KCMO Faces $2,700 per Household Stadium Cost
The private allocation *should* be 100%, but whatever the public share might be is irrelevant to whether a stadium deal is worthwhile. Just the known local share of $600 million amounts to $2,700 per KCMO household. This is before we count the state and other allocations.
Private Market Hype Debunked: Boring Insulation Acquisition
All the stuff about how the only good returns are happening in private markets is straight up disinfo from grifters. Here is a chart of the insulation co that $QXO is buying. Literally just insulation. So many charts out there...
BitTensor's Incentive Structure Fuels Constant Exploitation
This is BitTensor’s biggest weakness 👇 Users (miners/validators) are incentivized to compete. This means gaming the system, exploiting every possible advantage. Subnets need to be built assuming people are gonna cut corners. Builders have to assume exploitation is the default....
Chip‑rich Economies Outpace Others Amid Iran War Shock
Good morning, We are Day 55 of the Iran War and divergence is widening. Negative energy supply shocks are being felt across the region but those with more buffers and chips do better. Memory chip prices are skyrocketing with chip-heavy indices...
CEO Delivers Unprecedented Shareholder Gains—Will It Last?
The job of a CEO is to make money for shareholders. And no CEO in American history has made shareholders this much money this fast. Do you think all that winning continues? Or was that it? https://t.co/oYgNcqhhnp
X to Delete All Communities on May 6 Due to Declining Usage.
Twitter X is shutting down and deleting all Communities on May 6, due to declining usage and a push towards XChat.
G
A bit more on the GCC swap line puzzle (why the ask, and why is Bessent apparently keen to say yes to a set of countries with tons of assets) There doesn't seem to be any shortage of good collateral (Treasuries)...
Ask How to Change, Not What to Adopt
New tech shows up. Companies say: “We need this.” Wrong question. The real one: “How do we need to change?” #Kaihan #Outthinker #Innovation #Leadership https://t.co/Vv3lZCQHdm
Canada Seizes Crisis to Diversify Asian Crude Supply
Canada is working hard to sell oil in Asia because every crisis is an opportunity. Asian refineries will likely emerge from this crisis to deploy capex to refine multiple types of crude & not just the Middle East variety.
Start Pitch with Founder Credibility, Not Problem First
When founders are giving an intro on a VC pitch call, I highly recommend using that time to explain why you are the perfect person to solve that problem. Jumping immediately into the problem and solution of the business hurts...
Fear Setting Turns Worst-Case Thoughts
Business is hard. Stressful. Difficult. But always dwelling and thinking about the worst thing that can possibly happen will cripple you and slow you down. Instead, I prefer to do an exercise called “fear setting” where you write down all...
Employer‑Paid Education Benefits Up to $5,250 Tax‑Free
Hidden tax perk -> Employers can pay up to $5,250/year toward: 🎓 Tuition 📚 Education expenses 💸 Student loans And it’s tax-free. No income tax. No payroll tax. Worth checking if your employer offers it. https://t.co/0QyFOcW3cM #TaxTips #StudentLoans
Mixed‑Use Stadium Plans Cost Taxpayers, Fail Everywhere
This article describes Atlanta's experience with The Battery regarding the Ray's proposed stadium plan, but it could just as easily be applied to the Royal's proposal. The mixed-use development didn't work for taxpayers in Cobb County, and it won't work...
Jobs Modeled Apple’s Flat Hierarchy on the Catholic Church
Worth noting Steve Jobs actually studied long-lasting organizations to manage Apple, including the Catholic Church. “We observed the oldest and largest organization in the world has only four layers of management. That's the Catholic Church. And, uh, five if you count the...
Musk Announces Intel 14A Chip, Raises Major Questions
Musk saying they will use Intel’s 14A process is big news but so many questions…
Effortless Idea Capture Unlocks Productivity Success
Most productivity systems don’t fail at execution… they fail at the very first step: Collection. If capturing ideas feels like a chore, your system is already leaking energy. In this video, I break down how to make collection effortless, friction-free, and...
Hastings' Board Exit May Signal Confidence in Netflix
Does Reed Hastings stepping down from Netflix board signal confidence? $NFLX The LightShed Podcast, Ep. 310. With @BrandoLightShed and @WaltLightShed https://t.co/pD4lVXS0q3
Sell Smarts, Not Software: Reframe to Close Deals
In 2012 I was a college dropout SDR making $36K a year with a kid on the way. I had no business being in tech sales. But I also had no backup plan, which turned out to be the only competitive advantage...
