CFP May Need Multiple Network Bidders for New Games
In order for the 12 new games to generate enough TV $$$ to offset the loss of the champ games, the CFP might need multiple bidders - so Fox *and* NBC or CBS - even though it’s not premier inventory (9v24, 10v 23 etc)
Fed Holds Easing Bias Amid Razor‑Thin Vote, Yields Drop
The Fed kept its easing bias in April, but the vote was razor-thin. Three members formally dissented, and many others wanted it gone. Meanwhile, bond yields are falling. 🔒 Members-Only https://t.co/AZ6OQxesU6
Axel Springer Ousts Business Insider CEO Barbara Peng
New in @statusnews: Senior executives at Business Insider parentco Axel Springer started to sour on chief executive Barbara Peng last summer. On Wednesday, her time leading the digital outlet ran out.
YouTube Creators Disrupt Cannes, Self‑Distribute Future Films
.@youtubecreators at @cannes Film Festival and beyond are changing the film industry as we know it, self-distributing their work and bringing the next generation along with them.
ROIC's Denominator: Net Assets vs Financing Mix
Michael Mauboussin on the 2 ways to calculate ROIC "You can think of invested capital, the denominator of the ROIC calculation, in two ways that are equivalent. The first is the net assets a company needs to generate NOPAT. The second...
Managers Struggle with Gen Z, but Must Adapt
3 out of 4 managers say Gen Z is the hardest generation to lead. Even more alarming: • 30% have fired a Gen Z employee within the first month • 30% avoid hiring them altogether But Gen Z is the future workforce. Avoiding them...
US‑Israel Conflict Threatens Iran’s Oil Market Stability
Fabulous work explaining the oil consequences of the US/Israel War on Iran here — featuring @eurasiagroup colleague @gregbrew24. https://x.com/Phil_Mattingly/status/2057127031020695987/video/1
Hire Cross‑functional Fluency or Pay the Cost
Stop hiring 'strategic' Heads of People who can't read a P&L. Stop hiring 'analytical' GCs who've never sat through a sales call. Stop hiring 'visionary' COOs who've never been on the floor. Cross-functional fluency isn't optional. Hire for it or pay for the...
Powell’s Eight-Year Fed Tenure: Inflation Shocks and Independence Fight
From the FT article, “Inside Jay Powell’s turbulent eight years leading the Fed: Central bank chair’s tenure was marked by inflation shocks and his battle to protect the institution’s independence.” #economy #inflation #markets
SpaceX S‑1 Files at 107× Revenue, S&P’s Costliest Stock
SpaceX S-1 has been filed LTM revenue of $18.7 billion with a 33.2% growth rate EBIT loss of -$2.6 billion Net loss of -$5 billion At a $2 trillion valuation, will be trading at a 107x LTM revenue multiple If added to the S&P 500,...
Brazil's Money Supply Outpaces Golden Growth, Fuels Inflation
#BrazilWatch🇧🇷: Brazil's CPI accelerated to 4.4%/yr in April. Brazil’s M4 is growing at 10.8%/yr. That is ABOVE Hanke’s Golden Growth Rate of 7.1%/yr, a rate consistent with hitting its 3.0%/yr inflation target. INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/fXT7WuR6yE
Future: 70% Software Interactions Will Be UI‑Free
By 2027, 70% of software interactions will have no UI at all. That number stopped me when I first heard it. But the more I think about it, the more I believe it's directionally right. Salesforce just announced Headless 360. The whole...
Niche Focus and Consistent Podcasting Drive $130K Revenue
Marketing Funnel Breakdown: Kendra Wright of Rebel Media Agency details how a retirement podcast (Jesse Cramer) generated 5☝️3 prospects and $130,000 in recurring revenue in 12 months https://t.co/AxVEwsowyF ❌ What Wasn't Working: -His ideal client type was fragmented -There was also no clear...
Inflation Stays Above 2% Target for 62 Months
This is an all-time great line from today's FOMC minutes. Can someone please remind the Fed that inflation has been above their 2% target for...62 straight months.
China Boosts Wheat Imports as Pork Imports Plunge
🇨🇳China's grain imports in the first four months of 2026 were up from the same period last year, especially in wheat. Meanwhile, pork imports fell 30% amid strong domestic output. Soybean imports were up 8% year-on-year but below the period's 5-year...
From AI Assistants to Closed-Loop Revenue Engines
The AI-native marketing team has 4 levels: LEVEL 1: AI assistant You → ChatGPT / Claude This is where most teams start. They use AI for drafts, summaries, research, email, and meeting notes. Useful, but still person-by-person. ---- LEVEL 2: role-tuned agents Content agent SEO agent...
