Startup Ecosystem Systematized, Scaling Far Beyond Population Growth
Lotta folks commenting that this chart is an indictment of the progress of "startup science." I think it's the opposite. Since 2010 you've had a 7-10xing of seed rounds and a 3.5-7xing of A rounds. The US population has only grown by 9% in that period. Tech entrepreneurship has become "legible" to a dramatically larger population who are not just starting up, but also being initially capitalized (seed) and surviving into beginning scale (A). My view is this is a direct outcome of the systematization of the craft of tech entrepreneurship thanks to accelerators like YC, the seed market, pioneered by First Round Capital, and canonical texts like The Lean Startup, The Mom Test, Founding Sales, and more. The ecosystem is getting MUCH better at finding market opportunities, fitting technical solutions to them, and taking the results to market, successfully.
Brace for Market Turbulence If No New News
Given all the news in the past 24 hours, if nothing new is announced in the next 24 hours, strap in—things are about to get intense. #oil #bonds #economics #mortgagerates #chartdaddy
US Banks Receive $200 Bn Capital Infusion
The $200bn capital boost to US banks. More on this in the Chartbook Top Links of today. https://t.co/Z0naICa1tz
Region Supplies Huge Share of Key Global Commodities
22% of the world’s traded urea, 24% of its aluminium, a third of its helium and 45% of its sulphur come from the region
SaaS Valuations Plunge, yet Growth Stays Robust
SaaS valuations have reset — but growth remains intact. Significant multiple compression - Median EV/Sales declined from 15–17x to 4–5x. Median subscription SaaS snapshot 👇 • EV/Sales: 4.7x • NTM Growth: 16.5% • 51 public companies • for SaaS companies (including device / fixed-capacity subscriptions and...
Rising Gas Prices Drag Down Discretionary Spending
Energy sector $XLE: +33% YTD Consumer Discretionary sector $XLY: -10% YTD Higher gas prices are expected to reduce discretionary spending. The more you spend at the pump, the less you have to spend elsewhere (travel, restaurants, clothing, etc.). Video: https://t.co/kTI1Olplo7
Research Before Calls: Stand Out From Bad Sales Reps
Bet - The prospect joining your call, has experienced some awful sales reps before. Reps who don't understand their business, know how they make money, or even pronounce their name right. Unfortunately, the bar is very low in sales. You need to set...
Set Clear KPIs First to Track Influencer ROI
#25Tips to Help You Select a B2B #SocialMedia Influencer Number 19. Define clear KPIs upfront to measure campaign success. Performance metrics are essential for tracking ROI. 📊📈 #MeasureSuccess https://t.co/CeFLuMSwYi
Your Profile Is the Ultimate Social Selling Pitch
The “Secret Sauce” of Social Selling: Why Your Profile is Your Best Pitch by @Timothy_Hughes https://t.co/8dMzYaxhZ9 @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Leadership #Marketing #MarketingStrategy https://t.co/KUCW3z7WpN
Japan’s Energy Dependence Exposes Vulnerability Without US Consent
Sad but true: “Japan can’t cut a deal with Iran without U.S. approval” And that’s why Japanese are protesting now. Energy insecurity in Japan can turn food insecurity can trigger events that US equity, bond, currency market are not pricing in. And Trump’s...
AI Threat: Losing Jobs to Better AI Users
The most dangerous thing about AI isn't that it takes your job. It's that it gives your job to someone who uses AI better than you. Andrej Karpathy just published a tool that maps every job in America by AI exposure.
Essentials Soar, Tech and Toys Plummet Since 2000
PRICE CHANGES 2000-2025: Massive price increases (100%-300% ↑) • hospital services (+275%) 🩻 • college tuition (+196%) 🎓 • child care 🛝 • medical care 🏥 • housing 🏡 • food and beverages 🥘🥤 Significant price decreases: • TV📺 • computer software💿 • toys🧸 https://t.co/Cu5vmq9OuE
Success Masks Executive Burnout Until It Crashes
When I burned out, it didn’t look dramatic. In fact, I was at the top of my game, having just earned a $60,000 bonus. The next month? I was bedridden. That’s what makes executive burnout dangerous. It hides behind success.
Swap “Impact” For “Ripple Effects” To Get Deeper Insights
The word "impact" feels manipulative to buyers. They've heard it from every seller. Replace it with "ripple effects." "Can you help me understand the ripple effects this challenge is having on the rest of the business?" Sounds more sophisticated. Signals business acumen. Gets 3x richer answers.
Specific, Data‑driven Prompts Outperform Vague Marketing Requests
Bad AI prompt: Give me marketing ideas. Good AI prompt: I run a SaaS for fitness coaches doing $2M/yr. My goal is to double leads in 6 months. Give me 10 strategies used by similar companies. Context = quality.
