Rebranding TKerLLC: Investing Newsletter for the Reluctant
I think this is a sign I should rebrand @TKerLLC as the investing newsletter for people who don’t like investing 📈📈 https://t.co/2VkhAvguUw
Founders Need Rest to Unlock 10X Ideas
I think it is really important to rest. Top athletes, top musicians - they all rest and that is what allows them to stay at peak performance.  But in founderland, we do the exact opposite. Pure adrenaline can keep you...
AUSL's Wonka‑style Promotion Surprises Invited Players
This is pretty genius. The AUSL sets up a Wonka-like promotion and surprises players who have been invited to join the team. Cool story.
Investing in MTS: Real-Time Multi‑Angle News on X
Thrilled to announce our investment in MTS. Beginning today, MTS will be monitoring the situation across technology, business, politics, and culture, interviewing the main characters of the moment all day long on X. We’re seeding it alongside other angel investors such as...
Three Mistakes Blocking Your Leap to $1M/Mo
What got you to $300k/mo WONT get you to $1M/mo There are 3 mistakes holding you back… ➡️
Free Premium AI Feature Drives 24% Trial Conversion
Most SaaS founders gate their best features behind a paywall. Karel Papik does the opposite - gives away his most expensive AI feature for free. Result: 24% free trial conversion. https://t.co/hxJwGLTs1M
Every Rejection Brings You Closer to Funding
Don’t be discouraged by rejections. Every 'no' brings you closer to a 'yes'. Learn from feedback and refine your pitch, using each interaction as a stepping stone toward securing the right investment.
Arbitrage 1% SSI Merger Spread, Free CVR Optionality
New CVR play just dropped on SSI. Arb the 1% merger spread over the next 60 days and keep the CVR optionality for free. https://t.co/42wEktiVwN
R
Fun fact: The Rangers' majority owner co-founded Energy Transfer, which operates the Dakota Access Pipeline. Rangers players wear Energy Transfer logos on their jerseys as part of a sponsorship deal. Energy Transfer is currently on the verge of bankrupting Greenpeace in...
Trump May Extend Hormuz Ceasefire Despite Tehran Advantage
Possible Trump realizes that a drawn out ceasefire in which Hormuz remains closed only serves to bolster Tehran's leverage in peace deal negotiations. Or, more likely, this means nothing and he'll absolutely extend it if/when the ceasefire ends before a more...
From $125k Loan to $12B Franchise Empire
Jersey Mike’s founder Peter Cancro sold majority of sub chain to Blackstone for $8B in 2024. In 2025, Wingstop's former CEO took top job and has filed to go public. Details on Cancro skipping college and turning $125k loan into...
ChatGPT Automates Topic Clustering for Thousands of Keywords
Are we really going to pretend that manually building topic clusters is still viable when ChatGPT can map semantic relationships across 10,000 keywords in one prompt?
Padres' Revenue Surge Explained: Key Growth Drivers
A look at the business of the @Padres. Words and pictures from @kbadenhausen, @JustBirny and @LevAkabas ⚾ San Diego Padres’ Business Is Booming. Here’s Why https://t.co/YAUpH4a5Zf via @sportico
HubSpot’s Breeze Assistant: Simple Tool, Powerful Possibilities
I love it when HubSpot builds simple primitives which can then be combined in creative ways to unlock a lot of power. If you're a HubSpot customer and haven't played with Breeze Assistant yet, you should. It's getting really, really...
Evergreen Private Market Funds Profit Managers and Advisors
Evergreen private markets funds have been lucrative for the firms that manage them, and the financial advisors who have steered their clients into the funds. @ameliajpollard @EricGPlatt @clarfel https://t.co/Dzjt1oAQ0y
CUSMA Dissolution Set for July, Threatens Ontario Jobs
Let's Get Clear On This: As It Stands Today CUSMA Will Begin Its 1 - Year Dissolution Process In July This will cause more unemployment in Canada (Mainly Ontario's) Manufacturing Sector The highest probability is Canadian Governments have totally screwed this up In...
