trump (3/31) If this is true, why is Polymarket showing a...
ChatGPT Ads Prioritize Clarity Over Creative Hype
Interested in ChatGPT Ads? -> Data shows ChatGPT ads favor clarity over creativity (Adthena analysis) *The average headline clocks in at just 30 characters and around 5 words. *Body copy averages 116 characters and roughly 19 words. "The overall tone across these ads...
Turn Yes Into Action: Speed Wins Deals
Founders: Post-verbal agreement, maintain momentum: - Send contract same day - Schedule kick-off call - Intro to implementation team Treat 'yes' as the starting line, not the finish line. Speed reduces deal risk.
One Viral Video Turned a $300 Prototype Into $2B Deal
Before he sold his VR headset to Meta for $2 BILLION... Palmer Luckey was just a teenager tinkering in his garage. Until one video of his goofy prototype caught the eye of a powerful person. Here's how a single post turned...
Q1 Review Highlights Emerging Risks for Global Markets
Always good fun to talk all things markets with my good friend @MrMBrown as we look back at Q1 and what might lie ahead in terms of risks for global markets and the economy https://t.co/byl3LqaH3U
Tariffs Boost Inflation, Stall Growth, Offer No Trade Gains
Four theses on tariff impacts: 1. Evidence clearly shows they've added 0.5-1.0pp to inflation. Evidence consistent with them subtracting from growth. And no evidence they've done anything good for manufacturing or trade deficits (but they have raised revenue).
Costco, Adyen, and Netflix: S‑Tier Corporate Cultures
What are some s-tier corporate cultures? Costco, Adyen, and Netflix make the list for me
Economy Thriving: Record Gains Amid Minimal Recession
The unemployment rate is 4.4%. This week’s ADP payroll report was better than expected. The retail sales report was also better than expected and the January report was revised higher. The ISM Manufacturing report was positive for the third month in a row,...
Inbound Content Attracts Brands, Cold Pitches Fail
Cold pitching brands is a losing strategy. Response rates sit in the low single digits, and brands ignore generic emails. Inbound flips the script by making you discoverable through SEO, problem-solving content, and organic brand mentions. Warm inbound leads close at higher rates...
Brent Oil Surges to $141.37, Highest Since 2008
Physical oil hits its highest level since 2008 *DATED BRENT OIL PRICE SOARS TO $141.37/BBL, HIGHEST SINCE 2008 https://t.co/OkcbcnE3kg
Tech Founders and Execs Are Returning to Hands‑on Engineering
Founders + C-level folks who come from a software engineering background are all getting back to it. Never seen eng leaders get hands-on with a previous technology at so many different places.
AI-Enabled Goods Lead US Imports in 2025
AI-enabling goods were big drivers of US imports in 2025. More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/hsx98RbAJP
End Nepotism: Stop Paying Friends $200K for Fake Jobs
How about stop hiring your friends for bullshit made up jobs at 200k+ a year
Tariffs Cut Trade Deficit to Lowest Since 2020
The Massive Unsustainable Trade Deficit in Goods Has Improved Sharply. Tariffs Are Doing their Job. The 6-month average trade deficit in goods fell to $80 billion, the least-bad since 2020 https://t.co/xhTU8KRbPU https://t.co/pDi3O4iYwF
Hire a Chief of Staff, Reclaim 20 Hours Weekly
Want more time? Fire yourself from 80% of tasks. Hire a Chief of Staff. • Delegate email • Delegate scheduling • Delegate content distribution Save 20 hours a week. That’s 1,040 hours a year of your life back.
Trump Boasts Rapid US Takeover of Venezuela, Sparks Criticism
Trump on the US capture of Venezuela in his address to the nation: "American troops took the country of Venezuela in a matter of minutes...it was quick, lethal, violent & respected by everyone all over the world.” IS THIS REALLY WORTH THE...
Medallia Loan Collapse Erases $5.1B Equity, Media Silent
Medallia loan value continues to decline, with latest marks at 69. With the term loan in distress, the $5.1 billion of equity has certainly been vaporized. This -100% private equity loss surpasses any private credit loss by an order of magnitude. Where's...
Private Credit Strain Could Spike Borrowing Costs, Stall Tech Boom
The Economist: "As private-credit funds’ woes intensify, they will raise the cost of borrowing for firms across the economy, at a time when the Iran war is weighing on companies’ margins. The cost of debt in public markets has already...
S&P 500 Mirrors Intraday Treasury Yield Swings
$SPX is tracking intraday peaks and troughs in Treasury yields very closely as macro correlations remain elevated #fairleadstrategies https://t.co/9bi1kaFWxh
Python Reduces Portfolio Optimization to Four Lines
Stop trading with Excel. Start trading with Python. Portfolio optimization is literally 4 lines of Python code:
Key Metrics to Watch for Tomorrow’s Jobs Day
If you're trying to figure out what metrics actually matter for Jobs Day tomorrow, check out this valuable piece from @PrestonMui and @_vikasbp: How The Fed Is Tracking Jobs Day https://t.co/zWQYamKDaT https://t.co/NeRpIroGPi
Gold Sellers Beware: Iran's CNY Deal Triggers Arbitrage
They’ll hold a meeting, realize they can’t open it if the US couldn’t, & then just agree to pay Iran in CNY… …and the easiest/only way to secure CNY is by buying physical gold in USD and selling that gold to...