Finance Leaders Deploy Structured, Repeatable AI Workflows
Just held a live webinar today with Maxio on the AI trap for finance. Despite what socials want you to think about AI use in finance, here's how finance leaders are using AI today. How do I know this? I...
Closing Is Overrated; Ask Right Questions, Let Buyers Decide
"Always be closing" is the most damaging piece of advice ever taught to salespeople at scale. It produced a generation of reps who pushed buyers toward a decision before the buyer was ready, which trained buyers to expect pressure and build...
Inflation Stays Above 2%, Validating Fed’s Firming Warning
Worth juxtaposing the latest Fed minutes with the subsequent inflation data Fed: “A majority of participants highlighted… that some policy firming would likely become appropriate if inflation were to continue to run persistently above 2%” Inflation data: https://t.co/d3UCcBz0os
Fed Members Lean Toward Tightening as Inflation Stays Above 2%
Fed minutes: “A majority of participants highlighted…that some policy firming would likely become appropriate if inflation were to continue to run persistently above 2%." "Many" indicated a preference for ditching the easing bias.
Slow Growth Squeezes Early Investors; Prioritize Revenue From Seed
When startups don’t grow quickly enough, early investors are squeezed. Later rounds dilute all shareholders (investors, founders, employees), and this is especially painful when the round is flat or down. It's one reason we're so focused on revenue +...
Tech Firms Axe Managers in AI-Driven Purge
‘I didn’t want to be the guinea pig’ : inside tech’s #AI-fueled manager purge by Danielle Abril @guardian Learn more: https://t.co/o8h3d6QKlY #ArtificialIntelligence #FutureOfWork #EmergingTech #Technology #Tech https://t.co/l1fQ7xi8S3
Four Simple LinkedIn Steps Yield $200K/Month
The simplest LinkedIn strategy I've ever seen is also one of the most profitable. @Laraacostar hit $200K/month with just LinkedIn. She did these 4 things consistently, every single week. 1. Education content (positioning) Two specific breakdowns Two broad business tips...
2000‑Shareholder Rule Fuels SPV Boom and Syndication
One big reason for the SPV boom is the 2000 shareholder rule. If you did look-thru on SpaceX SPVs, for example, there's no way it doesn't breach the limit. If a startup is raising $300-$1b from a "VC fund," it's lying...
Avoid These 11 Founder Traits That Doom Startups
📚2048 Ventures Blog Post: 11 Worst Founder Traits That Lead To Failure https://t.co/Wrd1OWCx1d @2048vc // #startuphacks // #VC
Artists Get Distribution, Focus on Their Craft
The best art in the world means nothing if nobody sees it. @CloutedHQ is solving the part every artist hates. Distribution done for you so you can actually focus on the craft. This is the shift.
Engage Multiple Buyers to Capture Higher Valuations
Even though all buyers in an M&A or capital raise process are working off the same data, you'd be surprised by how much valuation varies from one buyer to the next. Because each buyer/investor has a unique investment thesis they're...
Chart Reveals Why We Sold Morning Brew
When people ask me why we sold Morning Brew, I just show them this chart. https://t.co/5nAG69JXoS
X Launches AI-Powered Creator Connect to Pair Brands with Creators
X announced Creator Connect, a new tool that uses AI to match creators and brands for campaigns based on objectives. Details are limited, but the platform formerly known as Twitter is following the lead of nearly every major social media...
Global Slowdown, Sticky Inflation Push Short US Treasuries
Macro: global growth slows; central banks pivot. Key factors: easing PMIs, sticky core inflation, USD strength. Risks: recession, policy missteps. Trade: short US Treasuries. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Insights From Shopify CEO Tobias Lütke on Founding Success
My conversation with Tobias Lütke , founder and CEO of Shopify. I think he's one of the best founders int he world, it was a privilege to get to do this. https://lnkd.in/dtYJSJFd
Founder‑Led Vision Drives AI‑Powered Growth for All
My conversation with @tobi, founder and CEO of Shopify. Timestamps: (0:00) Intro (0:49) A problem worth solving (5:58) Building products people love (10:14) Why originality matters (11:47) Conformity in Silicon Valley (15:47) Founder-led companies (18:44) Shopify’s AI transition (23:52) Building with urgency (26:52) AI for small businesses (35:18) Raising the standard...
Socket Security Hits $1B Valuation After Major Hack Defense
Socket, a security software firm focused on protecting open source code, said it's valued at $1 billion in a round led by Thrive. @SocketSecurity, also backed by a16z & with clients like Anthropic, played a key role in fending off...
