U.S. Aims for Expanded China Agricultural Trade Deal
🇺🇸🇨🇳The U.S. will be seeking a wider agreement on agricultural trade purchases from China when Trump and Xi meet next month. https://t.co/eXKPiy2XZF
Warsh's Potential Fed Reforms Analyzed by Experts
Read this morning’s rundown from me and @samjsutton about reforms Warsh might make to the Fed: https://t.co/bBY0mNIO8y
Pricing Experiments Risk Reputation when Existing Customers Notice
That's the one thing I've always found complicated about running pricing experiments on any SaaS I've been involved with. If it escapes the top of the funnel and enters a broader conversation involving existing customers, it becomes almost a reputational...
A Decade of Distributed Systems: Cloud, Ethics, and Local‑First
How have the fundamentals of building large, distributed software systems changed the last decade? A conversation with Martin Kleppmann (author of Designing Data-Intensive Applications) - given that the second, updated edition of the book was just released. Timestamps: 00:00 Early career 05:46 Building...
Private Credit Emerges as Major Hidden Business Lender
Private credit is the bit of finance that’s not banks and not public bond markets, but is now big enough to matter for everyone else. Translation: a lot of business lending migrated somewhere less visible. https://t.co/J4tA5D8pq6
Trump’s False Price Promises Fuel Voter Anger, Zero Inflation Expectations
Fascinating Krugman Substack: https://t.co/6jRnFjpU3x 👉"So what explains the public’s anger? My hypothesis is that it has a lot to do with the fabulist promises Trump made during the 2024 campaign, when he asserted that grocery prices would come down “on Day...
Apple’s Leadership Shuffle Hints Craig F’s Uncertain Future
The only question is will Craig F stay, now that he lost the ceo sweepstakes,
Iran Conflict Expands Beyond Energy to All Sectors
The Iran war is no longer just an energy story - it's becoming an everything story.... https://t.co/TDBA7DATcU
Quality Signals, Not AI, Drive Indexing Drops.
All the slides + JC's coverage. Some good nuggets here -> Google Search Central Live Toronto Slides (April 2026) *Crawl vs. Index: “Crawled – Currently not indexed” is rarely a technical rendering issue; it’s usually a quality signal. Google may...
US ESF's Dollar Holdings Too Small for GCC Support
ESF isn't all that big -- And its liquid dollar assets are actually quite small Lines for all US allies in the GCC would be small v many countries existing reserves (let alone their SWFs) and would have to be funded out...
Discussing IP Rights in American Sports at Webinar
Looking forward to speaking at @ASIPI_ & @UNHLaw webinar tomorrow at 11 a.m. ET on IP rights in sports in the Americas. I'll be on a panel with fellow attorneys Zvi Rosen, Jose Antonio Arochi & Jean-Carlo Costa Gálvez....
Use Claude Code to Vet Startup Ideas Like VCs
Before you tie yourself to your startup idea, have a conversation with Claude Code about it. It is so good in evaluating business opportunities. If you want to look at your business from the lens of a VC, you can also...
Substack's New Translation Tools Boost Global Earnings
Starting with Notes and moving to Posts. Eager to see how this works... Will it be like Reddit or the way X does it? -> Substack adds translation tools, and says ~100K publishers earn on the platform, including ~30K outside...
Governance Is the Overlooked Barrier in Enterprise AI
I've been closely following agentic technology. What is the one thing that is holding back enterprises...but most vendors don't discuss? Governance. @GoogleCloud is addressing governance head on with Agent Identity, Agent Gateway and Agent Observability. #CIO #Cloud #AI #GoogleCloudNext
Oklahoma Senate to Vote on Tribal Sports Betting Bill
OKLAHOMA SPORTS BETTING: - Senate scheduled to vote today on bill permitting betting on tribal lands, give tribes regulatory authority - Bill has the backing of FanDuel - Legislation has already passed the House - Gov. Stitt has opposed bill, prefers more license...
U.S. Government Takes Top Spot in Spirit's Debt Hierarchy
US govt would sit at the top of Spirit’s creaky capital stack. Creditors are not going to be happy. Also likely unhappy is Transportation Sec. Duffy, who called Spirit “good money after bad” https://t.co/Ittbdkn6L1
Google Cloud Unveils Vision for a Unified Stack
One of the underlying messages customers need to take away from the event is how @GoogleCloud is thinking about the unified stack...and why. More to come on this. #CIO #Cloud #AI #GoogleCloudNext https://t.co/siTmrl9KxZ
A24 Taps YouTube Creators, Reshaping Film Audiences
It's interesting that A24 is not-so-quietly recruiting filmmakers like Kane Parsons, Curry Barker, the Philippou brothers, Ian Tuason -- all guys who created viral content prior to their big-screen debuts. The next generation of filmmakers will already come with their...
Cash Surges in 2025, Boosting Fed Balance Sheet
𝐂𝐚𝐬𝐡 𝐢𝐬 𝐝𝐞𝐚𝐝. 𝐋𝐨𝐧𝐠 𝐥𝐢𝐯𝐞 𝐜𝐚𝐬𝐡. The @NewYorkFed's SOMA annual report shows currency growth accelerated in 2025! This is a bit surprising given the digital age, but it bodes well for the Fed's balance sheet and operating income. (1/7) https://t.co/jvk7p0srbM
Master Market Sizing: Essential Guide for Startups
📚2048 Ventures Blog Post: Everything You Need to Know About Market Sizing https://t.co/PLutwGMQGm @2048vc // #startuphacks // #VC
MCCK’s Undervaluation Proved Right, Shares Jump to $71
Wrote this about $MCCK last July: "Mestek reported their Q1 results last week. Cash, and investments were $280 million as of March 31 which equates to $37/share. Shares currently trade at $43.00/share and Mestek has just $8mm of debt. Wild. I obviously...
Housing Leading Indicators Return to Positive Growth
With the MBA data this morning, all of my three favorite housing leading indicators have flipped back to positive YoY growth after war-related declines at the end of March. Will it hold? https://t.co/nPUuWGhIrg
Do You Really Want Post‑interview
HR people and Recruiters - do you really want candidates to email you questions and follow-ups after the interview?
Eight Key Elements That Set Your Brand Apart
8 Elements that Differentiate Your Business and Make it Stand Out https://t.co/CRssUU8kcE #brand #purpose #experience https://t.co/PSdgZqbfHL
Schedule Tasks, Turn Intentions Into Completed Actions
Be honest… how many things on your to-do list never happen? Because you didn’t decide when. That’s where most people get stuck. They collect. They organise. But they never actually do. The COD Method fixes that gap. It turns “I should do this” into “I did it.” Start...
Leaders Must Master LLMs, PR, Social or Fail
A Head of Search was asked about the future of search, social’s role in AEO, and LLMs’ impact on buyers. “I’m going to have to pass on this one.” If leadership can’t answer where growth is coming from, that’s a red flag. Modern...
Bootstrapped Success: Wealth Doesn't Alter Perspective
Last week I asked a founder who just sold his 8-figure company what it felt like when the wire hit. He started it in 2014 and bootstrapped it to $30M ARR before selling in 2025. This is what he told me about...
Global Institutions Pivot to Interventionist Economic Policies
What a world... The IEA is now an energy transition shop. The World Bank now embraces industrial policy for development. Next you're gonna tell me the IMF now supports total capital controls...
Simplicity Wins: Prioritize, Focus, and Scale Down
The most effective systems are often the simplest. Pick a few priorities, focus on one thing at a time, and when something feels like too much, make it smaller. #productivity #focus #startsmall #getthingsdone #simplicity https://t.co/ZbpunFY432
Watch All Markets Simultaneously for Edge
Risk-on: equities up, credit tight, EM leads, dollar weak. Risk-off: Treasuries rally, gold bid, yen strengthens, defensives lead. Most investors watch one market. The edge is watching all of them simultaneously. Divergence is the warning. $TLT $GLD $EEM https://t.co/wrXRW1Rzy6
China’s Real Challenge: Weak Domestic Consumption, Not US Asset Harvest
Agree it's an interesting paper, but largely because it is based on a false premise. China's core strategic challenge is NOT "how to 'harvest' US relinquishing assets." China's core strategic challenge is how to address inadequate (and falling) domestic consumption...
Supermarkets May Undercut Milk Prices to Boost Footfall, Hurting Farmers
It is perfectly possible - I have no evidence - that supermarkets chose to sell milk at below cost because people ran out of it, requiring a trip to the supermarket. Footfall driver, in other words, but a bugger for...
Excited to Showcase CreatorWizard on Google Workspace at Cloud Next
Soooo stoked to hosted by @GoogleWorkspace at #GoogleCloudNext for the next few days 🤩 I run my entire business @creatorwizard on Google Workspace with Gemini so can't wait to see the new featuresssss https://t.co/kz8nv7QtV1
Proactive Service Agreements Prevent $20k Disputes
I’m bringing my friend Matt Sherlock into the Make More Money program this Friday. And I mean friend for real. We’ve known each other since middle school. We take photography trips together every year. He’s also been my lawyer for the...
