Build a Deal Flow Engine for Successful Acquisitions
When acquiring a business, building a deal flow engine is key. Here are three things I've learned about building a deal flow engine:
Greece Upgraded to MSCI Developed Market Status
Greece has been promoted to a developed market by MSCI, no longer emerging, in the big leagues now. Congrats to @psarofagis as well as John Stamos. https://t.co/BE1V9ht86u
Even Top-Performing Oracle Employees Still Face Layoffs
Some of those Oracle employees hit every deadline, got strong performance reviews, and did “everything right." Still gone.
Rising Input Costs Challenge Inflation and Growth
Soooo are higher input costs a concern as an inflation or growth hit? Hard to keep up...
Consolidate AI Experiments, Focus on High‑value
RT If you're serious about AI in 2026, start killing or consolidating scattered experiments and back a smaller set of high-value use cases with clear ownership, metrics, and governance. Less chaos, more compounding value. #CIO #AI @Star_CIO https://t.co/VtuS5rQ0ZG
Trump and Hegseth’s Unprecedented Rhetoric Harms US Diplomatic Standing
The langauge that Trump and Hegseth use is unprecedented. How they think any sort of diplomatic relationship can be made this way is a mystery. The damage they are causing to the US’ reputation is incredible
Fox's Red Seat Launches Ultra‑wealthy Live‑event Membership
Scoop: Fox Corp's Red Seat Ventures is building a premium membership for the ultra-wealthy centered around live events — Eyeing concierge services, VIP access, the works — Could be synergies with Fox Sports More in @axios https://t.co/0GyAdBFPsM
Design Your Business, Then Let It Build Itself
Architects don't build the building themselves. They design it. Then hand off the work so it’s built whether they’re available or not. Are you the architect of your business?
Rising Energy Costs Outperform Tariffs in Reducing Trade Deficit
Higher energy prices will do far more to balance the trade deficit than tariffs could ever dream of.
Five Strategies for Leaders to Combat Healthcare Burnout
Five ways future health care leaders can tackle burnout in the workforce https://t.co/Fxd56CgOJE via @medical_xpress #burnout #MedTwitter #health #Wellbeing #healthcare
Advocating for Team Growth Fuels My Biotech Fulfillment
Managing people in biotech has been such a rewarding experience, but mostly taught me how much I value advocating for the people I manage. I love helping folks realize their potential and its been such wildly fulfilling watching my munchkins...
Trump Claims Leaving Iran Will Lower Gas Prices
Asked how he'll bring down gas prices, President Trump says: "All I have to do is leave Iran, & we'll be doing that very soon." Trump also just reiterated his view that securing passage through the Strait of Hormuz is a...
Silent Until Final Review, Then Last‑minute Objections
We all know this specific type of toxic coworker. They stay completely silent during weeks of project planning and nod along during all the check-ins. Then the final review arrives. Suddenly, they decide to voice major objections they have been holding...
My Network Is Open to Black Job Seekers
Black people looking for work, I want you to know my network is open to you.
Hormuz Closure Could Push Oil to $300 Barrel
If Hormuz remains close the price of oil and refined products could rise to $200, $250, $300 per barrel or any number.
Latam’s Pivotal Growth Cycle Outshines US Stocks
Ask yourself… What would you rather own at this juncture: Latin America or US stocks? Latam is entering one of the most important cycles in its history, in my view. I couldn’t be more excited to be deeply involved as an investor...
Seeking Specifics on Balance of Payments Support
@adam_tooze what do you have in mind specifically with respect to balance of payment support?
Voltair Deploys Global Drone Network for Earth Monitoring
Voltair Launches a Global #Drone Network for Infrastructure and Earth Monitoring by @ycombinator #Innovation #TechForGood #EmergingTech #Technology #Tech https://t.co/ueS5Ot5HSW
Pichai: AI Central to Google, Not a Moonshot
this was such a riveting read. If you're a Google shareholder, nobody came across better than Sundar Pichai in this entire saga. The fact that so many of them wanted Pichai to resign is a good reminder how clueless outsiders...