MDLZ Raises Dividend, Analysts Boost Targets – Buy Dips
Macro: defensive staples; Key: MDLZ $0.50 qtr div (3.26%), 12th raise; strong Q1 EM sales; analysts raise PTs. Risk: commodity inflation & geopolitical supply shocks. Trade: accumulate on dips. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Facebook Adds Bulk Upload for Reels, Streamlining Creator Workflow
Facebook launched a Reels bulk upload feature that allows creators to upload and schedule multiple Reels at once. Facebook has been trying to get creators to share more Reels content through programs like Creator Fast Track, and this tool makes...
Quantify the Problem First, Then Price Feels Trivial
There's a rep I know who closed a $180K deal after the buyer had already told her the budget cap was $120K. She didn't discount. She changed the sequence. She had them quantify the full cost of the problem before she showed the...
Trace Outcomes to Culture, Not Symptoms
Don't Solve the Wrong Problem: How to Trace Outcomes Back to Culture. Most leaders diagnose outcomes at the symptom level. Here’s the methodology to go deeper and find what’s actually broken. https://t.co/DL4nvB37Xr https://t.co/bXVOswC3ci
W. Kamau Bell
W. Kamau Bell to Launch Video Podcast ‘Who’s With Me?’ With Malcolm Gladwell’s Pushkin Industries https://t.co/nm58uJi9Bp
Brands Worth Tattooing: The “Tattoo Test” Strategy
I build brands with the “Tattoo Test” in mind. Ever since creating Snoo for @Reddit, I’ve been obsessed with creating brands people want to literally tattoo on their bodies. I think we’re off to a good start with @weareangelcity, @wearelagc...
Scaling Startups From Zero to Thousands with SEO
When people ask me what's my favorite SEO gig: Taking Startups from Zero to One. Getting a project from a few users to 100s or 1000s of users in a short amount of time is one of my biggest satisfactions. Then, training a...
Super Bowl Ads: Are $10M Price Tags Real?
New pod: Are Super Bowl ads really with $10 million? I called Horizon Media's Adam Schwartz, one of the most active ad buyers, for his perspective. https://t.co/n2SRubWRgG
Unlock $1‑10M Deals Through Overlooked Accountants
The best $1-10M EBITDA deals exist where others are not looking... Hint: accountants What can Joshua Friedman of Canyon Partners and Bowles Hollowell Conner & Co., the lower middle market investment banking firm, teach you about creative sourcing? Timestamps: 0:00 Great sourcing comes from...
UFC Expansion Highlights TV’s Evolving Yet Enduring Ad Model
The Varsity * UFC preps to expand to TNT, HBO, Bleacher Report, once Paramount's WBD acquisition gets okayed. * Assessing the blast radius from the NFL's media negotiations. * The chaos in college sports continues. Plus, one of the biggest ad buyers, Horizon Media’s...
Easy New 20y Auction, Positive TU Futures Roll
Should be an easy new 20y auction today with the backup in yields which will set up an interesting futures roll next week where the TU contract finally has a positive roll (2.5). Also, TU and FV could still...
Regulators Target Specific NIL Deals Under NIL Go
Not all NIL deals receive the same level of scrutiny from regulators. What types of NIL deals are reviewed more closely under NIL Go? I break this down in my book NIL 101: The House Settlement 40% off https://t.co/yBVisUkFCL https://t.co/czOajWUS56
AI Drafts Quirky Postdoc Ads, One Hits the Mark
I asked Gemini to make an advert for hiring for a new postdoc to my lab. I gave it our recent group photo at Darwin's House and all the job details. It made some terrible ones, but I like this...
AI‑Powered Growth: Rapid Winning Creatives Every Week
Most brands don’t lose because of bad products. They lose because they can’t produce enough winning creatives fast enough. TempoAI is trying to change that completely. An AI Head of Growth that: • studies competitor ads • analyzes your brand • finds new hooks & angles •...
DeepMind Co-Founder Backed Anthropic Before Google’s Billion‑Dollar Investment
New reporting revealed that Google Deepmind’s Demis Hassabis was an early angel investor in Anthropic, with Google also separately investing billions in the AI rival [Reg Req] https://t.co/kmdW7iOh0U #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/naLNwp8Dpz
China to Acquire 200 Boeing Jets Conditional on Demand
#China announces plans to buy @Boeing jets but with qualifiers: "in accordance with market demand" as per state media. $BA @ChinaDaily https://t.co/KmpXwtGfKK "An official from the Department of American and Oceanian Affairs at China's Ministry of Commerce said on Wednesday that...
Regional Instability Forces Gulf Sports Ecosystem Realignment
My latest for @amwajmedia Regional instability compels shift in Gulf Arab sport ecosystems https://t.co/Mvt7DNQ3EX https://t.co/TraPkModwW