Stadium Ads Return Sparks Debate Among Baseball Purists
Ads covering the stadium is nothing new. The disappearance of ads actually caused just as much of a stir among baseball "purists" when it happened. https://t.co/giW5htoW0R
Real GDP Still Near 3% Amid Policy Risks
Jake Oubina (Piper Economics)returns to discuss the macro outlook. Despite geopolitics, oil, and sentiment shifts, he sticks with ~3% real GDP. We hit tariffs, immigration, and policy risks—and why the backdrop may be more resilient than consensus. https://t.co/e9bJuqjgRy
Legacy Replacements Drive Growth, Cut TCO by Half
Facts. The fastest growing part of 8090 is our practice of ripping out legacy systems for large enterprises and migrating them to pristine, new, well documented and easy to maintain alternatives. It also turns out to be less than 50%...
Beware: Recruitment Agencies Targeted by Bill‑of‑Exchange Tax Scam
Just heard about an insane "tax avoidance" scheme being pitched to recruitment agencies, involving paying HMRC with a "bill of exchange". I'd think it was a joke if it hadn't come from an unimpeachable source. If you come across this, do get...
Zaslav's Warner Bros Deal Boosts Him, Hurts Hollywood
David Zaslav spoke to me for a @nytopinion piece about how things turned out with buying Warner Bros - with Hollywood for the worse, him for the better. https://t.co/WAh0svnSZ0
Google Unveils Safety Reports for Maps, Ads, Plus ChatGPT Ads
It's New 4/20 - Google Maps & Google Ads safety reports, ChatGPT ads and... https://t.co/PYuiao4kFU with @gregfinn @TheMarketingAnu @MordyOberstein
₹9 Crore Offer Spans Three Years, Not Annual Salary
Only 3 years of experience… ₹9 crore pay? A tech professional named Satakshi claimed she had a $1 million (₹9 crore) package—with just 3 years of experience. Her salary was being compared to that of a Senior Manager at Google. The post quickly...
Real Estate Often Outvalues the Underlying Small Business
The value of the land > the business itself I spoke with a family office that owns a portfolio of small businesses. One interesting point the son of the owner made was that, in several cases, the underlying real estate is...
When Organizational Structure Silently Stifles Growth
Structure doesn’t just support growth. It can silently stop it, but most organizations don’t notice it happening. Check out my latest newsletter article: Issue #15: The Stem Problem – When Structure Blocks Growth https://t.co/ax7gz8Wae9 #leadership #culture https://t.co/VuD7if5K2v
Comprehensive Tracker of Google Search & AI Updates Since 2000
New 🔥 resource: Google Search Algorithm & AI Search Update Tracker by DemandSphere 👇 with every major Google Search ranking update and AI innovation since 2000. From Florida to AI Mode. Check it out: https://t.co/Atkb1PISMr https://t.co/dcm47uymBA
Trump’s Tariffs and Iran War Cripple Non‑China Manufacturers
Trump's foreign policy (tariffs and Iran war) could not have landed at a worse time for industries outside China. Those factories were already facing cheap Chinese goods (because of weak yuan and domestic subsidies), then Trump raised tariffs and energy prices....
Best Conversions Come From Fixing Off‑Site Friction Early
Most of my CRO clients come to me in a panic. Sales are down, someone has asked a difficult question in a board meeting, and now we need to fix the website. Fast. So we do. We work through the usual...
Warsh Hearing Could Shift USTs Amid Iran War
Iran war continues to dominate price action in USTs but Warsh's confirmation hearing tomorrow will likely interrupt the current narrative for a spell especially if he sticks to his recent rate dovishness and balance sheet hawkishness.
Tuesday's Triple Threat Sparks Market Volatility
This is the market right now 🤯 Ceasefire expires Tuesday. US-Iran meeting Tuesday. US Retail Sales Tuesday. Expect volatility $SPX $SPY $QQQ $DJI $CL $USO $XLE $GC $GLD $DXY
Built $1B COVID Rescue Program in Weeks
April 20, 2020 was my first day as the GM of the project management team supporting the HR division of our little ATL based airline. As you can imagine, it was an intense and crazy time. Within a week or...
Hormuz Strait Unreliable, Threatening 20% Global LNG Supply
IEA'S BIROL: HORMUZ STRAIT LOST ITS STATUS AS RELIABLE About 20% of global LNG supply is locked behind the strait
AI Crawler Patterns Boost Business Site Search Performance
Research on 68 million AI crawler visits show clear patterns that drive better AI search performance to business sites. https://t.co/Hkhd40OXNn via @martinibuster, @sejournal
US‑China Stockpiling Fuels Copper Price Surge
The entire copper industry has just returned from last week’s leading copper conference in Chile (CESCO), with participants, including the world’s largest copper traders, even more bullish that all-time-high copper prices could be tested over the coming weeks. It’s become...