Twistartups Ads Sell Out 15 Years, Proven Value
There's a reason why the advertising on @twistartups has been sold out for 15 years straight and 2,200+ episodes -- it works (and we price it slightly under market to create long-term partnerships) Thanks @trustvanta for the long-term support 🥰...
Nvidia's Marvell Stake Hides Deeper Strategic Value
Nvidia’s investment in Marvell could be a lot more interesting than it looks. $NVDA $MRVL https://t.co/4t8pd9Sl2W
Adjusted GDP Shows US Economy Moderately Slowing in 2025
Real economists repeatedly cautioned that, bc of tariffs & DOGE (& later the shutdown), topline GDP figures could be distorted due to swings in trade flows & govt activity. So, they recommended excluding those things, and it shows a modestly...
Kevin Durant's Whoop Stake Grew 81‑fold Since 2017
81X 👀 Kevin Durant Whoop Valuation Up 81x Since His 2017 Investment https://t.co/olA2QmD9bf via @sportico @kbadenhausen
15 Essential Speaking Lessons From MIT’s Patrick Winston
MIT professor Patrick Winston delivers a masterclass on “how to speak” - 15 lessons https://t.co/KKfLMl8PZ6
Scale Mindset Beats Headcount for Customer‑Centric Growth
Why Customer-Centric Companies Need a Scale Mindset, Not a Headcount Habit https://t.co/02dbHJR5lH Learn why leverage, not labor, is becoming the new model for scalable #customercentricity, replacing traditional "high-touch" high-labor model. #mindset @castdotapp https://t.co/kGh8qDJ6Pv
No Change Management = Project Failure and Employee Resistance
A complete lack of change management doomed this project. Generic emails and training aren't enough. Without stakeholder engagement and tailored support, employees were unprepared and confused, leading to resistance. #ChangeManagement #ProjectFailure https://t.co/1iL9DIm3O5
Trading Fixed Dollars for Insight Yields Millions
This is very useful. We've acquired several businesses at WP Engine, and I've invested in ~60, and this is _always_ a challenge. Being able to trade fixed dollars for that insight is worth millions.
ARC Raiders Head Joins Nexon, Promises Cheaper Game Development
ARC Raiders leader is now chairman of Nexon. Says there is a path to better game development and lower costs. https://t.co/Xobt1OmrGk
UK Faces Fuel Shortage Amid US‑Israel/Iran Energy Crisis
Prices at the pump? UK running out of fuel? What should the government and the public do in the face of the US-Israel/Iran energy crisis? https://t.co/dVMIfX1kI1 via @Channel4News with @mattfrei
Immigration Barely Drives U.S. Labor Productivity Gains
"In this blog post, we ask how much of the evolution in average U.S. labor productivity...can be attributed to changes in the composition of the workforce, with a particular focus on immigration. The short answer: very little." https://t.co/89nFQJzJXe https://t.co/UNZGnsrUqE
Basra‑Aqaba Pipeline Would Pay for Itself in Months
1 million bpd Basra-Aqaba pipeline costing $9 billion would have paid for itself in 3 months in the current crisis. And given Baghdad some resilience against closure of the Strait. Exactly why the Iran-aligned parties blocked it over nonsense arguments about...
AI Agents Revolutionize Recruiting and Job Hunting
Brainfood Live On Air - Ep370 - AI Sourcing Agents & AI Job Search Agents - Archer Live Demo https://t.co/Wg3fA5TCZV
Connecting Japanese Founders with Silicon Valley Opportunities
there are some really cool founders visiting SF from Japan to build their startups did my part this morning helping bridge US/Japan :)
Flat‑fee Model Could Disrupt Amazon’s Marketplace Dominance
The empower ride app (regulatory qs aside) is interesting for platform power Qs as it has a flat fee model for drivers. Could imagine the same thing for a marketplace app that would challenge Amazon marketplace
Digital Upgrades on Broken Cores Guarantee Failure, Not Transformation
many banks are building sleek digital experiences on top of broken core systems. That’s a recipe for failure, not transformation. Watch the full episode now: https://t.co/BQNDlxuwMR https://t.co/zpEHfYUGzi
Serial Entrepreneurs Build $400M+ Empires with Grit
This is a Hampton Core group (based in LA). - One co-founded a K-beauty brand, ran it for 12 years, and exited at around $200M while the brand was valued closer to $600M. - Another quit her job as the on-set lawyer...
