CPU, Not GPU, Becomes AI’s New Bottleneck
Generative AI was all about GPU bursts. Agentic AI changes everything - it's continuous orchestration, coordination, and real-time decisions. That's why the CPU is becoming the new bottleneck. Arm just placed a massive bet with its first-ever production AGI CPU, claiming 2x the perf/watt of x86 and forecasting a 4x surge in CPU cores per gigawatt. CIOs/CTOs: Your 2027 plans can't be GPU-only anymore. It's about the CPU-to-GPU ratio. Read why this rewrites the entire AI infrastructure stack: https://t.co/T1Cai8fW8j
Liquidity Crunch, Not Recession, Will Trigger Next Market Crash
Hot take: the next drawdown won’t be “a recession.” It’ll be a liquidity accident. Dollar firm. FX carry crowded. Credit tightens quietly. Then everyone acts shocked. Markets don’t blow up from headlines. They blow up from plumbing. https://t.co/oS1ebUhkzJ
France Announces Limited Aid to Mitigate Iran War Economic Fallout
France unveils limited aid to offset Iran war impact on the economy https://t.co/CZX6WnRGfE via @WHorobin https://t.co/RaHs19PKsN
Concise, Value‑Driven Messaging Beats Bloated Creative
Concise, value-driven messaging consistently outperforms bloated creative because it respects time, sharpens intent, and drives faster decisions. Here are 9 ways to achieve this >> https://t.co/oMeJACDuou #emailmarketing #digitalmarketing https://t.co/BqsADxVvqM
Midjourney's Profitability Faces Google Rivalry and VC Pressure
Midjourney Is Profitable and Chasing Hardware Dreams. But Can It Survive Google? The competition around founder David Holz has intensified, and his plans greatly exceed his initial creation, an AI image-making tool beloved by artists. He may even have to do...
Proving GEO ROI Sparks New Scaling Demands
You can't make this up. Client hired a new marketing leader and pressed me to "prove the value of GEO" and why they should continue investing. I put together a presentation to demonstrate the value based on what we've accomplished....
Get a Discounted SEO Audit for Your Site
It's been quite a long time since I last managed an e-commerce website. Who wants some SEO work done for their site? I'll audit yours at a discounted rate to get things going.
AI Redefines Healthcare Search: Visibility Over Clicks
Search isn’t broken. It’s evolving. AI is changing how healthcare brands show up— visibility doesn’t always mean clicks anymore. Lacey Reichwald breaks down what’s changing in healthcare search—and what isn’t. 👀 👉 https://t.co/gVeYqeWbe3 @ahamediagroup #marketingstrategy
Synergy Turns 4x Acquisitions Into 10x Value
the roll-up math: buy 8 businesses at 4x combined EBITDA: $4M Synergised platform value at 10x: $40M same earnings the multiple did all the work
AngelList Roll-Ups Spotlight Founders' Key Deals and Dormant Angels
One of the many reasons to love AngelList roll-up vehicles is there is an asymmetric amount of attention paid to a) the most important transaction to date in a founder's life and b) an angel who hasn't heard from you...
Global Inflation Rates Set to Shift Dramatically Soon
This chart is going to look at lot different a month from now. Global Inflation Rates... https://t.co/RrBw1EeUo3
Real-Time User Feedback Drives Instant Feature Updates
I am proud to publish my personal stack but the coolest thing I have enjoyed so far is getting direct feedback from thousands of others who tell me what they want And I can launch a fix that same day. Or...
Hiring Dietitian Clueless About Anatomy Reveals Systemic Oversight
HOW does a hospital end up hiring a dietitian who “didn't know where intestines were”?! 😳 A sign of our times, perhaps? Tut-tut. Via @JHumphriesBBC @BBC https://t.co/PeXXIkdw0c
Seeking Modern Tool for Quick Keyboard Shortcuts
what tool are we using for quick keyboard shortcuts these days? eg. insert saved reply to an email sort of thing.
Integrate AI Now to Halve Ecom Workload and Dominate
How to run an ecom brand in 2026 using AI for half the work: - Use AI to generate 10x more ad creatives than UGC creators can produce - Build a custom GPT trained on your customer service FAQs so new...
