
Strait of Hormuz Appears ‘Open’ Yet Something’s
Check in on the "open" Strait of Hormuz. Something's missing but I can't put my finger on it https://t.co/Pr2PQBKlFe
AI Erodes Distribution Moat; Brand Power Now Dominates
Distribution used to be the moat. AI leveled it. Now the companies with the strongest brands are pulling further ahead than ever, and everyone else is just adding to the noise.

AV Startup Funding Triples in 2026, One Deal Dominates
Funding to autonomous vehicle startups has seen a massive resurgence in 2026, more than tripling so far this year compared to all of 2025 globally, @crunchbase data show. One outsized deal made up 3/4 of the total. But it wasn't ...

Half of Global Markets Rebound Amid Iran Conflict
"Looking across 46 different country ETFs since the start of the Iran war, the global picture looks far more resilient than headlines and the chattering media's pundits would suggest. Nearly half of the world's major markets -- 20 out of...
Trump Claims Iran Won’t Close Hormuz; Iran Threatens Closure
Love these competing blockade headlines: Trump said Iran has agreed to never close the Strait of Hormuz again. An Iranian official told Fars that if the U.S. naval blockade persists, Tehran will consider it a violation of the ceasefire and will close...
HR 2030: A Vision for Agentic HR
Introducing HR 2030: A Vision For Agentic Human Resources @Josh_Bersin https://t.co/BiIc6olAF7 #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
AMCApes Leader Backs Warner‑Paramount Merger, Sparks Theater Feud
The king of the #AMCApes has started a brawl with fellow movie theater owners by backing David Ellison’s plan to combine Warner Bros. and Paramount. They had it out in person yesterday in Las Vegas. Details ⬇️⬇️ https://t.co/6DmAIbWKUA
Buzzy Creates Ten Ad Variations From a Single Draft
Most brands test one version. Because making more is expensive. Buzzy turns one ad into ten — like Photoshop for ad iteration. https://t.co/Q8z0GfVrGU

Lee Kuan Yew's Ultimatum Crushed Pilot Strike
Back in 1980, Singapore Airlines pilots did a work-to-rule protest that messed with flights and the airline's rep fast. Lee Kuan Yew didn't mess around... called the union leaders in, looked them in the eye, and gave it straight: 'You've...
Search Evolves Into Agentic Manager with Gemini AI
This week we saw so many things get set up as we transition to a new era of the web - the agentic web. I did something different with my newsletter this week. I asked Gemini to look at the transcripts from...
CTV's AI‑driven ID Graph Fuels Full‑funnel Growth
Wow, @vibedotco hitting $227M ARR with +264% YoY growth tells you exactly where advertising is heading. CTV has finally cracked the performance code. Advertisers are shifting 30%+ of their total marketing budget into one channel, that level of conviction drives serious...
Market Volatility Driven by War Perception and Headlines
Perception is reality in the markets, and that perception is being driven by headlines. Those headlines suggest today that the war is near its end, but we're not there yet, and there will likely be occasional headlines to the contrary....

War Slashes Growth in Middle East, Low‑Income Nations
The impact of the war on the global economy as measured by revisions to the IMF’s World Economic Outlook: a very significant hit to the Middle East itself and Low-income Developing Economics. More featured on today's Chartbook Top Links in...
Human-Centered Leadership: 3 Steps to Stop Failure
Leadership Without Humanity Is Failing — Here’s How to Fix It in 3 Steps - https://t.co/7AhCcW3WT4 - https://t.co/VUA6vOtz0B by Brad Rencher
Rays CEO Urges Immediate $1B Stadium Funding or Exit
Rays CEO Ken Babby warned the Hillsborough County Commission that "time and action are of the essence" for a $1B stadium subsidy or else "we would have no choice but to evaluate alternatives," in a tour de force of don't-make-me-come-in-there-ism....
Define Future Processes Before Launching Tech Projects
Rushing into tech projects without defining future state processes is a common trap. It speeds things up short-term but creates major delays and problems later, derailing projects and budgets. #ProjectManagement #TechStrategy https://t.co/7TfYgTGW9y

Strong Labor Data Signals Higher Rates for Longer
Jobless claims fell to 207,000. Philly Fed hit a 15-month high. The real economy is not the economy the bears have been describing. Strong data with a hawkish Fed means rates stay higher for longer. That's the actual risk now....
Paid Ads Can Scale to $50K MRR Fast
$0 to $50K MRR in 12 months. Team of 5. No content marketing. No complex funnels. Just PPC. Karel Papik says most founders dismiss paid ads too early. https://t.co/cYWDvmOcGB