Black Women Entrepreneurs Surge, yet Remain Severely Underfunded
Black women are the fastest growing group of entrepreneurs, and also the least funded. A lot of us aren't just chasing a dream, we're escaping a workplace that didn't value us, didn't see us, didn't make room for us.
Fed Model Returns: Rates Matching Equities Threaten Stocks
One of my main themes since the rate reset in 2022 is that the Fed model is “back.” The Fed model, popularized by Alan Greenspan during the 1980’s, holds that when the risk-free rate (Treasuries) is competitive with risky assets...
Fix Post‑click Funnels, Turn $1 Into $4
Most businesses think scaling = increasing ad budget. But in reality, 80% of growth comes from fixing what happens after the click. We’ve seen brands turn $1 into $4 just by improving funnels + follow-ups. Traffic gets attention, but systems...
Iran's Strait Fees Threaten Global Shipping Costs
Iran. Will impose fees for using the Strait. How long will the fees last? Financial impact for all the affected shippers/receivers for the different vessel and end use markets? Will some supply chains collapse?
Trump’s Tariffs Echo Nixon, Yet Turn Grimmer
Trump’s protectionist Nixon redux takes a darker turn than the original This is truly the outstanding column on the anniversary of Trump's April Fools' Liberation Day Tariffs. Must read by Alan Beattie in @financialtimes https://t.co/tQg3yTTDU5
Quick Score Reveals Hidden Gaps in Unpredictable Pipelines
Pipeline feels unpredictable for a reason. • Month to month swings • MQL vs quality debates • No clear root cause Usually not one issue. A few small gaps across the system. We built a simple score to spot them fast. Takes 5 minutes. Shows where...
US Soy Exports to China Slightly Up, Q1 Plummets
🇺🇸USA exported 2.43 million metric tons (89 mbu) of soybeans to China in February, slightly above the month's five-year average. Q2 (Dec-Feb) 2025/26 U.S. bean shipments to China edged the year-ago Q2 volume by about one cargo, but Q1 2025/26 was...
Strategy Decisions Must Be Rooted in Real Data
One thing I’m relentless about in strategy work 👉 Nothing gets recommended unless it’s grounded in data or market research. Brand decisions. Messaging direction. Funnel structure. Channel mix. All of it ties back to real inputs: → Stakeholder and customer research → Peer and competitor analysis → Patterns...
Newsletter Services Rebrand as Full‑fledged Creator Platforms
All these newsletter platforms have flipped to calling themselves creator platforms. This is great though and makes sense!
Turkey's $40bn Lira Defense Mirrors 2025 Intervention
Factoring in gold, I estimate Turkey has intervened to the tune of $40 bn in March 2026 to defend the Lira. That's the same as in March and April 2025 after the arrest of Ekrem İmamoğlu, an episode that ended...
Attribution: From Credit Scoreboard to Coordination Engine
Attribution was supposed to tell us which channels deserve credit. It mostly told us which teams should fight about it. Frans Riemersma and I just published The State of Marketing Attribution 2026 (sponsored by CaliberMind), and the finding that hit hardest...
Big‑Stake Decisions Turn Money Into Deployable Ammo
The moment I started making $100M decisions, money stopped feeling like ‘real’ money to me. Sounds impossible to understand until you've been through the conditioning process that leads up to it. By the time the stakes are genuinely terrifying you've already...
Deep Discounts Drive High Redemption Tenders in Blue Owl Funds
Blue Owl Credit Income (OCIC) with 21.9% tendering for redemption and Blue Owl Technology Income (OTIC) with 40.7% tendering for redemption makes sense as both have publicly-traded "sister" funds that trade at large discounts to NAV: Blue Owl Capital $OBDC trades...
OpenAI CEO Informs Disney CEOs About Sora Shutdown
OpenAI CEO Sam Altman called both former Disney CEO Bob Iger and new Disney CEO Josh D'Amaro to tell them about the decision to shutter Sora. "I get it," D'Amaro told Altman, the tech exec said in a new interview.
When Executive Presence Behaviors Undermine Leadership Effectiveness
What exactly is "executive presence"? Maybe you know it when you see it. But can those behaviors you learned to lead and operate at the upper levels actually backfire? I found this @HarvardBiz article useful ... https://t.co/G1rGO62gR0 https://t.co/2jPN0IhIF7
Fast‑track Growth Cuts Easy Costs, but Adds Risk
Surya Ramkumar says we are taking the fastest path forward, cutting costs in the easiest parts, which comes with risk. https://t.co/dEEbdckc0d #TPSS #IoT #sustainability #AI #digitaltransformation #PeggySmedley #podcast
UK Leads 35‑Nation Virtual Talks to Reopen Strait of Hormuz
"UK to host talks with 35 countries on reopening Strait of Hormuz," @Reuters https://t.co/Hp8s7zc1T7 British foreign minister Yvette Cooper will chair the virtual meeting of about 35 countries including France, Germany, Italy, Canada and the United Arab Emirates around midday in...