Three-Stage Positioning Drives Successful Business Sales
One of the most important aspects of selling a business is appropriate positioning. For most companies, the surface-level operational metrics don't tell the complete story of company performance or opportunity. Positioning a business at various stages in a company's lifetime...
Market Always Finds Fault in Fed Transparency, Past or Present
The market will go back to criticizing the Fed for lack of transparency the way it used to before the Fed ramped up its transparency. The only constant is that the market is always find something to complain about in...
Alignment Crumbles When Leaders' Words Diverge From Actions
Where the Golden Thread Breaks Most Often @CustomerThink @https://buff.ly/v54l2O6 It breaks when people stop believing that what leaders say matches how the org operates. From that point, alignment is performative, execution becomes compromised, outcomes become unpredictable. https://t.co/XOwh6orwuz
NHL Hits Highest U.S. Regular-Season Ratings in 14 Years
The @NHL scored its best regular-season viewership in the U.S. in 14 seasons....that dates back to 2012-13, according to my colleague @AustinKarp. That also makes it the best under the current rights deals with ESPN and TNT. https://t.co/OpvNt1craU
AI Powers Restaurant Automation and Loyalty Rewards
AI for restaurants. @HostBuddy_AI lets restaurants automate themselves and add loyalty programs that will reward repeat customers. Here's founder Sagar Gola telling me about it. https://t.co/f4idphjguH
Iran War Inflation Drives Rates Despite Upcoming UST Auction Schedule
It has been almost two weeks since the last UST coupon auction. Today's 20y starts up a bunched up schedule in the next week that is another headwind for rates. Of course, the Iran war inflation remains the...
Trump's Iran Missteps Cost the U.S. Economy
Grateful to appear on @davidfrum Show podcast for @TheAtlantic on the economic impact of Trump's war of stupid choices in Iran. Thanks for the discussion, depressing though it was to cover. https://t.co/qG9YP6iu0A
Ahrefs Rolls Out Interactive Widgets, Structure Reports, Enhanced Brand Radar
Some recent Ahrefs updates: -Interactive widgets in the MCP -Site structure reports added to Web Analytics and Bot Analytics to get breakdowns by section -More info in Brand Radar to see the difference when pages were used to generate vs if they were...
FAST Complements, but Won’t Replace Paywalled Live Sports
There’s nuance to “FAST’s booming popularity” and live sports economics IMHO — so let’s summarize the nuances before unpacking them further below: • FAST is best understood today as a complementary distribution and monetization layer, but not a replacement for premium...
Founders' Dinner Sparks AI, Space Data Center Deals
Last night @BananaCap_ hosted an intimate dinner with the top founders in our network. We talked company building, AI, data centers in space, and multiple deals were closed. DM me if you'd like an invite to the next one. https://t.co/9E0Z5z0zus
Detail Matters: Apple CEO’s Screw‑Groove Lesson
Incoming Apple CEO John Ternus gave commencement speech at Penn Engineering School in 2024. He does version of Steve Jobs “paint both sides of the fence even if other people don’t know” attention-to-detail story…about screws for the Cinema Dislay...
5-Year Yield Rises Toward Downtrend Line
Interest rates worth watching here. 5-year yield pushing up into the recent downtrend line after holding support last week https://t.co/n0HhB2UYKx
Google Signs Multi‑billion Deal for Nvidia GB300 AI Chips
Exclusive: Google deepens Thinking Machines Lab ties in a deal valued in 'single-digit billions,' per a source familiar. Includes access to Nvidia’s new GB300 chips + infra services to support model training and deployment. https://t.co/2fywSlR1Kp via @techcrunch
Private‑Equity Hospital Takeovers Cut Staff, Raise ER Deaths 13%
"When private equity firms acquire hospitals, they cut clinical staff to boost profits — and emergency room death rates rise 13%." — from INCORRUPTIBLE by Eric Ries, out May 26 https://t.co/QemqcsZZbq
Acquiring Is Easy; Operating Demands Naïve Optimism
Here’s one thing I’ve learned after 160+ podcast conversations with people buying, operating, and scaling lower middle market businesses: It requires a lot of optimism and naivety. Describing these people... yes, they're all extremely capable, great at executing the skills needed to...
Sports Franchise Valuations Outpace Revenue Multiples, Lacking Catalyst
Padres are reportedly selling at 9x revenue. Slap that multiple on $BATRK, owner of the Atlanta Braves, and there's 100%+ upside. Ex. real estate assets. Honestly, these multiples are irrelevant, sports franchises are collectables for billionaires to have fun. But the Braves...