BOE's Pill Signals Potential Rate Hikes to Combat Inflation
BOE’s Pill suggests rates may need to rise to tackle inflation https://t.co/iAYJOdrBkv via @tomelleryrees @irinaanghel12 https://t.co/Rk8oDw3DMD

US‑Iran Deal Nears: Stockpile Trade, 5‑Year
the outlines of a us-iran deal are taking shape/getting closer. the us wants iran's enriched uranium stockpile and a 20-year moratorium on enrichment. iran is offering stockpile plus 5 years, wants $20 billion in frozen funds released plus sanctions relief.
Leadership Means Deciding and Inspiring Others to Act
President Dwight D. Eisenhower said, “Leadership is the ability to decide what has to be done and then get people to want to do it.” How do you influence others? #frippvt #dailyquote #inspirationalspeech
Google Rolls Out Back‑button Penalty, Spam Reporting Overhaul, DSA Sunset
SEO Video recap: Google back button hijacking penalty, new spam reporting big change, Google Ads DSAs going away and much more https://t.co/V3NCVBwMVh

High‑Spread LSTA Merger Arb: Big Reward, 35% Risk
$LSTA merger arb for the brave👇 Spread just blew out to 48% on a cash offer. Tender postponed, buyer is hunting for financing at "better terms." Buyer previously licensed LSTA's drug. They know the asset. They want it. This is a definitive...

War's End Relieves Treasury Funding, Swap Spreads Expand
With the possibility of war ending, US Treasury funding pressure looks to be easing helping swap spreads widen. Nice move today https://t.co/q4hDJXSsiz
Unclear US Blockade Complicates Iran's Hormuz Ceasefire Limits
So, are we just back to Iran's 10-15 Hormuz ceasefire Hormuz crossing limit of last week, now with the added US blockade? Or something more? These tweet-length statements are killing me with the lack of detail.
China's GDP Growth only Loosely Mirrors Real Economy
CER: "There is obviously to some extent a relationship between China's GDP growth number and the real economy. Although we don’t know exactly how closely those two things match." https://t.co/ARbicIVAH8

Lagarde Warns Inflation Risks Skewed Upward
ECB’s Lagarde says risks to the inflation outlook are tilted to the upside https://t.co/03GtPv7xtj via @NickHeubeck https://t.co/m2Nl7hg63C
AT&T Leads as Top Buyer for NextNav, Shares up 24%
"with AT&T the most logical fit, but SpaceX and Verizon Communications are also credible buyers of NextNav" NextNav shares have gained nearly 24% so far this year, https://t.co/FXVYWITgRW

U.S. Imports More Crude yet Remains Net Petroleum Exporter
GUIDE: U.S. crude oil and petroleum product trade balances. The United States is BOTH a major importer and exporter of crude oil and petroleum products. These trade patterns allow the U.S. system to balance. But the devil, as always, is in...
AI Cuts B2B Site Build From 8 Weeks to Days
What typically used to take 8 weeks took me a few days in 2026. In a today’s live AI session at 10AM PT, I’m sharing how I built a full B2B marketing site in 3 days with AI for a new...
Many Software Stocks Still Under 10x GAAP P/E
When @CCM_Ryan told me how many software stocks trade at a GAAP P/E below 10 https://t.co/XNvJT8mAee

Agent‑First Era Makes Websites, Brands, Silos Obsolete
The Agent-First Reality: Why Your Website, Brand, and Silos Are Obsolete https://t.co/YV3RT3pqcl @DLAIgnite #SocialSelling #DigitalSelling #Leadership #ArtificialIntelligence #Tech #TechNews #AgenticAI #AIAgents #AI #FutureOfWork #Strategy #Sales #Marketing #MarketingSuccess #MarketingStrategy #Branding
DeepSeek Seeks First External Funding to Boost AI Compute
DeepSeek in talks to raise outside capital for first time, seeking to beef up its financial war chest so it can better compete in the costly battle to develop leading AI models.... That will buy lot of compute... https://t.co/8YciEvxn9J
No Recession or Excess Leverage—Credit Cycle Remains Safe
What actually kills a credit cycle? Recession or too much leverage. Neither condition is in place right now according to Morgan Stanley CIO Mike Wilson 🎙️ https://t.co/rdsmLpLKIt

