First Quadruple-Layered SPV Closed in 12 Hours
Humbled to announce we have closed the world’s first ever quadruple layered SPV to participate in this round. We thank our LP’s for their quick turnaround on the 12-hour process, and we are excited to lend our expertise to the OpenAI team and start adding value for the company.
Trump’s Coffee Tariff Inflates U.S. Prices Like a Sales Tax
Thank Trump's 40% tariff on Brazilian coffee for the outrageous price you’re paying for your morning brew. TRUMP’S TARIFFS = A SALES TAX ON AMERICANS. https://t.co/o9JpKTsjDV
AI Connector Could Have Revolutionized Pre‑Oracle NetSuite
I Used NetSuite Before Oracle Bought It. The New AI Connector Service Would Have Changed Everything. https://t.co/MvmEO5k2KP
Retail Boom Boosts OpenAI, SpaceX Amid M&A Surge
Today's newsletter: Retail revival for OpenAI and SpaceX, killer ships, and nearly a record Q1 for global M&A https://t.co/M0tmyoONui
Cut the 80%: Automate, Outsource, Stay Productive
1. 80/20 your business. Delete the 80. 2. Automate and outsource as much as possible 3. Honestly thats it I don't even need 3. Maybe resist the accidental creep back to "busy > productive" gabbybeckford.com/coaching I love helping individuals figure this out
BofA Sees Near‑4% PCE, Higher Prices Through 2027
BofA on inflation outlook: "Headline PCE is now expected to surge ... close to 4% this quarter. ... we now project price levels at the end of next year to be 50bp above our prior forecast ... i)higher food inflation...
Supply‑chain Disruptions Are only Now Fueling Inflation
…and the inflation from global supply chain breakdowns that have already begun have likely only just begun being reflected. 😳
Clear Numbers Drive Double Revenue and Confident Hiring
@happygirlmarketingco came to me not seeing her numbers clearly. One year later: revenue up 101%. She hired 2 employees with confidence. Started paying herself consistently. Said budgeting finally gave her peace. That's not luck. That's what happens when strategy meets...
Adapt Leadership to Culture, Not One-Size-Fits-All
Enterprises operate across several cultures. Each has its own purpose, cadence, and success criteria. Each calls for a different style of leadership. Treat them as interchangeable, and confusion follows. A more effective move is to identify which culture you are...
Four Key Signals Reveal True State of Oil Markets
This is a great read about how to think about what's happening with oil and Hormuz - and ultimately with the world economy. The headlines are all over the place, but these 4 signals can tell you what's really happening.
SpaceX Retail Allocation Could Total $22.5 Billion
Giant brain cramp in nl this am. If SpaceX gives a 30% allocation to retail investors, that could work out to around $22.5 billion. Apologies for error.
US May Waive Iran Sanctions to Enable Hormuz Toll Payments
Iran is still heavily sanctioned by the US, which complicates the payment of any tolls for passage through the Strait of Hormuz, both today or in a future where Tehran maintains some control of the Strait Wouldn't be surprised to see...
Supply Chain Faces Talent Shortage, Workforce Evolution
Listen to the Does Logistics Matter? Podcast wherever you get your podcast. In episode 55, Martijn talks to Industry expert Bart de Muynck and Supply Chain Professor Jan de Kimpe about the talent shortage and the evolution of the workforce. #supplychain #talent...
Crocs Paid Half Its Market Cap for Tiny HeyDude Sales
Last year, the Crocs brand sold ~129 million pairs of shoes - or nearly 6x greater than the ~22 million pairs that were sold under the HeyDude brand. In early 2022, Crocs paid ~$2.5 billion for HeyDude. The company's market cap is...
Execution Gaps Spell Failure without Leadership Development
“Any manager/leader who can’t put stuff into action, is uninspiring, a poor communicator, or lacks the bottle to deal with issues effectively is likely to fail. Unless they get robust #leadershipdevelopment support, that is.” 🔍 https://t.co/ysdPb3UXGz #leadership #management https://t.co/IUXhbat36F
Cost per New Customer Reveals Winning Creative
> open Meta Ads Manager > go to your active campaigns > pull the breakdown by creative > if you're tracking new vs. returning customers, filter for new customer conversions only > sort by cost per result > that number...
Commodities Up 21% YoY in May, Rising Since 2020
at your Easter dinner this weekend, when they tell you that commodities have been surging because of the Iran war, just tell'em they're wrong and commodities have been rising since 2020... in fact, May '24, they reached an unusually quick...
Bridge the Gap Between Strategy and Execution
You have a strategy. You have goals. You may even have OKRs. …and there’s still a gap between what you plan and what actually happens. A Kirkus reviewer called that gap “a fatal distance between aspiration and accomplishment” — and said the...
Mortgage Refinance Demand Drops over 40% in a Month
Weekly #mortgage refinance demand is down more than 40% in the past month https://t.co/KBjl0aRgH6 @MBAMortgage @mortgagenewsmnd #interestrates #economy
Salient Prices Like Eggs Drive Inflation Expectations
.@johnarnold it is not only tone deaf, it ignores the important academic work on “salient prices.” People attach more meaning to things they buy frequently. Take eggs, less than 1% of the consumer basket, big impact on inflation expectations. Gas...
AI Enables Solo Founders to Build Fast, Cheap
I've watched hundreds of founders quit their jobs too early and go broke. They all made the same mistake… no systems. AI makes that inexcusable. Now you can build in 4 weeks what used to take a team of 5 people and...
Recruiters Reject Resumes Based on Buzzword Count
Recruiters trying to figure out if your resume has the optimized amount of buzzwords before automatically rejecting your resume
Unprecedented Job Losses Exceed Great Recession Streak
"We've never seen anything like this…even during the Great Recession the most we had seen was 11 consecutive. It's not NO jobs created in 2025. Jobs were DESTROYED." https://t.co/TEyHYMKiKA #federalreserve #powell #dimartinobooth #economy https://t.co/7AjP28JOhM
Ask Questions, Don’t Answer Objections Immediately
The worst way to handle objections: Answer them immediately. Data from 1M+ sales calls shows: Top sellers respond to objections with QUESTIONS 54% of the time. Weak sellers only do it 31% of the time. Instead of answering, clarify: "Tell me more about your concern." Objections are...
Structured Founder Interviews And
Treating LinkedIn like a blog dumping ground? That’s why you’re getting crickets. Clarify flipped the playbook: • 30-min weekly founder interviews • AI-assisted content assembly • POV-driven posts based on real data Engagement skyrocketed. So did qualified leads. https://t.co/QCFIQkX8hv
Early Bets on Founders Still Paying Off
this is why i invested in as many gundo founders i could a few years back. and most are still just getting started
Netflix Recruits YouTube Stars to Defend TV Dominance
Netflix’s YouTube opportunity, part 2 But given that the television is now the dominant viewing surface for YouTube in the United States, Netflix has good reason to want to recruit talent like Ms. Rachel and now Danny Go! from the...
Radical Openness Fuels Faster Learning Through Honest Feedback
Radical open-mindedness and radical transparency are invaluable for rapid learning and effective change. Learning is the product of a continuous real-time feedback loop in which we make decisions, see their outcomes, and improve our understanding of reality as a result....
Iran Rejects Trump's Claim, Strait of Hormuz Stays Closed
Iranian Republic Media: The Strait of Hormuz will not open based on Trump's absurd claims: Bloomberg
USDA's Power Amplified Amid Emerging Global Food Crisis
The USDA is one of the most powerful institutions affecting domestic and global food supplies. Especially given the global food and commodity crisis that’s emerging… Perhaps not the best time for crass porn puns
Leader Shifts Focus From Fixing to Inspiring Growth
“I’m so tired, and I know you are too, of talking about fixing this business,” Hill said in an all-hands meeting Tuesday. “I want to move to inspiring and driving growth and having fun.” https://t.co/3lb3YzmTiH
Replace Inflated OTE with Real Median Earnings Data
Everyone loves a $350K+ OTE… until they realize it’s mostly fiction. I’ve spent the last year mulling on a solution. No April Fools joke here. I'm dead serious. Here's the dirty secret with OTE (on track earnings) assumes you hit 100% of...
Start with the Problem, Then Let AI Refine Your Draft
Top Actionable AI Tips For Marketers [PDF Cheatsheet]: Rule #0: Start with the PROBLEM, not the tech. If you can't name the task in one sentence, you aren't ready yet. 1. Examples beat perfect prompts. Every time. The #1 research-backed tip is "few-shot learning":...
Hire an Advisor to Cold‑email VCs for Funding
The best way to raise a round is to hire an advisor to cold email VCs
Entrepreneurship Remains the Most AI‑Proof Job
The most AI proof job in the world is entrepreneurship Use it to make products and services. Build more companies. On Shopify or otherwise.
Long Forms Drive 27% Abandonment; FormShift Solves
I spent today researching which industries have the longest forms. Healthcare patient intake: 15-30+ fields Insurance applications: 20-40+ fields Mortgage apps: 30-50+ fields 27% of users abandon forms because they're too long. This is exactly what I'm building FormShift to fix.
Post‑crisis: Labor Market Still Harsher for Low‑skill Workers
The crisis is over. Can we go back to understanding the labor market as generally worse for less educated workers now?
Podcast Deep Dive: Market Outlook on Gold, Rates, Tech
We were overdue for a "What Are We Doing" @OnTheTapePod episode. @Seawolfcap & @VD718 join me and we discuss our thoughts on the markets, including $GLD $FNMA $XLE $GOOG #RATES #USDEBT #FED & more. We are spending more time over on...
Iran Conflict Scenarios Push Oil Prices Above Pre‑War Levels
My rough Iran War scenario probabilities over the next month are: 🌮 40% unilateral TACO, Iran maintains some hybrid control of Strait 🪖 30% boots on the ground, strait stays blocked, spiked risk of more upstream attacks, global economy withers 🤷🏻♂️...
Oil Shocks Fade; Markets Typically Rebound Within Months
Military conflicts and oil shocks are nothing new. We’ve been through this many times. Yes, they create uncertainty and shake things up, but historically oil has come back down within a few months, and stocks often start moving higher not...
Stand Up: Protect Artists From AI Job Replacement
Either we accept this as a society, and set a precedent for allowing virtually all jobs to be replaced with almost no compensation. Or we speak up now. For artists. For writers. For musicians. For everybody.
Kite Lake Secures $700M, Signaling Hedge Fund Appetite
𝐓𝐇𝐈𝐒 𝐈𝐒 𝐍𝐎𝐓 𝐀 𝐉𝐎𝐊𝐄! Kite Lake raised $700 million in new cash, signaling improving appetite for hedge funds. The event-driven trading specialist reopened for a day to take in the money and closed it to further capital again. https://t.co/8wIkR828BM
Household Wealth-to-Income Ratios Near Historic Peaks Globally
Household net worth as a share of income stands close to all time highs in the US, Japan and Australia --Goldman https://t.co/lb65bEX2Ii
US Imports Return to Pre‑Election Levels Despite Front‑Running Effects
I think Marvin (@ThematicMarkets) is reasoning too much from accounting identities here -- and still not adjusting enough for the enormous impact front running had on all US external variables in 2025. Let's start with imports -- they are basically back...
Choose Rooms that Accelerate Growth, Not Limit It
The room you’re in is either accelerating your growth or capping it. In this episode, we cover: ✔️The two types of rooms every founder needs ✔️Why success starts to feel normal when you’re around people doing bigger things ✔️How to add value even...
Trump Threatens NATO Exit as Iran War Looms
Trump Says U.S. May Exit Iran War Soon and Threatens to Quit NATO, as Oil Crisis Escalates. A global economic mess ahead? Is Putin smiling if US leaves NATO? https://t.co/wbm30dgf7R
Iran’s New Leader, Same Regime, Strait Reopens
Probably not important bc who sweats the details in war or diplomacy... but Iran's current president, Masoud Pezeshkian, assumed office in July 2024. New Supreme Leader, same president (and regime) as before. Also this morning we appear focused on the Strait reopening...
Panama-Flagged Vessels Lead China Detentions, Possible Retaliation
Panama-Flagged Ships Dominate China Detentions in Sudden March Spike. A coinkydink? Or China payback for the Panama supreme court stopping CK Hutchinson terminal acquisitions in Panama? https://t.co/M5mCoJi0jn
Korea Posts $25B March Trade Surplus on Chip Boom
Crazy March trade surplus for Korea ($25b a month, $300b annualized) Strong chip exports continued. And presumably a bunch of expected tankers didn't arrive so fuel demand was met out of inventory 1/2 https://t.co/NGcasg9i4v
Fed President Signals Rate Hold, Open to Adjustments
St. Louis Fed President Alberto Musalem: “I expect the current setting of the policy rate will remain appropriate for some time.” "I could support additional easing if a greater risk of a weakening labor market becomes apparent, provided inflation and inflation...