IG Strategy that Drove Newsletter to 150k Subscribers
one of the best things i did on IG to grow my newsletter past 150k subs
Invest in the GP, Not Just the Fund
Most investors focus on deals. But some of the most sophisticated capital allocators invest somewhere else entirely. In The Holy Grail of Investing, Tony Robbins highlights a strategy used by institutional investors called GP stakes. Instead of investing in the fund, you invest...
AI Empowers CEOs to Code, Not Just Oversee
I came back to code because AI made it possible for me to build at a level I couldn't before. I'm not coding despite being CEO of YC. I'm coding because this is the most important technological shift since the internet...
Master Pricing Calls: Stop Sticker Shock, Build Trust
90% of B2B salespeople suck at "talking price." They either say price point blank (Hint: this gets you sticker shock). Or they beat around the bush (Hint: this kills trust). 6 tips for PERFECT pricing calls that sell:
Unending Iran War Could Stall Global Growth to Zero
My take on what would happen to world economic growth if the Iran war continues unabated @MarioNawfal: "My guess is that world growth would sink from the IMF projected 3.1%/yr to pretty close to zero, maybe even negative." FOREVER WARS = FROM...
Buy $350K Business, Earn $158K Cash Flow
The U.S. small business market did $7.95 billion in transactions last year. Median sale price: $350,000 Median cash flow: $158,950 Median revenue: $703,000 Buy a business doing $158K in cash flow for $350K is what the numbers say. With 10% down and SBA financing, that's...
Populist Pro‑Tariff Rhetoric Fails Against Manufacturing Economics
"These [pro-tariff] arguments carry populist appeal, but they falter when confronted with the economics of manufacturing and the realities of global supply chains."
Four Major Deals Showcase Hefty Premiums Across Sectors
Today's M&A notes $BLD to be acquired by $QXO for $227.25 cash per share + 11.11x shares, 23.1% premium, $17.0 billion $SILA to be acquired by $OWL for $30.38 cash per share, 19.0% premium, $2.4 billion $RUP.to to be acquired by $AEM for...
Ignoring Private Credit Risks Led to Costly Failure
In Lux's Q1 2023 letter (3 years ago) on the theme of FAILURE comes from a FAILURE to imagine FAILURE we warned of the asset class du jour of "private credit" and the explosion in inflows that would not end...
Bank Keeps AI Lending Tight, Exposure Under 1%
One bank’s approach to lending in the tech space. From Fifth Third Bank conference call Friday: “On software and data center lending, we have maintained that same disciplined posture. We believe in the long demand for AI infrastructure, but we have...
Wall Street Remains Calm Amid Iran Naval Blockade
The U.S. Navy is actively blockading Iranian ports. The $VIX is at 17.21. The $SPY is at all-time highs. Either Wall Street has priced in the geopolitical risk perfectly — or this is the most complacent market since 2007. History rarely rewards this level...
Inside Tax Firms' Review Process: Horror Stories Wanted
What's the review process like for firms that prepare a lot of tax returns? I'd love to hear some horror stories.
DoorDash Pays Gig Workers to Train Their Replacement Robots
doordash is paying 8 million gig workers to train the robots that replace them it's pretty insane once you look at the details on march 19, they launched an app called "tasks" it's basically a menu of filming jobs the menu: wash some dishes,...
Artists Defy Labels, Succeed Independently Every Day
The label system spent 50 years telling artists they couldn't do it alone. Here's exactly how thousands of them are proving that wrong every single day: https://t.co/kI1xDdCJtH
Silence Fuels Groupthink; Speaking Up Protects Integrity
Groupthink doesn't usually arrive as pressure from above; it self-generates from below…from the lower rungs of an organizational ladder. And that organizational ladder might be in a workplace, a community, or a civic or professional organization (cough…SHRM...cough). Quietly and efficiently,...
Gymnastics: Only College Sport Paying Women More Than Men
Gymnastics is the rare college sport where programs are spending substantially more money on the women's programs than the men's. In today's (free) Extra Points, we broke down all the budgets in both sports: