AI Benefits Evolve to Year‑Round Support with Guardrails
Contributor Spotlight: LaJoi McClendon — AI-powered benefits moving beyond enrollment to year-round support, with the right guardrails. Read LaJoi's take on p. 26 of our eBook. https://t.co/x6mbQ6zZKz #AI #Talent https://t.co/udEnGmVMon
New AI Platform Uncovers Hidden Cancer Targets, Raises $10M
Most cancer drugs go after the same targets: EGFR. PD-L1. HER2. Not because they’re the best targets. Because they’re the only ones we’ve been able to see. RyboDyn Inc. is going after what’s been invisible. The San Diego team, led by Imad Ajjawi, PhD,...
Vetted $16M HVAC Roll‑Up Offers 30% IRR
"I strongly believe there are many high net worth people in finance (IB, hedge fund, PE, etc) who have a desire to allocate some money to LMM deals/roll-ups but don't feel like they have access to vetted deals." How about an...
Essential 80/20
Your $200K/year survival kit. Don't have time to read them all? Here's the 80/20 concepts (a thread🧵):
Plan Monthly, Film Weekly, Repurpose Daily for Efficiency
My new content workflow... 📆 Monthly: strategy + planning only. No creating. 📆 Weekly: film + edit same day. Done in under 2 hours. 📆 Daily: 1 hour on supplemental content from that video.
Two Red Flags Equal Unqualified Founder Leads
Founders: Discovery call red flags checklist: 🚩 No clear pain metrics 🚩 Can't name decision maker 🚩 No similar tool spend 🚩 No timeline pressure 🚩 Won't share budget range Any 2 flags = unqualified. Save your time.
Weak Dollar Fails to Lift Emerging Markets Amid Rising Yields
The dollar is below 100 on the index, down nearly 5% over twelve months. Textbook says this boosts emerging markets. But emerging market ETFs are down sharply. The Kospi just fell 3% in a session. That correlation isn't working. Why? US Treasury...
OpenAI’s Promised Rapid Shifts Clash with Economic Weight
"Please expect a very high rate of change from us" Sam Altman told us six months ago. But OpenAI isn't a plucky startup. It's a giant, deeply tied to our current and future economy. Maybe take a breather on the changes...
Unconstitutional Tariffs Deliver Costs Without Revenue—A Lose‑Lose
A wry aside (inspired by @stanveuger): Implementing unconstitutional tariffs ensures you get all of the distortions and costs of tariffs, and (assuming refunds are required) none of the revenue. Lose lose.
5s30s
5s30s just took out the low from Monday. Back end flattening aggressively post auction https://t.co/KwTSaaxDhY
Budderfly Secures $550M to Expand Energy-as-a-Service
Budderfly raises $550 million to scale its Energy-as-a-Service platform #energysky -- via pv magazine usa: https://t.co/mVu3KQ8ZPN
Administration to Submit FY2027 Budget Request Next Week
Confirming recent rumors that the Administration will send the FY2027 budget request to Congress next week, Sen Approps Cmte chair Susan Collins tells Politico it's supposed to arrive at the end of next week. https://t.co/eF2p9GpD3K Vought to testify to...
Regain Ad Control, Boost Sales 69% in 10 Days
I spoke with a founder in November who had her sales get cut in half almost immediately after hiring an agency. She had no idea what they had changed or why it was happening, and the agency couldn't give her a...
CIOs Shift to Variable AI Budgeting Amid Token Volatility
#CIOChat Q4: Endgame: If more IT workloads consume tokens, budgeting shifts from fixed to variable, a major $ issue. How are CIOs adapting financial models like FinOps for AI, chargebacks, or automated guardrails? How do you manage volatility while still enabling...
Network Authentically: Ask Black Peers About Their Experience
If you're a Black person you should look to network with other Black people. If you reach out to Black professionals at companies you're targeting, skip the pitch. Lead with something real. Ask how their experience has been as a...
Google Revises Shopping Ads Political Policy Worldwide
ICYMI: Google will update its Shopping Ads political content policy in several countries https://t.co/YI3Sj141FI https://t.co/5WbKVkbuZl
War Prolongs Oil Price Surge Despite SPR Release
With Brent crude around $109, following the decision to release 400 million barrels from the SPR, along with waivers for Russian, Iranian, and Venezuelan oil entering the market, the path is clear: The longer the war drags on, the higher...
Instagram Launches Reels Ads for TV, Movies, Cultural Events
Instagram to Sell Reels Ads for Viral TV and Movies Content, ‘Cultural Moments’ Like NFL Games and Black Friday https://t.co/yxkIQNZSec via @variety
Sharpie Maker Warns Tariffs Threaten Tennessee Reshoring
The maker of Sharpie - praised by Trump & other US protectionists - says its "investments in production in Tennessee rely on imported equipment, and the company worries that higher tariffs on those machines could make reshoring and local production...
Most B2B Deals Closed Before First Call
The Game is Rigged: Why 80% of B2B Deals are Won Before the First Call by @Timothy_Hughes https://t.co/PsZtzMt7s4 @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Marketing #Leadership #MarketingStrategy #MarketingSuccess https://t.co/fpL3ieWFvG
U.S. Real Median Household Income Peaks 2024
U.S. real median household income 2017: $71,870 2018: $74,030 2019: $78,250 2020: $81,580 2021: $81,270 2022: $79,500 2023: $82,690 2024: $83,730 Calendar-year 2025 income report (which will contain the official 2025 median household income) should drop around September 2026) Source: U.S. Census...
AI Token Usage Hidden; Teams Need Clear Visibility
#CIOChat Q1: AI token spend is now embedded in everyday work, such as copilots, agents, but often without clear visibility. Where is token consumption growing most in your org? How are you making it measurable/visible at team and workload levels? https://t.co/tnw9OYIb9f
JPMorgan Unveils CDS Basket to Short Major Tech Debt
JP Morgan has launched a basket of credit default swaps designed to let hedge funds bet against the debt of $GOOGL, $AMZN, $ORCL, $META, and $MSFT 👀 https://t.co/snSNwBvm2p
Iran War Forces Asian Airlines to Add Surcharges
Airlines are being hit HARD in Asia by the war in Iran. Both KLM and Air France have added SURCHARGES on long-haul flights while airlines cancel HUNDREDS of other flights. KLM & AF SHOULD SEND A BILL FOR DAMAGES TO TRUMP...
KLAR's Efficiency Gains Outshine Loan Loss Concerns
Investors focus too much on $KLAR loan losses provisions because of strong loan volume growth. They should focus more on $KLAR becoming a more efficient business by improving operating leverage. - Revenue per employee 3.6x from $344K to $1.24M. - The number of...
Ignore Office Politics, and They'll Control You
You are a manager now. If you do not play politics, the politics of the organization will eventually play you. THE HARSH REALITY:
Israel Builds Buffer Zone, Illegally Occupies 8% of Lebanon
In an attempt to ANNEX southern Lebanon, Israel is now setting up fortifications & creating a so-called “buffer zone” between Israel & Lebanon. Israel is already ILLEGALLY occupying about 8% of Lebanon’s territory. https://t.co/9FEQdXkvKH
United Flight Attendants Secure $100‑plus Hourly Wage After 5.5‑year Freeze
United Flight Attendants Reach Deal — Top Pay Would Exceed $100 An Hour After 5.5 Years Without A Raise - View from the Wing https://t.co/kKjjYrMT4u
Goldman Sachs Cuts India Rating, Nifty Target to 25,900
Goldman Sachs downgrades India to Market Weight and lowers NIFTY target to 25,900 from 29,300.
Asian Nations Dumped
Be careful not to confuse changes in valuation and changes in custodial patterns (after Russia's reserves were immobilized) with actual sales https://t.co/zTGz75N9rr
Join Tuesday Demo of New Metrics Engine Software
I'm providing a quick overview of my new metrics engine software on Tuesday. Save your seat here: https://t.co/8LmsFlZ8bu If you can't make it, a replay will go out. https://t.co/CDzvmA4cIP
From Near-Shutdown to $40M: Bolt's Rapid AI Pivot
On April 16, I'm sitting down with Eric Simons, co-founder & CEO of @boltdotnet, for an in-depth chat on how @boltdotnew went from near-shutdown to $40M in 5 months. We're gonna go deep on the pivot, the decisions, and how...
Spot Real Adoption, Not Just Early Interest
Execution is visible. Adoption is not. Many teams are active in the market, but unclear on where real demand is forming. In AI-driven categories, this becomes harder. Strong demos and early interest can mask a lack of commitment from the...
Choose Freedom over Unicorns: Bootstrap Your Tech Lifestyle
The advice I give is NOT for founders who think they're creating unicorns, decacorns, or the next Anthropic. What I care about is showing that beautiful tech lifestyle businesses can be built outside the VC ecosystem. I'd rather...
Hormuz Closure Likely Drives 10‑Year Yields Higher
As long as Hormuz stays closed (which is highly likely near term), 10y UST yields will likely keep rising until either Fed or Treasury are forced to inject USD liquidity (into an oil spike & increasingly fracturing global supply chains)...
Stop Marketing Money Leaks with a Deep‑Dive Audit
Hello Thriends- I am gauging interest in a multi-day marketing leak audit. I’d use my investigative journalism skills to find where you’re marketing and comms are bleeding, and map out a plan with you 1-1 to plug said leaks. It’s a...
Iran Clears Friendly Bulk Carriers Through Hormuz, Trade Resumes
Iran shepherds friendly bulkers through Hormuz ▶️Evidence the Islamic Republic is allowing its own trade through the Strait of Hormuz ▶️Increase in westbound transits after weeks-long lull ▶️Other bulkers that have waited in the Arabian Sea are now on the move towards the...
Swap Terminal for Kanban: A Game‑Changing Upgrade
Cline got rid of the terminal and replaced it with Kanban. This is sooo much better - worth trying. (80% sure this will be copied by every other co)
Growth Requires New Strategies, Not Past Success Playbooks
It doesn’t matter if you’ve scaled past $5M, $10M, or $20M. You’ll fail if you think the same strategies will get you to your next milestone. • The offer • Creative approach • Targeting • Product lineup • The team All can change at each...
US-Israeli Iran War Creates Unpriced Massive Supply Shock
The ill-conceived US-Israeli war against Iran will go down in history as one of the great supply shocks. Surprisingly, it hasn’t been fully priced into the market yet. https://t.co/0P6D68qJi7
AI Is Redefining Hiring: Hire Engineers Already Obsessed
A candidate used AI to ace the coding test. The team couldn't tell the difference. This is the new hiring reality for SaaS founders 👇 On this week's SaasRise Mastermind, we broke down the biggest challenges SaaS CEOs are facing...
Closing the Incrementality Gap with Northbeam on April 8
The gap between marketers talking about incrementality and marketers actually using it to drive efficient scale is MASSIVE. @northbeam's Brayden Cruz and I are changing that for folks who tune in here on April 8. https://t.co/TwO3b0W6pP
UK100 Slides, Trim Cyclicals Amid Commodity Shock Risk
Macro: UK100 -1.29% as Financials & Mining lead. Key: 3i to 52‑wk low; gold -3.5%, Brent +4.9%, USD firmer. Risk: commodity shock, sector contagion. Trade: trim cyclicals. Expect consolidation. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Mortgage Rates High, Market Frozen Despite Fed Cut Hopes
Mortgage rate: 6.43%. Mortgage applications: -10.5% in a week. The housing market isn't slow. It's frozen. Nobody's buying. Nobody's selling. The Fed's "one cut" forecast isn't saving anyone at the closing table. $XHB $TLT $SPY https://t.co/4lS8cSAOkb
Leaders: Choose Action Over Hesitation, Not Endless Waiting
Waiting feels responsible. More data. More analysis. One more week. But sometimes waiting isn’t strategy. It’s hesitation. Question for leaders: Are you more likely to ACT or WAIT? https://t.co/wACIctUbjQ
US 10‑Year Yield Climbs to Over 4.40%
Of note: Up 7 basis points so far today, the yield on the US 10-year government bond is currently trading above 4.40%. #economy #markets #bonds
Silent Teams Signal Leadership Failure and Collapse
I asked a CEO of one of the biggest industrial groups in India which is on the verge of bankruptcy, why this happened? He replied: “Bosses who don’t listen will eventually be surrounded by people who have nothing to say.”...
Use the PDP Test to Boost Team Performance
I call this the “PDP test”. Purpose, direction, and progress. One’smce you answer these for yourself, it’s good practice brings question to your whole team to pinpoint areas in need of improvement. if you want to read my full article on this...
SARB’s Short
𝗪𝗮𝗿, 𝗢𝗶𝗹, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗠𝗶𝗴𝗵𝘁𝘆 𝗥𝗮𝗻𝗱 🇿🇦 The South African Reserve Bank (SARB) just mapped out two possible futures for South Africa's economy. 𝗦𝗰𝗲𝗻𝗮𝗿𝗶𝗼 𝟭: 𝗧𝗵𝗲 𝗦𝗵𝗼𝗿𝘁 𝗦𝗵𝗼𝗰𝗸 If the conflict ends within 2 months, oil averages just under $100/barrel, and the...
Read Reddit, Build Content, Stop Guessing
Your buyers are on r/marketing, r/entrepreneur, r/startups and a dozen niche subreddits describing their exact problems in their exact words. That is better than any focus group you will ever pay for. Go read it. Then build content around what you find. Invest...