Four Architecture Layers Power the Agentic Enterprise
What does a CIO need to know about architecting the agentic enterprise? #sponsored 4 architecture layers every agentic enterprise needs: → Context: harmonized data → Work: composable business logic → Agency: reasoning + execution → Engagement: humans + agents, side by side The model is not...
March US Inflation Stems From Money Supply, Not Oil
March's US CPI inflation (3.3%/yr) wasn't the result of higher oil prices. It occurred because the money supply was accelerating prior to the Iranian war. The 3-month annualized inflation rate in Feb. was exactly equal to March's 3.3%/yr. https://t.co/YBHCbqfLiV

2026 SDR Skills Report Defines 10 Essential Abilities
Last week, we announced the 2026 State of SDR Skills Report. Here's what went into it: 9 world-renowned experts on the SDR profession defining the skills that SDRs need for modern success in 2026. Truly an expert panel that resulted in 10 skills...
Your Character Sells Before Your Product Ever Does
Built my 6-figure business by becoming someone people wanted to work with: • Before I had the offer • Before I had the funnel • Before I had anything to sell Character is the first product.
Brands Shift to Advocacy-Driven Creator Partnerships
I chatted with @gilliannivy for @adage on why we’re seeing a lot of brands launch more advocacy based creator programs.

Get Real-Time LP Feedback on Your Fund Deck
For GPs raising a fund, you're probably sending your deck to potential LPs. Those LPs are using that deck to quickly decide: meet or pass? Wouldn't it be sweet to know what an LP is thinking when they see your...

Tariffs and Conflict Reveal Hidden Supply Chain Risks
"U.S. aluminum tariffs and the Iran war—a case study in unintended supply chain vulnerability" https://t.co/UuDRjms7S6 https://t.co/oZgTAVHOS4
CFTC's Inaction May Undermine Kalshi Sports Betting Lawsuits
Rule 40.11 is a major problem. I wrote this nearly one year ago. "CFTC’s Failure To Enforce ‘Gaming’ Contract Ban Could Still Upend Kalshi Sports Betting Lawsuits" https://t.co/hFQ1ejhfoB

Start with Nosebleed Fans to Wow Everyone
Most companies optimize for the people who pay the most… @thesavbananas founder Jesse Cole (@yellowtuxjesse) does the opposite. He starts with the people in the worst seats—the nosebleeds. Because if you can make the experience unforgettable for them, you can make it...
Mozambique Shows Debt Relief's Promise and Pitfalls
Mozambique is an example of where debt relief can work, but unfortunately, is also an example of where things can go wrong. @CGDev https://t.co/n8UiQp0jdb
Meta Ad Performance Spirals Into Unpredictable ROAS Volatility
I have to go back years to remember the last time Meta was this volatile & felt like someone pushed a ROAS button randomly every few days. been digging through a couple of accounts and some of the best adsets...

Free Showerheads Fueled Explosive $40M Revenue Surge
I researched Jolie's entire growth strategy after hearing their founder say "paid marketing just isn't working". They gave away 5000 free showerheads. Then they did: • $4M year one • $28M year two • $40M+ year three Check the full breakdown below:...
Comments, Not Feed Posts, Drive Brand Impact
Harsh but true: Your brand feed posts don't matter. The comments do. “It’s not just about posting cadence and chasing follower growth. The best social media teams are optimizing their resources and time to live in the comments” Lessons from Social Media...
Iran's “Open” Hormuz Route Fails to Reassure Shippers
"The Iranian foreign minister’s announcement on Friday that the Strait of Hormuz is “completely open” for ships that use an Iranian-prescribed route doesn’t give the shipping industry assurances to resume traffic through the strait" https://t.co/9MdBedoMmR
All Live Michigan Sportsbooks & iCasinos in One List
Live Michigan sportsbooks / iCasinos: bet365 BetMGM BetPARX BetRivers Caesars DraftKings Fanatics FanDuel FireKeepers Four Winds Golden Nugget* Hard Rock Bet Horseshoe* Play Eagle theScore Bet / Hollywood iCasino *iCasino only
Peloton's Sexy Ad Exposes Tension in Wellness Pivot
This week on Optimizer, I finally manage to talk about Heated Rivalry… in the context of a horny Peloton ad and the company’s attempt to pivot as a wellness brand. https://www.theverge.com/column/913766/optimizer-peloton-fitness-business-column