Japan, France Eye Rare‑earth Pact, but Production Needed
Japan, France mull rare earths deal to cut China reliance A deal won't cut anything, only actual production of qualified materials and end products like magnets, at cost and scale.... https://t.co/IQ6N5twHWN
Equip SDRs with Competitor Combat Cards to Stay Ahead
Founders: Your SDRs should prep combat cards for your top 3 competitors: - Their pricing model - Feature gaps vs. you - Common objection handling Knowing the competition's playbook lets you get ahead of it.
Four‑Week Hormuz Closure Halts Critical Petrochemical Shipments
I can’t believe the Strait of Hormuz has been closed for four weeks. It seems like so much longer than that. Scarcely do I remember the last time petrochemicals, urea, helium and other fundamental components could safely transit to key...
Instant Business Health Check in One Red‑Green Dashboard
This dashboard tells you if your business is healthy in 5 seconds. No digging required. I kept hearing the same question from CEOs. "Are we doing okay or not?" Simple question. Never a simple answer. "Well, revenue is up, but margins are down,...
Prioritize 80% Impact, 20% Effort, Choose Right Features
ICYMI: Remastered classic article: Often we can and should accept 80% of the benefit if it means 20% of the effort. Customers generally prefer the right features over more features. But sometimes… sometimes we should just do what we think is cool… https://t.co/zeRESifPJs
Trump’s Illegal Tariffs Bankrupt Firms, Block Billions in Refunds
Infuriating @wsj piece on the total cluster Trump's illegal "emergency" tariffs (& resistance to easy/automatic refunds) have created for US companies owed billions of ill-gotten dollars. Some face bankruptcy; others are giving up on refunds entirely. Theft, plain & simple.
European Expat
I live in the center of Europe. I consider myself a European. But I spent 18 years of my life in US and my wife and children are all American citizens. I am ashamed of how Europe has behaved with regard...
OpenAI Secures $122B, Sets Record Funding Round
OpenAI completed the largest funding round in Silicon Valley history, raising $122 billion ahead of a blockbuster IPO expected by the end of the year https://t.co/jq6mF0qHvN via @WSJ
Hire Outsiders to Spark Breakthrough Innovation
I met one of the cofounders of @neuralink last week at @hf0 (he's now building a new way to get cargo from China to USA a lot cheaper via autonomous dirigibles like the Goodyear Blimp, but designed and manufactured all...
Know Your Values, Simplify Every Decision
Values-Based Decision Making - CX Journey™ https://t.co/6XmzAwQIfX It’s not hard to make decisions when you know what your values are. ~ Roy Disney #corevalues #decisionmaking https://t.co/APqnvIzVvg
Equities Drop 10% Amid Oil Shock Uncertainty
Equities have been following the “oil shock” script for now, with the major global averages down around 10%. From here, things will depend on whether this turns out to be a quick 1990 Gulf War spike or a longer shock...
Fix Small Email Mistakes to Stop Spam
Your email isn't going to spam because of a single thing. It's a combination of small mistakes that are easy to fix once you know what they are. I built a free tool that shows you exactly what to fix. All you...
Foreign Central Banks Dump US Treasuries Amid Iran Conflict
"Foreign central banks sell US Treasuries in wake of Iran war" https://t.co/B4oQiLaXmS "Foreign central banks are selling US bonds at a time when the Treasury market is already under pressure as traders worry that the Middle East conflict could drive...
VCs Vastly Underestimate Generational Unicorns Like Shopify
In Bessemer's original Shopify memo, the BEST case exit was $400 million. Shopify is worth $155 BILLION today. No VC model survives contact with a generational company. I imagine we will see this to an even greater extent over the next 5...