Higher Oil Prices Not Always Bad for Stocks
How Do Higher Oil Prices Impact Stock Market Returns? An analysis of historical oil price trends and stock market returns indicates that higher oil prices don't necessarily lead to weaker stock market returns going forward. (Ben Carlson @awealthofcs) This #WeekendReading,...
Standardize RT MCP Servers to Avoid AI Integration Pitfalls
RT MCP servers are the new "API contracts" for AI agents. They must standardize auth, rate limits, schemas, and observability, or enterprises will recreate the same brittle integrations we suffered through with REST and RPC. #AI #MCP @Star_CIO https://t.co/7dcoLIKa0K
Steve Jobs: Mastering Tough Feedback for High Performers
Steve Jobs on how to give feedback to high performers when their work is simply not good enough; giving difficult feedback without causing resentments is a superpower. https://t.co/Q5VFsVHfAT
China, Korea, Taiwan, Singapore Led Pre‑
But it is more accurate -- Before the latest oil shock the really big surpluses were China, Korea, Taiwan and Singapore (more an investment income dollar but ... )
Markets Shift to Tightening, Cuts Delayed Until 2027
Markets are now pricing 8bps of TIGHTENING by year-end. Not cuts. Tightening. Six months ago the market expected 3+ cuts in 2026. Next potential cut: autumn 2027. Good luck hitting even that. https://t.co/mmyLstJwNe
China’s Rare Earth Dominance Fuels Global Mineral War
China's Rare Earth Weapon: Inside the "Mineral War" with Tomasz Nadrowski. Read more and sign up to my newsletter here: https://t.co/uDfSXat1Xl https://t.co/MXFQAofK9T
Stop Letting Top Talent Clean Up Mediocrity
Strong teams don’t let high performers carry the dead weight. If your best people are constantly cleaning up for the lazy ones, you’re not building a business…you’re enabling mediocrity. Raise the standard & lower the tolerance. Period.
Deregulation Shocks Drive Investment, Productivity, and GDP Growth
"Quantifying Deregulation and its Economic Effects: A Large Language Model Approach" https://t.co/roqt5w8PzH "Positive shocks to deregulation boost investment, productivity, stock prices, profits, and GDP" 👀 https://t.co/3GEjbPT2Fx
Build Simple Systems, Automate Weekly, Live Hands‑Free
Most people don't realize that building systems is f*cking easy. 1) Automate one task per week 2) Document every process 3) Delete what doesn't serve you Do this for 6 months and your life runs without you.
Master Organizational Politics to Strengthen Your Security Program
Lessons in mastering organization politics for the good of your security program: 1. Decisions are Not Made in Committees 2. Map and Partake in Decision Making Flows 3. Slip Stream Constantly 4. Don’t Let a Crisis Go to Waste 5. Build a Base of Support 6....
California's Gas Supply Depends on Asian Petroleum Imports
What if Asia gets worried and stops sending petroleum to California. (Where did you think Californians get their gas since @GavinNewsom started closing oil refineries?)
Trump’s Actions Erode US Hegemony and Military Supply
Let’s unpack this: US exceptionalism/hegemony is based on our “security guarantees” which Trump clearly voided for our Gulf Arab allies when he and Netanyahu started a war on Iran (and Lebanon). And Trump also started a trade war with China that extracts,...
Leaders Should Speak Last for Better Meetings
Jeff Bezos: the most senior person at a meeting should speak last (superb leadership advice) https://t.co/Wn8dKuFBOM
Leader Modeling Profoundly Impacts Education Leadership
New post: The Profound Impact of Leader Modeling https://t.co/rpHCMspx66 #edchat #edutwitter #educhat #edadmin #edleadership #suptchat #digilead https://t.co/D0csu2llnS
Trust-Led Growth Dominates 2026, but Many Remain Manual
Heads up, CROs & GTM Leaders: “Trust-Led Growth” is the battle cry for 2026. But most of you are still trying to manual your way through it by @Timothy_Hughes https://t.co/rl93jz7QM6 @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Marketing #Leadership #SalesEnablement
Trade Slowdown Milder than Expected, but Conflict Threatens Sharper Dip
Global merchandise trade will slow less this year than the WTO predicted, but risks a sharper downturn if prolonged Middle East conflict keeps energy prices elevated https://t.co/nhU9axrKFm via @b_muzz https://t.co/Vo7S63a3JN
Supply Chain Gaps Cripple Energy Despite Abundant Output
"The Waha market’s collapse underscores a pressing issue in global energy: Even when there’s enough raw-material output, many parts of the world lack the critical supply chains necessary to ship product where it’s needed" https://t.co/SUdaWtbJpH https://t.co/I9cYdXcGNR
Bombing Iran's Plants Equals De Facto Embargo, Says Analyst
If the US bombs Iran's power plants, there's no power to fill up oil tankers, so it's an embargo. Same with taking Kharg Island by force. Iran will stop exporting oil, so it's an embargo. Much better to do an...
