AI Spotlights Viable Opportunities, Flags Overcrowded Markets
Claude Code is so good at spotting business opportunities and trends. (And also, what areas are really crowded and “too hard”) I don't see how we started businesses before without AI.
NX Group Acquires Metro Supply Chain for $1.3B
Congrats to Metro Supply Chain on their sale to NX GROUP. NX paid close to $1.3B (USD) to gain an extensive warehouse-based supply chain network focused on Canada and the US. Expect to see more cross border M&A in 2026! https://t.co/UzwMktsJzb
Iran War's Ripple Effect on UK and Global Economy
Catch my take at 18:10 on the impact of the Iran War on the UK, European and global economy #bbcnews
One Year Strong: GamesBeat Thrives Thanks to Community
Today is the one-year anniversary of when we spun GamesBeat out of VB as an independent company. We're in better shape with a strong team. I'm grateful for the work our team has done. It's exciting to see how far...
Use Public Listings for Growth, Not Just Exit
In this episode, Callum Laing breaks down a strategy most entrepreneurs completely overlook, how to use a public listing as a growth tool, not just an exit. Instead of chasing traditional IPOs, Calum reveals how his “constrained stock” model creates stability,...
US Flips From Trillion Promises to Billion Bailouts
Amazing how fast the US has swung from hyping the "trillions" it was going to get from the oil sheiks and Asia ... to talking about providing those same countries with billions in bailouts (swaps ... ) 1/ https://t.co/rAOp6Do3pc
Good Metrics? Push Back on Low Valuations
One of our founders successfully negotiated up a lowball valuation offer even though they were a bit hesitant to ask. If your metrics are good, do not be afraid to push back on valuation. VCs will work with founders of...
Sell by Diagnosing Pain, Not Asking Generic Questions
My close rate doubled once I stopped running discovery like an interview and started running it like a surgeon: - I stopped asking "what are your challenges?" and started asking "what does it cost you when that happens?" - I stopped covering...
Win in Saturated Markets with Better Offer, Marketing
I spent years trying to find 'unsaturated' products. Never found one. I made my first million selling a 'saturated' product with a better offer and better marketing. Stop looking for no competition. Start being better competition.
Oklahoma Bill Earmarks $7M for Thunder, yet Excludes Them
An Oklahoma sports betting bill under consideration would direct up to $7 million a year from sportsbooks to the NBA's Oklahoma City Thunder; The Thunder had been considered for a sports betting license in other bills, but are not eligible...
Rejection Isn't Personal: Selection Focuses Elsewhere
Would extend this to “You are aggressively socialized to read a rejection as being about you and attributes within your control. When you actually operate a selection process, 90% of thoughts will not be about the candidate. Few people reconcile...
Lead with Data, Insight, and Consistency
The fastest way to be seen as a leader? Bring data. Bring insights. Bring consistency. Sean Fitzpatrick on positioning marketing as a strategic partner. More insights 👉 https://t.co/IqPcreM0Mf @smithandjones1 @overit #HospitalMarketingLeaders #hcmktg https://t.co/pAklkMMqNR
China's Consumer Rebound Hinges on Three E‑commerce Giants
China's consumer rebound isn't a headline. It's a tape. Alibaba, JD, Pinduoduo: the three names that make or break the story. @KraneShares lays it out. https://t.co/87UdsGYIfb
US Travel Remains Strong; International Airlines Pose Biggest Threat
Two takeaways from this interview w/United’s Kirby: 1) the US economy is surprisingly strong & higher prices aren’t deterring travelers; 2) he views the big competition as international airlines, not domestic ones when considering potential acquisitions https://t.co/TbARpnEJzJ
U.S. Aims for Expanded China Agricultural Trade Deal
🇺🇸🇨🇳The U.S. will be seeking a wider agreement on agricultural trade purchases from China when Trump and Xi meet next month. https://t.co/eXKPiy2XZF
Warsh's Potential Fed Reforms Analyzed by Experts
Read this morning’s rundown from me and @samjsutton about reforms Warsh might make to the Fed: https://t.co/bBY0mNIO8y
Pricing Experiments Risk Reputation when Existing Customers Notice
That's the one thing I've always found complicated about running pricing experiments on any SaaS I've been involved with. If it escapes the top of the funnel and enters a broader conversation involving existing customers, it becomes almost a reputational...