John Coogan Mastered Media, Grew YouTube to 450k Subscribers
I don’t think people realize how much @johncoogan studied the media business before starting @TBPN. He didn’t just have a good take on where media was going… He literally built a YouTube channel from zero to 450k subs first. https://t.co/32bavCdvGZ
Embrace Uncertainty: Waiting Kills Entrepreneurial Success
the thing with entrepreneurship is ya, its a very uncertain time, but if you need certainty to pull the trigger you'll be too late. diving headfirst into the abyss of the unknown is the only way. probably why first time entrepreneurs...
NHL Expansion Fees Set to Top $2 B
So the commissioner today said > $1 Billion. 2 > 1 NHL Expansion Team Fees Will Reach at Least $2B, League Says https://t.co/CZstVh1Hmj
Skip Risky Deals: Bridge Debt, Low DSCR, Thin Spreads
Here’s how to identify when a deal is too risky: Sometimes the deals you don’t do are more important than the deals you do This 40-unit deal that I underwrote a while ago had 4 major deal breakers 1. Having to take...
XAI's Cursor Acquisition Highlights AI Startup Promise and Risk
xAI's Move to Buy Cursor Shows the Promise & the Risks for AI Applications Startups https://t.co/6vNEsHrMEa
Mexico Eyes Development Bank Chief as US Ambassador
SCOOP: Mexico President Claudia Sheinbaum is considering development bank head Roberto Lazzeri as a candidate for ambassador to the US, a move that would mark the second major personnel shift ahead of USMCA trade talks, sources tell me @michaelob_mex & me https://t.co/JopwSJrCg8
Mastering Managing Up: Purposeful Leadership Beyond Your Role
What do you think of "managing up"? Not your job? Something you do on purpose? I really liked this post from @wes_kao who explains what it's about, why it's important, and how to do it well. https://t.co/LlgRsfCQf4
Duffy Demands Transparency Before Risking Taxpayer Funds
More from @SecDuffy on @SpiritAirlines from our interview yesterday: ""We also have to be good stewards of the tax dollar, and we can't make dumb investments. We can't put taxpayer money that is going to be lost or just forestall...
SoundHound AI Acquires LivePerson, Expands Enterprise AI Footprint
.@SoundHound AI buys LivePerson for $43 million, builds enterprise customer base https://t.co/7fswl32rnF SoundHound AI, which focuses on conversational AI, said it has acquired LivePerson in a deal valued at $43 million, a slight premium to LivePerson's $40 million market cap.
Targeting Token Demand Triggers Goodhart’s Law
Goodhart's law: when a measure becomes a target, it ceases to be a good measure
Only 18% of US Public Firms Survive Long‑term.
Michael Mauboussin on survival rates for U.S. public companies "For every 100 companies, 18 survived and 82 died. Of those that died, 43 were the result of mergers and acquisitions (M&A). The other 39 were delisted for reasons other than M&A, with...
Million Followers ≠ Guaranteed Brand Deals or Easy Success
As a content creator with over 1 million followers here’s a myth that I think people (including myself believe) once you hit that milestone it’s easy. All brands want to work with you. No😂 every post can still be a...
Tesla's 2026 CapEx Spikes to $25 B, Far Above Guidance
Tesla CapEx forecast and historic: 2026: $25 Billion (up from $20B guided last quarter) 2025: $8.5 Billion 2024: $11.3 Billion 2023: $8.9 Billion 2022: $7.2 Billion
Tesla Hikes 2026 CapEx to $25B, Forecasts Negative Cash Flow
Tesla’s raised 2026 CapEx to $25 billion from $20 billion and sees negative free cash flow for the rest of the year.
Immigrant‑heavy Low‑skill Jobs Lag Wage Growth Post‑Trump
Industries in which immigrants with low educational attainment are overrepresented have seen slower wage growth than the broader private sector since Trump took office, a Wall Street Journal analysis shows. https://t.co/dSm4Lvudzj
Inside VC Investing in Nuclear Fusion Breakthroughs
On this week's episode of @EquityPod, @TimDe_Chant and I chatted with Rachel Slaybaugh, general partner at DCVC, about what it's like investing in nuclear fusion. https://t.co/cXRBBkejPY via @techcrunch
Investing in Blackstar: Next Category‑Creating Venture
Our newest investment: Blackstar ✴︎ @DanielEdrisian is a product & eng savant. We invested in his last company, Alex, which OpenAI bought. When he called to say he was building something new, we said yes on the call. Blackstar ✴︎ is a...
Limited 100 Spots: Join Exclusive Deal Access
We are accepting 100 new members to https://t.co/6leeScCHo6 in Q2 I’ve been lucky enough to invest in great companies like @zipline @uber @RobinhoodApp and @calm over the years… and now I’m sharing access on a deal by deal basis with...
Applovin Rescues Clients as Meta Experiences Major Outages
Applovin is my saving grace for all these bugs on Meta right now. Things are actually doing really decent for a number of clients while Meta is down bad.
Japan's Naphtha Shortage Threatens Global Semiconductor Production
Semi Market, show me you care. "Japan is short on naphtha → Japan can't produce semiconductor materials → This could bring the world's semiconductor fabs to a halt."
Tim Cook Admits Maps Flop, Celebrates Apple Watch Triumph
NEW: As his tenure as CEO winds down, Tim Cook shared with employees his biggest mistake and proudest moment in the role over the past 15 years. Here’s what he said — https://www.bloomberg.com/news/articles/2026-04-22/tim-cook-regrets-maps-flub-sees-apple-watch-as-his-proudest-work?srnd=undefined
Markets Likely Drift West as Rally's Momentum Fades
To go north east requires evidence of a disinflationary AI miracle. To go east of the dotted arc requires extreme policymaker easing. To go southwest requires the impossible - A hawkish Fed who cares about inflation. Most...
New Apple CEO Could Redefine Tech Industry Landscape
.@Apple enters a new era https://t.co/POebJ4cJxy What will a new CEO at Apple mean for the tech firm and the future of the industry? @LizKMiller, VP & Principal Analyst at @ConstellationR, weighs in. @cgtnamerica
Landlocked Nations Need Diverse Links, Not Single-Partner Dependence
I'm afraid you can build a highway from Kyrgyzstan to western China but not from Kyrgyzstan to California. So if you're a landlocked economy, you do build infrastructure links to contiguous countries like China, especially when they have been growing,...
Google AI Mode Shows Citations as Person Names
Look at this super weird way Google is changing title links / citations in AI Mode - just the name of the person, with a link to the place they were mentioned @glenngabe @rustybrick https://t.co/ihFss0tQvp
30% of Customers Will Stay
Gartner predicts 30% of customers will remain on-premise post-2030, totaling 10,000. This strategy could bridge the gap between ECC and S/4HANA, a move that's arguably overdue. #SAP #CloudMigration #TechTrends https://t.co/3mqBOMRPcz
Validate Market Size and Growth via Trends and Competitors
How to know if market is big and growing? Analysts cover big markets; you can get their data by searching the internet. Often companies republish those papers, if they’re mentioned favorably. Look at Google Trends. Are competitors growing; are new ones entering the...
Revealed Vulnerability Shifts Bargaining Power; Iran's Capabilities Now Known
Bottom line: the issue isn't only what Iran can do. It's that everyone now knows what Iran can do. Revealed vulnerability changes bargaining power. https://t.co/icf9axhcM0
SODI Posts Strong Q4 Sales, Robust $27.3M Backlog
$SODI reports a great 4Q 2026 sales of $5.3 million. https://t.co/NpVNbR8qGx Backlog stands at $27.3 million. The future looks bright.
Scale Proven Content Pillars with Dedicated Accounts
This will be the future of content pillars. Have a specific content pillar that’s proven to work. Test repeatable concepts around it. Create another account for it. Scale the show on that account.
Discovery Should Create Urgency, Not Just Collect Data
Most reps think the goal of discovery is to gather information. That framing is why so many deals stall. The real goal is to make the buyer feel the full weight of their own problem before you ever open your laptop. Information is...
Bing Webmaster Tools' Brand Prompts Reveal SEO Mismatches
There's some really good stuff in Bing Webmaster Tools now that you can get branded grounding prompts. We found that GEO can mean something very different to copilot, but what I really loved was seeing the brand prompts and...