Markets Misjudge Risks: War Threats Underestimated, Private Credit Overrated
In my view, markets are underestimating systemic risks of Middle East War and overestimating systemics risks of private credit
People First: Teams Turn Vision Into Magic
The most exciting part? The team. People, product, and processes—in that order. A motivated team, aligned for the right reasons, can achieve wonders. Focus on your people; they'll make the magic happen. #Teamwork #Motivation https://t.co/ylRmqGNHT0
Clarke Acquires Ravelin REIT for $1.1B, Adds
#Canadian bacon saved as #Clarke, a co that operates ferries on the #StLawrence buys out struggling #REIT #Ravelin in deal that values REIT at $1.1B+adds 6.3MSF NA+#European offices to Clarke's portfolio. #realestate #CRE #mortgage #TSE https://t.co/O403vkrbXu
Quality‑of‑Earnings Review Triggers Price Cuts and Walk‑aways
the quality of earnings review finds every time: – inflated owner salary – personal expenses in business – one-off revenue not repeating – related party transactions every finding: – a price reduction – a structure adjustment – a walk away signal never skip it
US Soybean Exports to China Plunge to 19‑Year Low
🇺🇸🇨🇳At the White House on Friday, Trump said: “American soybeans are now being shipped to China in record amounts.” Unless something unexpectedly changes, 2025/26 U.S. soybean exports to China are on track to be: ▪️a 19-year low ▪️down 58% from the five-year average...
Iterate Your Pitch With Real Audiences, Not Solo
Practicing your sales pitch is excellent. (Raising money is a sales pitch too.) But, if done in isolation, you end up with a compact and complete case… that might not resonate with actual customers. Expositions must be iterated with the audience, not...
Strait Reopening Prevents Catastrophic Fallout
"but the catastrophic consequences of the Strait remaining closed won't happen if the Strait reopens" https://t.co/iULTzt6N2d
India's Export Bans Could Sway Global Rice, Sugar Prices
Decent odds we see some export bans for key commodities where India can move global prices (eg rice, sugar)
Citi Holds S&P 500 Target Despite Iran Tensions and Pullback
Citi holds firm on S&P 500 target despite Iran tensions and the current market pullback ... the market won't bottom until the sellside slashes YE targets https://t.co/wcQjQH879W
Future Silicon Will Be Built for Agentic AI
From here on out, all silicon architecture designs will be designed with agentic AI in mind. Basically, all silicon becomes agentic workload-focused.
Spot Real Growth vs Hidden Distractions in Business
#TimTalk - How can a founder distinguish between a “growth opportunity” and a “distraction in disguise”? with Jad Atwe https://t.co/qbSSvZj1IH via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Marketing #Success #Mindset #Entrepreneur #Management
Marketers Chase Reddit Hype, Ignore Lasting Brand Value
Marketers suddenly want to prioritize Reddit efforts because they think "it helps with LLMs" but no one cared about Reddit prior to AI search being all the rage. If this was 2016, no one would be prioritizing Reddit. And that's...
AI Augments Knowledge Workers, Preserving Human Agency
Marcus Fontoura, CTO for Microsoft Azure, author of HUMAN AGENCY IN A DIGITAL WORLD, on impact of AI on knowledge workers https://t.co/DFOk3yJikn
AI Chief of Staff Turns Chaos Into Seamless Daily Flow
Before I set up my AI chief of staff: ↓ - I'd spend 20 minutes every morning figuring out what to work on - Meeting prep meant scrambling through old emails five minutes before the call - Operational stuff like checking payments, following...
Consumer Preferences Unmapped Amid Low Family Medicine Pay
Has anyone mapped this into what consumers *want* and/or *value*? The sucky pay for family medicine is glaring; what about others? @HealthyThinker
Gold Poised to Shine as Markets Dip
When the S&P 500 falls ~31% on average, Gold has historically gained +6.5%. And right now? • S&P 500 is down ~5–6% in recent weeks • Nasdaq in correction territory • Oil > $100 and geopolitical risk rising This is exactly the type of...
From Billion‑Dollar Deals to Billion‑Dollar Turnarounds
IB at Goldman Sachs. PE at TPG. Then he pitched a $1B restaurant buyout at Paulson — now he’s fixing another $1B mess.
7% Mortgage Rates Trap Sellers in Negative Real Yield
Mortgage interest rates are hitting 7 percent and sellers are locked into COVID era mortgages that are in negative real interest rate territory. More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/jUHCvyVvDx
Prioritize New Customer Rate Over ROAS for Growth
ROAS is quietly the most deceptive metric that nobody knows how to track. The moment you push into cold audiences, ROAS can drop. And every operator trained on it pulls back exactly when they should push. Almost every account we inherit has...