A Decade of Distributed Systems: Cloud, Ethics, and Local‑First
How have the fundamentals of building large, distributed software systems changed the last decade? A conversation with Martin Kleppmann (author of Designing Data-Intensive Applications) - given that the second, updated edition of the book was just released. Timestamps: 00:00 Early career 05:46 Building...
Private Credit Emerges as Major Hidden Business Lender
Private credit is the bit of finance that’s not banks and not public bond markets, but is now big enough to matter for everyone else. Translation: a lot of business lending migrated somewhere less visible. https://t.co/J4tA5D8pq6
Trump’s False Price Promises Fuel Voter Anger, Zero Inflation Expectations
Fascinating Krugman Substack: https://t.co/6jRnFjpU3x 👉"So what explains the public’s anger? My hypothesis is that it has a lot to do with the fabulist promises Trump made during the 2024 campaign, when he asserted that grocery prices would come down “on Day...
Apple’s Leadership Shuffle Hints Craig F’s Uncertain Future
The only question is will Craig F stay, now that he lost the ceo sweepstakes,
Iran Conflict Expands Beyond Energy to All Sectors
The Iran war is no longer just an energy story - it's becoming an everything story.... https://t.co/TDBA7DATcU
Quality Signals, Not AI, Drive Indexing Drops.
All the slides + JC's coverage. Some good nuggets here -> Google Search Central Live Toronto Slides (April 2026) *Crawl vs. Index: “Crawled – Currently not indexed” is rarely a technical rendering issue; it’s usually a quality signal. Google may...
US ESF's Dollar Holdings Too Small for GCC Support
ESF isn't all that big -- And its liquid dollar assets are actually quite small Lines for all US allies in the GCC would be small v many countries existing reserves (let alone their SWFs) and would have to be funded out...
Discussing IP Rights in American Sports at Webinar
Looking forward to speaking at @ASIPI_ & @UNHLaw webinar tomorrow at 11 a.m. ET on IP rights in sports in the Americas. I'll be on a panel with fellow attorneys Zvi Rosen, Jose Antonio Arochi & Jean-Carlo Costa Gálvez....
Use Claude Code to Vet Startup Ideas Like VCs
Before you tie yourself to your startup idea, have a conversation with Claude Code about it. It is so good in evaluating business opportunities. If you want to look at your business from the lens of a VC, you can also...
Substack's New Translation Tools Boost Global Earnings
Starting with Notes and moving to Posts. Eager to see how this works... Will it be like Reddit or the way X does it? -> Substack adds translation tools, and says ~100K publishers earn on the platform, including ~30K outside...
Governance Is the Overlooked Barrier in Enterprise AI
I've been closely following agentic technology. What is the one thing that is holding back enterprises...but most vendors don't discuss? Governance. @GoogleCloud is addressing governance head on with Agent Identity, Agent Gateway and Agent Observability. #CIO #Cloud #AI #GoogleCloudNext
Oklahoma Senate to Vote on Tribal Sports Betting Bill
OKLAHOMA SPORTS BETTING: - Senate scheduled to vote today on bill permitting betting on tribal lands, give tribes regulatory authority - Bill has the backing of FanDuel - Legislation has already passed the House - Gov. Stitt has opposed bill, prefers more license...
U.S. Government Takes Top Spot in Spirit's Debt Hierarchy
US govt would sit at the top of Spirit’s creaky capital stack. Creditors are not going to be happy. Also likely unhappy is Transportation Sec. Duffy, who called Spirit “good money after bad” https://t.co/Ittbdkn6L1
Google Cloud Unveils Vision for a Unified Stack
One of the underlying messages customers need to take away from the event is how @GoogleCloud is thinking about the unified stack...and why. More to come on this. #CIO #Cloud #AI #GoogleCloudNext https://t.co/siTmrl9KxZ
A24 Taps YouTube Creators, Reshaping Film Audiences
It's interesting that A24 is not-so-quietly recruiting filmmakers like Kane Parsons, Curry Barker, the Philippou brothers, Ian Tuason -- all guys who created viral content prior to their big-screen debuts. The next generation of filmmakers will already come with their...
Cash Surges in 2025, Boosting Fed Balance Sheet
𝐂𝐚𝐬𝐡 𝐢𝐬 𝐝𝐞𝐚𝐝. 𝐋𝐨𝐧𝐠 𝐥𝐢𝐯𝐞 𝐜𝐚𝐬𝐡. The @NewYorkFed's SOMA annual report shows currency growth accelerated in 2025! This is a bit surprising given the digital age, but it bodes well for the Fed's balance sheet and operating income. (1/7) https://t.co/jvk7p0srbM
Master Market Sizing: Essential Guide for Startups
📚2048 Ventures Blog Post: Everything You Need to Know About Market Sizing https://t.co/PLutwGMQGm @2048vc // #startuphacks // #VC
MCCK’s Undervaluation Proved Right, Shares Jump to $71
Wrote this about $MCCK last July: "Mestek reported their Q1 results last week. Cash, and investments were $280 million as of March 31 which equates to $37/share. Shares currently trade at $43.00/share and Mestek has just $8mm of debt. Wild. I obviously...
Housing Leading Indicators Return to Positive Growth
With the MBA data this morning, all of my three favorite housing leading indicators have flipped back to positive YoY growth after war-related declines at the end of March. Will it hold? https://t.co/nPUuWGhIrg
Do You Really Want Post‑interview
HR people and Recruiters - do you really want candidates to email you questions and follow-ups after the interview?
Eight Key Elements That Set Your Brand Apart
8 Elements that Differentiate Your Business and Make it Stand Out https://t.co/CRssUU8kcE #brand #purpose #experience https://t.co/PSdgZqbfHL
Schedule Tasks, Turn Intentions Into Completed Actions
Be honest… how many things on your to-do list never happen? Because you didn’t decide when. That’s where most people get stuck. They collect. They organise. But they never actually do. The COD Method fixes that gap. It turns “I should do this” into “I did it.” Start...
Leaders Must Master LLMs, PR, Social or Fail
A Head of Search was asked about the future of search, social’s role in AEO, and LLMs’ impact on buyers. “I’m going to have to pass on this one.” If leadership can’t answer where growth is coming from, that’s a red flag. Modern...
Bootstrapped Success: Wealth Doesn't Alter Perspective
Last week I asked a founder who just sold his 8-figure company what it felt like when the wire hit. He started it in 2014 and bootstrapped it to $30M ARR before selling in 2025. This is what he told me about...
Global Institutions Pivot to Interventionist Economic Policies
What a world... The IEA is now an energy transition shop. The World Bank now embraces industrial policy for development. Next you're gonna tell me the IMF now supports total capital controls...
Simplicity Wins: Prioritize, Focus, and Scale Down
The most effective systems are often the simplest. Pick a few priorities, focus on one thing at a time, and when something feels like too much, make it smaller. #productivity #focus #startsmall #getthingsdone #simplicity https://t.co/ZbpunFY432
Watch All Markets Simultaneously for Edge
Risk-on: equities up, credit tight, EM leads, dollar weak. Risk-off: Treasuries rally, gold bid, yen strengthens, defensives lead. Most investors watch one market. The edge is watching all of them simultaneously. Divergence is the warning. $TLT $GLD $EEM https://t.co/wrXRW1Rzy6
China’s Real Challenge: Weak Domestic Consumption, Not US Asset Harvest
Agree it's an interesting paper, but largely because it is based on a false premise. China's core strategic challenge is NOT "how to 'harvest' US relinquishing assets." China's core strategic challenge is how to address inadequate (and falling) domestic consumption...
Supermarkets May Undercut Milk Prices to Boost Footfall, Hurting Farmers
It is perfectly possible - I have no evidence - that supermarkets chose to sell milk at below cost because people ran out of it, requiring a trip to the supermarket. Footfall driver, in other words, but a bugger for...
Excited to Showcase CreatorWizard on Google Workspace at Cloud Next
Soooo stoked to hosted by @GoogleWorkspace at #GoogleCloudNext for the next few days 🤩 I run my entire business @creatorwizard on Google Workspace with Gemini so can't wait to see the new featuresssss https://t.co/kz8nv7QtV1
Proactive Service Agreements Prevent $20k Disputes
I’m bringing my friend Matt Sherlock into the Make More Money program this Friday. And I mean friend for real. We’ve known each other since middle school. We take photography trips together every year. He’s also been my lawyer for the...
Three-Stage Positioning Drives Successful Business Sales
One of the most important aspects of selling a business is appropriate positioning. For most companies, the surface-level operational metrics don't tell the complete story of company performance or opportunity. Positioning a business at various stages in a company's lifetime...
Market Always Finds Fault in Fed Transparency, Past or Present
The market will go back to criticizing the Fed for lack of transparency the way it used to before the Fed ramped up its transparency. The only constant is that the market is always find something to complain about in...