Self‑protective Narratives Shield Leaders From Accountability
Tough one. What people are really trying to do is create a context that protects them against criticism of their strategy and enables them to blame someone else for failure. So, in some sense, it isn't a fixable problem because...
YouTube Expands Thumbnails to 50 MB, Boosting TV‑grade Quality
YouTube creators can now upload thumbnails up to 50MB (up from 2MB), enabling higher-resolution images with less compression. 🎨 As the first impression of a video, higher-quality thumbnails can drive more clicks and improve overall performance. This is especially important for...
Middle East Sulfur Reliance Fuels Fertilizer Supply Shock
"Fertilizer Shock Escalates as New Supply Risks Emerge" https://t.co/lgfrgMYRFg "almost half of the world’s supply of sulfur—which is turned into sulfuric acid for the processing of phosphate fertilizer—comes from countries in the Middle East" And US tariffs are making things worse:
Gold Set for Sharp Rebound After Emergency Fed Cut
Gold will bounce hard when fed Does emergency rate cut next week or two and all margin accounts stopped out. https://t.co/l3tZYexfCr
Hyun Song Shin, Senior BIS Economist, Appointed BOK Governor
Senior BIS economist @HyunSongShin has been named by South Korea’s president to run the Bank of Korea https://t.co/NVLP6R3Dox
Rising Short‑term Rates Threaten High‑debt Nations
Short-term rates (black) are rising as markets settle in for a long war. That pushes up long-term yields, a problem for any high-debt country out there. The last time we saw this in 2022, Italy and Spain needed ECB bailouts...
Markets Aggregate Opinions with Cash, Revealing Future Expectations
Markets are useful for the same reason polls are useful: not because they’re flawless, but because they aggregate lots of views. The difference is investors back their opinions with cash. Stocks aren’t GDP, but they do reveal what people expect...
Write for Free, Charge for Implementation, Scale to Millions
How I generated my first $5,000,000 on the internet: Selling digital products. But it took me 4 long years. This 5-step roadmap would have got me there faster: 1. Write for free. You want to start by writing for free. • Write on social platforms for...
ChatGPT Ads Lack Data, ROI Remains Unproven
Low tech, no performance data, and limited targeting. Wow, sounds amazing :) -> Advertisers that bought ChatGPT's first ad campaigns say the process was low tech and that they haven't received much data showing if their ads worked "Two executives at...
Rate Cuts Improbable This Year, 20% Chance in December
Last week I said the chance of a rate cut according to the polymarket was more than likely not happening Some thought I was wrong Needless to say no rate cut happened I need you all to pay attention… this ENTIRE YEAR (as...
Growth Alone Isn't Enough: Prioritize Low Dilution
SBC/Revenue vs NTM growth 👇 High growth ≠ shareholder-friendly $TEAM $FIG → strong growth, but SBC eats a large portion of value The best companies balance both $PLTR $APP $SHOP $ZETA → high growth with controlled dilution Low SBC = real operating leverage $MSFT $FICO $FTNT...
NIL Investment Pays Multiples, High Point Gains Visibility
Whatever they spent on NIL they are getting back in multiples. My guess is very few had heard of High Point prior to now…
Markets Tighten on Trump Amid Bond, Credit Strain
Markets have been the ultimate constraint on Trump and they're starting to look very iffy, especially where the US bond market (bottom left) and private credit (bottom right) are concerned. If the US escalates the war with Iran, markets will...
US Markets Hold Up as Global Stocks Falter Amid War
This WSJ chart comparing the decline in US and international stock markets reflects the underlying economic reality: While the global economy is reeling from the Middle East War, the US is relatively better positioned. This is especially true for energy where the...
When “Critical Business Cycle” Blocks Your PTO
This is the guy denying your PTO request and calling it “a critical business cycle.”
U.S. Leaders Debate China Without Ever Visiting
Washington Is Flying Blind on China Americans talk incessantly about the need to compete with their country’s greatest rival and how to do it. Yet many U.S. policymakers have never been to China. Impacts quality of the debate clearly... https://t.co/ghNp4u7uqt
Human Impact Overlooked in SAP System Rollouts
Even SAP tech admirers face disruption. Implementing new systems, despite recognizing potential, still disrupts daily routines and carries risk. This human element is often overlooked in major tech rollouts. #SAP #TechImplementation https://t.co/NwdxSEj3Vf