Erdoğan Blames Netanyahu's Israel for Regional Aggression
#TurkeyWatch 🇹🇷: President Erdoğan fingered Netanyahu's gov't and Israel for “not only targeting Iran”, but also its “step by step implementation of plans to occupy Lebanon”, and its continuing “aggressive violations” of Syria’s sovereignty. https://t.co/M9KIHTZopA
Good‑paying Jobs for Recent Grads Plummet over 25 Years
I think this data is more revealing of what's happened in the last 20-25 yrs. The NY Fed has tracked the proportion of underemployed recent college grads in good-paying jobs v. low-paying jobs. The proportion in good-paying has dropped sharply....
Trump’s Tariffs Were Symbolic, Global Trade Endured
Factful Friday is up! After a book-writing hiatus, it's back (and based on snippets from my forthcoming eBook, World War Trade). 👉Why didn’t Donald Trump’s tariffs melt down the world trade system? This Factful Friday, based on snippets from my...
AI Becomes Strategic Driver of 2026 Enterprise Innovation
Use of AI Triples for Product and Enterprise Innovation in 2026 https://t.co/3CNiNbURdd From my latest global CIO survey. The use of AI gets far more strategic this year. https://t.co/3xIOumQeI3
Iran War Sparks Global Stagflation, EM Rate Hike Pressure
OUT NOW - Former PIMCO Sovereign Credit Head on Iran War's global stagflation shock & risks for sovereign bonds. EM central banks don't have luxury of "seeing through" $100 oil - many will feel pressure to hike Apple 🔊https://t.co/FbjlbTwSHF Spotify📽️https://t.co/BWmky8uYIF https://t.co/eMPzAa5H18
AI‑Built Healthcare Platform Wins Real Paying Users
A founder shipped a healthcare platform - 400 users, 50 paying customers, 100% built with AI. Engineers keep telling her it's not possible. I've heard this one before. Four times, actually. https://t.co/M3jJ1HZ9e6
Valuations Drop 12% Even as EPS Expectations Rise
📊 Valuations are down 12% while EPS expectations are up @DanGreenhaus breaks down the market math nobody is talking about 🎙️ https://t.co/T03CfonYMo
Brace Yourself: Global Macro Markets Turning Dicey
Grab you lunch pails and get your hard hats on.... Global Macro gettin DICEY @fejau_inc @qthomp https://t.co/c1n3INbRN3
CERAWeek Recap: Iran Conflict Fuels Energy Crisis
Quite a week to be @CERAWeek with Iran war and escalating energy crisis. And no one better to debrief with than the incomparable @JavierBlas. Check out my podcast with him recapping #CERAWeek and latest on Iran. https://t.co/OsJts3VLUQ
IEA Urges EU to Decouple Gas From Electricity Pricing
The EU should sever the link between gas and electricity costs to limit the fallout from the Iran war, the IEA has suggested 🇪🇺⚠️ In the European marginal pricing system, gas is the fuel that effectively sets the power price https://t.co/rvKWzsWwey
UN Managed Iraq Oil Funds: 25% Reparations, 3% Fees
Remember this? After Kuwait's liberation, Iraq's oil revenues were placed in a UN escrow account, with the UN managing sales and purchases. Iraq paid about 30%—later reduced to 25% after 2000—for war reparations, while the UN kept 3% for administration...
AI Boosts Recruiter Efficiency: Real-World Workflow Hacks
Brainfood Live On Air - Ep369 - Optimising Your Recruiter Workflow with AI - Real Examples https://t.co/9PGKK22Tex
48‑Hour Pause Makes Negative Feedback More Effective
Melinda French Gates waits 48 hours before giving negative feedback. If she’s upset, she pauses and thinks first. No surprise critiques months later. If you hear nothing after 48 hours, you did your job well. What would change at work if you gave feedback...
U.S. Debt Service Surpasses Defense, Threatening Great Power Status
Ferguson’s Law, proposed by Sir Niall Ferguson: when a great power spends more on debt service than on defense, it risks losing its status as a great power. The U.S. crossed that line. Net interest at ~3.1% of GDP exceeds defense at ~3.0%. DEBT...
High Inflation Dem
If CPI were to trend up to 5% over the next year in the unlikely event that rbob futures kept rolling up to the current spot price...what is the 10 year yield and what has to happen to SPX earnings...
US Assures Allies: No Immediate Iran Invasion Plans
Not even a slight bounce on this headline. *US SIGNALS TO ALLIES NO IMMEDIATE PLANS FOR IRAN INVASION