College Game Guarantees Revealed: Pay Rates by Sport
good morning I've FOIA'd over 1,000 college game contracts, across multiple sports. Here's what I learned about how game guarentees differ (whats the going rate for WBB games? or softball?), who pays the most, and more:
Median Voter Demands Lower Inflation Than Fed Tolerates
I have come to believe the median voter has a different loss function than the Fed. The median voter wants inflation at 2% or lower and would tolerate higher unemployment as a tradeoff. The Fed’s revealed preference is at...
Future Default and Severity Rates Drive Private Credit Opportunity
Actually want matters is both the future default rate AND severity rate. Sometimes defaults fault in a greater recovery as when long dated fully collateralized bonds default and the maturity date advances to the day it is restructured.
ChatGPT‑Generated Thumbnails Boost AI Video CTR to 8%
ChatGPT Images do a great job with YT thumbnails. 8% CTR on a business AI topic is solid. Video was on the implications of ChatGPT Workspace Agents on work. Great for cranking out newsjacking content on the fly. https://t.co/1UXV2GI43i https://t.co/U3t7zaFtRD
High Salaries Justified for Uniquely Valuable Positions
[Deleted a comment I made last night about the advisability of govt paying high salaries for certain jobs to workers who would not be able to get anywhere near those salaries anywhere else. There are circumstances where the value of having...
Accountant Is Not CFO: Misunderstanding Costs Millions
I’ve seen the headlines and want to offer a different perspective. Cardi B allegedly said she “got burned” after discovering over $1 million was spent in a single month, and that she fired her accountant. I say allegedly because I...
Low Crude Prices Persist Amid Historic Supply Shock
🚨 NEW POST 🚨 𝗦𝗮𝗻𝗴𝘂𝗶𝗻𝗲 𝗦𝘁𝗿𝗮𝗶𝘁 𝗦𝘁𝗼𝗽𝗽𝗮𝗴𝗲 Making sense of relatively low crude prices through nearly two months of the largest oil supply shock in history https://t.co/1E2OX8hn8t
How Global Imbalances Ripple Across Nations
Adam Tooze has a very good new Substack article on global imbalances. I discuss below where I (mostly) agree and disagree (more in emphasis than in substance), focusing especially on how imbalances are transmitted from country to country. @adam_tooze https://t.co/n6KhuJ5NMS
Private Credit Strain May Tighten Liquidity, but 2008 Repeat Unlikely
Due to faulty marketing targeting inexperienced retail investors, private credit problems are making headlines. With the headlines, broader financial system confidence and sentiment are in play. If private credit concerns spread, liquidity in the traditional and shadow banking...
AI‑Powered Realize+ Automates Ad Strategy on Open Web
Two big news items today. First, we’re bringing the power of Performance Max and Advantage+ to the open web. Meet Realize+. An always-on AI agent that works on behalf of advertisers, continuously evaluating strategy, budget, targeting, and creative across thousands of signals...
SEO Alone Isn’t Enough; Dominate AI Answer Space
“SEO is crushing it. We’re #1.” Great. But buyers aren’t starting there. They’re asking ChatGPT, checking Perplexity, reading AI answers first. Above surface: -rankings -traffic -impressions Below: -AI citations -mentions -answers If you’re not there, you’re invisible. https://t.co/GgDfQB0P0T
Hormuz Turns Trade Weaponization Frontline, Threatening Maritime Security
Hormuz becomes frontline in ‘weaponisation of trade’. Is there currently maritime security and safety? https://t.co/NoAhibd8ud
Unlock AI Marketing: Practical Strategies for Founders
i'm hosting a live event in berlin on april 28th "the future of ai marketing" from 5-9pm at w3.hub here's what we'll be getting into: > how to use AI marketing as a founder to actually capture attention and get customers (without sounding...
New GEO Tools Launch Paid Linkbuilding Networks—Potential Pitfalls Ahead
So now multiple new GEO tools are formally, publicly launching paid linkbuilding networks? What can go wrong? 🫠🫠🫠
Do Your Highest‑Impact Tasks First Thing in Morning
Front-load your decision-making. Write, build, lift, read, or do whatever your lever-moving tasks are first thing in the morning. Because I can almost guarantee you won't have the energy, clarity, or discipline to do them (well) at night.
Audit Your SaaS Blog: Fix Orphaned Posts & Cannibalization
Most SaaS blogs have 200+ posts and still can't crack 5K monthly visits. The problem isn't volume. Not even AI. Before you write one more article, run this audit with the help of Claude. Full instructions are below, but this is the gist...
Curiosity‑driven Voicemails Generate Replies without Callbacks
You are very, very unlikely to get a call back from a voicemail. But I still leave them on almost every single call. My CTA on every voicemail is not asking for them to call me back. Instead, I tease the email...
Mistakes Teach More Than Successes—Learn From Them
If you’re not making many mistakes, you must not be learning much. Mistakes and failures are ultimately more valuable to you than successes because they provide the best learning. I detailed some of my biggest mistakes—and what I learned from them—as...
Deregulation, Not Airlines, Created Industry's Fragility
Airlines were fine before deregulation. It's bad regulation that made it a financially fragile crappy industry. And the JetBlue-Spirit combo would have liquidated a year ago.
Trump Appoints Former Tobacco Exec to Top CDC Role
The Trump administration has crammed an astonishing number of political appointees into the highest echelons of #CDC, most with few or no medical or public health credentials. One of the latest is surprising: A former Big Tobacco exec. https://t.co/8jA8qfqMv6
Mexico Core Inflation Falls to 4.27%
Not sure what to do with this one, but Mexico core inflation down to 4.27%.......
Meta's AI Pixel Blurs Line Between Ads and Data
Meta’s AI pixel and the vanishing ad-product divide Last week, Meta introduced automation updates to its two keystone data ingestion features for advertisers: its pixel and its Conversions API (CAPI). These updates are less significant as product enhancements than as evidence...
9,000+ Leaders Embrace AI-Driven Digital Transformation
RT My LinkedIn Learning course, Digital Transformation for Leaders in the AI Era, has over 9,000 people started learning. #DigitalTransformation #AI @Star_CIO https://t.co/UbVcHko1qW
CTV Halves Acquisition Costs, Doubles Leads
In Episode 4 of From Screen to Store, sponsored by @JamLoop , Jay Blecker of @mosquitoSQUADco joins @JeremyBloomHere and AdTechGod to describe how CTV helped cut acquisition costs nearly in half while doubling leads. https://t.co/UlXFF0gxDX
Young U.S. Workers' Career Optimism Plummets, Seniors Improve
I'm usually skeptical of 'generational' trends, but young Americans do indeed seem unusually pessimistic about their careers right now 🧵 A long running survey finds satisfaction for 18-24 year olds has fallen since 2023, despite rising for older workers. https://t.co/CBcrAUi9Bb
Revolutionary Ideas Rarely Deliver as Promised
“Every 10 to 20 years someone comes along and says, ‘Oh, I have a brilliant idea. I will revolutionize the industry with these factory-built methods that nobody has ever thought of before.’ And then they...don’t work out the way that...
Valuable Spurs Tumble Into Premier League Relegation Zone
Tottenham is the 10th most valuable soccer team in the world. And, oh, if you haven't peeked at the @premierleague table recently, @SpursOfficial sits in the relegation zone. Here's @novy_williams, @kbadenhausen and me on that and a whole lot more...
Great Leaders Begin with Why, Says Lynn King‑Tolliver
The most inspiring leaders start with WHY. Video from Urban Land Institute (ULI) 2024 with CRE investor and creator, Lynn King-Tolliver
Peacock Gains 2 Million Subscribers Yet Remains Unprofitable
With February's Super Bowl/Olympics/NBA All-Star Game run, Peacock added 2 million subscribers to 46 million total. It's still losing money. (charts via @THR) https://t.co/bkeeUKzYCy
Entrepreneurs Capture Full Reward, Employees Get Fraction
Most people don't think about risk/reward correctly because they only think about the level of risk and are unable to accurately conceptualize the magnitude of the reward Let’s take two scenarios - one as an employee at a RE firm, one...
KC Baseball Stadium Costs Taxpayers $600M Plus More
#KC's #MLB team gets the #Royal treatment. as $1.9B downtown stadium project announced. City taxpayers w/fork over $600M, unspecified amt from #MO, $800M from team. To anchor 85-acre shopping/dining district. #realestate #CRE #retail #baseball https://t.co/LSyDs9PQK5
Higher AI Gains Bring Heightened Job‑Displacement Anxiety
AI is creating a paradox in the workforce. Those seeing the biggest productivity gains are also the most concerned about job displacement, especially in roles highly exposed to AI and among early-career workers. The pattern is telling. The closer you are to...
Time Multiplies Investments: $10k Grows to $3.3M in 50 Years
If you invested $10,000 in the U.S. stock market 10 years ago you would have $37,595 today. The same investment made 50 years ago would be worth over $3.3 million. The magic of compounding, in one chart… https://t.co/xsMqEDHpje
Gulf States Seek Influence Through Media Consolidation Deal
The question is what the Gulf states want from a deal that will put two Hollywood studios and two news networks — CNN and CBS — under one roof. https://t.co/NsWJ7L7DEr
From War‑torn Budapest to $80B Automated Trading Empire
Thomas Peterffy is worth $80B and his life reads like the plot of a Christopher Nolan movie: - Born during a Soviet bombing raid, Budapest, 1944 - Sold pieces of gum to kids at age 12 - Organized children to hunt scrap metal...
PENN CEO Threatens Near-Zero Maine Investment over iGaming Bill
PENN CEO Jay Snowden said his company will invest "next to zero" in Maine if the iGaming bill approved this year survives current legal challenges. PENN operates a land-based casino in Maine but is not eligible for an iGaming license....
Align IT, Ops, and Finance for Cohesive Digital Transformation
Don't implement tech in a vacuum. Align IT, operations, and finance from the start. Integrate tech updates into your broader digital transformation roadmap to bridge the gap between current capabilities and future potential. #DigitalTransformation #ITStrategy https://t.co/B8WW3UADNU
Mendoza's $57.3M Rookie Deal Amid 18.5% Bonus Surge
NEWS: Lots of reports on what what Fernando Mendoza will earn in his first NFL contract. Correct # is $57.3M over first 4 years, with a 5th-year option. Rookie signing bonuses are up 18.5% from 2025, 2nd biggest jump ever....
Stadium Announcement Revealed as Spectacle, Not Policy
This is just really good reporting that conveys how the stadium announcement was a dog-and-pony show, not a policy presentation. So many unanswered question. More of this please. https://t.co/WTHZG1s501
Three Simple Steps to $100k: Offer, Visibility, Daily Ask
You'll hit $100k by doing three things: • One clear offer • Consistent visibility • Asking for the sale daily Everything else is noise.
Strategic Risks Keep Tesla and SpaceX Separate for Now
From a strategic standpoint, what’s the argument for not just merging Tesla and spacex now and getting it over with?
Universities Need Michael Roth; Yale’s Retreat Undermines Trust
Every university needs a Michael Roth as president. Wesleyan's head grades Yale's shameful retreat: "That’s not a mission; it’s a defense strategy. And the retreat from public purpose will not enhance trust; it will further erode it." Gift link: Yale Has Come...
AI-Driven Integrated HR: Prioritizing Human Capability
Zoom Out for an Integrated View: Stakeholder HR through Human Capability with AI @dave_ulrich https://t.co/YJEAFofHOZ #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
SEO Content Is Increasingly Fake and Generic
If we are being honest about what's happening in SEO and broader content marketing in general. There are very few people producing original, differentiated, first-hand experience based content. It's all fake. It's all ghost written. It's all just being done...
Vail Ski Visits and Revenues Tumble Across Board
New season-to-date skier metrics from Vail Resort: ▪️Total visits: ⬇️ 14.9% ▪️Lift revenue: ⬇️ 5.6% ▪️Dining revs: ⬇️ 11.7% ▪️Ski school revs: ⬇️ 12% CEO Rob Katz says $MTN has seen a "moderate" decline in '26-27 pass sales.
Underestimating Timelines Kills Startups; Double Your Estimates
The biggest mistake in early-stage businesses isn't the product or the team. It's the timeline. The planning fallacy is real: founders systematically underestimate how long everything takes. Take your honest estimate. Double it. Add contingency. Most ventures that fail would have succeeded with more...
Imagine Watching Four Major Games Simultaneously Tonight
Society if we could quad-box NFL Draft (ESPN), Knicks-Hawks (Prime Video), Yankees-Red Sox (Fox), and Sabres-Bruins (TNT/HBO Max) tonight. https://t.co/njWI1gtF8k
Manual SEO Wins Over AI-Generated Content Flood
There are many sites scaling like crazy for AI Search with "commodity content". Tons of it generated via AI to target every possible question or prompt users have. Again, manual actions will rule the day while Google builds a system...
Bio Sector Remains Tiny Slice of Booming Venture Pie
Stay Humble: Life Sciences as a Small Slice of an Increasingly Big Venture Pie. New data-rich blog from @AimeeRaleigh13 on the comparative scale of bio sector vs tech https://t.co/sPIMtuWvWy
Central Banks Dominate Ahead of UK Banks, US Tech Earnings
Central banks in focus as UK banks, and US tech giants get set to report https://t.co/zZXdVGgOPE #Fed #BOE #AAPL #NWG